Courtesy of Table Rock Group
Morgan Stanley (NYSE: MS) recently announced that The Table Rock Group based in Glens Falls has been named to Forbes Magazine’s 2025 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 Table Rock Group is representing Morgan Stanley,” commented Dean Wallace, Market Executive of Morgan Stanley’s Glens Falls office. “To be named to this list recognizes The Table Rock Group’s 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.