Catheryne DiPrete named to Forbes 2021 Top Women Wealth Advisors

Novato CA

05 April, 2021

12:20 PM

Description

APRIL 01, 2021 Catheryne DiPrete Named to Forbes Magazine’s “Top Women Wealth Advisors” Contact: Douglas Gainer (415) 482-1536 FOR IMMEDIATE RELEASE San Rafael – Morgan Stanley announced today that Catheryne DiPrete, a Senior Vice President, Financial Advisor in the Firm’s San Rafael Wealth Management office, has been named to Forbes Magazine’s list of Top Women Wealth Advisors for 2021, listed on forbes.com. Forbes’ “Top Women Wealth Advisors” is 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 Catheryne DiPrete is representing Morgan Stanley,” commented Douglas Gainer, Branch Manager of Morgan Stanley’s San Rafael office. “To be named to this list recognizes Catheryne DiPrete’s experience, professionalism and dedication to the needs of her valued clients.” 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. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com. CRC 3460375 4/2021 Source: Forbes.com (April 2021). Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on inperson and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. For more information, see www.SHOOKresearch.com. ©2021 Morgan Stanley Smith Barney LLC. Member SIPC. # # #