This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. 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. Thomas Allen This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 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. 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 2017. For more on methodology please go to www.ft.com/reports. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: planadviser.com (May 2015) awarded in 2015. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 the Financial Times during the period from 6/30/16-6/30/19. 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. Financial Plannings Top 40 Under 40 2022. Kalli Dircks 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 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. Ken Michlitsch This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. Anna Pacewicz Hill This ranking is not indicative of the Financial Advisors 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. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. 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. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. Investment performance is not a criterion. Celine M. Suarez Get the latest and most accurate trading card values and sets info for 2022-23 O-Pee-Chee Blue Hockey sports cards. The new Managing Directors are: 1 Toks Afolabi-Ajayi Argie Agrapides Nicholas Albicelli Thomas Allen Raju Alluri Oskar Arnoldsson Nikhil Awasthi Jay Bacow Lavanya Balakrishnan Krystal Barker Buissereth Dmitriy Barskiy Angelin Baskaran Matteo Benedetto Joshua Birbach There are no guarantees that working with an adviser will yield positive returns. state: Please visit their SEC profile for more details. Sharon Cannon Saba Danish 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 Advisors pay a fee to On Wall Street in exchange for the rating. This ranking is not indicative of the Financial Advisors future performance. which SmartAsset is compensated for lead referrals. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. In January 2023, he returned to the stage in Home Front. See how you can continue your career journey at Morgan Stanley. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Junrong Shen Source: napa-net.org (March 2022) awarded in 2022. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. 2022 Forbes Best-In- State Wealth Advisors. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. 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 6/30/15 - 6/30/16. Investment performance is not a criterion. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. She began her career in an entry level position at Morgan Stanley while pursuing her B.S. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. services are limited to referring users to third party advisers registered or chartered as fiduciaries Investment performance is not a criterion. Investment performance is not a criterion. A sub-segment of the questions was used to determine eligibility for the Top 100. 2019 Forbes America's Top Women Wealth Advisors. David Massingham 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. 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. To report any data inconsistencies or errors, please contact This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Chris brings over 25 years of operations and compliance experience to the Complex. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. From there she progressed into a Complex Risk Officer role,and now into her current role as a Senior Complex Risk Officer. A sub-segment of the questions was used to determine eligibility for the Top 100. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. SmartAsset does not You can help Wikipedia by expanding it. 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. 2023 Barron's Top 100 Private Wealth Management Teams. Matthew Greyson 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. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. Source: On Wall Street "The Top 75 Branch Managers," September 04, 2018. Investment performance is not a criterion. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth 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. 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. 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; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. in the aforementioned profile. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Frederik Wijsenbeek This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/13 - 12/31/15. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. Investment performance is not a criterion. 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 was determined based on an evaluation process conducted by NAPA during the period from Aug 2013 Aug 2014. 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 ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2021. 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 through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2018. Source: napa-net.org (November 2019) awarded in 2019. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. 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 not indicative of the Financial Advisors future performance. Saju Georgekutty Meet Our Board of Directors Learn more about each of the 15 members on the firm's board and their backgrounds. Home; Categories. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Kanna Ravikulachandran Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. Investment performance is not a criterion. Learn more about each of the 15 members on the firms board and their backgrounds. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/17 - 6/30/18. Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. Martin Vergara 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. 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 Barron's to obtain or use the ranking. 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. Started my career in finance with Morgan Stanley through summer Branch Analyst Internship program in 2012. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Jonathan Slavin (born November 8, 1969) is an American actor and activist. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Lily Trager 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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 2013 - Dec 2014.