Waypoint Group Named to Forbes Wealth Management ListCANFIELD, Ohio – Morgan Stanley this week announced that The Waypoint Group, based here, has been named to Forbes Magazine’s 2024 list of America’s Best-In-State Wealth Management Teams. The process also includes quantitative criteria such as assets under management and revenue generated for the firms. “I am pleased that The Waypoint Group is representing Morgan Stanley,” said Thomas Russ, market executive of Morgan Stanley’s Northern Ohio-Western Pennsylvania market. “To be named to this list recognizes The Waypoint Group’s professionalism and dedication to the needs of their valued clients.”The Waypoint Group includes financial advisors Scott Zoldan, John Chahine, David Bulkley, Jeff Barone and Lisa O’Bryant; client service associates Laura Kramer, Kristen Miller, Karen Sciortino and Diane Spagnola; and team administrator Noah Zoldan. Morgan Stanley Wealth Management provides access to a 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.

Source: Forbes February 10, 2024 11:55 UTC