Morgan Stanley is proud to congratulate
Joseph Paoletti , CFP ®
Named one of Forbes ' 2023 Best-In-State Wealth Advisors in the State of Georgia
Being named to Forbes ’ Best-In-State Wealth Advisors list , for the second consecutive year , is a testament to your experience , professionalism , and dedication to your clients .
Thank you for the work you do each day and for carrying forward the culture of excellence at our firm .
Joseph M . Paoletti , CFP ® Senior Vice President Senior Portfolio Manager Financial Planning Specialist Financial Advisor 2906 N . Patterson St . Valdosta , GA 31602 ( 229 ) 293-3917 NMLS # 1288072 Joseph . M . Paoletti @ morganstanley . com
CFP Board owns the marks CFP ®, CERTIFIED FINANCIAL PLANNER™ , and CFP ® ( with plaque design ) in the U . S . Source : Forbes . com ( 2022 , 2023 ). Forbes Best-In-State Wealth Advisors ranking awarded in 2022 and 2023 . Each ranking was based on an evaluation process conducted by SHOOK Research LLC ( the research company ) in partnership with Forbes ( the publisher ). This evaluation process concluded in June of the previous year the award was issued having commenced in June of the year before that . Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking . This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively , a major component of a ranking algorithm that includes client retention , industry experience , review of compliance records , firm nom-inations , and quantitative criteria , including assets under management and revenue generated for their firms . Investment performance is not a criterion . Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client ’ s experience . This ranking is not indicative of the Financial Advisor ’ s future performance . Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes . For more information , see www . SHOOKresearch . com . © 2023 Morgan Stanley Smith Barney LLC . Member SIPC . CRC5616653 04 / 23 REC001 CS 303179-2194353 03 / 22
December 2023 | Valdosta Scene 13