Frank Marzano and GMAG have once again earned a spot on Barron’s Top 1200 Financial Advisors list. This year, GMAG was ranked #12 in New York State. It is a great honor to be included on this list of the industry’s top financial advisors, and we believe the recognition is a testament to our team’s hard work and dedication to serving client needs. We want to thank our clients, for the trust you place in our team every single day. Since 2004, GMAG's mission was always to provide exceptional wealth management and financial services to successful individuals and families. Now, 20 years later, by joining Wealthspire, we have extended this vision to further benefit our clients. This partnership empowers us to offer expanded resources and enhanced expertise, enriching our overall client experience. We look forward to this new chapter ahead. Rankings and/or recognition by rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/ she will experience a certain level of results if GMAG is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of GMAG by any of its clients, or a third party. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. GMAG is a paid sponsor of the Barron’s in Education Program. GMAG has paid a fee to Barron’s to receive expanded profile features, such as profile photo and contact information. GMAG has not paid a fee for placement on any rankings and/or recognition list. 2024 Barron's Top 1,200 Financial Advisors data is based upon values as of 9/30/2023. This ranking was published on 03/15/2024.
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Forbes has just published its annual ranking of Best-In-State Wealth Advisors and we are proud to announce that both Rusty Cooper and I have been included in the 2024 list. This honor is a reflection of our commitment to both our clients and Morgan Stanley. It is a privilege to work with our clients towards the financial future they envision. Source: Forbes.com (April 2024) 2024 Forbes America’s Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 6/30/22-6/30/23. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, 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 may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. 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. © 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
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Corporate Finance
3moCongratulations! So well deserved !