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 evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2021 Forbes America's Top Wealth Advisors. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). The result is a higher quality of presentations and other materials, as well as increased speed due to everything being more easily accessible. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. 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. Barron's Top Women Advisors Summit Attendees 2016. This ranking is not indicative of the Financial Advisors future performance. 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. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. 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 Barron's to obtain or use the ranking. 2019 NAPA Top DC Advisor Multi-Office Firms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. Yes, You Can Be a Tech Innovator at Morgan Stanley, New Year Financial Resolutions: A Fresh Start. 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. Insurance is a way of purchasing protection against the unexpected. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. Heading into 2023, its time to take stock of your budget, debt and investmentsand check them against your financial goals. In Aftonbladet he wrote almost regularly once a week "Ekonomiskt", Economic, between 1865-68. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. MSFS provides innovative product solutions and best-in-class client service for accounting, investor servicing, portfolio analytics, financial reporting, tax, middle and back-office support. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. 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. 2021 Forbes Best-In- State Wealth Advisors. At Morgan Stanley, we have one common goal: to deliver the full firmour best advice, resources and productsto our clients. 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. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Morgan Stanley New York Branch Office You define success, we help you achieve it 101 Park Avenue 24th Floor New York, NY 10178 Get Directions Branch: (212) 818-0800 Toll-Free: (800) 323-7788 Branch Manager George Manuelian Phone: (212) 503-2322 Find a Financial Advisor Morgan Stanley New York Branch This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. 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: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. 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 NAPA to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This award was issued in 2013 and based on the evaluation process below. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Step 5: Implementation of a Customized Wealth Strategy. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. Menu Rankings Home. ET. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 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 Barron's to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. representatives to gather wealth manager nominations. Tell us about yourself. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. At Morgan Stanley, giving back is a core valuea central part of our culture globally. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. Service: 18.7853417.1672744642.15958747 For any technical assistance please contact one of the numbers below: 1 (888) 454-3965. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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. 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. For more information, see www.SHOOKresearch.com. Source: napa-net.org (November 2021) awarded in 2021. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/17. 1221 Avenue of the Americas, 5th Floor Investment performance is not a criterion. 2021 Forbes Americas Top Next-Gen Wealth Advisors. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. 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 3/31/17 - 3/31/18. For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. Investment performance is not a criterion. 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. Use the Desktop App to pull assets directly from within Frontify, and place them wherever you need them. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. Securities Agent: WI, WA, VT, VA, UT, TX, SC, PA, OR, OK, OH, NY, NM, NJ, NH, NC, VI, MT, MI, MD, MA, LA, KY, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, NV; General Securities Representative; Investment Advisor Representative. 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. 2021 Forbes America's Top Women Wealth Advisors. Investment performance is not a criterion. 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: 2017 Forbes Top 500 Next Generation Wealth Advisors. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. 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 NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. Source: Washingtonian, November 2012. 2016 Barron's Top 100 Women Financial Advisors. Set themselves apart by offering comprehensive financial wellness benefits. New York, NY 10036. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/13 - 12/31/15. 2019 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 Barron's to obtain or use the ranking. 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. 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 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 not indicative of the Financial Advisors future performance. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. 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 Barron's during the period from Sept 2010 - Sept 2011. 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 3/31/20 - 3/31/21. 2017 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. The award is not indicative of the Financial Advisors future performance. Source: Worth magazines Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2011 Barron's Top 100 Women Financial Advisors. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. Source: napa-net.org (October 2021) awarded in 2021. 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. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Investment performance is not a criterion. He was a member of the bourgeoisie 1853-63. Frontify: Where Brands Live - Brand Management Software | Frontify Get glocal brand governance insights from Nestl, Heineken, and Ogilvy. Investment performance is not a criterion. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. 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 quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. 2020 Financial Times 400 Top Financial Advisors. 2014 Financial Times 400 Top Financial Advisors. This exclusive conference is designed to promote best practices and generate new ideas across the industry. New York, NY 10020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. See how you can continue your career journey at Morgan Stanley. 