Movers and Shakers

Miller named No. 1 advisor in Idaho

Morgan Stanley announced that Dale T. Miller, CPM, a managing director and private wealth advisor in the firm’s Coeur d’Alene office, has been named the No. 1 advisor in the state of Idaho by both Barron’s list of ‘America’s Top 1,200 Advisors: 2023 State-by-State’ and ‘Forbes Magazine’s 2023 list of Best-in-State Wealth Advisors.'

 Miller is a native of Moscow and graduated from Moscow High School. He is the managing partner of the Pacific Wealth Management Group at Morgan Stanley with offices in Kirkland, Wash., Spokane and Coeur d’Alene. 

The ‘Barron’s Top 1,200 Advisors’ list as well as the ‘Forbes’ Best-in-State Wealth Advisors’ list comprise a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the firm and quality of service provided to clients.

“I am extremely proud that Dale is representing Morgan Stanley on this list,” said Alex Burlingame, the firm’s market manager in Seattle. “Competition is steep to be selected for this list, and those who are selected represent a very high level of achievement in serving their clients’ wealth management needs.”

Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC, provides a range of investment services to ultra-high net worth individuals, families, and related institutions.

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