The Foreman Cook Group made it to the prestigious 2024 list of America’s Best-In-State Wealth Management Teams by Forbes Magazine. The ranking was developed by SHOOK Research and is based on a rigorous selection process that involves in-person, virtual, and telephone due diligence meetings. The criteria for selection include best practices, client retention, industry experience, credentials, review of compliance records, firm nominations, and quantitative criteria such as assets under management and revenue generated for their firms. The Foreman Cook Group’s inclusion in this list is a testament to its commitment to excellence and dedication to providing top-notch wealth management services to its clients.
“I am pleased that The Foreman Cook Group is representing Morgan Stanley,” says Mark Boersma, Executive Director and Market Manager of Morgan Stanley’s Las Olas office. “To be named to this list recognizes The Foreman Cook Group’s professionalism and dedication to the needs of their valued clients.”
The Foreman Cook Group is a division of Morgan Stanley Wealth Management, a global leader providing diverse products and services to individuals, businesses, and institutions. These include investment advisory and brokerage services, financial and wealth planning, cash management and lending products, annuities and insurance, retirement planning, and trust services.