2018 PLANSPONSOR Retirement Plan Adviser of the Year. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Roger V. Coleman Morgan Stanley. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. Source: napa-net.org (October 2017) awarded in 2017. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. This statistic is obtained by subtracting the benchmark return from the funds return. 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. U.S Bank First Line Risk Associate. 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. Barclays Capital Long Term Government/ Credit Bond Index. 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. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. Diana Britton | Apr 26, 2023 J.P. Garofalo, a Los Angeles-based financial advisor whose six-person team joined First Republic Investment Management in early March, has returned to Morgan. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The rating 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans. 0. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. Investment performance is not a criterion. The risk associated with a change in market interest rates and the associated change in the price of a security. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2019 - Mar 2020. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations. Weighted average of the interest rates on the bonds the issuers promise to pay the fund if held to maturity, expressed as a percentage of face value. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. It provides a measure of the historical consistency of the funds over performance or underperformance relative to its benchmark. It is a measure of co-movement between a portfolio and the benchmark. 2023 Barron's Top 100 Private Wealth Management Teams. 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 ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 2023 Forbes Americas Top Wealth Management Teams. Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. This ranking is not indicative of the Financial Advisors future performance. 2020 Barron's Top 50 Private Wealth Management Teams. Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities Group ("ISG"), Global Wealth Management via Wealth Management ("WM"), and Asset Management. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. 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. The individual or firm responsible for the day-today decisions involving an investment portfolio. 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 3/31/19 - 3/31/20. Source: Barron's.com (April 2019) 2019 Barron's Top 100 Financial Advisors awarded in 2019. 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. Participants attended workshops, 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. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. 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. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. 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 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 Barron's during the period from Dec 2020 - Dec 2021. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Indicates the percentage of stocks in the funds portfolio, along with percentages of stocks in the funds benchmark, whose earnings are estimated to grow at various rates. 01 / 05 now playing 2022 PLANADVISER Retirement Plan Adviser of the Year. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. 2022 Barron's Top 100 Private Wealth Management Teams. Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. Private Wealth Management | Morgan Stanley This ranking is not indicative of the Financial Advisors future performance. Enhancing Financial Wellness enables your workforce to do their best work. 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 ISS Media during the period from 1/1/18 12/31/18. Includes securities in the long maturity range of the Government/ Credit Index with maturities of 10 years or longer. 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. Investments in short-term debt obligations issued by governments, banks and corporations. 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. Citigroup World Government Bond Index (WGBI) (Hedged). Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. America's Top Wealth Advisors 2023 - 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. 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.
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