Morgan Stanley announced that Joe Carter and Tim Hester, Financial Advisors in the Firm’s Melbourne Wealth Management office, have been 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.
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.
Joe has 21 years and Tim has 30 years of investment experience, all with Morgan Stanley. Both are Senior Vice Presidents, Senior Investment Management Consultants, and both have earned their Certified Investment Management AnalystSM (CIMA®), designation through the Wharton School of the University of Pennsylvania. Both have also been named to Morgan Stanley’s prestigious Century Club, an elite group composed of the firm’s successful Financial Advisors.
Tim also has his CERTIFIED FINANCIAL PLANNERTM – Practitioner (CFP®), Certified Divorce Financial Advisor (CDFA®) and Chartered Advisor in Philanthropy® (CAP®) designations.
If you’d like to meet with Joe, Tim or the rest of their team to see how they can best work for you, please contact them at their Suntree office at 321-751-2064.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.