Morgan Stanley announced that Cathy Davies-Harmon, a senior vice president, wealth advisor in the firm’s Rehoboth Beach wealth management office, has been named to Forbes Magazine’s list of Top Women Wealth Advisors for 2020, listed on www.forbes.com.
The select group of individuals has 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, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews.
“I am pleased that Cathy Davies-Harmon is representing Morgan Stanley,” said Sean Farrell, branch manager of Morgan Stanley’s Rehoboth Beach office. “To be named to this list recognizes Cathy’s experience, professionalism and dedication to the needs of her valued clients.”
Morgan Stanley Wealth Management 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.