Lake Tahoe resident named to Forbes Best-in-State Wealth Advisor list for fourth consecutive year

STATELINE, Nev. - Michael Holcomb of the South Shore has been named to Forbes Magazine's 2021 list of Best-in-State Wealth Advisors, the fourth consecutive year he has appeared on the list.

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 19 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 the community, supporting his children in local sports and contributing to many charities, including Bread and Broth and Live Violence Free.

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 M. Lawrence, CFP®, Executive Director and Complex Manager of Morgan Stanley’s Sacramento office. “To be named to this list recognizes Michael’s professionalism and dedication to the needs of his 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.