Bellevue wealth advisor named to Forbes’ best-in-state list

Morgan Stanley announced that Jeff Mash, a managing director, senior portfolio management director and financial advisor in the firm’s Bellevue wealth management office, has been named to Forbes Magazine’s inaugural list of America’s Best-in-State Wealth Advisors.

The list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.

“I am pleased that Jeff Mash is representing Morgan Stanley,” said Thomas Bonds, complex manager of Morgan Stanley’s Bellevue office, in a press release. “To be named to this list recognizes Jeff Mash’s professionalism and dedication to the needs of his valued clients.”

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