Lake Forest Financial Advisor Steven Esposito Named to Forbes Magazine's List of America's Best-in-State Wealth Advisors

Posted March 24, 2019 11:00 pm

Morgan Stanley

Morgan Stanley today announced that Steven Esposito, an Executive Director, Financial Advisor in the Firm's Lake Forest Wealth Management office, has been named to Forbes Magazine's 2019 list of America's Best-in-State Wealth Advisors.

Forbes' Best-in-State Wealth Advisors list comprises 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 Steven Esposito is representing Morgan Stanley," commented Blake Mackenzie, Complex Manager of Morgan Stanley's Deerfield Office office. "To be named to this list recognizes Steven's professionalism and dedication to the needs of his valued clients."

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