Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. in Business Administration and Marketing from Delaware State University. Daniel Otmar Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. Investment performance is not a criterion. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. 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. 2023 Forbes Americas Top Wealth Management Teams. Source: planadviser.com (May 2016) awarded in 2016. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. Natasha Bushueva This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. 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 3/31/21 - 3/31/22. Learn About the Best Places for Retirement, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients. Investment performance is not a criterion. Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. Investment performance is not a criterion. 2013 Financial Times 400 Top Financial Advisors. an Adviser or provide advice regarding specific investments. Jared started his career in 2013 with BlackRock Financial as an analyst in the Princeton, New Jersey office. As such, the award is not representative of any clients experience nor is it 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 the Financial Times in to obtain or use the ranking. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Sander van Zijl Stuart Levison 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 Advisers paid a fee to PLANADVISER in exchange for the rating. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: planadviser.com (May 2018) awarded in 2018. 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. Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their 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. For more information, see www.SHOOKresearch.com. 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 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. Investment performance is not a criterion. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. REP. magazines Top 50 Wirehouse Women, October 1, 2014. 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. With a full suite of services, our objective is to deliver the resources that can best accomplish each clients unique goals. Source: planadviser.com (May 2017) awarded in 2017. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Jonathan Slavin was born on a marine base in North Carolina, and grew up in rural Pennsylvania. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 2011. 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 is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 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. He has also appeared in such feature films as Free Enterprise, Race to Witch Mountain, Backwoods, A Cinderella Story, Dirty Girl, and Love & Mercy. A bit of a shy weirdo to his peers, he found his voice when he was cast in his first play. Provider of investment management services. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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 6/30/21 - 6/30/22. 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 on ranking methodology, go to www.WCorg.com. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. 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. There are no guarantees that working with an adviser will yield positive returns. Source: planadviser.com (May 2022) awarded in 2022. Source: planadviser.com (May 2021) awarded in 2021. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2020 Financial Times 401 Top Retirement Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. At Morgan Stanley, we lead with exceptional ideas. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. geography, and willingness to work with a remote advisor). 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. Jonathan Slevin Morgan Stanley CRD#6110191 Investment Advisor in Louisville, KY Answer a few questions and get matched with an advisor. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2016 Barron's Top 1,200 Financial Advisors: State-by-State. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. patterson, de'quan 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 quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Eden Kidner 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: 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. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley. Morgan Stanley is differentiated by the caliber of our diverse team. Slevin works at Morgan Stanley. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. Also on the show Don . SmartAsset is not a client of the aforementioned As the current Complex Administrator for the Central New Jersey Complex, Antoinette provides exceptional service to Financial Advisors and Support Service Professionals. Erin Burke is a First Vice President and Associate Complex Manager of the Morgan Stanley Central New Jersey Complex. 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. Source: planadviser.com (May 2017) awarded in 2017. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. He will be back in Cheshire again at 1:00 today. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. This page contains links to SmartAssets financial advisor matching tool, which may or may not The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. 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. 2020 Barron's Top 100 Women Financial Advisors. 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. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. 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 Mar 2018 - Mar 2019. Song Yang Lee Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. 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 6/30/16 - 6/30/17. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. This ranking is not indicative of the Financial Advisors future performance. 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. 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. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. 2017 Financial Times 401 Top Retirement Advisors. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. On Wall Streets Top 100 Branch Manager Honorees. We believe our greatest asset is our people. 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. You define success, we help you achieve it. 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 award was issued in 2012 and based on the evaluation process below. 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 3/31/21 3/31/22. 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. 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 clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their financial advisors future performance. Source: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in 2022. 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. Kalli Dircks River Chien palmetto high school basketball tickets; daniel galt west wing. 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. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. All rights reserved. Anna Pacewicz Hill 2022 PLANADVISER Retirement Plan Adviser of the Year. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data 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 Sept 2015 - Sept 2016. 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 Barron's 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 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 3/31/21 3/31/22. 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. Started my career in finance with Morgan Stanley through summer Branch Analyst Internship program in 2012. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. 2019 Financial Times 400 Top Financial Advisors. Jim Burns