Paul is a Client Service Associate at The Cowdrey Bruntjens Group. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. NABCAP Premier Wealth Advisors (5-Star Local List). By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships. 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. PHIL PURCELL: It wasn't our building that got hit first. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. As a well-established family wealth management practice, we understand the importance of family and the need for financial security. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. 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: 2019 Forbes America's Top Wealth Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2015 Financial Times 401 Top Retirement Advisors. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. Nominated advisors are then asked to complete an extensive survey. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. "In fact, in some sectors we can count on one hand the senior bankers that truly differentiate themselves and their firms with clients.". 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. Source: planadviser.com (May 2016) awarded in 2016. Source: napa-net.org (November 2014) awarded in 2014. The rating is not indicative of the Financial Advisers future performance. 2020 Forbes America's Top Wealth Advisors. He also advised Genomic Health on its $3 billion sale to fellow diagnostics company Exact Sciences. Contact our team to learn more or click here for more details. This ranking is not indicative of the Financial Advisors future performance. Weinberger still gets league table credit for the deal, according to MergerLinks methodology, helping him crack the top-10 for 2019. 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. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. Across all our businesses, we offer keen insight on today's most critical issues. This award was issued in 2021 and based on the evaluation process below. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Institution, Government Entity, Foundation or Endowment, Understanding Your Retirement Plan Options When You Leave a Job, 7 Investment Ideas That Could Drive Markets in 2023, Planning for Life After Selling a Business, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, Why Employee Financial Health is Good Business, 4.00% Annual Percentage Yield Preferred Savings, Start The New Year Off With A Complete Financial View, Help Improve Your After-Tax Returns with Tax Management Services, 2023 Global Macro Outlook: Inflation Peaks, Growth Slows. 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. 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 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 PLANADVISER or ISS Media to obtain or use the ranking. 2022 Barron's Top 100 Private Wealth Management Teams. 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. And at the same time it was a moment where the firm really came together. Christopher Gartin, a director in the healthcare investment banking team at Citigroup, advised Celgene, according to people familiar with the deal. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. 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. RICHARD POWERS:When that building went down, we had 27 hundred people in there, we thought they were all in there. BOB SCOTT: We walked out on the street, and you could look up in the sky and see dark smoke billowing out of the building. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: On Wall Street "The Top 75 Branch Managers," September 04, 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. Assets under management are as of the end of the first quarter 2014. 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. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. The financial-services specialist capped off the year advising Independent Bank Group on its $5.5 billion sale to Texas Capital in December. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. And eventually it was down to 13. 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 Barron's during the period from Mar 2022 - Mar 2023. 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. 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. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. He has held a number of roles within the firm, including chief administrative officer of investment banking and. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. This ranking is not indicative of the Financial Advisors future performance. Research Magazine's 130 Top-Ranked Advisor Teams in America. Source: planadviser.com (May 2015) awarded in 2015. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 2023 Barron's Top 100 Women Financial Advisors. The Gartins were just two of many bankers advising Bristol-Myers Squibb and Celgene, within their teams and among other investment banks involved. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Michael Boublik, a three-decade Morgan Stanley veteran, in 2019 executed two of the year's largest deals in two completely separate industries in the same month. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). 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. Gido's strong year was almost spent with a rival. Investment performance is not a criterion. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. 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. 2013 Barron's Top 100 Women Financial Advisors. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Paul Taubman founded his eponymously named boutique investment bank in 2014, following a 30-year run at Morgan Stanley, where he left as co-president of Institutional Securities. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Self-nominations are not accepted. 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 (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. This ranking is not indicative of the Financial Advisors future performance. Effron also brought together two of the preeminent luxury brands, advising Tiffany & Co. on its $16.9 billion sale to LVMH. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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. 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 6/30/19 - 6/30/20. This ranking is not indicative of the Financial 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 (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. 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 9/30/13 - 9/30/14. Early in the year, he helped sell HR technology firm Ultimate Software to a consortium of bidders for $11 billion. Morgan Stanley ranks No. 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. 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. Today he serves as co-chairman of M&A for the firm. 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. For more on methodology please go to www.ft.com/reports. Nominees must be women retirement plan advisors with their own book of business. ROB ROONEY:The miracle of 9/11 for our firm was the fact that the leadership team used their imaginations to understand that a terrible event causing everybody to have to get out of the tower in a hurrycouldhappen.

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