Investment performance is not a criterion. 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. 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. Jon Markle is a First Vice President and Associate Complex Manager with Morgan Stanley in the Central New Jersey Complex. Christoph Oppenauer
Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. an Adviser or provide advice regarding specific investments. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 1170 of the 171 appointed Managing Directors are listed. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. Founded in 1935 and incorporated under the laws of the State of Delaware in 1981, Morgan Stanley is the leading financial services holding company headquartered in New York. 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. third grade: all a's & b's. joyner, emoni kazmier. Investment performance is not a criterion. jonathan slavin morgan stanley. Financial Times Top 400 Financial Advisors 2019. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Most recently, Jonathan Pruzan sold 18,414 shares of the business's stock in a transaction on Wednesday, January 26th. 2020 Forbes America's Top Women Wealth Advisors. For more information on the award, go to http://www.aspa.org. Cody Gunsch
The firm provides financial advisory services to 6,380 charitable organizations. 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. 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 the Financial Times in to obtain or use the ranking. Ashraf Y. Mussa
Donna Prummell
Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2018 Forbes Best-In- State Wealth Advisors. The rating is not indicative of the Financial Advisor's 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. The clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their financial advisors future performance. 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. Jo Harriman
See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley. Jena Hwang
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. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.
2022-23 Upper Deck O-Pee-Chee Hockey Hobby Box Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2020 Barron's Top 50 Private Wealth Management Teams. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. For more information, see www.SHOOKresearch.com. 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: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management Teams ranking awarded in 2020. 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 Working Mother Magazine (the publisher) during the period from 3/31/17 - 3/31/18. Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. Angelin Baskaran
Our Leadership | Morgan Stanley 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. Lavanya Balakrishnan
Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: planadviser.com (May 2011) awarded in 2011. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2021 Forbes Americas Top Next-Gen Wealth Advisors. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Chase Krieger
miami dade housing portal. 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. 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 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. Meet one of our Financial Advisors and see how we can help you. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. - Stanley Cup Trophy 1:1875 - HOF Logo 1:2250 - Logo Update 1:2250. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. are not responsible for its accuracy. 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 3/31/20 - 3/31/21. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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 PLANADVISER or ISS Media to obtain or use the ranking. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. 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: Source: planadviser.com (May 2013) awarded in 2013. 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. Early life [ edit] Slavin was born in Camp Lejeune, North Carolina and raised in Wilkes-Barre, Pennsylvania. Claudia Celeste Tropp
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. firms or advisors. 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. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. He would go on to serve as co-chief operating officer of the institutional securities group and co-head of wealth management before taking on the role he is being promoted from, managing director. Source: Research magazines Top-Ranked Teams in America, as identified by Research magazine, uses quantitative and qualitative criteria and selects from a pool of over 3,000 nominations. Yoshi Takatsuki
Robin Liang Zhao. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2013 Aug 2014. Justin G. Craig
2021-2022 Record: 56-19-7, 119 points (1st in Central; won Stanley Cup Finals) Best Players: Nathan MacKinnon (94 OVR), Cala Makar (94 OVR), Mikko Rantanen (91 OVR) The defending Stanley Cup champion only trail Tampa Bay and Carolina by one point, indicating the Avalanche are primed for hockey to have yet another repeat champion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. advisors. 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 rating is not indicative of the advisor's future performance. Thomas Allen
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. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. 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 Sept 2018- Sept 2019. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Allison Lucchese
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 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Antoinette holds a B.S. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. 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 Barron's to obtain or use the ranking. 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. than any other service in the U.S. 2018 Financial Times 401 Top Retirement Advisors. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. The rating is not indicative of the Financial Advisers future performance. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Source: napa-net.org (March 2020) awarded in 2020. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Graduates from this department who specialized in anthropology or sociology . Investment performance is not a criterion. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/15 - 9/30/16. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Source: Forbes.com (July 2017) 2017 Forbes Top 500 Next Generation Wealth Advisors ranking awarded in 2017. Morgan Stanley (Retail Asset Management Business) General Information. 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. services are limited to referring users to third party advisers registered or chartered as fiduciaries For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. On Wall Streets Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. 2016 Financial Times 401 Top Retirement Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Daniel Otmar
We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. 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 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 NAPA to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Martin Vergara
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. Jonathan Slavin. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. I graduated from Manhattanville College 2012 with a B.S in Economics and History. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2021) awarded in 2021. Member SIPC. 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. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. Jennifer Westpfahl
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 not indicative of the Financial Advisors future performance. A kdo tam hraje? Janet McCarthy
From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
jonathan slavin morgan stanley - photography.noor-tech.net 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: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 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. 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. Stephan Kessler
This ranking is not indicative of the Financial Advisors future performance. We believe our greatest asset is our people. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Barron's Top Women Advisors Summit Attendees 2020. 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. 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 the Financial Times in to obtain or use the ranking. Barron's Top Women Advisors Summit Attendees 2016. 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 Barron's during the period from Dec 2006 - Dec 2007. Subscribe Now. 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 utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2021. Sander van Zijl
Source: planadviser.com (May 2020) awarded in 2020. The rating may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. in the aforementioned profile. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2015 - Mar 2016. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Morgan Stanley is differentiated by the caliber of our diverse team. 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. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Meet one of our Financial Advisors and see how we can help you. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or 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. 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. 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.