Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Who's Searching for You, Relatives, Associates, Neighbors & Classmates. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. This award was issued in 2012 and based on the evaluation process below. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Web12815 Gulf Fwy. 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. 2019 Forbes America's Top Women Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. William S. Morgan - Wikipedia Investment performance is not a criterion. On Wall Streets Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. Institution, Government Entity, Foundation or Endowment, www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf, https://www.morganstanley.com/disclaimers/mswm-email.html, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp, Texas Monthly Best in Client Satisfaction Wealth Manager-2012. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 worries about lingering hatred and anti-Semitism in the world, so he continues to spread his message by educating others on the Holocaust. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. The rating is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. From the rise of the metaverse to EV acceleration, these key issues could shape industries and drive asset prices this year.
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