Allison Lucchese 2011 Barron's Top 1,000 Financial Advisors: State-by-State. geography, and willingness to work with a remote advisor). 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. Morgan Stanley is differentiated by the caliber of our diverse team. Ayokulehin Onabule Also on the show Don . David Cohodes This award was issued in 2013 and based on the evaluation process below. All credentials and designations are verified and nominee compliance records are verified. Investment performance is not a criterion. Jonathan Slavin was born on 11 August 1969 in North Carolina, USA. Investment performance is not a criterion. Morgan Stanley is a firm that has its headquarters in Louisville, Kentucky. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. 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 NAPA to obtain or use the ranking. Jonathan Slavin - Wikipedia Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2017 Financial Times 400 Top Financial Advisors. 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. 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. 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. 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 award was issued in 2021 and based on the evaluation process below. 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. Offered here is a rare, original, on site poster for this event. 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 was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. Investment performance is not a criterion. Robert Schroeder We do not manage client funds or hold custody of assets, we help users connect with relevant financial Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Slavin has also had guest roles on series such as Dharma & Greg, Castle, Grey's Anatomy, My Name Is Earl, Summerland, Friends, Grimm, Weeds, Wings, ER, Chicago Hope, Ugly Betty, CSI: Crime Scene Investigation, Bones, Better with You, Raising Hope, The Finder, Grace and Frankie and Friends with Better Lives. 2022-23 Upper Deck O-Pee-Chee Hockey Blaster Box Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. 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. Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Nominees must be women retirement plan advisors with their own book of business. 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: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. For more information, see www.SHOOKresearch.com. Over the course of their career, Slevin has held roles at Morgan Stanley Smith Barney, The Rawlings Company and Morgan Stanley Private Bank, National Association. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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.. 2021 Forbes Americas Top Next-Gen Wealth Advisors. For more information, see www.SHOOKresearch.com. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. This award was issued in 2012 and based on the evaluation process below. 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. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms 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. 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. patterson, de'quan This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2008 - Dec 2009. Investment performance is not a criterion. Paulo Monteiro Roseanne McCormick Investment performance is not a criterion. 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. Upon graduation from training David moved to California where he would spend the next 25 years of his life. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Andrew Vick 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Matteo Benedetto This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. 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 Barron's during the period from Dec 2014 - Dec 2015. 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: 2022 Forbes America's Top Wealth Advisors. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. 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. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Get the latest and most accurate trading card values and sets info for 2020-21 The Cup Hockey sports cards. The rating is not indicative of the Financial Advisors future performance. (which will reduce returns). Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: napa-net.org (October 2022) awarded in 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. 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. Subscribe Now. Sergey Ionov The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. 2018 Forbes America's Top Women Wealth Advisors. Meet Our Board of Directors Learn more about each of the 15 members on the firm's board and their backgrounds. 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 9/30/18 - 9/30/19. 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. 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. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley. As the current Complex Administrator for the Central New Jersey Complex, Antoinette provides exceptional service to Financial Advisors and Support Service Professionals. Warren Mar - United Kingdom | Professional Profile | LinkedIn Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Chief Operating Office Jonathan M. Pruzan is stepping down at the end of the month to pursue other opportunities, a company spokesman confirmed Monday. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. For more information, see www.SHOOKresearch.com. 2019 Financial Times 401 Top Retirement Advisors. 2020 Forbes Best-In- State Wealth Advisors. 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. He has also appeared in such feature films as Free Enterprise, Race to Witch Mountain, Backwoods, A Cinderella Story, Dirty Girl, and Love & Mercy. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2012 - Dec 2013. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. For more on methodology please go to www.ft.com/reports. Argie Agrapides 2023 Barron's Top 100 Women Financial Advisors. Underpinning all that we do are five core values. 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. The rating is not indicative of the Financial Advisers future performance. Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. PLANADVISER Top 100 Retirement Plan Advisers 2018. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. which it authorizes the use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. 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. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. 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. For more information, see www.SHOOKresearch.com. Erin began her career in financial services as an intern with Bridgehaven Financial in Warren, New Jersey. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015. Graduates from Social Relations who specialized in clinical, social, developmental, are included. 2018 Financial Times 400 Top Financial Advisors. 2015 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. 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 NAPA during the period from Aug 2014 Aug 2015. Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. This ranking is not indicative of the Financial Advisors future performance. Christine L. Ha This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. The named financial professional and firm have not reviewed, approved, or endorsed this profile and Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. At Morgan Stanley, we put our beliefs to work. Kristi Dugan services are limited to referring users to third party advisers registered or chartered as fiduciaries 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 NAPA to obtain or use the ranking. We believe our greatest asset is our people. 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. 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. 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. 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 (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. 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 SHOOK Research LLC or Forbes. She resides in Millburn NJ with her husband Eric, her son Ryan, and rescue dog Bailey. Lee Vaughn Provider of investment management services. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. Michael Vasseghi 2018 PLANSPONSOR Retirement Plan Adviser of the Year. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Financial Times Top 400 Financial Advisors 2019. 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. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 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. Answer a few questions to get a personalized match. Investment performance is not a criterion. Investment performance is not a criterion. Morgan Stanley Warns 'Imminent' Earnings Recession Will Tank StocksBut This ranking is not indicative of the Financial Advisors future performance. are not responsible for its accuracy. Investment performance is not a criterion. Jonathan Slavin: Business Profiles | ZoomInfo.com 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 ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance.
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