Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2022 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: napa-net.org (March 2019) awarded in 2019. Source: napa-net.org (November 2022) awarded in 2022. 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. The Firm makes no representation regarding the appropriateness or otherwise of the products or services provided by the Service Provider(s). Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2021 Forbes Americas Top Next-Gen Wealth Advisors. Source: PLANADVISER.com, July 2021 The "PLANADVISERS 2021 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. 2016 Financial Times 401 Top Retirement Advisors. Sydney focuses on managing money movements, client interactions, account maintenance, and operational support. The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. 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. It equals the current stock price of a company multiplied by the total number of outstanding shares. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Covers the universe of fixed rate, non-investment-grade debt. 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. 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 (July 2017) 2017 Forbes Top 500 Next Generation Wealth Advisors ranking awarded in 2017. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. 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 Dec 2015 - Dec 2016. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. 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 3/31/19 - 3/31/20. Bart now focuses on portfolio risk management, option hedging and tax efficient investing, and helps oversee the teams global equity portfolio management business. 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. 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 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 Barron's during the period from Dec 2015 - Dec 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. The rating is not indicative of the Financial Advisor's future performance. All credentials and designations are verified and nominee compliance records are verified. Multicap funds typically have 25% to 75% of their assets invested in companies strictly outside of the U.S. with market capitalizations (on a 3-year weighted basis) above 400% of the 75th market capitalization percentile of the S&P/Citigroup World ex-U.S. Broad Market Index. 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. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. 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. 2021 NAPA Top DC Advisor Multi-Office Firms. 2011 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 2021 - Mar 2022. 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 invitation-only conference was held at The Breakers in Palm Beach, FL. A fund with a positive Excess Return has on average outperformed its benchmark on a quarterly basis. 2023 Morgan Stanley Smith Barney LLC. Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firms most affluent clients, including some of the worlds most accomplished entrepreneurs, executives and stewards of multigenerational wealth. However, not investing aggressively enough may lead to short fall. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. 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. Diversification and asset allocation strategies do not ensure profit or protect against loss. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Source: Coalition Greenwich 2022 U.S. Institutional Investors Study (April 2023). They may be able to provide access to Morgan Stanley specialists who often work with clients in similar situations. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Barron's Top Women Advisors Summit Attendees 2016. Financial Plannings Top 40 Under 40 2022. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. Morgan Stanley's analysts, economists and strategists provide information on a global spectrum of asset classes and instruments to help guide your investment strategies and business decisions. range of solutions to meet your needs. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Formulation of Tax, Trust and Estate Strategy. All rights reserved. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 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. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. Tailored Lending loans/lines of credit may not be available in all locations. Investment performance is not a criterion. Drawing on over 20 years of client service experience with the team, Lisette is a Senior Client Service Associate who is one of the team leaders on all client service and team operations. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2008 - Dec 2009. 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 SHOOK Research LLC to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. Securities Agent: FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, OR, WY, SC, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, RI, PR, PA, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA; General Securities Representative; Investment Advisor Representative. Funds that, by portfolio practice, invest in a variety of market capitalization ranges without concentrating 75% of their equity assets in any one market capitalization range over an extended period of time. Underpinning all that we do are five core values. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 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. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. 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. 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. get the convenience of investing on your own along with the knowledge and insights of a trusted partner. 2017 Forbes America's Top Women Wealth Advisors. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. This ranking is not indicative of the Financial Advisors future performance. MSCI EAFE Index (Europe, Australasia, Far East). Barclays Capital Mortgage Backed Securities Bond (MBS) Index. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
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