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2020 Barron's Top 50 Institutional Consulting Teams. Provider of investment management services. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rabbi Lord Jonathan Sacks(108) Dr. Benjamin Safirstein(1) Rabbi Mendel Samuels(2) Professor Jonathan Sarna(48) Mr. Charles Saul(1) Yisrael Schachter(1) Mrs. Fruma Schapiro(2) Professor Lawrence Schiffman(17) Mrs. Eva Schloss(2) Judge Jack B. Schmetterer(1) Rabbi Arthur Schneier(1) Rabbi Yitzchak Schochet(147) Mr. Ari Schonbrun(1) Mrs. Anita . This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. 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. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. 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 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. Jennifer Baker Khan
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.
Morgan Stanley Warns 'Imminent' Earnings Recession Will Tank StocksBut Throughout his 6 years, Jared worked with advisors centered in the Washington DC area to help them with risk analytics, portfolio management/construction and growing their clientele. This award was issued in 2014 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. 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 (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. Hear their stories and learn about how they are redefining the terms of success. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2015 Financial Times 401 Top Retirement Advisors. At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration.
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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. Source: planadviser.com (May 2020) awarded in 2020. 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. Slavin was born in Camp Lejeune, North Carolina and raised in Wilkes-Barre, Pennsylvania. Roland Jeurissen
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NHL 23 Team Ratings: Best Teams - Outsider Gaming Source: planadviser.com (May 2019) awarded in 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. Art Flinn is a Senior Private Banker and team lead in the Central New Jersey Complex. Jon started his career in 1995 with Merrill Lynch as an Intern in the Exton, Pennsylvania office. 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. Elisabeth Fedyna
2022 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. 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. Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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: 2019 Forbes America's Top Wealth Advisors. 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. This ranking is not indicative of the Financial Advisors future performance. At Morgan Stanley, giving back is a core valuea central part of our culture globally. 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 2018. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. 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 NAPA 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 Working Mother Magazine (the publisher) during the period from 3/31/18- 3/31/19. 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. 2018 NAPA Top DC Advisor Multi-Office Firms. For 87 years, weve had a passion for whats possible. Meet one of our Financial Advisors and see how we can help you. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Upon graduation from training David moved to California where he would spend the next 25 years of his life. 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. choosing a financial advisor. Barron's Top Women Advisors Summit Attendees 2016. These criteria are utilized for each of the categories in which this award is given. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2014. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2011 - Mar 2012. 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: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. 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 PLANADVISER or ISS Media to obtain or use the ranking. After high school, he landed in New York and performed in some truly abysmal theater, before being cast to play the sexually confused protagonist in "The . This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. 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. Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. For more information on the award, go to http://www.aspa.org. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). 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 was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give backall to contribute to a future that benefits our clients and communities. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 2011 PLANSPONSOR Retirement Plan Adviser of the Year. There are no guarantees that working with an adviser will yield positive returns. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking 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. degree with Magna Cum Laude honors but also obtained an MBA in Finance at Rutgers University. Melissa Woodgate Godoy
Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Tobi Punga
Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. For more information on ranking methodology, go to www.WCorg.com. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Brendan Fogarty
This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. 2019 Forbes America's Top Women Wealth Advisors. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. All others received a Ph.D. from the Department of Psychology. 2014 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. For more information on ranking methodology, go to, Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp. Ali Yazdi
Carla Noriega
Michael Fazelpoor
David Massingham
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. 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. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2022 Barron's Top 100 Private Wealth Management Teams. Mustufa Salehbhai
Investment performance is not a criterion. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. 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: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. Across all our businesses, we offer keen insight on today's most critical issues. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2008 - Mar 2009. Slevin maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Kentucky. Vikram Raju
Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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. 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. For more information, see www.SHOOKresearch.com. 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. The player is aged 18 or 19 and has played 10 or more NHL games in the respective season The player is aged 20 or older and has played 10 games in a professional league, while under an NHL SPC Due to the 2019-20 season being shortened by COVID, a pro-rating for the professional games requirement was applied as follows: All credentials and designations are verified and nominee compliance records are verified. Michael Sweeting
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. 2013 Barron's Top 1,000 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. Graduates from this department who specialized in anthropology or sociology . 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. Nominees must be women retirement plan advisors with their own book of business. Sam Lalanne
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. Song Yang Lee
Celine M. Suarez
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. Across all our businesses, we offer keen insight on today's most critical issues. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. jonathan slavin morgan stanley. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. We are committed to bringing the firms resources to help our clients originate, manage and distribute capital, while building a more sustainable future for society.
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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. To match you with top Our board of directors and senior executives hold the belief that capital can and should benefit all of society. This ranking is not indicative of the Financial Advisors future performance. Arjun Saigal
Cody Gunsch
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; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. in Business Administration and Marketing from Delaware State University. 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. 18 balk v boxu/10 karet v balku Kad box obsahuje: 18 Base Set Retro Variation Cards Six Base Set Blue Border Parallel Cards At Least Four O-Pee-Chee Premier Cards Four O-Pee-Chee Playing Cards Three #'d Base Set and/or Base Set Retro Variation Parallel Cards One Base Set Red Border Parallel Card At Least One Rare Chase Card! This ranking is not indicative of the Financial Advisors future performance. Source: REP. magazine, October 2015. 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.