Local Teams Named To Top Wealth Managers List

Forbes and Shook Research recently released their second annual “Best-in-State Wealth Management Teams.” More than 4,100 teams are on the list with cumulative assets of $5.1 trillion. The following two local teams are with Morgan Stanley Wealth Management: 5 Rivers Group of Mobile (No. 11) and DFD Group of Fairhope (No. 19). The following seven local teams are with Merrill Wealth Management: the Whiting Bradford Wealth Management Group (No. 4); the Drew Jeffery Dabbs Group (No. 15); and the Simmons Huddle Group (No. 48), all of Mobile; and the Harty Carpenter Group (No. 10); the Thompson Group (No. 30); Baker, Dolan & Associates (No. 36); and Harris, O’Neill, Stitt & Associates (No. 37), all of Fairhope.