John Foreman, CFP®, CEPA®, a Senior Vice President and Financial Advisor with Morgan Stanley’s The Foreman Cook Group, has been recognized by Forbes Magazine as one of the Best-in-State Wealth Advisors for 2024. Foreman works in the firm’s Fort Lauderdale Wealth Management office. His professional focus involves working closely with talented leaders and business executives to help them identify and achieve their personal and professional objectives. He specializes in advising high-net-worth individuals and families, considering their specific backgrounds and circumstances when providing guidance and recommendations.
The list of Forbes’ Best-in-State Wealth Advisors is a testament to the rigorous selection process. It is made up of a carefully chosen group of individuals with at least seven years of industry experience. Compiled by Forbes’ partner, SHOOK Research, the ranking is determined using an algorithm that evaluates qualitative and quantitative data. It rates thousands of wealth advisors and considers factors such as revenue trends, AUM, compliance records, industry experience, and best practices gathered from telephone and in-person interviews.
“I am pleased that John Foreman is representing Morgan Stanley,” says William Van Scoyoc, Managing Director of Morgan Stanley’s Fort Lauderdale office. “To be named to this list recognizes John’s professionalism and dedication to the needs of his valued clients.”
Morgan Stanley Wealth Management is a leading global provider of various products and services to individuals, businesses, and institutions. These offerings include brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, as well as retirement and trust services.