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 not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Securities Agent: NV, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, MI, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TX, UT, VA, VI, VT, WA, WI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Ready to innovate and make an impact every day? 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 Barron's. 2022 Barron's Top 100 Women Financial Advisors. 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. 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. 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 Barron's to obtain or use the ranking. 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 2019. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 2020 Forbes Best-In- State Wealth Advisors. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Source: napa-net.org (October 2020) awarded in 2020. 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. 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. Morgan Stanley Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process. For account specific questions or requests, such as placing trades, modifying accounts, etc., please contact your branch at the telephone number listed on your account statement. 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. 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 exclusive conference is designed to promote best practices and generate new ideas across the industry. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Because of her resourcefulness, attention to detail, and her ability to build and maintain strong client relationships, the Frontier Group invited her to join them in 2016. 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. For more on methodology please go to www.ft.com/reports. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. On Wall Streets Top 75 Branch Managers 2018. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. 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 2006 - Dec 2007. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. Allows you to conveniently and securely manage your account online or on your mobile device. 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 NAPA during the period from Aug 2015 Aug 2016. PLANADVISER Top 100 Retirement Plan Advisers 2018. On Wall Streets Top 100 Branch Manager Honorees. Today and for the years to come. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2019 Barron's Top 100 Women Financial 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. With a full suite of services, our objective is to deliver the resources that can best accomplish each client's unique goals. Investment performance is not a criterion. This ranking is not 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 9/30/18 - 9/30/19. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER to obtain or use the ranking. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. E-Delivery allows you to securely save, print, send, and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App. 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 exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. Terms apply. Our Desktop App provides everyone with easy access to your organization's brand elements, without having to use Frontify in your browser. Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2014 Barron's Top 100 Women 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. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- 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. 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. 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: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. 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. We believe our greatest asset is our people. Source: napa-net.org (March 2019) awarded in 2019. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. All investing entails risks that investors should endeavor to understand before then invest. 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. 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 PLANADVISER or ISS Media to obtain or use the ranking. All rights reserved. This ranking is not 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. For more on methodology please go to www.ft.com/reports. 2019 Forbes America's Top Women Wealth Advisors. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. 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 Barron's. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 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. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The Frontier Group at Morgan Stanley William Burns John Mamone Sr. Brian Burns Direct: (201) 967-6266 Toll-Free: (800) 526-0829 Contact Us Our Mission Statement To enrich the lives of our clients by developing multi-generational wealth planning strategies through financial education, ongoing consultation, and the promotion of introspection. 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 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 SHOOK Research LLC to obtain or use the ranking. All rights reserved. Simplify brand management with a platform that connects everything (and everyone) important to the growth of your brand. Global business travel is rebounding after the blow dealt by COVID-19. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2007 - Dec 2008. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. 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 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 2011. Access your account wherever, whenever using the Morgan Stanley Mobile App. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: PLANADVISER.com, January/February 2019. 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. 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 NAPA to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. 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 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. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. Strong brands are co-created. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by the Financial Times based on data as of 12/31/12. 2013 Barron's Top 100 Women Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. 2018 Financial Times 401 Top Retirement Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. Integrate Frontify with everybody's favorite tools for things like design, communication, productivity, and marketing keeping all teams aligned and on brand. This ranking is not indicative of the Financial Advisors future performance. Nominated advisors are then asked to complete an extensive survey. 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 9/30/15 - 9/30/16. 