Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The Index is calculated using a baseweighted aggregate methodology, meaning the level of the Index reflects the total market value of all component stocks relative to a particular base period. For many fixed income securities, it represents the amount that must be repaid by the borrower upon maturity. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. 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. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals. 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. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. Investment performance is not a criterion. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. 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. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2017 Barron's Top 30 Institutional Consultants. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). We value our commitment to diverse perspectives and a culture of inclusion across the firm. Measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values. 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. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. 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 3/31/18 - 3/31/19. 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 global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. The overall performance of an investment includes any income and realized and unrealized capital gains/ losses. The invitation-only conference was held virtually. MSCI ACWI (All Country World) EX US Index. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Widely recognized for her contributions to the firm and the industry, Rachel has been named to the list of Financial Times Top 400 Advisors and included among Barrons Top 100 Woman Advisors in 2015 and 2016. The advisory fee does not cover underlying management fees and expenses of any mutual fund or ETF investment held in the portfolio.. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management Teams ranking awarded in 2020. Includes securities in the Government and Credit Indices. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. 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. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. This ranking is not indicative of the Financial Advisors future performance. In the face of high interest rates, global GDP growth is likely to slow to 2.9% this year and stay lackluster in 2024. Passed in 1974, ERISA established the legal standards by which retirement plans are required to be managed. Source: napa-net.org (November 2017) awarded in 2017. International Wealth Management Strategy Associate at Morgan Stanley 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. All issues have at least one year to maturity, or an outstanding par value of at least $100 million for U.S. Government issues and $50 million for corporate issues. 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. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Market performance is represented by the Morgan Stanley EAFE Index. Nationwide Mortgage Licensing System Unique Identifier #663185. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This award was issued in 2019 and based on the evaluation process below. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give backall to contribute to a future that benefits our clients and communities. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. Investment performance is not a criterion. Spencer joined Team Global in 2022 as a Client Service Associate. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. 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. Source: planadviser.com (May 2017) awarded in 2017. The Firm makes no representation regarding the appropriateness or otherwise of the products or services provided by the Service Provider(s). Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 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. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. Morgan Stanley Bank Asia Limited is a subsidiary of Morgan Stanley which is a financial holding company organized and existing under the laws of the State of Delaware in the U.S. Morgan Stanley Bank Asia Limited Private Wealth Management Asia - Climate Risk Management Business Control and Monitoring Policy (May 2023) 1. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. Barclays Capital Intermediate Government/ Credit Bond Index. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. 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) less than 250% of the dollar-weighted median of the smallest 500 of the middle 1,000 securities of S&P SuperComposite 1500 Index. The proceeds from a residential mortgage loan (including draws and advances from a home equity line of credit) are not permitted to be used to purchase, trade, or carry eligible margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; or to make payments on any amounts owed under the note, loan agreement, or loan security agreement; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account. 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. 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 9/30/17 - 9/30/18. Source: napa-net.org (November 2014) awarded in 2014. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2019 - Mar 2020. Drawing on three decades of trading and investment planning experience, Stuart Dubson brings an extensive knowledge of convertibles and equity options to the service of the teams clients. This award was issued in 2013 and based on the evaluation process below. Measures the performance of those Russell 2500 companies with higher price-to-book ratios and higher forecasted growth values. Meet one of our Financial Advisors and see how we can help you. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. See how we can help you work toward your goalseven as they evolve over years or generations. 2016 Barron's Top 30 Institutional Consultants. 2022 Morgan Stanley Smith Barney LLC. HLS Wealth Management | New York, NY - Morgan Stanley Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. Backward-looking calculation based on earnings for the prior 12-month period.
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