The Milton Group at Morgan Stanley Named to Forbes Magazine's Best-in-State Wealth Management Teams List by The Milton Group - Morgan Stanley

We are thrilled to kick off 2026 with exciting news — The Milton Group at Morgan

Stanley has been named to the Forbes annual Best-in-State Wealth Management Teams List for 2026 in the state of Georgia.

We are honored to receive this accolade as we believe this reflects our team's commitment to provide our clients with best practices, personal attention, and customized solutions to help them meet their financial goals. These distinctions would not be possible without our clients' trust, and we appreciate the opportunity to help all our clients work towards the financial future that they envision.

The Milton Group at Morgan Stanley

2400 Lakeview Pkwy Suite 300

Alpharetta, GA 30009

Left to right: Jordan Neuburger, CRC@ (Financial Advisor, Financial Planning Specialist, Certified Retirement Counselor@), Abbe Moss (Portfolio Associate), Josh Lewis, CFP@ (Executive Director, Financial Advisor), Nathan Link, CFP@ (Senior Vice President, Wealth Management, Financial Advisor, Chartered Retirement Planning Counselor), Cherie Beasley (Portfolio Associate, Financial Planning Associate)

Source: Forbes (Awarded January 2026). 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 3/31/24—3/ 31/25. 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.

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Learn more: https://advisor.morganstanley.com/the-milton-group