jonathan slavin morgan stanley. This ranking is not indicative of the Financial Advisors future performance. 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. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. Michael Fazelpoor 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. Jean-Baptiste Lalau Keraly 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. At Morgan Stanley, strong leadership is provided by the Board of Directors in corporate governance and by the Operating Committee in each of our businesses and functions. NHL trade tracker: Full recap of every deal made ahead of 2022-23 deadline Research Magazines Top-Ranked Teams in America. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. This award was issued in 2017 and based on the evaluation process below. 41 Jonathan Marchessault - Golden Knights 42 Logan Couture - Sharks 43 Taylor Hall - Bruins . Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. Heather has over 16 years of experience in the financial service business and has held various positions with both Morgan Stanley and predecessor firm Smith Barney. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. 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. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Investment performance is not a criterion. Investment performance is not a criterion. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2019 - Mar 2020. These criteria are utilized for each of the categories in which this award is given. 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. 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. Meet one of our Financial Advisors and see how we can help you. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Morgan Stanley is a firm that has its headquarters in Louisville, Kentucky. Diana Doyle Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. 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. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. 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: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. Source: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. Nikhil Awasthi 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. Doctoral Alumni in Psychology, Harvard University People whose names are followed by an asterisk (*) received a Ph.D. from the Department of Social Relations. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Lavanya Balakrishnan Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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 future performance. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. At Morgan Stanley, giving back is a core valuea central part of our culture globally. He is also a vegan and animal rights activist, with a large menagerie of adopted pets.[7]. firms or advisors. Investment performance is not a criterion. There are no guarantees that working with an adviser will yield positive returns. 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 3/31/16 - 3/31/17. 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. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. jonathan slavin morgan stanley 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. 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. Slevin works at Morgan Stanley. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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 Barron's to obtain or use the ranking. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2017 Forbes America's Top Wealth Advisors. 2017 Forbes America's Top Women Wealth Advisors. 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: planadviser.com (May 2016) awarded in 2016. Investment performance is not a criterion. Investment performance is not a criterion. 2022 Forbes Americas Top Wealth Management Teams. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. financial advisors nearby, we ask you a series of questions about your retirement plans, life Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. NHL trade tracker: From Patrick Kane, Timo Meier & Jonathan Quick, full For more information, see www.SHOOKresearch.com. 2022 Barron's Top 100 Institutional Consulting Teams. 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 3/31/17 - 3/31/18. 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.

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