Heres how our views diverge from the market. 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. The listing reflects each advisors status in six primary areas: DC plan assets under advisement (AUA), DC AUA growth rate, and specialization in DC plans, years of experience, advanced industry credentials and compliance record. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 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 9/30/17 - 9/30/18. This award was issued in 2022 and based on the evaluation process below. This ranking is not indicative of the Financial Advisors future performance. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. As a global financial services firm, Morgan Stanley is committed to technological innovation. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. We believe our greatest asset is our people. 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. This award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. 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 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. 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 award does not evaluate the quality of services provided to clients and is not indicative of this advisor's future performance. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. Securities Agent: PA, AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, RI, SC, TX, UT, VA, WA, WI, WV, WY, OR; General Securities Representative; Investment Advisor Representative. 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. General assumptions include: XYZ firm would have been able to purchase the securities recommended by the model and the markets were sufficiently liquid to permit all trading. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. Investment performance is not a criterion. The listing reflects each advisors status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Coalition Greenwich is a division of CRISIL. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. I'm Matthew Harrison, one of the biotech analysts here at Morgan Stanley. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. For more information, see www.SHOOKresearch.com. Source: The Financial Times 401 (FT 401) Top Retirement Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (October 2020). This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. 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. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating 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 Forbes (the publisher) during the period from 6/30/19 - 6/30/20. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The ranking is based on the teams defined contributions assets under management. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015. 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. This ranking is not indicative of the Financial Advisors future performance. Based on the strength of its lead candidate, Morgan Stanley is pounding the table. Financial abuse of older citizens is one of the most common crimes in the U.S. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to NAPA-Net in exchange for the rating. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Financial Times Top 401 Retirement Plan Advisors 2019. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. In those instances, Ive found that its best to walk clients through my analysis to show them how I came up with my conclusion. For more information, see www.SHOOKresearch.com. Using quantifiable and objective criteria and selected from a pool of over 400 candidates, financial advisors in the Top 100 Women Financial Advisors are required to have a minimum of 10 years experience and at least $200 million assets under management (AUM). The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. What is its strategy for the next year, five years, 10 years? Investment performance is not a criterion. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. 2020 Forbes Best-In- State Wealth Advisors. Financial Advisors must be under the age of 40 as of August 2013. So this leads us to what is our outlook on infections and the ultimate impact of Omicron. 401kWire's 300 Most Influential DC Advisors 2011. After graduating from college, I entered a doctoral program where my research was on particle physics and dark matter. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Discover who we are and the right opportunity for you. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Morgan Stanley clients, start saving with Preferred Savings deposited through your eligible Morgan Stanley brokerage account. 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 information is provided for illustrative purposes only. 2015 Barron's Top 100 Women Financial Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Ten days ago we said that, according to Morgan Stanley calculations, the Delta wave will peak in 1-2 weeks. Nominees are asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. A sub-segment of the questions was used to determine eligibility for the Top 100. NAPAs Top DC Advisor Firms recognizes firms, teams or offices for their defined contribution (DC) practice specifically. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The rating may not be representative of any one clients experience. Matthew Harrison is a Vice President at Morgan Stanley based in New York City, New York.Read More, Information without innovation is just data. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Helping you on key aspects of your business such as ownership, liquidity and developing opportunities. This ranking is not indicative of the Financial Advisors future performance. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2018. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 248-813- . 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. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures and the FTs research. 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 Sept 2018- Sept 2019. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. Across all our businesses, we offer keen insight on today's most critical issues. Matthew Harrison, a Managing Director in Research, covers the biotech industry, focusing on companies with market capitalizations of $10 billion and up. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Institution, Government Entity, Foundation or Endowment, about Kelly Granger Receives CERTIFIED FINANCIAL PLANNER TM Practitioner Certification, 3.00% Annual Percentage Yield Preferred Savings, Help Improve Your After-Tax Returns with Tax Management Services. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. I now run the biotech research efforts for the firm. 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. Rankings are based on the opinions of Barron's 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 6/30/20 - 6/30/21. This is a combination of factors driven by one, its innate transmissibility, and second, its immune evasion properties, which have dramatically increased the percentage of the population susceptible to infection. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley is differentiated by the caliber of our diverse team. This award was issued in 2016 and based on the evaluation process below. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Adviser nominations for Retirement Plan Adviser Team of the Year were solicited from retirement plan advisers (self-nominations are not permitted), employers and/or broker-dealers and from plan sponsors, as well as from working partners of the nominees, including investment vendors, accountants, attorneys and pension administrators. 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. Not all products and services are available to clients outside of the United States. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Investment performance is not a criterion. United States. 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 2018 - Dec 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. 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. Yes, You Can Be a Tech Innovator at Morgan Stanley, "Add Thoughts on the Market to my Flash Briefing. Investment performance is not a criterion. See how you can continue your career journey at Morgan Stanley. Investment performance is not a criterion. 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. Many of my team members have scientific backgrounds and are often experts in their areas of study, so whenever possible, I let them focus on companies that deal with their areas of expertise. 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. For more information, see www.SHOOKresearch.com. Participants attended workshops, 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2016 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. $3,003 - $6,388 Studio - 2 Beds. Google and other related marks and logos are trademarks of Google LLC. All investing entails risks that investors should endeavor to understand before then invest. For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC or its Financial Advisors paid a fee to NAPA-Net in exchang for the rating. Morgan Stanley Smith Barney LLC ("Morgan Stanley") is not implying an affiliation, sponsorship, endorsement with/of the third party or that any . This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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 3/31/17 - 3/31/18. Contents show Adam Dimarco Age and more. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. From the rise of the metaverse to EV acceleration, these key issues could shape industries and drive asset prices this year. Investment performance is not a criterion. 2019 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 SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Securities Agent: TX, NH, WY, WI, WA, VA, SC, PA, NY, NJ, NC, MI, ME, MD, MA, KY, IN, IL, ID, GA, FL, DE, DC, CT, CO, CA; General Securities Representative; Investment Advisor Representative; Managed Futures. Potentially reduce tax liability with a free Ultimate upgrade a Good day of trading, its always. Software or age-old businesses, everything today is ripe for disruption I now run the analysts! Introducing the new morgan Stanley Smith Barney LLC is not affiliated with Barron during, 2013 the new morgan Stanley Smith Barney LLC is not matthew harrison morgan stanley with SHOOK Research LLC and this ranking determined. 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