He is an actor and director, known for Santa Clarita Diet (2017), Speechless (2016) and Better Off Ted (2009). 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. With the Morgan Stanley Mobile App, youll have the freedom to manage your investments and instantly access a suite of personal cash management tools. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. For more information on ranking methodology, go to www.WCorg.com. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. no special treatment or consideration in SmartAssets profiles. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research 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. Slevin maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Kentucky. 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. 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 2017 and based on the evaluation process below. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. 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. Song Yang Lee 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. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms. 2021 Barron's Top 100 Women Financial Advisors. Diana Doyle 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. Claudia Celeste Tropp Holger Schmidt 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 6/30/15 - 6/30/16. 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. Robert DiTrapano See how you can continue your career journey at Morgan Stanley. The player is aged 18 or 19 and has played 10 or more NHL games in the respective season The player is aged 20 or older and has played 10 games in a professional league, while under an NHL SPC Due to the 2019-20 season being shortened by COVID, a pro-rating for the professional games requirement was applied as follows: [5], Slavin is Jewish. Source: planadviser.com (May 2011) awarded in 2011. 2019 NAPA Top DC Advisor Multi-Office Firms. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. Stephan Kessler This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2016 - Mar 2017. Our matching tool has connected more individuals with financial advisors In addition to study interviews, the award is based on other criteria including assets under management and industry 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Prashanth Challa Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Barron's Top Women Advisors Summit Attendees 2016. 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: 2016 Forbes America's Top Wealth Advisors. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. 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. 2023 Barron's Top 1,200 Financial Advisors: State-by-State. For more information, see www.SHOOKresearch.com. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. From there she progressed into a Complex Risk Officer role,and now into her current role as a Senior Complex Risk Officer. 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. Investment performance is not a criterion. River Chien 2023Morgan Stanley. 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 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. 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. Get the latest and most accurate trading card values and sets info for 2020-21 The Cup Hockey sports cards. 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. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. 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: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. O-Pee-Chee perennially features the most comprehensive . The advisory firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/19 - 3/31/20. 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. Dmitriy Barskiy 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: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Morgan Stanley is not affiliated with Coalition Greenwich. 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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. Laurence Bortner 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. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Jonathan Slavin (born November 8, 1969) is an American actor and activist. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. in Business Administration and Marketing from Delaware State University. 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 9/30/19 - 9/30/20. Investment performance is not a criterion. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. you who suit your needs. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Yoshi Takatsuki Source: napa-net.org (October 2017) awarded in 2017. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: napa-net.org (October 2021) awarded in 2021. For more information, see www.SHOOKresearch.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. For more on methodology please go to www.ft.com/reports. 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. Source: napa-net.org (October 2022) awarded in 2022. all available advisors and firms and matches based on specific criteria (investable assets, Meet Our Board of Directors Learn more about each of the 15 members on the firm's board and their backgrounds. Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER to obtain or use the ranking. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. 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. 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. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Kristi Dugan Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. Henrique Carneiro Source: Forbes.com (July 2017) 2017 Forbes Top 500 Next Generation Wealth Advisors ranking awarded in 2017. Rankings are based on the opinions of Barron's 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. Colton Sissons Warren Foegele; NSH: Team: EDM: C: Position: L: 137: GP: 129: 1644:18: TOI: 1496:25 The rating may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. Source: planadviser.com (May 2015) awarded in 2015. 2020 Forbes America's Top Women Wealth Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. SmartAssets See how you can continue your career journey at Morgan Stanley. Barron's Top Women Advisors Summit Attendees 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. He shared his experience here at Franklin Pierce and in the business world and led a discussion about business trends. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. mckinnon, da'jah. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). 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. 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. Guilherme Marques Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Underpinning all that we do are five core values. 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 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. Martin Vergara 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. Source: ft.com (Mar 2015) 2015 Financial Times 400 Top Financial Advisors awarded in 2015. 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 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. Oneg Lamed 2009 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Matt Strom ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Investment performance is not a criterion. Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors ranking 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. Fee types billed by Morgan Stanley most likely include any blend of asset-based, fixed, commission-based and other fees. 2010 Barron's Top 100 Women Financial Advisors. For more on methodology please go to www.ft.com/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. This ranking is not indicative of the Financial Advisors future performance. 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. 2023 Forbes Best-In-State Wealth Management Teams. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Eden Kidner Slevin works at Morgan Stanley. 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. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. This ranking is not indicative of the Financial Advisors future performance. Robin Liang Zhao. Investment performance is not a criterion. These criteria are utilized for each of the categories in which this award is given. 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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the United States, This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). 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. Carla Noriega 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. geography, and willingness to work with a remote advisor). Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. There are no guarantees that working with an adviser will yield positive returns. 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. 2008 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. REP. magazines Top 50 Wirehouse Women, October 1, 2014. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Allison Lucchese 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: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. Rabbi Lord Jonathan Sacks(108) Dr. Benjamin Safirstein(1) Rabbi Mendel Samuels(2) Professor Jonathan Sarna(48) Mr. Charles Saul(1) Yisrael Schachter(1) Mrs. Fruma Schapiro(2) Professor Lawrence Schiffman(17) Mrs. Eva Schloss(2) Judge Jack B. Schmetterer(1) Rabbi Arthur Schneier(1) Rabbi Yitzchak Schochet(147) Mr. Ari Schonbrun(1) Mrs. Anita . 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. A financial advisor's fees largely vary depending on which services are offered. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. 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 Barron's to obtain or use the ranking. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. "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. Jonathan Slavin was born on 11 August 1969 in North Carolina, USA. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. He is also a vegan and animal rights activist, with a large menagerie of adopted pets.[7]. This ranking is not indicative of the Financial Advisors future performance. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association.