57.8 F
Laguna Hills
Sunday, Apr 14, 2024

On the Move: The Evans Group Named to Forbes’ Best-In-State Wealth Management Teams


Lisa Frei, Director of Business Strategy; Lily Anand, Wealth Management Associate; Chad Evans, Managing Director-Wealth Management, Financial Advisor; Jessica Sheaffer, Senior Vice President, Financial Advisor; Eduardo Perez, Portfolio Management Associate Director; Jenna Burke, Client Service Associate

Morgan Stanley (NYSE: MS) announced that The Evans Group based in Newport Beach, has been named to Forbes Magazine’s 2024 list of America’s Best-In-State Wealth Management Teams.

Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.

The Evans Group manages over $17 billion* for high-net-worth individuals, corporations, family offices, religious organizations, and non-profits. Our team carefully constructs and maintains high-quality portfolios that are specifically tailored to each clients’ unique objectives, risk profile, liquidity requirements, and tax considerations.

Our seasoned investment team, dedicated support professionals, and world class infrastructure allows us to deliver a unique value proposition to clients that prioritizes exceptional service and investment excellence. Our 6-person team works shoulder-to-shoulder with our clients to help deliver an exceptional level of service across investment strategy and portfolio management, while Morgan Stanley’s broader resources and infrastructure enables us to serve as a long-term Advisor to our clients.

Morgan Stanley Wealth Management 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, and retirement and trust services. For further information about Morgan Stanley, please visit www.morganstanley.com.

We welcome the opportunity to learn more about you and how we may add value.

The Evans Group at Morgan Stanley
800 Newport Center Drive, Suite 500 | Newport Beach, CA 92660

* AUM as of January 1, 2024

2024 Forbes Best-In-State Wealth Management Teams

Source: Forbes.com. 2024 Forbes Best-In-State Wealth Management Teams ranking awarded in 2024 and published in January 2024. Data compiled by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) from 3/31/22 – 3/31/23. Opinions are SHOOK’s who evaluated Advisors on both quantitative and qualitative factors including client retention, industry experience, review of compliance records, firm nominations, assets under management and revenue generated for their firms. Rankings do not reflect any client experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Forbes/SHOOK to obtain or use the ranking. For more information, go to ms.com/topadvisors.

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.  CRC# 6209138 01/24


Want more from the best local business newspaper in the country?

Sign-up for our FREE Daily eNews update to get the latest Orange County news delivered right to your inbox!


Featured Articles


Related Articles