Waypoint Group Named to Forbes Wealth Management List

CANFIELD, Ohio – Morgan Stanley this week announced that The Waypoint Group, based here, has been named to Forbes Magazine’s 2024 list of America’s Best-In-State Wealth Management Teams.

The rankings were developed by Shook Research and are based on in-person, virtual and telephone meetings. The process includes best practices, client retention, industry experience, credentials, review of compliance records and firm nominations. The process also includes quantitative criteria such as assets under management and revenue generated for the firms.

“I am pleased that The Waypoint Group is representing Morgan Stanley,” said Thomas Russ, market executive of Morgan Stanley’s Northern Ohio-Western Pennsylvania market. “To be named to this list recognizes The Waypoint Group’s professionalism and dedication to the needs of their valued clients.”

The Waypoint Group includes financial advisors Scott Zoldan, John Chahine, David Bulkley, Jeff Barone and Lisa O’Bryant; client service associates Laura Kramer, Kristen Miller, Karen Sciortino and Diane Spagnola; and team administrator Noah Zoldan.

Morgan Stanley Wealth Management provides access to a 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.

Pictured at top: Seated, from left, are Jeff Barone, Lisa O’Bryant and John Chahine. Standing, from left, are Scott Zoldan, Diane Spagnola, Kristen Miller, Karen Sciortino, Laura Kramer, Noah Zoldan and David Bulkley.

Published by The Business Journal, Youngstown, Ohio.