Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by the Financial Times based on data as of 12/31/12. For more information, see www.SHOOKresearch.com. Song Yang Lee Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Working with an adviser may come with potential downsides such as payment of fees Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Zlati Christov We have the experience and agility to partner with clients from individual investors to global CEOs. Following graduation David applied for and was accepted to the United States Marine Corps Officer Candidate Program. 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: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams 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. 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 any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Upon completion of Analyst program, I was hired as the Complex Managers Assistant in the 522 5th Avenue Complex December 2012. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. Michele Mattison Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. 2023 Barron's Top 100 Institutional Consulting Teams. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. 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 3/31/19 - 3/31/20. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. 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. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/17 - 3/31/18. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Ben Kussin For more on methodology please go to www.ft.com/reports. 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. Matt Brandt We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The number of individuals contacted varies based on the size of the local market. 2019 Barron's Top 50 Private Wealth Advisory Teams. Diana Doyle Source: planadviser.com (May 2017) awarded in 2017. Jodyann Carlucci Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. Ashraf Y. Mussa This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. This ranking is not 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. 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 3/31/22 - 3/31/23. The rating may not be representative of any one clients experience. 2022 Barron's Top 100 Women Financial Advisors. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. compiled from the SEC and 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. Frederik Wijsenbeek 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. We have the experience and agility to partner with clients from individual investors to global CEOs. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 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 9/30/17 - 9/30/18. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/17 - 6/30/18. 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. For more on methodology please go to www.ft.com/reports. This ranking is not indicative of the Financial Advisors future performance. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. Assets under management are as of the end of the second quarter 2015. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. This ranking is not indicative of the Financial Advisors future performance. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. Laura Isabel Lembke Morgan Stanley Smith Barney LLC is not affiliated with Barron's. patterson, de'quan 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 6/30/21 - 6/30/22. palmetto high school basketball tickets; daniel galt west wing. 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. For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. This ranking is not indicative of the Financial Advisors future performance. Steven Doviak Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Pruzan had been among. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. Mike Levine Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 1170 of the 171 appointed Managing Directors are listed. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. The 2019 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. 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. On Wall Streets Top 75 Branch Managers 2018. 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. Investment performance is not a criterion. Erin Burke is a First Vice President and Associate Complex Manager of the Morgan Stanley Central New Jersey Complex. PLANADVISER Top 100 Retirement Plan Advisers 2020. Investment performance is not a criterion. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Source: planadviser.com (May 2018) awarded in 2018. He served in the Marine Corps for 10 years as an Infantry Officer on active duty and in the reserves - both domestically and abroad. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. 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. Paulo Monteiro Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominees must be women retirement plan advisors with their own book of business. Raju Alluri Morgan Stanley Smith Barney LLC is not affiliated with Barron's. He has worked his entire career at Morgan Stanley and its predecessors, starting his career with Smith Barney in 1993. This award was issued in 2017 and based on the evaluation process below. 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: napa-net.org (October 2020) awarded in 2020. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. We believe our greatest asset is our people. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. firm, and financial professionals and firms having business relationships with SmartAsset receive For more information, see www.SHOOKresearch.com. 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 1,200 Financial Advisors: State-by-State. We Are Morgan Stanley | We Are Central New Jersey | Dedicated to giving back to the communities where we live and work. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Janet McCarthy Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. 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 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. Sungnyung Lee Morgan Stanley is differentiated by the caliber of our diverse team. 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. 2012 Barron's Top 100 Women Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. PLANADVISER Top 100 Retirement Plan Advisers 2021. 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. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. third grade: all a's & b's. joyner, emoni kazmier. NHL trade tracker: From Patrick Kane, Timo Meier & Jonathan Quick, full list of deals completed before deadline Learn more about each of the 15 members on the firms board and their backgrounds. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Argie Agrapides At Morgan Stanley, strong leadership is provided by the Board of Directors in corporate governance and by the Operating Committee in each of our businesses and functions. Jonathan Slavin was born on a marine base in North Carolina, and grew up in rural Pennsylvania. Responsible for EM Corporate Bond Strategies at Morgan Stanley Investment Management. This ranking is not indicative of the Financial Advisors future performance. 2021-2022 Record: 56-19-7, 119 points (1st in Central; won Stanley Cup Finals) Best Players: Nathan MacKinnon (94 OVR), Cala Makar (94 OVR), Mikko Rantanen (91 OVR) The defending Stanley Cup champion only trail Tampa Bay and Carolina by one point, indicating the Avalanche are primed for hockey to have yet another repeat champion. He shared his experience here at Franklin Pierce and in the business world and led a discussion about business trends. Hear their stories and learn about how they are redefining the terms of success. This ranking is not indicative of the Financial Advisors future performance. 2020 Barron's Top 50 Private Wealth Management Teams. Corey Kozak jonathan slavin morgan stanley +1 (760) 205-9936. Investment performance is not a criterion. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. geography, and willingness to work with a remote advisor). Henrique Carneiro 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion.
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