and institutions today announced it has been selected by the NABCAP as one of the premier wealth advisory practices in South Florida.
The NABCAP Premier Advisors list of 30 elite wealth management practices was published in the December 14, 2012 edition of The South Florida Business Journal, and recognizes those who represent the best in quality wealth management in South Florida.
The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk management, investment planning/philosophy, credentials, team dynamics, fee/cost structure,
and average assets under management per client among other areas.
“We are extremely pleased to be recognized by NABCAP, this acknowledges our commitment to first class wealth management services”, said Steven L Shapiro – Senior Vice President – Portfolio Management Director
– Financial Advisor, of The Shapiro Ogman Group at Morgan Stanley. “We are focused on helping our clients meet their specific investment goals, needs, and objectives, through comprehensive wealth management”,
said David Ogman – Financial Advisor, of The Shapiro Ogman Group at Morgan Stanley, in Boca Raton, FL.
The Shapiro Ogman Group at Morgan Stanley can be reached at 490 East Palmetto Park Road, Boca Raton, FL 33432; (561) 394-8630;
About NABCAP
The National Association of Board Certified Advisory Practices (NABCAP) is a non-profit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market.
