This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. 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. Is a market-capitalization-weighted benchmark that tracks the performance of the 22 government bond markets of Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Japan, the Netherlands, Norway, Poland, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom, and the United States. These criteria are utilized for each of the categories in which this award is given. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. A fund with a low Tracking Error would have quarterly Excess Returns that have exhibited very low volatility. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. A breakdown of the portfolio between domestic and foreign securities may also be indicated. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 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: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Investment performance is not a criterion. 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: 2019 Forbes America's Top Wealth Advisors. The listing reflects each advisor's 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. 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. 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 3/31/16 - 3/31/17. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Listed on 2023-04-30. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Justin brings over 12 years of asset and investment management experience to the team's clients. 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. The rating is not indicative of the Financial Advisors future performance. Job Title Client Services Associate Location California Average salary $67,640 per year 34% Above national average Average $67,640 Low $33,000 High $114,000 Salary estimated from 7 employees, users, and past and present job advertisements on Indeed in the past 12 months. Source: planadviser.com (May 2018) awarded in 2018. 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 2011 - Dec 2012. Further, substyle classifications may change due to changes in the markets, benchmarks, industry trends, or a managers personnel or process. The stocks in this index are also members of either the Russell 1000 Growth or the Russell 2000 Growth indexes. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. Reuters accepts nominations from Financial Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. 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. A sub-segment of the questions was used to determine eligibility for the Top 100. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. 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 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. 2013 Barron's Top 100 Women Financial Advisors. Employee Retirement Income Security Act (ERISA). 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. U.S. Treasury obligations that mature in more than ten years. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This award was issued in 2015 and based on the evaluation process below. 2008 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2012 - Dec 2013. Compares the size of the companies whose stocks are held by the mutual fund to the size of the companies that comprise the funds benchmark. Wealth Management Global Investment Office, Managing Director, Private Wealth Management, Global Sports and Entertainment Associate, Director of Business Strategy, Private Wealth Management, Assistant Vice President, Wealth Management Analyst, Institution, Government Entity, Foundation or Endowment, LISTEN | Passion Assets: Investing in Art, Funding Climate Action: Pathways for Philanthropy, Women, Wealth and InvestingA Story of Evolution, about Wealth Management for Athletes and Entertainers, Money Tips for Celebrities Doing Business Abroad, Assessing the Impact of Your Financial Wellness Program, Help Improve Your After-Tax Returns with Tax Management Services, Learn more about my specialty in Equity Compensation, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp, Manage investments with an unwavering focus on your financial strategy and personal goals, Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy, Simplify financial complexity to help you achieve clarity and control, Comprising 28% of the Barrons Top 100 Financial Advisors list for 2022, Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. 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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 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. Measures the performance of those Russell 2500 companies with lower price-to-book ratios and lower forecasted growth values. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. Includes securities in the Government and Credit Indices. 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. The accuracy of Alpha is therefore dependent on the accuracy of Beta. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. Investment performance is not a criterion. Investment performance is not a criterion. For more information on the award, go to http://www.aspa.org. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. A Down Capture Ratio of less than 100% indicates a fund outperformed the relative benchmark in the benchmarks negative quarters and protected more of a portfolios value during down markets. For more information on ranking methodology, go to. Total market value is determined by multiplying the price of its stock by the number of shares outstanding. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. The rating is not indicative of the advisor's 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. Illustrates how fixed-income funds have performed in various interest rate climates, including falling and rising rate periods. It is a measure of co-movement between a portfolio and the benchmark. 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. 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, 2019. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. PLANADVISER Top 100 Retirement Plan Advisers 2019. Investments in short-term debt obligations issued by governments, banks and corporations. 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 3/31/20 - 3/31/21. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. Welcome About PWM Approach Location Welcome Source: napa-net.org (October 2016) awarded in 2016. 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 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 SHOOK Research LLC 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 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. He oversees J.P. Morgan Private Bank's Institutional Wealth Management practice and leads the partnership between the firm's Investment Bank and Private Bank. For more information, see www.SHOOKresearch.com. 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 may not be representative of any one clients experience and 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. Nominees must be women retirement plan advisors with their own book of business. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. Our highly experienced Private Wealth Advisors function as an . 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. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. 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 Barron's during the period from Sept 2014 - Sept 2015. Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors ranking awarded in 2019. Source: napa-net.org (November 2021) awarded in 2021. Rod Westmoreland Merrill Private Wealth Management Atlanta Georgia $2.5M $4.2B. A sub-segment of the questions was used to determine eligibility for the Top 100. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. These criteria are utilized for each of the categories in which this award is given. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2022 - Mar 2023. Investment performance is not a criterion. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: napa-net.org (October 2017) awarded in 2017. Source: napa-net.org (March 2021) 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. Indicates the number of years the current portfolio manager has been managing the portfolio. 2019 Financial Times 401 Top Retirement Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2011 - Mar 2012. The percentage of the funds equity securities representing each economic sector is compared to the percentage of securities held in the funds benchmark. For more on methodology please go to www.ft.com/reports. 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. The invitation-only conference was held at The Breakers in Palm Beach, FL. 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 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. 2017 Financial Times 400 Top Financial 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. Increase in the price of an investment; also known as growth. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. At Morgan Stanley, clients come first. 2022 Morgan Stanley Smith Barney LLC. Backward-looking calculation based on earnings for the prior 12-month period. In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
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