Movers & Shakers

Miller and Yuditsky named to Forbes Magazine’s list of Best-in-State Wealth Advisers

Morgan Stanley announced that Dale Miller, a private wealth adviser, and Bob Yuditsky, a financial adviser and branch manager in the firm’s Coeur d’Alene Wealth Management office, have been named to Forbes Magazine’s 2023 list of Best-in-State Wealth Advisers.

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 Dale and Bob are representing Morgan Stanley,” said Brent Gray, sub-complex manager of Morgan Stanley’s Seattle Sub-Complex. “To be named to this list recognizes Dale and Bob’s 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 services.

• • •

If you have a new, relocated or expanded business, or announcement of events, promotions or awards, The Press wants to let our readers know. Email the details to hmain@cdapress.com.