We have the experience and agility to partner with clients from individual investors to global CEOs. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. Source: napa-net.org (November 2017) awarded in 2017. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Stuart Levison For more information about Morgan Stanley, please visitwww.morganstanley.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Hear their stories and learn about how they are redefining the terms of success. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. On Wall Streets Top 75 Branch Managers 2018. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Washingtonian Magazine Wealth Manager Award 2012. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. This ranking is not indicative of the Financial Advisors future performance. Fernando Navarro Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Jennifer Westpfahl Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Nominees must be women retirement plan advisors with their own book of business. 2017 Forbes America's Top Wealth Advisors. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Combine Split results for multi-team players. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. Michele Mattison Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. Song Yang Lee Investment performance is not a criterion. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2019 - Mar 2020. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2015 Financial Times 400 Top Financial Advisors. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Nominees must be women retirement plan advisors with their own book of business. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Sofia Xue Amrit Sharma Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. rex harrison audrey hepburn relationship. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. 2016 Barron's Top 1,200 Financial Advisors: State-by-State. For more information on ranking methodology, go to www.WCorg.com. Elisabeth Fedyna Source: planadviser.com (May 2016) awarded in 2016. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. jonathan slavin morgan stanley +1 (760) 205-9936. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Bonino, who won back-to-back Stanley Cups with Pittsburgh in 2016 and 2017, gives the Penguins some added bottom-six depth. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. jonathan slavin morgan stanleyjeff buckley rare photosjeff buckley rare photos This ranking is not indicative of the Financial Advisors future performance. Lily Trager Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Netty Tsai Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The rating is not indicative of the Financial Advisor's future performance. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Jasper Graham The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: Forbes.com (February 2022) 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2022. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 2020 NAPA Top DC Advisor Multi-Office Firms. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. an Adviser or provide advice regarding specific investments. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Andrew Nash Vasu Sami 2022 PLANADVISER Retirement Plan Adviser of the Year. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Jonathan Slevin is a financial advisor based out of Louisville, Kentucky, who has been in the advisory business for 11 years. Joshua Birbach This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. The 34-year-old has 10 goals and 19 points in 59 games this season. 2017 Forbes America's Top Women Wealth Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Laura Isabel Lembke He has also appeared in such feature films as Free Enterprise, Race to Witch Mountain, Backwoods, A Cinderella Story, Dirty Girl, and Love & Mercy. 2014 Financial Times 400 Top Financial Advisors. The clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their financial advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2010 Barron's Top 100 Women Financial Advisors. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. Slavin has also had guest roles on series such as Dharma & Greg, Castle, Grey's Anatomy, My Name Is Earl, Summerland, Friends, Grimm, Weeds, Wings, ER, Chicago Hope, Ugly Betty, CSI: Crime Scene Investigation, Bones, Better with You, Raising Hope, The Finder, Grace and Frankie and Friends with Better Lives. Source: planadviser.com (May 2019) awarded in 2019. The new Managing Directors are: 1 Toks Afolabi-Ajayi Argie Agrapides Nicholas Albicelli Thomas Allen Raju Alluri Oskar Arnoldsson Nikhil Awasthi Jay Bacow Lavanya Balakrishnan Krystal Barker Buissereth Dmitriy Barskiy Angelin Baskaran Matteo Benedetto Joshua Birbach Richard Viana All credentials and designations are verified and nominee compliance records are verified. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. At Morgan Stanley, we lead with exceptional ideas. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. Investment performance is not a criterion. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. At Morgan Stanley, we put our beliefs to work. Investment performance is not a criterion. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. With a full suite of services, our objective is to deliver the resources that can best accomplish each clients unique goals. We are committed to bringing the firms resources to help our clients originate, manage and distribute capital, while building a more sustainable future for society. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Learn more about each of the 15 members on the firms board and their backgrounds. Ali Yazdi Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Investment performance is not a criterion. 2015 Barron's Top 100 Women Financial Advisors. Sep 2012 - Feb 202310 years 6 months. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Argie Agrapides Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 2020 Forbes Best-In- State Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Chris is dedicated to providing outstanding support and maintaining a strong business and service culture throughout the Complex. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams ranking awarded in 2019. than any other service in the U.S. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: planadviser.com (May 2012) awarded in 2012. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. This ranking is not indicative of the Financial Advisors future performance. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Coalition Greenwich is a division of CRISIL. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/17 - 6/30/18. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. A sub-segment of the questions was used to determine eligibility for the Top 100. 2018 Forbes Top 1,000 Next Gen Wealth Advisors. you who suit your needs. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. Alita Wingfield Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. The firm has offices in 732 locations and a total of 26,500 advisors. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. Source: napa-net.org (October 2019) awarded in 2019. 2021 Forbes America's Top Women Wealth Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Investment performance is not a criterion. Hemant Gupta Diana Doyle Oneg Lamed Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/19 - 6/30/20. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. NABCAP Premier Wealth Advisors (5-Star Local List). Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. 2020 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. Barron's Top Women Advisors Summit Attendees 2016. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is not indicative of the Financial Advisors future performance. At Morgan Stanley, we put our beliefs to work. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. For more information, see www.SHOOKresearch.com. I graduated from Manhattanville College 2012 with a B.S in Economics and History. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Barron's.com (April 2016) 2016 Barron's Top 100 Financial Advisors awarded in 2016. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Profile content is produced by SmartAsset independently of any The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. Stay abreast of the latest trends and developments. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. Javier Esteve state: Please visit their SEC profile for more details. The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Offered here is a rare, original, on site poster for this event. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Steven Doviak See how we can help you work toward your goalseven as they evolve over years or generations. With the Morgan Stanley Mobile App, youll have the freedom to manage your investments and instantly access a suite of personal cash management tools. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms.
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