March 5, 2021
Cathy Davies-Harmon
Morgan Stanley announced that Cathy Davies-Harmon, a senior vice president and wealth advisor in the firm’s Rehoboth Beach wealth management office, has been named to Forbes Magazine’s 2021 list of Best-in-State Wealth Advisors.
The 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 gathered through telephone and in-person interviews, rating thousands of wealth advisors and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices.