Morgan Stanley announced in early March 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 inaugural list of America’s Top 200 Women Financial Advisors, listed on forbes.com.
Forbes’ “Top 200 Women Financial 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 inaugural list and the only one named from Wisconsin, recognizes Barb’s experience, professionalism and dedication to the needs of her valued clients.”