Morgan Stanley is proud to congratulate
Joseph Paoletti , CFP ®
Named one of Forbes ’ 2024 Best-In-State Wealth Advisors in the State of Georgia
Being named to Forbes ’ Best-In-State Wealth Advisors list , for the third consecutive year , is a testament to your experience , professionalism , and dedication to your clients .
Thank you for the work you doeach 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 Joseph . M . Paoletti @ morganstanley . com NMLS # 1288072
CFP Board owns the marks CFP ®, CERTIFIED FINANCIAL PLANNER™ , and CFP ® ( with plaque design ) in the U . S .
Source : Forbes . com ( April 2024 ) 2024 Forbes America ’ sTop Wealth Advisors and Best-In-State Wealth Advisors rankings awarded in 2024 . This ranking was determined based onanevaluation process conducted bySHOOK Research LLC ( the research company ) in partnershipwith Forbes ( the publisher ) forthe period from 6 / 30 / 22 – 6 / 30 / 23 . NeitherMorgan Stanley Smith Barney LLCnor itsFinancial Advisors or PrivateWealthAdvisors paid afee to SHOOKResearch LLCfor placement on itsrankings . Thisrankingisbased on in-person and telephone due diligence meetings toevaluate each Financial Advisor qualitatively , amajor component of aranking algorithm that includesclientretention , industryexperience , reviewofcompliancerecords , firm nominations , andquantitative criteria , including assets under management and revenuegenerated fortheir firms . Investment performanceisnot acriterion . Rankings arebased on theopinions of SHOOKResearchLLC andmay notberepresentativeofany one client ’ s experience ; investorsmustcarefullychoosethe right Financial Advisororteamfor their ownsituation and performtheir owndue diligence . This rankingisnot indicative of the FinancialAdvisor ’ s future performance . Morgan Stanley Smith Barney LLC isnot affiliated with SHOOK Research LLC , or Forbes . For more information , see www . SHOOKresearch . com .
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