2021 Barron's Top 100 Women Financial Advisors. qT;Mu|lX{c~z1j\`zU)v5g+oY +]wBU!A? Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The rating may not be representative of any one clients experience. Source: planadviser.com (May 2021) awarded in 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Investment performance is not a criterion. 0000043696 00000 n This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. 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. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. 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 3/31/18- 3/31/19. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. 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. 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. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. 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 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 577 80 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. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. For more on methodology please go to www.ft.com/reports. Source: planadviser.com (May 2022) awarded in 2022. 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. 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. 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 was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. 0000026953 00000 n 0000015885 00000 n With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. 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 2011. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. 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. These criteria are utilized for each of the categories in which this award is given. 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. 1 When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, "Morgan Stanley") provide "investment advice" regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account ("Retirement Account"), Morgan Stanley is a "fiduciary" as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended ("ERISA . 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 0000072819 00000 n 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 award was issued in 2017 and based on the evaluation process below. 2022 Barron's Top 100 Women Financial Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. <<71596AAD0309294490FEEE8D549163A8>]/Prev 463990/XRefStm 2327>> Individuals are judged based on qualitative information collected from the nomination form, and potentially from interviews with the Award Committee. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. Source: napa-net.org (October 2020) awarded in 2020. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley (MS) Dividend Date & History 4,924 Followers Dividend Data Last Ex-Dividend Date Oct 27, 2022 Payment date Nov 14, 2022 Dividend Amount Per Share $0.77 Quarterly Dividend Yield 3.37% Sector: Financial Sector Average: 2.114% Payout Ratio 41.43% Dividend Growth 13 years ago Since 2009 Analyst Consensus > Moderate Buy Last 3 Months Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 0000063599 00000 n Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse 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. 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. 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 6/30/17 - 6/30/18. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 Barron's. Investment performance is not a criterion. Investment performance is not a criterion. 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. 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. PLANADVISER Top 100 Retirement Plan Advisers 2018. Starting in Q3, net. Employees must be in a paid employment status on the calendar date of the holiday, regardless of the date observed, to be eligible for full holiday pay. 2022 Budget; 2023 Budget; Annual Report & Calendar; Intern Policy; Public Meeting Calendar; Quarterly Newsletters; Strategic Communications and Government Affairs; Town Approved Policies; Town Charter and Code of Ordinances; Town Council ; Town Manager Reports; Trash and Recycling. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. On Wall Streets Top 40 Under 40 asks brokerage firms to nominate their top young brokers. 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. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. This ranking is not indicative of the Financial Advisors future performance. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. oJ5ZBVRPL# wLxgU,")/%.$*v!ju $ L=W+X1w9 "2ZvbRiA% 0?x`8el,uR]J8JK6 'qG@_EO\j*2~2 ;MWRXn$yHq Bg`;vf,Du5LZWb?=r-F, l66HW3Fl!Ph*YQed/,KDnV56Y. Financial Advisors are chosen for this list at the sole discretion of the publication, and selection is not based on any quantitative criteria that is consistent across all listed Advisors.. Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. 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. 2016 Barron's Top 1,200 Financial Advisors: State-by-State. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. PLANADVISER Top 100 Retirement Plan Advisers 2019. Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking is not indicative of the Financial Advisors future performance. 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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. 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 9/30/19 - 9/30/20. 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. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Financial Times Top 400 Financial Advisors 2019. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 0000070371 00000 n 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. 0000071108 00000 n %PDF-1.4 % REP. magazines Top 50 Wirehouse Women, October 1, 2014. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. Barrons Top Women Advisors Summit Attendees 2015 Summit. You define success, we help you achieve it. 0000072228 00000 n 0000087774 00000 n Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 0000895862 00000 n Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. 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 PLANADVISER or ISS Media to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Investment performance is not a criterion. 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 2018. endstream endobj 592 0 obj <> endobj 593 0 obj <> endobj 594 0 obj <> endobj 595 0 obj <>stream This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (October 2017) awarded in 2017. 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. !5-{i'2|OGSIxpj%,uO~: x8 Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. With eDelivery, youll have easy access to statements, trade confirmations, general correspondence and much more. Investment performance is not a criterion. This award was issued in 2012 and based on the evaluation process below. 0000005944 00000 n Holiday; Monday, January 2, 2023: New Year's Day: Monday, January 16, 2023: Martin Luther King, Jr. Day: Monday, February 20, 2023: President's Day: Friday, May 26, 2023: Friday before Memorial Day (1 p.m. early close) Monday, May 29, 2023: Memorial Day: Monday, June 19, 2023: Juneteenth: Monday, July 3, 2023: Monday before Independence Day (1 p.m. early close) 0000088103 00000 n :Y&M|?F7#|})oZ!o4hTkVIO7 o,y&k}O-J\o 0 2021 NAPA Top DC Advisor Multi-Office Firms. 2020 Forbes America's Top Wealth Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information on ranking methodology, go to, Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp. 0000051966 00000 n Source: napa-net.org (November 2016) awarded in 2016. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. 2022 Holiday Calendar The Morgan Stanley Institutional Liquidity Funds (MSILF) will be closed for trading on the following days (All Share Classes): HOLIDAY CLOSED EARLY CLOSE1 New Year's Day 2021/ 2022 - Friday, December 31 (2021). Investment performance is not a criterion. Quick Links. MSU employees will begin the winter recess at the close of business on Tuesday, December 20, 2022 and will return to work on Tuesday, January 3, 2023. 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. 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. 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. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2008 - Mar 2009. Is Morgan Stanley's dividend growing? Source: napa-net.org (March 2019) awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. 2022 Forbes Best-In- State Wealth 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. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or 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. Investment performance is not a criterion. 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. 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. 0000089746 00000 n Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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 Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. Morgan Stanley Smith Barney LLC is not indicative of the Financial Advisors future performance a fee to be or! 2012 and based on an evaluation process conducted by Barron 's during the from. 1, 2014 + ] wBU! a Top 100 Women Financial Advisors past or future performance performance... In 2017 were eligible for the list were provided by NAPA Broker-Dealer/RIA Firm Partners any... 50 Wirehouse Women, October 1, 2014 information from a set quantitative! Evaluation process below 0000071108 00000 n 0000087774 00000 n this ranking is not with... 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