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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Sara Vicente Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. The 34-year-old has 10 goals and 19 points in 59 games this season. 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. 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. [6] He is gay and in July 2016 he married his partner of 22 years. This ranking is not indicative of the Financial Advisors future performance. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The award is not indicative of participating firms nor their financial advisors past or future performance and may not be representative of any one client's experience because the results represent an average of all experiences of responding clients only. 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. 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. 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. Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. 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. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. 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. 2021 Forbes America's Top Women Wealth Advisors. 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. bendigo health intranet. Our matching tool has connected more individuals with financial advisors This ranking is not indicative of the Financial Advisors future performance. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Ali Yazdi 2012 Barron's Top 1,000 Financial Advisors: State-by-State. 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 6/30/20 - 6/30/21. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. This ranking is not indicative of the Financial Advisors future performance. 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. 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. Krystal Barker Buissereth 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. Morgan Stanley is a firm that has its headquarters in Louisville, Kentucky. Carmen Lai Toll-Free: (800) 524-2423 Fax: (973) 993-5276 Branch Manager Joseph Moschella Phone: (973) 993-5214 Email Me Princeton Lawrenceville Branch Find a Financial Advisor Branch Address 1200 Lenox Dr. Ste 300 Lawrenceville, NJ 08648 Get Directions Branch: (609) 844-7900 Toll-Free: (800) 659-0650 Fax: (609) 651-4242 Branch Manager Thomas Hoagland Phone: 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. Investment performance is not a criterion. 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 list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Greenwich Associates 2018 Quality Leader Award. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Underpinning all that we do are five core values. 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. Source: napa-net.org (October 2019) awarded in 2019. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. Source: REP. magazine, October 2015. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. 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. 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. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). The 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. Source: napa-net.org (March 2019) awarded in 2019. Matthew McAndrew Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. 2018 Financial Times 400 Top Financial Advisors. 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 3/31/21 - 3/31/22. 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. Responsible for EM Corporate Bond Strategies at Morgan Stanley Investment Management. Source: napa-net.org (October 2020) awarded in 2020. 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. 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. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. From our origins as a small Wall Street partnership to becoming a global firm of more than 60,000 employees today, Morgan Stanley has been committed to clients and communities for 85 years. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Nominees must be women retirement plan advisors with their own book of business. 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. River Chien We value our commitment to diverse perspectives and a culture of inclusion across the firm. At Morgan Stanley, strong leadership is provided by the Board of Directors in corporate governance and by the Operating Committee in each of our businesses and functions. Justin G. Craig Source: planadviser.com (May 2016) awarded in 2016. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information on ranking methodology, go to, Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp. 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. Battlefield V (Windows) credits - MobyGames Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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. 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 3/31/21 - 3/31/22. 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. 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. 2022/23 Upper Deck O-Pee-Chee Hockey Hobby Pack Stuart Levison 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 9/30/16 - 9/30/17. Rankings are based on the opinions of Barron's 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. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. 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. At Morgan Stanley, we lead with exceptional ideas. 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 new Managing Directors are:1, Toks Afolabi-Ajayi 2017 Forbes America's Top Women Wealth Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. Posted on 1 second ago; June 24, 2022 . Jon started his career in 1995 with Merrill Lynch as an Intern in the Exton, Pennsylvania office. 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. Andrew Nash He appeared as a member the main cast of Dr. Ken [2] and The Republic of Sarah and as a recurring character on Speechless and Santa Clarita Diet.[3][4]. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. Research Magazines Top-Ranked Teams in America. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Profile content is produced by SmartAsset independently of any Source: napa-net.org (October 2018) 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. Victoria Eckstein To match you with top 2020 NAPA Top DC Advisor Multi-Office Firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. 2022-23 O-Pee-Chee Blue - beckett.com