SmartAsset is not a client of the aforementioned 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. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. Member SIPC. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2019 - Mar 2020. 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. Nominees must be women retirement plan advisors with their own book of business. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to the Financial Times in exchange for the rating. jonathan slavin morgan stanley. 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 Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Julia Geltser This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2018. Martin Vergara This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018 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. Carmella Lubrano This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. jonathan slavin morgan stanley Financial Advisors must be under the age of 40 as of August 2013. You define success, we help you achieve it. He will be back in Cheshire again at 1:00 today. Jena Hwang 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Matt Brandt This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. June 12, 2022 . For more on methodology please go to www.ft.com/reports. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. Brendan Fogarty 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: 2018 Forbes America's Top Wealth Advisors. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. 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. Washingtonian Magazine Wealth Manager Award 2012. Florham Park Central New Jersey Complex Office - Morgan Stanley 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 award was issued in 2021 and based on the evaluation process below. SmartAsset did not receive compensation for including any of the firms or advisors This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Jennifer Baker Khan The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. REP. magazines Top 50 Wirehouse Women, October 1, 2014. Investment performance is not a criterion. compiled from the SEC and 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. 2016 Barron's Top 30 Institutional Consultants. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2022 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Matt Strom Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Actor: Santa Clarita Diet. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. Joe Miller BY . 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 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 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. Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. 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. Source: Forbes.com (July 2017) 2017 Forbes Top 500 Next Generation Wealth Advisors ranking awarded in 2017. For more on methodology please go to www.ft.com/reports. London, England, United Kingdom. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 6/30/15 - 6/30/16. 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 3/31/17 - 3/31/18. The number of individuals contacted varies based on the size of the local market. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Matthew Meyers Jean-Baptiste Lalau Keraly 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. We have the experience and agility to partner with clients from individual investors to global CEOs. Sahil Tandon This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. Morgan Stanley is differentiated by the caliber of our diverse team. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. A bit of a shy weirdo to his peers, he found his voice when he was cast in his first play. which SmartAsset is compensated for lead referrals. 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. 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. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. Profile content is produced by SmartAsset independently of any Source: Forbes.com (February 2022) 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2022. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. degree with Magna Cum Laude honors but also obtained an MBA in Finance at Rutgers University. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. She resides in Millburn NJ with her husband Eric, her son Ryan, and rescue dog Bailey. This award was issued in 2019 and based on the evaluation process below. 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 2017 - Dec 2018. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. As the current Complex Administrator for the Central New Jersey Complex, Antoinette provides exceptional service to Financial Advisors and Support Service Professionals. Also on the show Don . Richard Hersey 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. 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. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. The rating is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. manigo, agali unique. Source: Crains New York Business, December 7, 2020. 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. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. 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. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. He held numerous roles there including Client Associate and Financial Advisor. 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 the Financial Times based on data as of 12/31/12. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. This award was issued in 2022 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 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. 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. Hear their stories and learn about how they are redefining the terms of success. 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. 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.