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: 2017 Forbes Top 500 Next Generation Wealth Advisors. Investment performance is not a criterion. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. Source: planadviser.com (May 2021) awarded in 2021. Effective May 15, 2007, Mr. Locicero will report to James Mahon, Head of PWM ' s Central and Western Region. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience . 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 the Financial Times in to obtain or use the ranking. Creation of Customized Strategic Asset Allocation. 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. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. We also congratulate our Graystone Consulting Institutional Consulting Directors who were named to the list of Barron's Top 50 Institutional Consultants of 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. Here is our annual ranking of wealth advisory teams that specialize in serving individuals and families. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms. 2014 Financial Times 400 Top Financial Advisors. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. Barron's Top Women Advisors Summit Attendees 2017-2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. PLANADVISER Top 100 Retirement Plan Advisers 2019. This ranking 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. 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 evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: napa-net.org (October 2015) awarded in 2015. Source: napa-net.org (March 2019) awarded in 2019. 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 (October 2021) awarded in 2021. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Large cap growth funds typically have an above-average price-to-earnings ratio, price-to-book ratio, and 3-year sales-per-share growth value, compared to the S&P 500 Index. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. 401kWire's 300 Most Influential DC Advisors 2011. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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 amount of time until the allotted money is needed. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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: Source: planadviser.com (May 2013) awarded in 2013. Portfolio characteristics also provide a breakdown of the funds assets in the three major asset classes: stocks, bonds and cash. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 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. 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 be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Rolling commodities index composed of futures contracts on 19 physical commodities traded on U.S. exchanges with the exception of aluminum, nickel and zinc, which trade on the London Metal Exchange. Help keep more of your returns and potentially reduce tax liability with a tax-managed investment portfolio. Investment managers use it as a measure of the firms profitability. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investing in these countries is perceived as more risky because they may not be as politically and/or economically stable as countries in the Developed Markets. 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. Can also include preferred stock. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Rankings are based on the opinions of SHOOK Research LLC 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 SHOOK Research LLC for placement on its rankings. Represents the average quarterly total returns of the manager relative to its benchmark. Financial Plannings Top 40 Under 40 2022. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Indicate representative stocks that comprise significant percentages of the funds investments. Composed of publicly issued, fixed rate, non-convertible domestic debt in three major classifications: industrial, utility, financial, as well as the domestic debt of the U.S. Government of any agency thereof. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. Annualized percentage change between the most recent actual fiscal year EPS and the 5-year EPS consensus forecast from I/B/E/S, a database of analysts estimates of future earnings for publicly traded companies. For more information on ranking methodology, go to www.WCorg.com. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. The smaller bank has about 150 high-end advisors who will join JPMorgan's brokerage business unit . Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. 2018 Forbes America's Top Women Wealth Advisors. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. 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. For more information, see www.SHOOKresearch.com. While not strictly defined, includes countries that (1) possess a per capita Gross Domestic Product substantially higher than the average for Emerging Markets; (2) hold fewer government-imposed barriers to foreign investment; and (3) have more strict regulatory environments. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating. 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. Morgan Stanley Emerging Equity Markets Free Gross Dividend Index. 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. 2017 Financial Times 400 Top Financial Advisors. The return on an investment, not adjusted for the effect of inflation. This ranking is not indicative of the Financial Advisors future performance. Nominees must be women retirement plan advisors with their own book of business. Barron's Top Women Advisors Summit Attendees 2020. Cash payment made by a company to stockholders. 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. 2020 NAPA Top DC Advisor Multi-Office Firms. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. 2020 Forbes Best-In- State Wealth Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 1/26/2022. 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 is not indicative of the Financial Advisors future performance. The rating is not indicative of the Financial Advisors future performance. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons Winners Circle Top Advisors Summit 2013. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Before you pack your bags, read these essential money tips. 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. These criteria are utilized for each of the categories in which this award is given. The Credit Index includes publicly issued U.S. corporate and foreign debentures and secured notes that meet specified maturity, liquidity, and quality requirements. For more on methodology please go to www.ft.com/reports. 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. 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. This award was issued in 2014 and based on the evaluation process below. 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 (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. Nominees must be women retirement plan advisors with their own book of business. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. 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: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. For more information, see www.SHOOKresearch.com. Citigroup Non-U.S. Government Bond Index (Un-Hedged). This ranking is not indicative of the Financial Advisors future performance. REP. Magazine Top 50 Wirehouse Women 2014. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Along with his team of professionals, Darren develops and implements comprehensive wealth planning strategies for his clients, their families, foundations and businesses. 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 risk associated with a change in market interest rates and the associated change in the price of a security. 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. Morgan Stanley Private Wealth Management Palm Beach Florida $50M $28.7B $100M-5B $50M-2B 5. Refers to a fund managers general discipline and philosophy that is employed during the investment decision making process. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. For more information, see www.SHOOKresearch.com. Enhancing Financial Wellness enables your workforce to do their best work. Source: napa-net.org (October 2020) awarded in 2020. An average of the reinvested performance of funds that invest primarily in U.S. dollar and non-U.S. dollar debt securities located in at least three countries, excluding the United States, except in periods of market weakness. Multicap funds typically have 25% to 75% of their assets invested in companies strictly outside of the U.S. with market capitalizations (on a 3-year weighted basis) above 400% of the 75th market capitalization percentile of the S&P/Citigroup World ex-U.S. Broad Market Index. Additionally, Eithne is responsible for equity and fixed income trading execution and has worked at Morgan Stanley for over 10 years. 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. 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. We also congratulate the Morgan Stanley teams named to the 2022 Barron's Top 100 Institutional Consulting Teams and Top 100 Private Wealth Management Teams rankings more than any other firm. Formulation of Tax, Trust and Estate Strategy. This ranking 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. For more information, see www.SHOOKresearch.com. Source: planadviser.com (May 2018) awarded in 2018. 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 2016 - Dec 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. Average of the reinvested performance of funds that invest at least 65% of their assets in municipal debt issues in the top four credit ratings. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: planadviser.com (May 2018) awarded in 2018. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. Many investors see Alpha as a measurement of the value added or subtracted by a fund manager. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). A representative sample of 500 leading companies in leading industries of the U.S. economy. 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 Barron's during the period from Dec 2017 - Dec 2018 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. 2013 Financial Times 400 Top Financial Advisors. For more information, see www.SHOOKresearch.com. Companies that invest in financial wellness have an opportunity to: Measuring your financial wellness programs success often requires a holistic view. 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 Mar 2011 - Mar 2012. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Generally, highly diversified portfolios have higher R2 percentages. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes.
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