Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. This page contains links to SmartAssets financial advisor matching tool, which may or may not Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Investment performance is not a criterion. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. 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 was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. Investment performance is not a criterion. Stuart Levison Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. Jon Markle is a First Vice President and Associate Complex Manager with Morgan Stanley in the Central New Jersey Complex. Source: napa-net.org (November 2020) awarded in 2020. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. 2016 Barron's Top 1,200 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 Working Mother Magazine (the publisher) during the period from 3/31/18- 3/31/19. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). For more on methodology please go to www.ft.com/reports. Christoph Oppenauer Investment performance is not a criterion. 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. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. River Chien 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. Morgan Stanley chief operating officer Jonathan Pruzan, a leading contender to become the bank's next chief executive, has decided to leave at the end of this month. 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. The rating is not indicative of the Financial Advisers 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. This ranking is not indicative of the Financial Advisors future performance. I graduated from Manhattanville College 2012 with a B.S in Economics and History. 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 was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Ashraf Y. Mussa Hear their stories and learn about how they are redefining the terms of success. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Individuals are judged based on qualitative information collected from the nomination form, and potentially from interviews with the Award Committee. For more information, see www.SHOOKresearch.com. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. Jim Burns Saju Georgekutty We have the experience and agility to partner with clients from individual investors to global CEOs. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Sungnyung Lee 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The player is aged 18 or 19 and has played 10 or more NHL games in the respective season The player is aged 20 or older and has played 10 games in a professional league, while under an NHL SPC Due to the 2019-20 season being shortened by COVID, a pro-rating for the professional games requirement was applied as follows: 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. Subscribe Now. 2015 Financial Times 401 Top Retirement Advisors. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Lauren Veisz Morgan Stanley is not affiliated with Greenwich Associates. 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 SHOOK Research LLC or Forbes. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. choosing a financial advisor. 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. 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. Slevin maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Kentucky. 2017 Forbes America's Top Women Wealth 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. He has worked his entire career at Morgan Stanley and its predecessors, starting his career with Smith Barney in 1993. Sander van Zijl We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. 2013 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 9/30/21 - 9/30/22. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. A financial advisor's fees largely vary depending on which services are offered. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. 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 was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. For more information, see www.SHOOKresearch.com. The award 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. 2022 PLANADVISER Retirement Plan Adviser of the Year. 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. 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 list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. geography, and willingness to work with a remote advisor). Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. Investment performance is not a criterion. 41 Jonathan Marchessault - Golden Knights 42 Logan Couture - Sharks 43 Taylor Hall - Bruins . Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. The company's investment management services are offered to a diversified group of corporations, governments, financial institutions and individuals. Discover who we are and the right opportunity for you. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. 2019 Forbes Best-In- State Wealth Advisors. Ken Michlitsch Investment performance is not a criterion. 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 or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. Investment performance is not a criterion. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. 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 PLANADVISER or ISS Media to obtain or use the ranking. Krystal Barker Buissereth Our board of directors and senior executives hold the belief that capital can and should benefit all of society. 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 Mar 2010 - Mar 2011. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Kalli Dircks 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. 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. 2019 Barron's Top 1,200 Financial Advisors: State-by-State. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. Robert DiTrapano This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. Jonathan, Don Leo-killer Karl Krupp on Site Wrestling Poster (1974) 2023 Barron's Top 100 Institutional Consulting Teams. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Chris brings over 25 years of operations and compliance experience to the Complex. Oskar Arnoldsson Investment performance is not a criterion. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. 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 Barron's Top 1,200 Financial Advisors: State-by-State. 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. an Adviser or provide advice regarding specific investments. This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barrons Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. Combine Split results for multi-team players. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. Source: Research magazines Top-Ranked Teams in America, as identified by Research magazine, uses quantitative and qualitative criteria and selects from a pool of over 3,000 nominations. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Roseanne McCormick He. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. The rating is not indicative of the Financial Advisor's future performance. Pruzan had been among. Jonathan Slavin was a prolific actor who created a name for himself largely on the big screen. Morgan Stanley Appoints 171 New Managing Directors Jon started his career in 1995 with Merrill Lynch as an Intern in the Exton, Pennsylvania office. 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. 2019 Barron's Top 50 Institutional Consultants. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. 2017 Forbes America's Top Wealth Advisors. 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. All credentials and designations are verified and nominee compliance records are verified. 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. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. Source: planadviser.com (May 2022) awarded in 2022. 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. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. This ranking is not indicative of the Financial Advisors future performance. Michael Vasseghi Sergey Ionov third grade: all a's & b's. joyner, emoni kazmier. 2017 Financial Times 400 Top Financial Advisors. 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. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. 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. Joshua Birbach Michael Daly This ranking is not indicative of the Financial Advisors future performance. By Posted christian dior bracelet In hillsboro high school football coaching staff Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. The invitation-only conference was held at The Breakers in Palm Beach, FL. 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. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. It was standing room only in Cheshire Hall for the Alumni Speaker Series' presenter Jon Slavin '92, Global Head of Equity and Trade at Morgan Stanley. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. 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. David Massingham Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Ayokulehin Onabule Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next leveland provide confidence to your clients. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to the Financial Times in exchange for the rating. Investment performance is not a criterion. Actor: Santa Clarita Diet. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Jennifer Baker Khan 2020 Barron's Top 100 Women Financial Advisors. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. Erin Burke is a First Vice President and Associate Complex Manager of the Morgan Stanley Central New Jersey Complex. 2014 Financial Times 400 Top Financial Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Answer a few questions to get a personalized match. 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 Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience.
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