Four Points Group Advisors named to Forbes Magazine's list of Best-in-State Wealth Advisors
FREDERICK, Md., April 18, 2023 /PRNewswire-PRWeb/ -- Morgan Stanley (NYSE: MS) today announced that Betsy Pakenas, Managing Director, Financial Advisor, Sid Hugnenin, Senior Vice President, Financial Advisor and Derek McGee, Senior Vice President, Financial Advisor in the Firm's Frederkick, MD Wealth Management office, have been named to Forbes Magazine's 2023 list of Best-in-State Wealth
Advisors.
Forbes' Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes' partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industryexperience and best practices learned through telephone and in-person interviews.
"I am pleased that Betsy, Sid and Derek are representing Morgan Stanley," commented Elchin Bagirov, Branch Manager of Morgan Stanley's Frederick office. "To be named to this list recognizes their professionalism and dedication to the needs of their valued clients."
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
Source: Forbes.com (April 2023) Forbes America's Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/21 - 6/30/22. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue
generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client's experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK
Research LLC or Forbes. For more information, see http://www.SHOOKresearch.com.
Media Contact
Taylor Haller, Four Points Group at Morgan Stanley, 301-696-8249, [email protected]
SOURCE Four Points Group at Morgan Stanley
Share this article