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Charles Ellison of The CGE Group on Forbes Magazine List of America's Next-Gen Wealth Advisors
Volume 7 is full of Hunt Country businesses run by go-getters, entrepreneurs, and immensely talented people. One of these people happens to be newly named to Forbes Magazine list of America’s Top Next Generation Wealth Advisors, and that is none other than Charles Ellison, Financial Advisor of the CGE Group at Morgan Stanley in Winchester, VA.
From left: Mary Ervin, Financial Advisor; Charles Ellison Financial Advisor; and Greg Ellison, Wealth Advisor of the CGE Group at Morgan Stanley.
Charles has been a Financial Advisor with Morgan Stanley as well as its predecessor firm since 2005. Holding the titles of First Vice President, Wealth Management, Financial Advisor, and Family Wealth Advisor, Charles assists clients and their families with wealth analysis, financial planning, asset allocation, and the financial education of current and future generations. In the theme of family affairs, Charles works with his father, Greg Ellison, who has over 40 years of experience as a wealth advisor.
This commitment spans to local, Charles serves as a Trustee for the Hill School in Middleburg, VA. Educating future and current generations on the importance of staying in touch with any and all financial topics is something Charles holds dear.
Forbes Magazine list of America’s Top Next Generation Wealth Advisors is a select group of individuals who were born in 1980 or later, have a minimum of 4 years of industry experience and leadership, or who are viewed as potential leaders of their team. That’s a big checklist to complete, and an even bigger, highly-prestigious list to be featured on.
We congratulate Charles Ellison on his achievements and are beyond excited for the CGE Group at Morgan Stanley to be featured in our brand new, hot-off-the press, Hunt Country Volume 7.
Source: Forbes Magazine (July, 2018). Data provided by SHOOKTM Research, LLC. Data as of 3/31/17. SHOOK considered Financial Advisors born in 1980 or later with a minimum 4 years relevant experience, who have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Forbes or SHOOK Research in exchange for the ranking. For more information see www.SHOOKresearch.com
Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. CRC 2415017 2/19
Be Sure To Tell Them Scout Sent You!
The CGE Group at Morgan Stanley 440 W Jubal Early Dr Ste 260 Winchester, VA C: 540.723.2460
The “yield curve” is a term that is used when discussing the state of the economy. What is a yield curve and what does it have to do with your investments?
The “yield curve” is a term that is used frequently when discussing the state of the economy. But what is a yield curve to begin with, and what does it have to do with you and your investments?
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