At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. Matteo Benedetto
Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 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. 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 because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Morgan Stanley has announced the appointment of 171 Managing Directors. This ranking is not indicative of the Financial Advisors future performance. Carla Noriega
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley. Source: napa-net.org (October 2021) awarded in 2021. 2020 Financial Times 400 Top Financial Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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. 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. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This award was issued in 2021 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. PLANADVISER Top 100 Retirement Plan Advisers 2021. Slavin has also had guest roles on series such as Dharma & Greg, Castle, Grey's Anatomy, My Name Is Earl, Summerland, Friends, Grimm, Weeds, Wings, ER, Chicago Hope, Ugly Betty, CSI: Crime Scene Investigation, Bones, Better with You, Raising Hope, The Finder, Grace and Frankie and Friends with Better Lives. Stay abreast of the latest trends and developments. Lauren Veisz
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 SHOOK Research LLC or Forbes. Lida Ren
Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley chief operating officer Jonathan Pruzan, a leading contender to become the bank's next chief executive, has decided to leave at the end of this month. Matthew Greyson
Argie Agrapides
The advisory firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. 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. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. The number of individuals contacted varies based on the size of the local market. 2020 Financial Times 401 Top Retirement Advisors. The award is not indicative of the Financial Advisors future performance. 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. For more information, see www.SHOOKresearch.com. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Martin Vergara
Source: Research magazines Top-Ranked Teams in America, as identified by Research magazine, uses quantitative and qualitative criteria and selects from a pool of over 3,000 nominations. Source: Barron's.com (April 2016) 2016 Barron's Top 100 Financial Advisors awarded in 2016. 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. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Stay abreast of the latest trends and developments. This ranking was determined based on an evaluation process conducted by the Financial Times based on data as of 12/31/12. Fernando Navarro
Working with an adviser may come with potential downsides such as payment of fees Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. Click here to get matched with an advisor today. For more information, see www.SHOOKresearch.com. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. He is an actor and director, known for Santa Clarita Diet (2017), Speechless (2016) and Better Off Ted (2009). 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. 5 Sustainable Investing Trends for Companies and Investors, 7 Investment Ideas That Could Drive Markets in 2023, Yes, You Can Be a Tech Innovator at Morgan Stanley. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 2011 Barron's Top 100 Women Financial Advisors. 2021 Forbes Best-In- State 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. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Ben Kussin
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. 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 6/30/20 - 6/30/21. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. 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 not 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 2006 - Dec 2007. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Media Relations Contact: Katherine Stueber, 212.761.1349, Katherine.Stueber@morganstanley.com, 5 Sustainable Investing Trends for Companies and Investors, 7 Investment Ideas That Could Drive Markets in 2023, Yes, You Can Be a Tech Innovator at Morgan Stanley. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. This ranking is not indicative of the Financial Advisors future performance. status, investment goals and advisor preferences, which are all important topics to consider when Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This award was issued in 2017 and based on the evaluation process below. 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. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. Investment performance is not a criterion. all available advisors and firms and matches based on specific criteria (investable assets, Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Answer a few questions to get a personalized match. This ranking is not indicative of the Financial Advisors future performance. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. See how you can continue your career journey at Morgan Stanley. 112 Morgan Rielly - Maple Leafs 113 Charlie McAvoy - Bruins 114 T.J. Oshie - Capitals Matt Brandt
Jennifer Baker Khan
2020 Barron's Top 1,200 Financial Advisors: State-by-State. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. 2022 Barron's Top 100 Institutional Consulting Teams. For more information about Morgan Stanley, please visitwww.morganstanley.com. Neither Morgan Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron'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. Ben Nunez
This article about a United States film actor born in the 1960s is a stub. 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. Of its 2,129,899 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2022 - Mar 2023. Krystal Barker Buissereth
Julie Lilienfeld
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. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. 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. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Kelly Chin
Barron's Top Women Advisors Summit Attendees 2016. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. The rating is not indicative of the advisors future performance. 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. 2022 PLANADVISER Retirement Plan Adviser of the Year. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Kanna Ravikulachandran
Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. James Gorman, Chairman and CEO. For more information, see www.SHOOKresearch.com. state: Please visit their SEC profile for more details. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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.
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