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. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. This award was issued in 2022 and based on the evaluation process below. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. 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. 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. Prior to his current position, he was the head of Morgan Stanley's Healthcare Investment Banking Group for seventeen years. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Stay abreast of the latest trends and developments. 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 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. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. 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. Tim Ingrassia has spent his entire career at Goldman Sachs, joining the firm's two-year analyst program in the M&A group shortly after graduating college in 1986. 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. 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 Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. 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. Investment performance is not a criterion. MANDELL CRAWLEY:But Rick Rescorla, he instinctively knew that we were under attack and to ignore the guidance that was coming from the Port Authority. Source: On Wall Street "The Top 75 Branch Managers," September 04, 2018. The rating may not be representative of any one clients experience and 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 Barron's during the period from Dec 2017 - Dec 2018. CLINT GARTIN:Leadership did a really good job of keeping people informed, reassuring people, trying to bring the firm back together to a place where we could be up and running and do business. The largest mergers and acquisitions are team efforts that can take small armies of bankers, lawyers, and staffers to pull off. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. It was World Trade Center One. Learn about our security measures and use our resources and ideas to help protect yourself online. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. Kevin Brunner has been with Bank of America for more than two decades, specializing in technology, media, and financial institutions investment banking. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: Mr. Michael A. Pizzi: . 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. Clinton Gartin, a chairman of investment banking at Morgan Stanley, advised Bristol-Myers Squibb. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Investment performance is not a criterion. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. Hear their stories and learn about how they are redefining the terms of success. Wall Street legend Alan Schwartz spent more than three decades at Bear Stearns, helping building it into a financial giant and assuming the role of CEO in early 2008 just as the early stages of the financial crisis were unfolding and the foundering company sold to JPMorgan. PHIL PURCELL: We were counting down how many people were missing. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Investment performance is not a criterion. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. 2018 Forbes America's Top Women Wealth Advisors. Investment performance is not a criterion. 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 3/31/19 - 3/31/20. Collins will work alongside healthcare banking co-head Michele Colocci and will focus on building out the firms global client base. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (April 2016) 2016 Barron's Top 100 Financial Advisors awarded in 2016. 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, 2021. Neither Morgan Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. 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. Get the full list, Youre viewing 10 of 1,366 services on a deal buy side. 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. Barron's Top Women Advisors Summit Attendees 2017-2019. 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. Deciding among them is an important step in managing your retirement savings over time. For more information, see www.SHOOKresearch.com. Source: planadviser.com (May 2014) awarded in 2014. This ranking is not indicative of the Financial Advisors future performance. PACIFIC INVESTMENT MANAGEMENT CO The bond investing firm on Monday named two former central bank chiefs and a former. 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 Advisers future performance. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. And on the day, made sure that almost everybody got out. For more information on the award, go to http://www.aspa.org. Investment performance is not a criterion. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. Investment performance is not a criterion. We had already institutionalized the victims relief fund. 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. Ranking awarded in 2023 and provide actionable insights across sustainability issues in 2011 Mother Magazine bank chiefs and a.! Napa Broker-Dealer/RIA Firm Partners named two former central bank chiefs and a former from Aug Aug! Is not indicative of the Financial Advisers future performance NAPA during the period from Dec 2017 - Dec 2019 opinions. 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