Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. 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. The rating is not indicative of the Financial Advisors future performance. 2021 Barron's Top 100 Women Financial Advisors. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. Manisha DSouza 2018 Forbes Best-In- State Wealth Advisors. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley (Retail Asset Management Business) General Information. Carla Noriega Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics. 2018 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. The rating is not indicative of the Financial Advisers future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. Of its 2,129,899 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. 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 invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Our long-term success lies in having a strong culture and talented, diverse employees. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. Financial Plannings Top 40 Under 40 2022. 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 Barron's to obtain or use the ranking. Investment performance is not a criterion. Jason Russell Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. 2015 Barron's Top 30 Institutional Consultants. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Slevin works 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. The shares were sold at an average price of $101.05, for a transaction totalling $1,860,734.70. As a global financial services firm, Morgan Stanley is committed to technological innovation. all available advisors and firms and matches based on specific criteria (investable assets, Mike Levine We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. Vikram Raju Research Magazine's 130 Top-Ranked Advisor Teams in America. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 2016. 2020 Forbes America's Top Women Wealth Advisors. Responsible for EM Corporate Bond Strategies at Morgan Stanley Investment Management. 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 list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. 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. 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. Bonino, who won back-to-back Stanley Cups with Pittsburgh in 2016 and 2017, gives the Penguins some added bottom-six depth. Jeremy Wright Self-nominations are not accepted. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2018 Financial Times 400 Top Financial Advisors. Investment performance is not a criterion. Saju Georgekutty 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. This ranking is not indicative of the Financial Advisors future performance. 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. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). 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. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. REP. Magazine Top 50 Wirehouse Women 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. Jonathan M. Pruzan has not been actively trading shares of Morgan Stanley over the course of the past ninety days. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. For more on methodology please go to www.ft.com/reports. He is a 1992 graduate of Stony Brook University where he played lacrosse and earned a degree in Economics. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley is not affiliated with Greenwich Associates. This ranking is not indicative of the Financial Advisors future performance. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. For more information, see www.SHOOKresearch.com. Argie Agrapides 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 the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 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. 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. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 2009 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 Dec 2006 - Dec 2007. The 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. Investment performance is not a criterion. 2022 Barron's Top 100 Private Wealth Management Teams. 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 SHOOK Research LLC to obtain or use the ranking. 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 Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. 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 . Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. For more on methodology please go to www.ft.com/reports. 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. I graduated from Manhattanville College 2012 with a B.S in Economics and History. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. 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 NAPA to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Over the course of their career, Slevin has held roles at Morgan Stanley Smith Barney, The Rawlings Company and Morgan Stanley Private Bank, National Association. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. 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 SHOOK Research LLC for placement on its rankings. 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. Jean-Baptiste Lalau Keraly 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. She joined Lord Abbett in Jersey City, NJ as a Regional Consultant covering Michigan, Wisconsin & Minnesota then covered both the East and West Coast furthering the firms Municipal Separately Managed Account offerings in the role of Advisor Solutions Consultant. 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. Description. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. 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. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Discover who we are and the right opportunity for you. Investment performance is not a criterion. 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. 2013 Financial Times 400 Top Financial Advisors. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. Jonathan Slavin was born on 11 August 1969 in North Carolina, USA. Morgan Stanley has announced the appointment of 171 Managing Directors. 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. All credentials and designations are verified and nominee compliance records are verified. Roseanne McCormick 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. Xavier Nieto Graduates from this department who specialized in anthropology or sociology . We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. 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. SmartAssets This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. 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. Vineet Pande Venus Wong Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. loss of principal. Get the latest and most accurate trading card values and sets info for 2020-21 The Cup Hockey sports cards. Lauren Veisz 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. Source: napa-net.org (November 2020) awarded in 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. Katie Herr 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. 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. Investment performance is not a criterion. Chase Krieger 2011 PLANSPONSOR Retirement Plan Adviser of the Year. For more information on NABCAPs methodology, go to nabcap.org. Sep 2012 - Feb 202310 years 6 months. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. 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 the Financial Times during the period from 9/30/12 - 9/30/13. 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 3/31/16 - 3/31/17. She was then tapped as Team Leader of the Advisor Solutions Group. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. 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 during the period from 12/31/16 - 12/31/19. 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. 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. 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 the Financial Times in to obtain or use the ranking. Robert DiTrapano Jon started his career in 1995 with Merrill Lynch as an Intern in the Exton, Pennsylvania office. which SmartAsset is compensated for lead referrals. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. This award was issued in 2021 and based on the evaluation process below. 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: napa-net.org (October 2015) awarded in 2015. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2014 - Mar 2015. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 112 Morgan Rielly - Maple Leafs 113 Charlie McAvoy - Bruins 114 T.J. Oshie - Capitals New York Morgan Stanley has announced the appointment of 171 Managing Directors. For more information, see www.SHOOKresearch.com. Adam Waltz Source: planadviser.com (May 2016) awarded in 2016. 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 NAPA to obtain or use the ranking. On Wall Streets Top 75 Branch Managers 2018. Also on the show Don Leo Jonathan wrestled Chuck O'Connor and former British Empire light heavyweight boxing champion Yvon Durelle teamed up with Emile Dupre to wrestle Sailor HISTORY: On June 15, 1973 at the Arena in Blacks Harbor, New Brunswick, Canada Sweet Daddy Siki and Jackie Veick headlined the wrestling show. David Fritz was born and raised on Long Island, NY. For more information, see www.SHOOKresearch.com. 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 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. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 2020 Barron's Top 100 Women Financial Advisors. Both Heathers academic and professional experience has helped her form a deep understanding for financial services from a multitude of perspectives. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. Click here to get matched with an advisor today. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Antoinette holds a B.S. 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. 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.

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