The matching tool does not include Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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 information, see www.SHOOKresearch.com. 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. 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. 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 was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. 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. state: Please visit their SEC profile for more details. Source: napa-net.org (October 2016) awarded in 2016. David Cohodes See how you can continue your career journey at Morgan Stanley. Over the course of their career, Slevin has held roles at Morgan Stanley Smith Barney, The Rawlings Company and Morgan Stanley Private Bank, National Association. 2015 Financial Times 401 Top Retirement Advisors. It was standing room only in Cheshire Hall for the Alumni Speaker Series' presenter Jon Slavin '92, Global Head of Equity and Trade at Morgan Stanley. Colton Sissons Warren Foegele; NSH: Team: EDM: C: Position: L: 137: GP: 129: 1644:18: TOI: 1496:25 During this time she not only completed her B.S. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2007 - Dec 2008. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Source: Barron's.com (April 2019) 2019 Barron's Top 100 Financial Advisors awarded in 2019. Nominees must be women retirement plan advisors with their own book of business. Investment performance is not a criterion. Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. 2018 Forbes Best-In- State Wealth Advisors. A sub-segment of the questions was used to determine eligibility for the Top 100. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. SmartAssets patterson, de'quan 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 NAPA to obtain or use the ranking. Source: napa-net.org (November 2014) awarded in 2014. Morgan McCready A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. Posted on 1 second ago; June 24, 2022 . match you with the advisor or firm mentioned in this profile. Jon started his career in 1995 with Merrill Lynch as an Intern in the Exton, Pennsylvania office. loss of principal. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. Jon Markle is a First Vice President and Associate Complex Manager with Morgan Stanley in the Central New Jersey Complex. Bennett A. Weaver We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. London, England, United Kingdom. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give backall to contribute to a future that benefits our clients and communities. She joined Lord Abbett in Jersey City, NJ as a Regional Consultant covering Michigan, Wisconsin & Minnesota then covered both the East and West Coast furthering the firms Municipal Separately Managed Account offerings in the role of Advisor Solutions Consultant. Jonathan Slevin Morgan Stanley CRD#6110191 Investment Advisor in Louisville, KY Answer a few questions and get matched with an advisor. Art Flinn is a Senior Private Banker and team lead in the Central New Jersey Complex. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2017 Barron's Top 100 Women Financial Advisors. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. This ranking is not indicative of the Financial Advisors future performance. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. Get the latest and most accurate trading card values and sets info for 2020-21 The Cup Hockey sports cards. The award is the product of numerical scores in Greenwich Associates proprietary studies that are generated from the study interviews. For more information, see www.SHOOKresearch.com. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: planadviser.com (May 2017) awarded in 2017. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. Investment performance is not a criterion. 2022 Forbes Americas Top Wealth Management Teams. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2018 Forbes Top 1,000 Next Gen Wealth Advisors. 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. 2009 Barron's Top 100 Women Financial 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. This ranking is not indicative of the Financial Advisors future performance. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. 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. 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. choosing a financial advisor. 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. This award was issued in 2014 and based on the evaluation process below. 2019 Barron's Top 50 Institutional Consultants. 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, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Antoinette Robinson has over 32 years of experience in financial services joining Morgan Stanley in 2012 after 23 years of service at RBC Wealth Management. 2019 Forbes Best-In- State Wealth Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2018 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. in the aforementioned profile. Subscribe Now. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2011 Barron's Top 100 Women Financial Advisors. 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. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. 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 2010 - Dec 2011. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. Source: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. Kalli Dircks 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. all available advisors and firms and matches based on specific criteria (investable assets, 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. 2022 Forbes Best-In- State Wealth Advisors. 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: 2021 Forbes America's Top Wealth 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. Source: planadviser.com (May 2011) awarded in 2011. Julie Leigh For more information, see www.SHOOKresearch.com. The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. are not responsible for its accuracy. Pruzan, 54, was one of. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2020 - Mar 2021. 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. 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 3/31/18 - 3/31/19. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. River Chien ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Financial Plannings Top 40 Under 40 2022. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. financial advisors nearby, we ask you a series of questions about your retirement plans, life For more information, see www.SHOOKresearch.com. Jonathan M. Pruzan has not been actively trading shares of Morgan Stanley over the course of the past ninety days. Derrick Cao 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. Skater Expected Goals, Wins, and Standing Points Above Replacment metrics for the NHL The award is not indicative of the Financial Advisors future performance. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. 41 Jonathan Marchessault - Golden Knights 42 Logan Couture - Sharks 43 Taylor Hall - Bruins . 2021 Forbes Americas Top Next-Gen Wealth Advisors. This page contains links to SmartAssets financial advisor matching tool, which may or may not This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. Upon graduation from training David moved to California where he would spend the next 25 years of his life. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2015 Barron's Top 100 Women Financial Advisors. 2008 Barron's Top 100 Women Financial Advisors. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. 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. Natasha Bushueva REP. Magazine Top 50 Wirehouse Women 2014. in Finance at Montclair State University. 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. 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. For media inquiries, send an email to Media Inquiries. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Jim Burns 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way.