One hundred and forty-three firms in New Jersey were named to Forbes Magazine’s 2023 list of America’s Best-in-State Wealth Management Teams that was recently released. This year 2,800 teams with cumulative assets of roughly $4 trillion with wealth managers with proven track records of success according to SHOOK Research were among those included in the ranking. Morgan Stanley‘s Green Jade Group, based in Florham Park, was among those ranked in the state. Senior Vice Presidents Lori Rabinowitz and Elizabeth Camp practice a “3 ‘S’ Philosophy” of simplifying, supporting and steering their clients’ unique financial journey. “I am pleased that the Green Jade Group is representing Morgan Stanley,” David Fritz, complex manager of Morgan Stanley’s Florham Park office, said.

Source: Forbes January 17, 2023 23:24 UTC