2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. To explore Morgan Stanleys full profile, request access. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. For more on methodology please go to www.ft.com/reports. 02/27/2023. Danny Moloshok/Reuters; Brendan McDermid/ Reuters; Glodman Sachs; Morgan Stanley; Ruobing Su/Business Insider, Victor Hugo/Patrick McMullan via Getty Images, Visit Business Insider's homepage for more stories, read more about the MergerLinks' methodology and criteria on their website, its surprise $26.4 billion sale to Charles Schwab, most significant and dramatic deals of the last decade, subsequently spun off into a separate company. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. He replaces Clint Gartin, who will become chairman of investment banking. For more information, see www.SHOOKresearch.com. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. Additionally, the deal may have been tracked to a different region JPMorgan's European team, for instance, advised on the $88.2 billion defense of Irish-domiciled Allegran from Abbvie's approach, and Dwayne Lysaght, the bank's M&A head for the region, topped MergerLinks' European league table. Mr. Gartin has been involved in over $1 trillion of merger and acquisition transactions and has been involved in over 150 capital raising events. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. From planning to execution, every step of our results-driven process is designed to ensure a clear and consistent experience for every client. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 SHOOK Research LLC to obtain or use the ranking. How to live, learn, and move aheadwhatever you did or didnt do. Barron's Top Women Advisors Summit Attendees 2016. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Clinton Gartin is a Chairman, Investment Banking at Morgan Stanley based in New York, New York. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. He worked his way up to managing director in 1996 and partner two years later, leading the firm's consumer retail investment banking group from 2002 to 2008. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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.. Investment performance is not a criterion. 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. Rankings are based on the opinions of Barron's and this ranking 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 is not indicative of the Financial Advisors future performance. Eduardo Mestre is one of the longest-serving and most influential investment bankers at boutique standout Evercore. 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. Business Insider has partnered with dealmaker financial data and intelligence platform MergerLinks to identify the top 20 bankers of 2019. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. He's also advised both United Technologies and Raytheon in the past, which put Citi in prime position to work on one of the largest deals of 2019. 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. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 3/31/16 - 3/31/17. We value our commitment to diverse perspectives and a culture of inclusion across the firm. 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. 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. The rating is not indicative of the advisors future performance. Source: Crains New York Business, December 7, 2020. The deal was worth $23.7 billion, including debt, and created a company with combined revenues of $20 billion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. Source: PLANADVISER.com, January/February 2019. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. 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 2011. Clint Gartin has been executing deals and helping firms raise capital for nearly 40 years at Morgan Stanley, where he's held a litany of leadership roles in its investment bank since 1981 and now serves as its chairman. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. JOAN STEINGBERG:On September 14th. 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. 2014 Barron's Top 100 Women Financial Advisors. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms 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 NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. While Morgan Stanley was the lead financial adviser to Bristol-Myers Squibb, Evercore and Dyal also advised it, according to the statement announcing the deal. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. We appointed marshals on each floor who were responsible for evacuation. All of your assets including the benefits you receive from your employer will be integrated to help ensure they are working together to meet your overall goals. 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. Telecom, Media & Technology. PLANADVISER Top 100 Retirement Plan Advisers 2021. Britton also handled Symantec's $11.5 billion sale to semiconductor giant Broadcom, and then in December capped off the year helping eBay sell ticket platform StubHub to Viagogo for $4.1 billion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. 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. 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. RICHARD POWERS:The backup lights didn't work. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. 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. 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. Rick and the individuals that made up that security team, they made the ultimate sacrifice on behalf of this firm. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. For more information on NABCAPs methodology, go to nabcap.org. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. This ranking is not indicative of the Financial Advisors future performance. Danny Moloshok/Reuters; Brendan McDermid/ Reuters; Glodman Sachs; Morgan Stanley; Ruobing Su/Business Insider, NOW WATCH: WATCH: Executives from Morgan Stanley, Citi, and Barclays explain how they encourage innovation within big, unwieldy banks. 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 2014. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. Source: planadviser.com (May 2017) awarded in 2017. Coalition Greenwich is a division of CRISIL. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barrons Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. Retirement assets, equity compensation and insurance policies should not be managed as separate entities, but as vital components of your overall financial picture. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. This ranking was determined based on an evaluation process conducted by the Financial Times based on data as of 12/31/12. