Finance

Ernie Garcia Named to Forbes Magazine’s List of Best-in-State Wealth Advisors

Garcia, an executive director and financial advisor in Morgan Stanley's Sarasota office.

By Staff February 3, 2020

Ernie Garcia

Morgan Stanley (NYSE: MS) today announced that Ernie Garcia, an executive director and financial advisor in the firm’s Sarasota office, has been named to Forbes magazine’s 2020 list of Best-in-State Wealth Advisors. The 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.

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