jonathan slavin morgan stanley

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: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. Across all our businesses, we offer keen insight on today's most critical issues. Morgan Stanley is differentiated by the caliber of our diverse team. 2020 Forbes Best-In- State Wealth Advisors. 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. For more on methodology please go to www.ft.com/reports. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more on methodology please go to www.ft.com/reports. This award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Sofia Xue 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. Financial Advisors must be under the age of 40 as of August 2013. Andrew Vick We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This profile may include a firm or advisor that has a business relationship with SmartAsset, in than any other service in the U.S. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. 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. Our matching tool simplifies the process of finding a financial advisor. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. Ken Michlitsch This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. In 2004 Heather joined Smith Barney where she learned extensive operational knowledge. 2021 Forbes America's Top Women Wealth Advisors. Meet one of our Financial Advisors and see how we can help you. Sungnyung Lee 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 on methodology please go to www.ft.com/reports. state: Please visit their SEC profile for more details. 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 Forbes (the publisher) during the period from 6/30/21 - 6/30/22. 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. Jason Russell 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. Nominees must be women retirement plan advisors with their own book of business. These criteria are utilized for each of the categories in which this award is given. Fernando Navarro 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 2022. Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other, Percentage of Assets, Fixed Fees, Commissions, Others. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. 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: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. NHL trade tracker: Full recap of every deal made ahead of 2022-23 deadline 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. no special treatment or consideration in SmartAssets profiles. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. At Morgan Stanley, giving back is a core valuea central part of our culture globally. Celine M. Suarez Investment performance is not a criterion. 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. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Robin Liang Zhao. Venus Wong Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Chicagos Notable Financial Advisers 2018. 2017 Financial Times 400 Top Financial Advisors. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: planadviser.com (May 2019) awarded in 2019. Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. 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. Across all our businesses, we offer keen insight on today's most critical issues. This ranking is not indicative of the Financial Advisors future performance. Provider of investment management services. 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. 2023 Barron's Top 100 Institutional Consulting Teams. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. 2016 Financial Times 400 Top Financial Advisors. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Joe Miller 2022 Forbes Americas Top Wealth Management Teams. This award was issued in 2017 and based on the evaluation process below. 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 Barron's during the period from Dec 2014 - Dec 2015. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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 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 2014 Aug 2015. Investment performance is not a criterion. 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. Nominees must be women retirement plan advisors with their own book of business. 2018 Barron's Top 1,200 Financial Advisors: State-by-State. It was standing room only in Cheshire Hall for the Alumni Speaker Series' presenter Jon Slavin '92, Global Head of Equity and Trade at Morgan Stanley. He appeared as a member the main cast of Dr. Ken [2] and The Republic of Sarah and as a recurring character on Speechless and Santa Clarita Diet.[3][4]. 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 2007 - Dec 2008. Investment performance is not a criterion. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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 PLANADVISER or ISS Media to obtain or use the ranking. For more on methodology please go to www.ft.com/reports. At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Holger Schmidt The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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 2021 - Sept 2022. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Michele Mattison Underpinning all that we do are five core values. 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 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. Oskar Arnoldsson Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Answer a few questions andget matched with an advisor. Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. For more information, see www.SHOOKresearch.com. For more on methodology please go to www.ft.com/reports. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. Source: REP. magazine, October 2015. This award was issued in 2021 and based on the evaluation process below. After high school, he landed in New York and performed in some truly abysmal theater, before being cast to play the sexually confused protagonist in "The . Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. 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 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 2012) awarded in 2012. 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 Forbes (the publisher) during the period from 3/31/19 - 3/31/20. which SmartAsset is compensated for lead referrals. SmartAsset did not receive compensation for including any of the firms or advisors This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. 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. For more information, see www.SHOOKresearch.com. jonathan slavin 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. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. Song Yang Lee Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next leveland provide confidence to your clients. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Erin began her career in financial services as an intern with Bridgehaven Financial in Warren, New Jersey. This ranking is not indicative of the Financial Advisors future performance. Set obsahuje 600 ks karet, vetn 100 ks insertnch karet All-Stars a Marquee Rookies. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: planadviser.com (May 2021) awarded in 2021. Investment performance is not a criterion. 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.

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