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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 3/31/22 - 3/31/23. Source: napa-net.org (October 2018) awarded in 2018. 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. Earlier in the year, McClure advised labeling firm Multi-Color Corporation on its $2.5 billion sale to Platinum Equity Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 2018 Forbes America's Top Women Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 2017. First night, first night was 750. Self-nominations are not accepted. This award was issued in 2012 and based on the evaluation process below. We believe our greatest asset is our people. 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 pay a fee to Financial Planning in exchange for the rating. I went back to my office and we all started calling, making sure everybody did what they're trained to do. 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 2016 - Dec 2017. The entire building has just collapsed.It is a surreal and devastating scene over here. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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 PLANADVISER or ISS Media to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2016 - Mar 2017. 2023 Forbes Americas Top Wealth Management Teams Source: Forbes.com (November 2023) Forbes Americas Top Wealth Management Teams ranking awarded in 2023. A second-generation Financial Advisor, Troy joined Morgan Stanley in 2015. 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. To make that deal pass muster with regulators, Celgene had to divest its Otezla business, which it sold to Amgen later that year in a separate $14.2 billion deal, which Dyal also helped put together. Alongside many other companies who had offices in the World Trade Center, Morgan Stanley suffered personal losses that day. 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 Barron's to obtain or use the ranking. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. 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. 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 Dec 2020 - Dec 2021. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. For more on methodology please go to www.ft.com/reports. 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 (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. 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. And we realized that there's some chance that we could have a terrorist attack on the World Trade Center. REP. Magazine Top 50 Wirehouse Women 2014. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. In early June, the M&A chairman was neck-deep in the industrials and defense sector, advising United Technologies on its $91.1 billion merger with Raytheon. 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. Investment performance is not a criterion. 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. 2017 Forbes America's Top Women Wealth Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: planadviser.com (May 2020) awarded in 2020. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. 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 9/30/15 - 9/30/16. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. SOUND UP NEWS REPORTS: SOUTH TOWER COLLAPSE 9:59AM, There has just been a huge explosionThe second building that was hit by the plane has just completely collapsed. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Clinton Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. Today and for the years to come. 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. 2016 Financial Times 400 Top Financial Advisors. 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, 2021. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: planadviser.com (May 2019) awarded in 2019. Before assuming the top M&A job, he was appointed cohead of the group in 2015. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. Morgan Stanley caters to energy, financial services, healthcare, information technology, consumer products and services, business products and services, manufacturing, cybersecurity, and life sciences sectors. 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 NAPA to obtain or use the ranking. 1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. 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. See how we can help you work toward your goalseven as they evolve over years or generations. Investment performance is not a criterion. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). 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 Barron's 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 9/30/17 - 9/30/18. 2009 Barron's Top 100 Women Financial Advisors. Get the full list, Youre viewing 5 of 63 board members. 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 not indicative of the Financial Advisors future performance. Gallea, who now manages many of the firm's top industrials relationships, was one of the leads along with industrials cohead Matt McClure on the $91.1 billion merger of equals by United Technologies and Raytheon. The bond we form is fundamental to our mission and it is our hope that it spans generations. Phil Purcell: Its my duty to report on events of yesterday. . Investment performance is not a criterion. Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. Second night was 250. 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. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. While Morgan Stanley was the lead financial adviser to Bristol-Myers Squibb, Evercore and Dyal also advised it, according to the statement announcing the deal. We have all efforts to track down everybody that we know who worked in the building.. The firm surged back in 2019, and MacDonald, who previously served as global head of TMT banking based in Palo Alto, was responsible for two of the firm's trophies: Global Payments' $26.4 billion acquisition of Total System Services which he spearheaded with US M&A chief Kevin Brunner and Salesforce's $16.1 billion acquisition of data visualization platform Tableau. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Washingtonian Magazine Wealth Manager Award 2012. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. 2019 Financial Times 400 Top Financial Advisors. Source: planadviser.com (May 2022) awarded in 2022. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). Morgan Stanley is not affiliated with Coalition Greenwich. 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. 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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