Morgan Stanley (NYSE: MS) announced that the Nautilas Group, based in Augusta, has been named to Forbes Magazine’s 2025 list of America’s Best-In-State Wealth Management Teams.
“I am pleased that the Nautilas Group is representing Morgan Stanley,” commented Lisa Novelo, Branch Manager of Morgan Stanley’s Augusta office. “To be named to this list recognizes Brian Keith (pictured above left) and Jeremy Wilson (pictured above right) and their professionalism and dedication to the needs of their valued clients.”
Keith is a Senior VP and Financial Planning Specialist and has spent 20 years serving high-net-worth investors and their families.
Wilson is also a Senior Vice President, Financial Planning Specialist, and Certified Portfolio Manager. He has 17 years of experience.
Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms.
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions. These include brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
