1 advisor in IdahoMorgan Stanley announced that Dale T. Miller, CPM, a managing director and private wealth advisor in the firm’s Coeur d’Alene office, has been named the No. 1 advisor in the state of Idaho by both Barron’s list of ‘America’s Top 1,200 Advisors: 2023 State-by-State’ and ‘Forbes Magazine’s 2023 list of Best-in-State Wealth Advisors.' He is the managing partner of the Pacific Wealth Management Group at Morgan Stanley with offices in Kirkland, Wash., Spokane and Coeur d’Alene. The ‘Barron’s Top 1,200 Advisors’ list as well as the ‘Forbes’ Best-in-State Wealth Advisors’ list comprise a select group of individuals who are screened on a number of criteria. “I am extremely proud that Dale is representing Morgan Stanley on this list,” said Alex Burlingame, the firm’s market manager in Seattle.

Source: Forbes December 29, 2023 09:03 UTC