Covers the U.S. investment-grade fixed-rate bond market, including government and credit securities, agency mortgage pass through securities, asset-backed securities, and commercial mortgage-based securities. 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 6/30/19 - 6/30/20. Source: planadviser.com (May 2019) awarded in 2019. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 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. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. 2022 Forbes Americas Top Wealth Management Teams. The award is the product of numerical scores in Greenwich Associates proprietary studies that are generated from the study interviews. However, not investing aggressively enough may lead to short fall. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. Invests principally in financial instruments issued or guaranteed by the U.S. Government, its agencies, or its instrumentalities, with dollar-weighted average maturities of less than 90 days. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. P/E ratios can be interpreted as how much an investor is willing to pay for one years earnings. 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 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 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 is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. He also assists Darren, Harry, and Justin with portfolio analysis, financial modeling, and fund manager due diligence. Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither 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 Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. This valuation measure compares a stocks current price to its intrinsicor bookvalue. 2022 Barron's Top 100 Institutional Consulting Teams. Investment performance is not a criterion. Source: napa-net.org (November 2022) awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. For more on methodology please go to www.ft.com/reports. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. PLANADVISER Top 100 Retirement Plan Advisers 2020. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. Help keep more of your returns and potentially reduce tax liability with a tax-managed investment portfolio. 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. 2023 Barron's Top 100 Women Financial Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Bonds with the highest credit quality ratings are known as investment grade, and bonds with poor credit quality ratings are known as speculative.. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. Coalition Greenwich is a division of CRISIL. Investment performance is not a criterion. 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. For more information on NABCAPs methodology, go to nabcap.org. Financial Consultant, Financial Advisor, Financial Analyst, Financial Services. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. Source: planadviser.com (May 2022) awarded in 2022. 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. Refers to a fund managers general discipline and philosophy that is employed during the investment decision making process. Source: napa-net.org (November 2017) awarded in 2017. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs. REP. magazines Top 50 Wirehouse Women, October 1, 2014. Investment performance is not a criterion. This award was issued in 2019 and based on the evaluation process below. This ranking is not indicative of the Financial Advisors future performance. Generally, highly diversified portfolios have higher R2 percentages. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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 created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. This ranking is not indicative of the Financial Advisors future performance. J.P. Morgan Advisors on Wednesday plucked a Los Angeles duo who generated around $7 million in annual revenue, according to a source familiar . This ranking is not indicative of the Financial Advisors future performance. NABCAP Premier Wealth Advisors (5-Star Local List). 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 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 ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2022. Source: planadviser.com (May 2020) awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. When more than one portfolio manager manages a fund, the average tenure of the managers is listed. 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. Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. All issues have at least one year to maturity, or an outstanding par value of at least $100 million for U.S. Government issues and $50 million for corporate issues. 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. BARRON'S TOP 100 INSTITUTIONAL CONSULTING TEAMS 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: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. MSCI EAFE and Emerging Markets Growth/ Value Indices. 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. This ranking is not indicative of the Financial Advisors future performance. 2018 Forbes Top 1,000 Next Gen Wealth Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. 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. Morgan Stanley is not affiliated with Coalition Greenwich. Provide important information about the fund. Justin brings over 12 years of asset and investment management experience to the team's clients. 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. 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 50 Private Wealth Advisory Teams. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. 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 Barron's during the period from Dec 2011 - Dec 2012. 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. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 2016- Sept 2017. I am one of fewer than 5% of all Morgan Stanley advisors (as of September 2020) to earn the Family Wealth Director designation, an indication of my comprehensive knowledge of wealth management. 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. All bonds must be sovereign issues and be denominated in the relevant national currency and all bonds must have more than one year to maturity. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. A fund with a positive Excess Return has on average outperformed its benchmark on a quarterly basis. 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. 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. Formulation of Tax, Trust and Estate Strategy. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2012 - Dec 2013. This ranking is not indicative of the Financial Advisors future performance. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2022 Barron's Top 100 Women Financial Advisors. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. "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. We also congratulate our Graystone Consulting Institutional Consulting Directors who were named to the list of Barron's Top 50 Institutional Consultants of 2019. PLANADVISER Top 100 Retirement Plan Advisers 2018. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2015 - Mar 2016. . This ranking is not indicative of the Financial Advisors future performance. Country Value/Growth indices are then aggregated into regional Value/Growth indices. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. Information on market capitalization cycles, such as large-cap value and growth and small-cap value and growth, is shown relative to the appropriate style of the fund. Measures the performance of those Russell 3000 Index companies with higher price-to-book ratios and higher forecasted growth values. 2018 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. 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. 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. 2019 Forbes Best-In- State Wealth Advisors. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. 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. We also understand that there is no family that is exactly like yours. Check the background of Our Firm and Investment Professionals on. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Calculated by Lipper, Inc. and includes all funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a 3-year weighted basis) greater than 300% of the dollar-weighted median market capitalization of the middle 1,000 securities of the S&P SuperComposite 1500 Index. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. 2019 Financial Times 401 Top Retirement Advisors. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Represents the weighted average of the price/ book ratios of the stocks in a funds portfolio. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. Cash payment made by a company to stockholders. Member SIPC. Source: planadviser.com (May 2011) awarded in 2011. Barrons Winners Circle Top Advisors Summit 2013. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither 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. Assets under management are as of the end of the second quarter 2015. The amount of money borrowed by a company in issuing a bond or other fixed income security. 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. 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. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. Investment performance is not a criterion. Morgan Stanley EAFE Index (Capitalization Weighted). This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. 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 ISS Media during the period from 1/1/16 12/31/16. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Small-cap growth funds typically have an above-average price-to-earnings ratio, price-to-book ratio, and 3-year sales-per-share growth value, compared to the S&P Small Cap 600 Index. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Nominees must be women retirement plan advisors with their own book of business. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. 2010 Barron's Top 100 Women Financial Advisors. 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 the Financial Times in to obtain or use the ranking. The rating is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 2020 Barron's Top 50 Private Wealth Management Teams. 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. 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. Investment performance is not a criterion. 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. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. 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. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Measures the performance of those Russell 3000 Index companies with lower price-to-book ratios and lower forecasted growth values. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Measures the performance of those Russell 1000 companies with lower price-to-book ratios and lower forecasted growth values. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Share a new report in collaboration with the Aspen Institute. 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. Invests at least 65% of its assets in investment grade issues (rated in top four grades) with dollar-weighted average maturities of 5 to 10 years. Source: Greenwich Associates, April 25, 2019. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. 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. 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. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). The stocks are also members of the Russell 1000 Growth index. 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. Investment performance is not a criterion. 2016 Barron's Top 1,200 Financial Advisors: State-by-State. The P/E ratio for a stock is determined by dividing the stock price by earnings per share. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. Subset of the Barclays Capital Government/Corporate Bond Index covering issues with maturities up to 10 years. 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.
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