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Barbara Steffen Finley Named to Forbes Magazine’s “Top 250 Women Wealth Advisors”

Jun. 19, 2018
Category: Recognition

Morgan Stanley announced that Barbara Steffen Finley, a Family Wealth Advisor with the Finley Hird Group in the Firm’s Madison, Wisconsin, Wealth Management office, has been named to Forbes Magazine’s list of America’s Top 250 Women Wealth Advisors, listed on forbes.com.

Forbes’ “Top 250 Women Wealth Advisors” is a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.

“I am pleased that Barb Finley is representing Morgan Stanley,” commented Robert Frank, Branch Manager of Morgan Stanley’s Madison office. “To be named to this list recognizes Barb’s experience, professionalism and dedication to the needs of her valued clients.”

Morgan Stanley Wealth Management, a global company, 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.

© 2018 Morgan Stanley Smith Barney LLC. Member SIPC.

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