Morgan Stanley announced today that Andrew Zimmerman a Managing Director, Wealth Management, Senior Portfolio Manager and Financial Advisor in the Firm’s Boston Wealth Management office, has been named to The Financial Times’ 2014 list of America’s Top 400 Financial Advisors.
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The “Financial Times’ Top 400 Financial Advisors” is a select group of individuals who have a minimum of $250 million in assets under management (AUM) and ten years of industry experience. Qualified Financial Advisors were scored on six attributes: AUM, AUM growth rate, compliance records, experience, industry certifications and online accessibility. Financial Advisors also had to commit to complete anonymous quarterly sentiment surveys for the FT.
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“I am pleased that Andrew Zimmerman is representing Morgan Stanley Wealth Management on this list,” commented Jeffrey Swartz, Branch Manager of Morgan Stanley’s Boston office. “This is a well-deserved recognition of Andrew Zimmerman’s experience, professionalism and dedication to the needs of his 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, banking services, annuities and insurance, retirement and trust services.
Source: The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2014). The FT 400 is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to The Financial Times in exchange for the rating.
©2014 Morgan Stanley Smith Barney LLC. Member SIPC.