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Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. A person or group vested with legal power and responsibilities that are to be used for the benefit of another person or group. 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 the Financial Times in to obtain or use the ranking. For more information on ranking methodology, go to www.WCorg.com. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Backward-looking calculation based on earnings for the prior 12-month period. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Full Time position. 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. Measures a portfolios rate of return based on the risk it assumed and is often referred to as its risk-adjusted performance. The Top Five Currencies may differ from the Top Five Countries due to the effect of a funds hedging techniques. Welcome About PWM Approach Location Welcome Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 2019 Barron's Top 1,200 Financial Advisors: State-by-State. This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. PRIVATE WEALTH MANAGEMENT Ron Basu New York, NY View Website David Bieber Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Calculated by Lipper, Inc. and includes all funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a 3-year weighted basis) greater than 300% of the dollar-weighted median market capitalization of the middle 1,000 securities of the S&P SuperComposite 1500 Index. 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. Investment performance is not a criterion. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. This statistic is obtained by subtracting the benchmark return from the funds return. Investment performance is not a criterion. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management Teams ranking awarded in 2020. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 2017 Forbes America's Top Wealth Advisors. 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. ESW Group | Los Angeles, CA | Morgan Stanley Private Wealth Management 2017 Forbes America's Top Women Wealth Advisors. Source: napa-net.org (October 2021) awarded in 2021. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Financial Times Top 401 Retirement Plan Advisors 2018. 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. All credentials and designations are verified and nominee compliance records are verified. Cherry {MA} - Marketing Manager, Morgan Stanley Wealth Management 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 NAPA to obtain or use the ranking. The market value of a company. 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: planadviser.com (May 2015) awarded in 2015. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Washingtonian Magazine Wealth Manager Award 2012. 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 2018 Aug 2019. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. The rating is not indicative of the Financial Advisors future performance. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2017) 2017 Barron's Top 100 Financial Advisors awarded in 2017. Diana Britton | Apr 26, 2023 J.P. Garofalo, a Los Angeles-based financial advisor whose six-person team joined First Republic Investment Management in early March, has returned to Morgan. A measure of inflation. 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. 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. Coalition Greenwich is a division of CRISIL. 2021 Forbes Americas Top Next-Gen Wealth Advisors. Cash interest regularly received on fixed income investments and cash dividends regularly received on stocks. We also congratulate our Graystone Consulting Institutional Consulting Directors who were named to the list of Barron's Top 50 Institutional Consultants of 2019. Global Offices | Morgan Stanley This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. Investment performance is not a criterion. Source: napa-net.org (November 2014) awarded in 2014. The rating is not indicative of the Financial Advisors future performance. Earnings estimates are obtained from I/B/E/S, a database of analysts estimates of future earnings for publicly traded companies. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Art Collection and Wealth Management | Morgan Stanley Investment performance is not a criterion. The accuracy of Alpha is therefore dependent on the accuracy of Beta. 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. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. Morgan Stanley is not affiliated with Greenwich Associates. 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. 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. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. 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. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. Represents the Standard Deviation of the Excess Return. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. The process of investing in a number of different types of investments to reduce the risk of poor performance by any one type of investment having a big impact on overall portfolio results. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. The combined securities held by an investor. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. 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. Volatility is viewed as a measurement of an investments risk. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/19 - 6/30/20. Morgan Stanley - Private Wealth Management - Los Angeles, CA It is derived by adding the market capitalization of all stocks held in the funds portfolio and dividing by the total number of stocks in the portfolio. 2016 Financial Times 401 Top Retirement Advisors. Source: napa-net.org (November 2018) awarded in 2018. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. We also understand that there is no family that is exactly like yours. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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 SHOOK Research LLC 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 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: 2017 Forbes Top 500 Next Generation Wealth Advisors. Investment performance is not a criterion. Ratio of the funds overall performance to the benchmarks overall performance, considering only periods that are negative in the benchmark. 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. Source: napa-net.org (November 2016) awarded in 2016. