Morgan Stanley announced March 26 that Jeffery Lewis, a financial adviser in the firm’s Greenville Wealth Management office, was named to Forbes Magazine’s 2019 list of America’s 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, industry experience and best practices learned through telephone and in-person interviews.
“I am pleased that Jeffery Lewis is representing Morgan Stanley,” said Steven Brettler, branch manager of Morgan Stanley’s Greenville office. “To be named to this list recognizes Jeffery Lewis’s professionalism and dedication to the needs of his valued clients.”
For more, visit morganstanley.com.