{"id":40505,"date":"2025-03-24T07:14:43","date_gmt":"2025-03-24T11:14:43","guid":{"rendered":"https:\/\/www.saratoga.com\/saratogabusinessjournal\/?p=40505"},"modified":"2025-03-24T07:14:43","modified_gmt":"2025-03-24T11:14:43","slug":"the-table-rock-group-named-to-forbes-best-in-state-wealth-management-teams","status":"publish","type":"post","link":"https:\/\/www.saratoga.com\/saratogabusinessjournal\/2025\/03\/the-table-rock-group-named-to-forbes-best-in-state-wealth-management-teams\/","title":{"rendered":"The Table Rock Group Named To Forbes Best-In-State Wealth Management Teams"},"content":{"rendered":"
\"\"
The professionals at Glens Falls-based Table Rock Group have been recognized for excellent service by Forbes Magazine.
Courtesy of Table Rock Group<\/figcaption><\/figure>\n

Morgan Stanley (NYSE: MS) recently announced that The Table Rock Group based in Glens Falls has been named to Forbes Magazine\u2019s 2025 list of America\u2019s Best-In-State Wealth Management Teams.<\/p>\n

Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure 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.\u00a0<\/span><\/p>\n

<\/span><\/span><\/b><\/span><\/span>\u201cI am pleased that The Table Rock Group is representing Morgan Stanley,\u201d commented Dean Wallace, Market Executive of Morgan Stanley\u2019s Glens Falls office. \u201cTo be named to this list recognizes The Table Rock Group\u2019s professionalism and dedication to the needs of their valued clients.\u201d<\/p>\n

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. \u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Morgan Stanley (NYSE: MS) recently announced that The Table Rock Group based in Glens Falls has been named to Forbes Magazine\u2019s 2025 list of America\u2019s Best-In-State Wealth Management Teams. Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, […]<\/p>\n","protected":false},"author":89,"featured_media":40506,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-40505","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-banking-asset-managment"],"yoast_head":"\r\nThe Table Rock Group Named To Forbes Best-In-State Wealth Management Teams - Saratoga Business Journal<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.saratoga.com\/saratogabusinessjournal\/2025\/03\/the-table-rock-group-named-to-forbes-best-in-state-wealth-management-teams\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"The Table Rock Group Named To Forbes Best-In-State Wealth Management Teams - Saratoga Business Journal\" \/>\r\n<meta property=\"og:description\" content=\"Morgan Stanley (NYSE: MS) recently announced that The Table Rock Group based in Glens Falls has been named to Forbes Magazine\u2019s 2025 list of America\u2019s Best-In-State Wealth Management Teams. 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