01/10/2024
Thank you to Forbes for the recognition on this year’s Best-In-State Wealth Management Teams ranking. https://mgstn.ly/47uLRAz
It’s an honor to be recognized along with my partners Jared Salvetti, CFP and Meg Gargulinski, among this group of outstanding professionals who consistently work to raise the standards in our industry.
Sending a special thank you to our clients, who helped make this possible! And congratulations to our fellow Morgan Stanley colleagues who were also recognized.
[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/3tM1ENK)]