04/23/2026
I'm excited to share that my brother, Morgan , has been recognized by Barron's as one of its Top 1,500 Financial Advisors by State for 2026 and by Forbes as one of its Best-In-State Top Wealth Advisors for 2026. These recognitions reflect Morgan's continued commitment to delivering thoughtful guidance, strong client service, and meaningful results. Please join me in congratulating Morgan on these well-deserved recognitions.
Disclosures:
[Source: Barron's (Awarded March 2026) Data compiled by Barron's based for the period October 2024–Sept 2025. https://www.morganstanley.com/what-we-do/wealth-management/awards/barrons/top-1500-financial-advisors ]
Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026