Betsy Pakenas and Kate Costlow Named to Forbes Magazine's "Top Women Wealth Advisors Best-In-State" List

FREDERICK, Md., Feb. 24, 2022 /PRNewswire-PRWeb/ -- Morgan Stanley announced today that both Betsy Pakenas, Managing Director, Financial Advisor and Kate Costlow, Senior Vice President, Financial Advisor in the Firm's Wealth Management office, have been named to Forbes Magazine's list of Women Wealth Advisors Best-In-State for 2022, listed on forbes.com.

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  • FREDERICK, Md., Feb. 24, 2022 /PRNewswire-PRWeb/ -- Morgan Stanley announced today that both Betsy Pakenas, Managing Director, Financial Advisor and Kate Costlow, Senior Vice President, Financial Advisor in the Firm's Wealth Management office, have been named to Forbes Magazine's list of Women Wealth Advisors Best-In-State for 2022, listed on forbes.com.
  • Forbes' "Top Women Wealth Advisors Best-In-State" is a select group of individuals who have a minimum of seven years experience within the industry.
  • "I am pleased that Betsy and Kate are representing Morgan Stanley," commented Elchin Bagirov, Branch Manager of Morgan Stanley's Frederick, MD office.
  • Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services.


Betsy Pakenas and Kate Costlow Named to Forbes Magazine's "Top Women Wealth Advisors Best-In-State" List

FREDERICK, Md., Feb. 24, 2022 /PRNewswire-PRWeb/ -- Morgan Stanley announced today that both Betsy Pakenas, Managing Director, Financial Advisor and Kate Costlow, Senior Vice President, Financial Advisor in the Firm's Wealth Management office, have been named to Forbes Magazine's list of Women Wealth Advisors Best-In-State for 2022, listed on forbes.com.

Forbes' "Top Women Wealth Advisors Best-In-State" is a select group of individuals who have a minimum of seven years experience within the industry. 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 Betsy and Kate are representing Morgan Stanley," commented Elchin Bagirov, Branch Manager of Morgan Stanley's Frederick, MD office. "To be named to this list recognizes the experience, professionalism and dedication to the needs of their 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 http://www.morganstanley.com.

Media Contact

Taylor Haller, Morgan Stanley Wealth Management, 301-696-8249, [email protected]

 

SOURCE Morgan Stanley Wealth Management

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