Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. Self-nominations are not accepted. Rankings are based on the opinions of SHOOK Research LLC 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. REP. Magazine Top 50 Wirehouse Women 2014. See how you can continue your career journey at Morgan Stanley. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. Kanna Ravikulachandran 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 9/30/20 - 9/30/21. 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. 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams ranking awarded in 2019. 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. 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. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. Barron's Top Women Advisors Summit Attendees 2020. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. As the current Complex Administrator for the Central New Jersey Complex, Antoinette provides exceptional service to Financial Advisors and Support Service Professionals. 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. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. Ken,' 'Speechless', https://en.wikipedia.org/w/index.php?title=Jonathan_Slavin&oldid=1141017171, This page was last edited on 22 February 2023, at 23:15. Investment performance is not a criterion. 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. London, England, United Kingdom. jonathan slavin morgan stanley. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. Krystal Barker Buissereth Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. Yeyin Jiang This ranking is not indicative of the Financial Advisors future performance. She began her career in an entry level position at Morgan Stanley while pursuing her B.S. 2023 Barron's Top 100 Women Financial Advisors. Allen Merrill Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating may not be representative of any one clients experience and 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. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. 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. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2014 Barron's Top 100 Women Financial Advisors. 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. Matt Brandt Investment performance is not a criterion. 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 9/30/21 - 9/30/22. FINRA. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. 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. 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. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Investment performance is not a criterion. 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 Mar 2010 - Mar 2011. Erin transitioned to Blackrock in Princeton, NJ as an Investment Management Consultant covering the Greater Boston & San Francisco areas. 2008 Barron's Top 100 Women Financial Advisors. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. It was standing room only in Cheshire Hall for the Alumni Speaker Series' presenter Jon Slavin '92, Global Head of Equity and Trade at Morgan Stanley. For more information, see www.SHOOKresearch.com. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2016 - Mar 2017. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. PLANADVISER Top 100 Retirement Plan Advisers 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 2016 Barron's Top 30 Institutional Consultants. status, investment goals and advisor preferences, which are all important topics to consider when Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. View the complete list of the Operating Committee members and their leadership roles across the firm. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. These criteria are utilized for each of the categories in which this award is given. 2017 Forbes America's Top Wealth Advisors. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2007 - Sept 2008. For more on methodology please go to www.ft.com/reports. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. Prashanth Challa Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. jonathan slavin morgan stanley. Meet one of our Financial Advisors and see how we can help you. Source: napa-net.org (October 2022) awarded in 2022. Jonathan Wallace Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. 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. NABCAP Premier Wealth Advisors (5-Star Local List). The rating 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 2014 - Dec 2015. This ranking is not indicative of the Financial Advisors future performance. Kalli Dircks Scott Kravitz Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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: 2018 Forbes America's Top Wealth Advisors. A sub-segment of the questions was used to determine eligibility for the Top 100. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This award was issued in 2013 and based on the evaluation process below. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. in Business Administration and Marketing from Delaware State University. Individuals are judged based on qualitative information collected from the nomination form, and potentially from interviews with the Award Committee. 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 the Financial Times during the period from 6/30/15-6/30/18. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2020 Barron's Top 50 Institutional Consulting Teams. SmartAsset is not a client of the aforementioned 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. To report any data inconsistencies or errors, please contact This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. Provider of investment management services. 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 Dec 2012 - Dec 2013. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 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. Meet one of our Financial Advisors and see how we can help you. 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 Barron's to obtain or use the ranking. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Chicagos Notable Financial Advisers 2018. 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. Investment performance is not a criterion. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. Nominees must be women retirement plan advisors with their own book of business. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. Morgan Stanley is differentiated by the caliber of our diverse team. These criteria are utilized for each of the categories in which this award is given. You can help Wikipedia by expanding it. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Nikhil Awasthi This ranking is not indicative of the Financial Advisors future performance. 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 value our commitment to diverse perspectives and a culture of inclusion across the firm. Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2016- Sept 2017. Claudia Celeste Tropp Rosina Palopoli Source: napa-net.org (October 2021) awarded in 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013.
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