Morgan Stanley announced today that Andrew Schultz a Private Wealth Advisor in the Firm’s Miami Beach Wealth Management office, has been included in The Financial Times’ 2017 list of America’s Top 400 Financial Advisors.
The “Financial Times’ Top 400 Financial Advisors” is a select group of individuals who have a minimum of $300 million in assets under management (AUM) and ten or more years of industry experience. Qualified Financial Advisors were scored on several factors, including AUM, AUM growth rate and compliance records.
“I am pleased that Andrew Schultz is representing Morgan Stanley on this list,” commented Kevin McCarty, Complex Manager of Morgan Stanley’s Miami Complex. “This is a well-deserved recognition of Andrew’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, cash management and lending products and services, annuities and insurance, retirement and trust services.