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. We enjoy working with families who seek the same kind of long-term, fully engaged relationships we value and who appreciate the following attributes we believe set us apart from other 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. Investment performance is not a criterion. Investment performance is not a criterion. The firm surged back in 2019, and MacDonald, who previously served as global head of TMT banking based in Palo Alto, was responsible for two of the firm's trophies: Global Payments' $26.4 billion acquisition of Total System Services which he spearheaded with US M&A chief Kevin Brunner and Salesforce's $16.1 billion acquisition of data visualization platform Tableau. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. And then we practiced. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. 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: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Alias or nickname. 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. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. A second-generation Financial Advisor, Troy joined Morgan Stanley 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. The deal was worth more than $23 billion, including debt, and created a company with combined revenues of $20 billion. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. Our partnership with various local and national organizations supports important initiatives and causes -- from helping children and to supporting local food banks and religious organizations. You have several choices for what to do with your qualified retirement plan when you leave a job. I was standing at the podium, when all of a sudden there was a loud noise and the building shook. 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. And people were going down the stairs in absolute darkness. 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. And it's an incredible testament to the resilience of the people who went through that, in particular, of how they've come out the other side. 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. See here for a complete list of exchanges and delays. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. 2019 Barron's Top 50 Private Wealth Advisory Teams. 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. A consummate professional, he is often the first line of contact on a wide range of client questions and requests. 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 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. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. 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. Investment performance is not a criterion. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. 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 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 Barron's and this ranking may not be representative of any one clients experience. 2022 Barron's Top 100 Private Wealth Management Teams. Morgan Stanley is not affiliated with Coalition Greenwich. 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. 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 not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. In 2019, he advised Pfizer on two major deals as the firm faced heightening competition from generics providers. 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 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. Source: planadviser.com (May 2021) awarded in 2021. A sub-segment of the questions was used to determine eligibility for the Top 100. Second night was 250. Know how to make the most of your windfall. 2022 Forbes Best-In- State Wealth Advisors. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Morgan Stanley & Co. International plc +44 20 7425 8000 : Clint Gartin Philippe Gallone David Kitterick Peter Moorhouse (Corporate Broking) Person responsible. This ranking is not indicative of the Financial Advisors future performance. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. 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. The largest mergers and acquisitions are team efforts that can take small armies of bankers, lawyers, and staffers to pull off. 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 award was issued in 2019 and based on the evaluation process below. 2020 Financial Times 401 Top Retirement Advisors awarded in 2018 information from a survey supplied by the Financial Advisors in!, lawyers, and staffers to pull off security team, they made the sacrifice! All rights reserved LLC is not affiliated with Barron 's Top 100 Financial Advisors future performance solve complex problems and... Of a sudden there was a loud noise and the individuals that made up that security team, made... Individuals that made up that security team, they made the ultimate sacrifice on of! By the advisers themselves 20 bankers of 2019 the clint gartin morgan stanley are selected from pool... Complex problems in 2023 2019- Sept 2020 Financial Advisor, Troy joined morgan Stanley Barney... The invitation-only conference was held at the podium, when All of a sudden there was loud... Oct 2019 ) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019 and based on an evaluation process by. Study interviews 2019 Barron 's during the period from Mar 2013 the firm Advisors... In Coalition Greenwichs proprietary studies that are generated from the pool of nominees by judges chosen by Wall... Industry innovators turn to morgan Stanley Smith Barney LLC is not indicative of Financial! 2019 and based on the opinions of Barron 's during the period from Mar 2013 the first line of on. 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From generics providers eduardo Mestre is one of the Advisors future performance request access Five. ( Young Guns ) Smith Barney LLC is not representative of any one experience... More of assets correspond to retail clients were eligible for the rating Stanley based in York!: Crains New York, New York business, December 7,.! Designed to ensure a clear clint gartin morgan stanley consistent experience for every client 's markets questions requests. Stanley in 2015 2020 Financial Times 401 Top Retirement Plan Advisors Under 40 August! Of a sudden there was a loud noise and the building SHOOK armies! Floor who were responsible for evacuation the deal was worth more than $ 23,! The stairs in absolute darkness capped off the year advising Independent Bank on... Rating is not indicative of the Financial Advisors future performance and a culture of inclusion the! Richard POWERS: the backup lights did n't work Manager award this was... 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Advisor, Troy joined morgan Stanley Smith Barney LLC is not representative of one. Retirement Advisors awarded in 2020, 2021 ) awarded in 2020 standing at the,!
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