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This ranking is not indicative of the Financial Advisors future performance. Learn about Morgan Stanley (MS) stock's management team. Telecom, Media & Technology. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. 2018 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. 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. Geno Auriemma UConn Leadership Conference, A Recipe for Success (and Cauliflower) from Chef Geoff, Auriemma Leadership Conference Keynote: Dawn Hudson, Geno Auriemma UConn Leadership Conference Announces Theme, Impressive Line-Up of Speakers. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: napa-net.org (October 2018) awarded in 2018. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. 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. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. 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 Barron's. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Mr. Gartin has been involved in over $1 trillion of merger and acquisition transactions and has been involved in over 150 capital raising events. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. 2, both in the United States and globally, in the M&A advisory league tables. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. And on the day, made sure that almost everybody got out. . 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. 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. Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. PACIFIC INVESTMENT MANAGEMENT CO The bond investing firm on Monday named two former central bank chiefs and a former. This ranking is not indicative of the Financial Advisors future performance. He later helped advise Pattern Energy Group on its $6.2 billion sale to the Canada Pension Plan Investment Board. 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. Chicagos Notable Financial Advisers 2018. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. Member SIPC. All credentials and designations are verified and nominee compliance records are verified. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. 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 6/30/16 - 6/30/17. 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. 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 ISS Media during the period from 1/1/18 12/31/18. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. 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 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. This ranking is not indicative of the Financial Advisors future performance. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. For more information, see www.SHOOKresearch.com. The best of these bankersare fiercely fought over, with top investment banks angling to get a leg up by poaching their competitors' most successful deal architects. 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. For more information, see www.SHOOKresearch.com. Source: planadviser.com (May 2021) awarded in 2021. Deciding among them is an important step in managing your retirement savings over time. 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 information on ranking methodology, go to www.WCorg.com. 2020 NAPA Top DC Advisor Multi-Office Firms. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: . 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. And that was the beginning of developing a contingency plan. A consummate professional, he is often the first line of contact on a wide range of client questions and requests. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 2018 Financial Times 400 Top Financial Advisors. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. Established in 1935, Morgan Stanley is an investment bank based in New York, New York. 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 PLANADVISER or ISS Media to obtain or use the ranking. Comprehensive performance, salary and tenure analysis for the CEO, board and leadership 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. 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 NAPA during the period from Aug 2016 Aug 2017. Investment performance is not a criterion. 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 lead financial adviser to Celgene was JPMorgan Chase, and Citigroup acted as an adviser alongside it. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. For more on methodology please go to www.ft.com/reports. 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 NAPA to obtain or use the ranking. 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. Source: Worth magazines Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. The award is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Dunne, who helped rebuild Sandler after it lost 66 partners in the terrorist attacks on the World Trade Center towers in 2001, started off the year advising Oaktree Capital on its $4.9 billion sale to Brookfield Asset Management. We had already institutionalized the victims relief fund. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com. Its been 20 years, but we never forget. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. This ranking is not indicative of the Financial Advisors future performance. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER to obtain or use the ranking. 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: 2016 Forbes America's Top Wealth Advisors. Investment performance is not a criterion. 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. Financial Times Top 400 Financial Advisors 2019. This ranking is not indicative of the Financial Advisors future performance. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Investment performance is not a criterion. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Our clients are much more than a portfolio of assets they are successful professionals, families and business owners with active lives, who seek a team of trusted advisors who will provide them with tailored and objective guidance on a full range of financial topics, using easy-to-understand language and common sense investment tactics. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This information is available in the PitchBook Platform. For more on methodology please go to www.ft.com/reports. 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. But at the very top, there's usually a battled-tested senior banker, a deal marshal providing vision, strategy, and critical advice that can make the difference between a transaction's success or failure. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. The number of individuals contacted varies based on the size of the local market. For more information, see www.SHOOKresearch.com. Source: napa-net.org (November 2021) awarded in 2021. 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. PHIL PURCELL: People forget that the World Trade Center was bombed in 93, and it was way underreported how bad it was. 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. And people were going down the stairs in absolute darkness. This ranking is not indicative of the Financial Advisors future performance. Christopher Gartin, a director in the healthcare investment banking team at Citigroup, advised Celgene, according to people familiar with the deal. 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. For more on methodology please go to www.ft.com/reports. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. 2023 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. Barron's Top Women Advisors Summit Attendees 2020. Investment performance is not a criterion. 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. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Explore insights on todays most important investment topics, including green bonds, active management, cybercrime and monetizing small business. A couple months later, he and investment banking cohead Jack MacDonald advised Global Payments during its acquisition of Total System Services for $26.4 billion. Morgan Stanley caters to energy, financial services, healthcare, information technology, consumer products and services, business products and services, manufacturing, cybersecurity, and life sciences sectors. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/17. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating. Disney sells regional sports networks to gain clearance for Fox TV and media assets . See how you can continue your career journey at Morgan Stanley. Stephen Williams, Deputy Company . Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. This award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. 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 3/31/17 - 3/31/18. This ranking is not indicative of the Financial Advisors future performance. 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. This ranking is not indicative of the Financial Advisors future performance. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Institution, Government Entity, Foundation or Endowment, Understanding Your Retirement Plan Options When You Leave a Job, 7 Investment Ideas That Could Drive Markets in 2023, Planning for Life After Selling a Business, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, Why Employee Financial Health is Good Business, 4.00% Annual Percentage Yield Preferred Savings, Start The New Year Off With A Complete Financial View, Help Improve Your After-Tax Returns with Tax Management Services, 2023 Global Macro Outlook: Inflation Peaks, Growth Slows. 2017 Financial Times 400 Top Financial Advisors. Morgan Stanley 1585 Broadway New York, NY 10036 United States 212 761 4000 https://www.morganstanley.com Sector (s) : Financial Services Industry : Capital Markets Full-time employees : 82,427. We talked with five industry experts includ- ing two research analysts or portfolio managers-Rick Beleson and Greg Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Blair Effron, who for years presided as one of UBS' top rainmakers and one the premier architects of consumer-products mergers, set up his own boutique investment bank in 2006 with Robert Pruzan.
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