For more information, see www.SHOOKresearch.com. Nominees must be women retirement plan advisors with their own book of business. jonathan slavin morgan stanley Offered here is a rare, original, on site poster for this event. Hear their stories and learn about how they are redefining the terms of success. Investment performance is not a criterion. Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 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 Dec 2016 - Dec 2017. Janet McCarthy 2009 Barron's Top 1,000 Financial Advisors: State-by-State. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 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. 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 NAPA during the period from Aug 2018 Aug 2019. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Janemarie Eichhorn Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Learn About the Best Places for Retirement, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients. Financial Times Top 401 Retirement Plan Advisors 2018. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. (which will reduce returns). Source: napa-net.org (November 2018) awarded in 2018. Greenwich Associates 2018 Quality Leader Award. Stay abreast of the latest trends and developments. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Christine L. Ha Laura Isabel Lembke 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. 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. The advisory firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Matthew Greyson 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. 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 past or future performance. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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. Oskar Arnoldsson 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. Investment performance is not a criterion. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. This ranking is not indicative of the Financial Advisors future performance. 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. 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. Started my career in finance with Morgan Stanley through summer Branch Analyst Internship program in 2012. 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: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. Investment performance is not a criterion. Both Heathers academic and professional experience has helped her form a deep understanding for financial services from a multitude of perspectives. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. More Rare Chase Cards . This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. Investment performance is not a criterion. Sergey Ionov Celine M. Suarez 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Online Marketing For Your Business jonathan slavin morgan stanley 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. 2020 NAPA Top DC Advisor Multi-Office Firms. This ranking is not indicative of the Financial Advisors future performance. Sahil Tandon Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2022 Forbes Best-In- State Wealth Advisors. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Robert Schroeder Morgan Stanley is not affiliated with Coalition Greenwich. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. 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. Between July and October 2021, Coalition Greenwich interviewed 811 individuals from 661 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2008 - Dec 2009. 2021 Forbes America's Top Women Wealth Advisors. To report any data inconsistencies or errors, please contact For media inquiries, send an email to Media Inquiries. 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.. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015. She resides in Millburn NJ with her husband Eric, her son Ryan, and rescue dog Bailey. 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 virtually. Source: napa-net.org (October 2019) awarded in 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 paid a fee to Plan Advisor in exchange for the rating. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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: 2021 Forbes America's Top Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. Washingtonian Magazine Wealth Manager Award 2012. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. He is an actor and director, known for Santa Clarita Diet (2017), Speechless (2016) and Better Off Ted (2009). Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. Click here to get matched with an advisor today. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The rating is not indicative of the Financial Advisor's 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. Investment performance is not a criterion. 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, 2018. Source: napa-net.org (October 2017) awarded in 2017. 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. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. He made his TV debut on an episode of ER. Source: planadviser.com (May 2019) awarded in 2019. Jason Russell 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. Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. 2015 Financial Times 400 Top Financial Advisors. 2019 Financial Times 400 Top Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. 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. He is also a vegan and animal rights activist, with a large menagerie of adopted pets.[7]. NHL trade tracker: From Patrick Kane, Timo Meier & Jonathan Quick, full Source: Barron's.com (April 2016) 2016 Barron's Top 100 Financial Advisors awarded in 2016. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. 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. Investment performance is not a criterion. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. Morgan Stanley CEO Contender Jonathan Pruzan to Retire Vikram Raju 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: napa-net.org (November 2016) awarded in 2016. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. 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. 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 NAPA to obtain or use the ranking. Source: napa-net.org (October 2021) awarded in 2021. Posted on 1 second ago; June 24, 2022 . 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 NAPA during the period from Aug 2014 Aug 2015. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. 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. 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. Florham Park Central New Jersey Complex Office - Morgan Stanley For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Jonathan Slevin is a financial advisor based out of Louisville, Kentucky, who has been in the advisory business for 11 years. Throughout his 6 years, Jared worked with advisors centered in the Washington DC area to help them with risk analytics, portfolio management/construction and growing their clientele. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by 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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is not indicative of the Financial Advisors future performance. Kristi Dugan 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 6/30/20 - 6/30/21. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER to obtain or use the ranking. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. With the Morgan Stanley Mobile App, youll have the freedom to manage your investments and instantly access a suite of personal cash management tools. 2014 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. This award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. 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. profile-compliance@smartasset.com. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Nicholas Albicelli This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (November 2021) awarded in 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. Art Flinn is a Senior Private Banker and team lead in the Central New Jersey Complex. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Our matching tool has connected more individuals with financial advisors 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. Source: planadviser.com (May 2018) awarded in 2018. Daniel Otmar This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022.