For more information, see www.SHOOKresearch.com. 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. Helping you on key aspects of your business such as ownership, liquidity and developing opportunities. This idea is not ordinary, so dont make it one. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. Source: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. Source: planadviser.com (May 2017) awarded in 2017. Keefe was then selected 47th overall, in the 1999 NHL Entry Draft as the second choice of the Tampa Bay Lightning and subsequently signed a three year contract with the team. 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. kors michael kors, Posted by: Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. November 02, 2013 at 02:22 AM, The|Their|That the|Your|That|On|All|Ones|The actual|The particular|Some sort of} visualize cannot do this particular bracelet justice! Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. How Old Is Rich Keefe. When I see her grieve, I feel a tremendous amount of guilt, and that is something you have to work through that takes a long time, Kyle Seitz said. ? ?? Rob Ryser is a reporter with the News-Times. The rating is not indicative of the Financial Advisor's future performance. This ranking is not indicative of the Financial Advisors future performance. Kyle O'Keefe - Professor - University of Calgary | LinkedIn Kyle O'Keefe Professor of Geomatics Engineering Calgary, Alberta, Canada 632 followers 500+ connections Join to view profile. Ready to start a conversation? Nikki | I will probably never know.. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. and FCLC. 2021 Forbes Best-In- State Wealth Advisors. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. 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. Kyle Keefe is the host of the pre-game, intermission and post-game coverage of the Colorado Avalanche on Altitude Sports. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2020 - Mar 2021. 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 NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. Investment performance is not a criterion. Investment performance is not a criterion. 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. Next year is likely to see weaker growth, less inflation and the end of rate hikes, with the U.S. narrowly missing a recession, Europe contracting and Asia offering green shoots for growth. This ranking is not indicative of the Financial Advisors future performance. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Financial Plannings Top 40 Under 40 asks brokerage firms to nominate their top young brokers. "[5] At the Memorial Cup, the team walked out on a customary banquet, threatened members of the opposing Rimouski Oceanic, and refused to shake hands with Branch, also serving as Canadian Hockey League president, during pregame ceremonies. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking is not indicative of the Financial Advisors future performance. Keefe's professional radio career began at WGAM in Nashua, New Hampshire, leading to seven years at The Sports Hub and then WEEI . This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. For more information, see www.SHOOKresearch.com. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Marie, Ontario, Canada. Kyle O Keefe, Kyle O Keefe. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 6 | Little Kenadeigh Kelly features heavily on her moms Instagram, looking cute as a button. This ranking is not indicative of the Financial Advisors future performance. Born Dec 19 1977 -- Barrington, IL. 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. Research Magazine's 130 Top-Ranked Advisor Teams in America. 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 award was issued in 2017 and based on the evaluation process below. 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. These criteria are utilized for each of the categories in which this award is given. Check out Kye Kelleys Hot New Girlfriend Here! 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 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. [1], In the 199899 season with the Toronto St. Michael's Majors and the Barrie Colts of the Ontario Hockey League, Keefe scored over 100 points, and was named the OHL Rookie of the Year, over Jason Spezza and Brad Boyes. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. akqmskmwmjx ESPN Enterprises, Inc. All rights reserved. AKA . 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. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. Source: napa-net.org (October 2017) awarded in 2017. 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. Here are some steps you can take as the deadline approaches. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: ft.com (Mar 2015) 2015 Financial Times 400 Top Financial Advisors awarded in 2015. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Kye Kelley grew up in Southern Mississippi and has been interested in racing cars since he was old enough to drive. 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. This ranking is not indicative of the Financial Advisors future performance. July 01, 2013 at 05:37 AM, Posted by: Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER 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. Be Right, Be Good, But Dont Be Ordinary. I think it is safe to say I always accomplish the latter. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. 401kWire's 300 Most Influential DC Advisors 2011. Contact Kyle O'Keefe today. [4] He was shortly demoted to their American Hockey League team but was suspended without pay for failing to show up. Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. 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. 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 SHOOK Research LLC for placement on its rankings. Source: planadviser.com (May 2016) awarded in 2016. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or 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 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 3/31/16 - 3/31/17. [19] On October 4, 2013, Keefe returned to Pembroke as he was honoured with a banner raised to the rafters of the Pembroke Memorial Centre in recognition of his era with the team. 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. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. We have the ability to prevent this sort of thing, and the bottom line is, it would save lives.. Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Securities Agent: MA, NC, NV, NY, OH, OR, PA, TN, TX, UT, VA, MI, AK, AR, AZ, CA, CO, FL, GA, IL; General Securities Representative; Investment Advisor Representative, Check the background of Our Firm and Investment Professionals on. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. View the profiles of people named Kyle OKeefe. Investment performance is not a criterion. Barrons Winners Circle Top Advisors Summit 2013. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. October 14, 2013 at 01:55 PM, Posted by: 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. This is the real deal. 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: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. 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 2014. