Morgan Stanley (NYSE: MS) announced that The Jewel City Group based in
Pasadena has been named to Forbes Magazine’s 2023 list of America’s Best-In-State Wealth Management Teams.
Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.
“I am pleased that The Jewel City Group is representing Morgan Stanley,” said Gregory Laetsch, complex manager of Morgan Stanley’s Los Angeles office. “To be named to this list recognizes The Jewel City Group’s professionalism and dedication to the needs of their valued clients.”
Morgan Stanley Wealth Management 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.
For further information about Morgan Stanley, please visit www.morganstanley.com.