(which will reduce returns). Investment performance is not a criterion. 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 3/31/19 - 3/31/20. David Cohodes 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. 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. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Source: napa-net.org (October 2016) awarded in 2016. 2022 Forbes Best-In- State Wealth Advisors. Morgan Stanley CEO contender Jonathan Pruzan to depart Wall Street bank 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. Doctor Stanley Stylli 2018 Accelerated Research - Beat Cancer Cancer Council SA SA Corporation Cancer Council SA's Beat Cancer Project Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. 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 the Financial Times in to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Argie Agrapides Nicholas Albicelli Jonathan is registered in the following Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Graduates from Social Relations who specialized in clinical, social, developmental, are included. 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 3/31/18 - 3/31/19. Source: PLANADVISER.com, January/February 2018. 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. Ashraf Y. Mussa We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 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: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. Matthew McAndrew Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. Across all our businesses, we offer keen insight on today's most critical issues. jonathan slavin morgan stanley +1 (760) 205-9936. Doctoral Alumni in Psychology, Harvard University People whose names are followed by an asterisk (*) received a Ph.D. from the Department of Social Relations. 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 2013) awarded in 2013. 1170 of the 171 appointed Managing Directors are listed. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. 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. Yeyin Jiang 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: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. 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. These criteria are utilized for each of the categories in which this award is given. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. Research Magazine's 130 Top-Ranked Advisor Teams in America. 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. Jennifer Baker Khan Nominees must be women retirement plan advisors with their own book of business. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Actor: Santa Clarita Diet. Andrew Vick The rating is not indicative of the Financial Advisor's future performance. Christine L. Ha Profile content is produced by SmartAsset independently of any The rating 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 the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Colton Sissons Warren Foegele; NSH: Team: EDM: C: Position: L: 137: GP: 129: 1644:18: TOI: 1496:25 Matt Strom 2017 Barron's Top 100 Women Financial Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. Source: napa-net.org (November 2022) awarded in 2022. For more information, see www.SHOOKresearch.com. Antoinette Robinson has over 32 years of experience in financial services joining Morgan Stanley in 2012 after 23 years of service at RBC Wealth Management. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2018 Barron's Top 100 Women Financial Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. Source: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. Source: REP. magazine, October 2015. Investment performance is not a criterion. 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. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. 2020-21 The Cup Hockey Sports Cards Online Values and Checklists Kelly Chin Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 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. 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. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2021 Barron's Top 100 Private Wealth Management Teams. This ranking is not indicative of the Financial Advisors future performance. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2022-23 Upper Deck O-Pee-Chee Hockey Blaster Box 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 2014. 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: napa-net.org (October 2015) awarded in 2015. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. manigo, agali unique. 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. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Investment performance is not a criterion. Kanna Ravikulachandran For media inquiries, send an email to Media Inquiries.
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