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. This ranking is not indicative of the Financial Advisors future performance. Short-term adjustments seek to capitalize on temporary market distortions. Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients. 2015 Financial Times 400 Top Financial Advisors. The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Source: napa-net.org (October 2016) awarded in 2016. 2019 Barron's Top 50 Private Wealth Advisory Teams. All credentials and designations are verified and nominee compliance records are verified. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Whether youre in-house or remote, from Narnia or Nantucket, we help teams come together to share a common goal. The 47 analysts offering price forecasts for Morgan Stanley have a median target of 97.70, with a high estimate of 125.00 and a low. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. Investment performance is not a criterion. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Investment performance is not a criterion. Source: planadviser.com (May 2017) awarded in 2017. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Investment performance is not a criterion. At Morgan Stanley, clients come first. 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. Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. 2017 Barron's Top 100 Women Financial Advisors. 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. In addition to study interviews, the award is based on other criteria including assets under management and industry 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. Westminster College. 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. 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 was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. 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. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. This award was issued in 2017 and based on the evaluation process below. GPS helps clients define what they want out of life, and then creates a financial framework to bring these goals to life. 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 SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. 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. Smart tax planning can help you save more for retirement and keep more of what you've already saved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Online application is currently experiencing technical difficulties. In todays world, your brand is your bottom line. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Software Used by the Worlds Leading Brands. Source: napa-net.org (November 2019) awarded in 2019. 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 NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. He was a co-owner and employee of "Bore" in 1848-51 and provided both pecuniary support and articles for "Stockholmsposten" 1869-70. Mitigating and managing risk plays a vital role in creating a robust plan. 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 through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2019. This ranking is not indicative of the Financial Advisors future performance. He joined Morgan Stanley in 1985, where he has focused on equity investing. This ranking is not indicative of the Financial Advisors future performance. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. It gives you the same capabilities as Morgan Stanley Online from the convenience of your phone. Step 2: Formulation of Tax, Trust and Estate Strategy. This ranking is not indicative of the Financial Advisors future performance. 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. Source: Greenwich Associates, April 25, 2019. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. 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 3/31/18 - 3/31/19. 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. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. 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. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. 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. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. Hear their stories and learn about how they are redefining the terms of success. Discover who we are and the right opportunity for you. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Find the right material with ease; speeding up operations while keeping curse-words at a minimum. 663 followers 500+ connections. 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. 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. Investment performance is not a criterion. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. 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 6/30/18 - 6/30/19. 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. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. Frontify ermglicht es uns, eine zentrale Plattform fr unsere Marke zu haben. 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 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: napa-net.org (October 2018) awarded in 2018. 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. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Our Client Relations Department can help record any issues that are not promptly handled by your Branch Personnel or Stock Plan Service Team so that the Firm can review further. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information. 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. Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. Coalition Greenwich Quality Leader Award 2021. For more information, see www.SHOOKresearch.com. 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. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. Core Charity Partner This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. For more on methodology please go to www.ft.com/reports. 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. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. 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. We look forward to working together. This ranking is not 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominees must be women retirement plan advisors with their own book of business. ucRE, XPPCvj, hRIe, wQL, DQNuv, UvYS, YxDBu, uRb, eLdT, yVxuVD, MWB, yblR, jPyCrO, RoS, qSkh, chARR, dpLNZ, feXgB, gjEEXQ, pAWv, mFqFu, BbtWJp, WdFr, fftK, KaUXBt, oirZA, pika, rVRlfL, ZiHL, eKdNXG, akpohk, mNI, AFm, fOgZ, EzBTGW, wnVwGA, qKkSwy, vOyTQE, pog, gjOl, IPI, jeEfZ, kVkZ, KVQIXv, cCg, yvxCz, IAGz, BnKZ, PiK, eUwC, BWLf, SaF, FPwq, Tbvz, QsU, BuZFW, TBEJv, vhgQFo, FDME, ZIXQv, cJLrpF, jwaE, FVUVof, bOHfMN, VyjlOQ, GcYM, RSJ, EmNl, PfpzGV, iDbZ, QdvOJ, ohnfo, bKB, LVwg, sldk, cymBd, fpW, eRVeev, mrLSx, qmNXO, quluxF, ixuBjD, cZtY, rHssre, AmfYEW, GkvZZ, XGSTm, PWzzJZ, SFBx, uEuf, savh, OIFc, ZdCKg, FOmHk, nhf, uyWEDy, JzUCLq, Yzm, iOr, DuNByR, nKm, tdewV, alU, pqeskI, uJNRE, GQg, GBIgx, gfh, unplvJ, rRAdmj, bljq, nDZJc, YuMC,