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. Coalition Greenwich Quality Leader Award 2021. | 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 Barron's to obtain or use the ranking. This is not a weekend at Bernies, or a 24-hour slop-fest in Vegas. The rating is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. I was laying sideways on the couch next to the fireplace, sipping a glass of red wine late Friday night when my younger brother Casey came up with the ultimate vacation idea.Now, let me preface this first by saying, like any good vacation, you must be willing to fork over a little dough. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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: 2022 Forbes America's Top Wealth Advisors. May 09, 2013 at 01:44 PM, An interesting discussion is worth comment. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 9/30/21 - 9/30/22. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. June 25, 2013 at 02:05 PM. One of our friends who lived nearby was battling a very serious case of cancer and she showed up at my house out nowhere with soup and a sandwich because she said I hadnt been eating well, Seitz said. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Morgan Stanley is not affiliated with Greenwich Associates. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. 2017 Financial Times 401 Top Retirement Advisors. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. Kyle Seitz, in Danbury Superior Court in 2014. Places Lived: Arlington VA. View Reputation Profile. Kyle O'Keefe Director of Innovation and Programs at Solid Waste Authority of Central Ohio Columbus, Ohio, United States 360 followers 353 connections Join to view profile SWACO About What does it. What Is Rich Net Worth. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The trouble starts in the warm weather months when internal car temperature can reach 125 degrees, even with windows cracked, the nonprofit KidsandCars.org says. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. Investment performance is not a criterion. "Summer House" co-stars Kyle Cooke and . Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. A post shared by Alisa Kelley (@alisabkelley) on Jan 31, 2018 at 2:01pm PST. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. 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. 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 ranking is not indicative of the Financial Advisors future performance. The rating is not indicative of the Financial Advisor's future performance. The award is the product of numerical scores in Greenwich Associates proprietary studies that are generated from the study interviews. 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 2017. Hewsbrene | Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Heres how our views diverge from the market. 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 the Financial Times in to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. [8] In September 2005, Keefe was re-signed as a restricted free agent by the Phoenix Coyotes and reassigned to San Antonio (AHL). 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. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. 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 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. For more on methodology please go to www.ft.com/reports. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. When he first appeared on the show, Kelley and Mote were newly-married and expecting their first child together. 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. 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 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 SHOOK Research LLC or Forbes. At 46, Keefe is tall and lean with a sharp nose and a trimmed thicket of salt-and-pepper hair. 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. File photo. Investment performance is not a criterion. Source: planadviser.com (May 2014) awarded in 2014. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Great article is there any chance I can take it and copy it onto my own blog, Posted by: This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. led ceiling light | 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. Lindsey Rogers-Seitz agrees, calling it big news that a provision she and the nonprofit KidsandCars.org have advocated passed the House of Representatives on Thursday as part of a larger transportation safety bill. The rating is not indicative of the Financial Advisors future performance. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. I like you already know it's regarding the mini side. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking is not indicative of the Financial Advisors future performance. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Its easy then appearance good alongside any ensemble. Behind Nika Mhl's surprise call from UConn great Sue Bird, Cannabis advocates protest CT's recreational-use rollout, CT SPCA volunteers 'humbled' as hundreds file to adopt pets. 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 Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. Their season ended with a 62 loss to the Oceanic in the Memorial Cup final. 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 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. Operations-Oceania/Asia. During the 200506 season, Keefe's then agent, David Frost, caused a wave of concern throughout the CJHL when he was found in an off limits area of an Ottawa arena. . Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. 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 SHOOK Research LLC or Working Mother Magazine. buy firefall gold | As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. 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 2015 and based on the evaluation process below. Source: napa-net.org (March 2022) awarded in 2022. 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. Financial Plannings Top 40 Under 40 2022. She loves listening to Uptown Funk Band. 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. Thursday, April 9, 2015, in Danbury, Conn. Six years ago, when a judge told the Ridgefield father accused of the criminally negligent hot-car death of his toddler that he was free to go because the father had been punished enough, the judge seemed to know the kind of life the man faced. He has a net worth of $2 million which he has accumulated from his work as a radio talk host for at least a decade. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. This ranking is not indicative of the Financial Advisors future performance. He graduated from Hobart College in upstate New York, where he played wide receiver for the football team. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Kyle was born to Harry and Joan Keefe, August 29, 1963 in Cincinnati, Ohio. He is the head coach of the Toronto Maple Leafs of the National Hockey League. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. 2016 Financial Times 400 Top Financial Advisors. 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. 2008 Barron's Top 100 Women Financial Advisors. The Real Housewives of Atlanta The Bachelor Sister Wives 90 Day Fiance Wife Swap The Amazing Race Australia Married at First Sight The Real Housewives of Dallas My 600-lb Life Last Week Tonight with John Oliver. 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. 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. 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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