Lake Tahoe resident named to Forbes Best-in-State Wealth Advisor list

STATELINE, Nev. - Michael Holcomb of the South Shore has been named to Forbes Magazine's 2020 list of Best-in-State Wealth Advisors for the third consecutive year.

Holcomb is a Morgan Stanley Family Wealth Director and Financial Advisor in the Firm’s Lake Tahoe Wealth Management office on Kingsbury Grade in Stateline.

The Florida State graduate has lived in the Lake Tahoe area for 18 years. He and his wife Carly first lived in South Lake Tahoe and then moved to Glenbrook. They have three children, Caleb, Cali, and Cami. Michael is active in coaching and supporting the kids in basketball, soccer, and dance.

Forbes’ Best-in-State Wealth Advisors 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 Michael Holcomb is representing Morgan Stanley,” commented David Lawrence, Executive Director of Morgan Stanley’s Wealth Management Field. “To be named to this list recognizes Michael’s professionalism and dedication to the needs of his valued clients.”

The wealth advisors on the 2020 list manage more than $4 trillion in client assets. This list spotlights more than 4,000 top advisors across the country who were nominated by their firms and then researched, interviewed and assigned a ranking within their respective states and markets.