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Estate Planning Strategist . Investing in these countries is perceived as less risky because they are generally considered more politically and/ or economically stable than countries in the Emerging Markets. 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. Investment performance is not a criterion. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. All securities were classified as either value securities (low P/BV securities) or growth securities (high P/BV securities), relative to each MSCI country index. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Treasury Bills are backed by the full faith and credit of the U.S. Government. Unlike Beta, which measures volatility relative to the aggregate market, Standard Deviation measures the absolute volatility. Utilizing a consultative approach, Harry works closely with his clients to design and implement strategies that build, preserve and ultimately transfer his clients wealth. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. 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. Learn about our internships, analyst programs and job openings. Subset of the Barclays Capital Government/Corporate Bond Index covering issues with maturities up to 10 years. Private Wealth Management Institutional Consulting Analyst. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015. Investment performance is not a criterion. Member SIPC. Last updated: February 18, 2023 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. Weighted average of the interest rates on the bonds the issuers promise to pay the fund if held to maturity, expressed as a percentage of face value. 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. He works closely with Darren and Harry in creating, implementing, and monitoring bespoke investment portfolios for high-net-worth and ultra-high-net-worth clients. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This award was issued in 2017 and based on the evaluation process below. Investment performance is not a criterion. Learn more. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Measures an international funds volatility relative to its benchmark. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 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 Barron's during the period from Mar 2014 - Mar 2015. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. This award was issued in 2015 and based on the evaluation process below. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. 2013 Barron's Top 100 Women Financial Advisors. This ranking 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. We acknowledge that ranking the industry's top advisers from 1 to 400 would be futile, since each takes different approaches and. 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. Can also include preferred stock. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 143 followers 142 connections. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2022 PLANADVISER Retirement Plan Adviser of the Year. Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities Group ("ISG"), Global Wealth Management via Wealth Management ("WM"), and Asset Management. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal. Represents the internal rate of return of the bonds in a funds portfolio assuming the bonds interest is reinvested, and the bonds are held to maturity. While not strictly defined, includes countries that (1) possess a per capita Gross Domestic Product substantially higher than the average for Emerging Markets; (2) hold fewer government-imposed barriers to foreign investment; and (3) have more strict regulatory environments. Types of industries represented by the stocks held by the fund. 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. Investment performance is not a criterion. Securities Agent: MN, WY, WA, VA, UT, TN, SD, TX, PR, PA, OR, OH, NY, NV, NM, NH, NC, MO, NJ, MD, MA, KY, IL, ID, HI, GA, DE, FL, MI, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative. The 2022 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. Further, substyle classifications may change due to changes in the markets, benchmarks, industry trends, or a managers personnel or process. For more information, see www.SHOOKresearch.com. Nominees must be women retirement plan advisors with their own book of business. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. 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 SHOOK Research LLC to obtain or use the ranking. PLANADVISER Top 100 Retirement Plan Advisers 2021. 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. 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. Covers the U.S. investment-grade fixed-rate bond market, including government and credit securities, agency mortgage pass through securities, asset-backed securities, and commercial mortgage-based securities. 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. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings 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. Investment performance is not a criterion. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). 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 information, see www.SHOOKresearch.com. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 6/30/16 - 6/30/17. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2016 Barron's Top 30 Institutional Consultants. This ranking is not indicative of the Financial Advisors future performance. Rockefeller Hires $4.6-Mln Morgan Stanley Private Wealth Team in Los This ranking is not indicative of the Financial Advisors future performance. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. For more on methodology please go to www.ft.com/reports. She is responsible for the teams workflow and exceeding our clients' expectations on customer service. Firms review and approve nominations of individuals who match the ASPPA Award criteria. 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. 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. 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. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 12. This ranking is not indicative of the Financial Advisors future performance. The List: Top 100 Wirehouse Advisors in America - Wealth Management This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19.

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