Top 400 Financial Advisor
Morgan Stanley recently announced that Robert Inbody, managing director, financial advisor in the firm’s La Jolla wealth management office, has been named to The Financial Times’ inaugural list of America’s Top 400 Advisors, 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.
“I am extremely proud that Robert is representing Morgan Stanley Smith Barney on this list,” says Mark Kremers, complex manager of Morgan Stanley Smith Barney, La Jolla/North San Diego. “This listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”
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 and lending, cash management, annuities and insurance, retirement and trust services. (858.729.5010, www.morganstanley.com)