VALDOSTA — Morgan Stanley recently announced that Joseph Paoletti CFP®, a senior vice president, senior portfolio manager, financial planning specialist and financial advisor in the firm’s Valdosta wealth management office, has been named to Forbes’ Magazine’s 2024 list of Best-in-State Wealth Advisors in the State of Georgia for the third consecutive year.

Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience, according to Morgan Stanley’s announcement. 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.

Paoletti, who has been with Morgan Stanley Wealth Management since 1996, is a native of Valdosta. He graduated Magna Cum Laude with a Bachelor of Science degree from Georgia Tech, Summa Cum Laude with a Master of Science in Financial Planning from The University of Georgia, and Summa Cum Laude with a Master of Arts degree from The Citadel.

“I am pleased that Joe is representing Morgan Stanley,” commented Elizabeth Cambareri, branch manager of Morgan Stanley’s Valdosta office. “To be named to this list recognizes Joe’s professionalism and dedication to the needs of his valued clients.”

Morgan Stanley Wealth Management, a global leader, 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.