We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. 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. 2018 Forbes America's Top Women Wealth Advisors. 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: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Get the full list, Youre viewing 5 of 1,043 team members. 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. REP. Magazine Top 50 Wirehouse Women 2014. 2017 Financial Times 401 Top Retirement Advisors. 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. JAMES GORMAN:September 11 was a very personal tragedy for Morgan Stanley. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. And it was clear that something really terrible was going on. All credentials and designations are verified and nominee compliance records are verified. Before assuming the top M&A job, he was appointed cohead of the group in 2015. A second-generation Financial Advisor, Troy joined Morgan Stanley in 2015. 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 Forbes (the publisher) during the period from 9/30/19 - 9/30/20. 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. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Theres more to charitable giving than you may realize. 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. 2022 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. 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 2018 Aug 2019. 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. Earlier in the year, McClure advised labeling firm Multi-Color Corporation on its $2.5 billion sale to Platinum Equity Advisors. Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. 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. Youre just assuming that, you know, your friends, your colleagues, your partners were lost. This award was issued in 2015 and based on the evaluation process below. "In healthcare, a new. 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. Greg Weinberger, who was recently appointed sole global head Credit Suisse's M&A group amid a shakeup in the Swiss investment bank, was advising Chevron on the transaction. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 3/31/19 - 3/31/20. No communications. The invitation-only conference was held at The Breakers in Palm Beach, FL. Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2018. 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. 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. ROB ROONEY:Rick and the organization downtown really were hyper focused on that. This ranking is not indicative of the Financial Advisors future performance. 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. It is rare for a father and son to work as investment bankers on opposite sides of the same deal. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. And then we practiced. 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 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 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. Every quarter. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 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. Corporate Governance. 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: 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. ROB ROONEY:We were really just incredibly fortunate that Rick was the leader that he was, preparing the organization for such an event. Eduardo Mestre is one of the longest-serving and most influential investment bankers at boutique standout Evercore. Source: napa-net.org (November 2018) awarded in 2018. Dyal's streak continued in 2019, and he landed the No. He replaces Clint Gartin, who will become chairman of investment banking. Shallon Fontanez Registered Client Service Associate for; Rodney R. Harvey, First Vice President Mar-2012. We are a tightly-knit team of experienced financial professionals with a complementary set of skills, knowledge and experience. That has kept the top M&A chiefs especially busy, and has created lucrative paydays for them and their firms. For more information, see www.SHOOKresearch.com. 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. For more on methodology please go to www.ft.com/reports. Along with Michael Carr, Goldman's cohead of global M&A, Smith helped advise Pfizer on its decision to merge its off-patent division Upjohn with Mylan, the generics manufacturer best known for its EpiPen treatment. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. Learn about Morgan Stanley (MS) stock's management team. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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 Barron's to obtain or use the ranking. 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 December 2 story was corrected to change Morgan Stanleys North American ranking from No. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. 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