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 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. 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. 2017 Financial Times 400 Top Financial Advisors. Source: napa-net.org (November 2022) awarded in 2022. CLINT GARTIN:9/11 was obviously a horrible day. Nominees must be women retirement plan advisors with their own book of business. 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, 2018. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking is not indicative of the Financial Advisors future performance. 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 Sept 2020 - Sept 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. 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. And on the day, made sure that almost everybody got out. 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 sub-segment of the questions was used to determine eligibility for the Top 100. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. 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. 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. For more information, see www.SHOOKresearch.com. 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. 2015 Barron's Top 100 Women Financial Advisors. Jimmy Dunne, the cofounder and longtime head honcho behind Sandler O'Neill, had one of the busiest years among dealmakers. A second-generation Financial Advisor, Troy joined Morgan Stanley in 2015. Participants attended workshops, 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 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. Investment performance is not a criterion. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Rick and the individuals that made up that security team, they made the ultimate sacrifice on behalf of this firm. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. See here for a complete list of exchanges and delays. This ranking is not indicative of the Financial Advisors future performance. As a global financial services firm, Morgan Stanley is committed to technological innovation. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. Investment performance is not a criterion. Clinton Gartin, a chairman of investment banking at Morgan Stanley, advised Bristol-Myers Squibb. 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. 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 PLANADVISER or ISS Media to obtain or use the ranking. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Bank of America, whose investment bank had a comeback year after a dreary 2018, had the second-most, with three. Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For most U.S. families, the holidays are all about gathering around the fireplace, overeating at festive dinners, and playing the occasional board game. 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 invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. 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 ISS Media during the period from 1/1/14 12/31/14. 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. From our origins as a small Wall Street partnership to becoming a global firm of more than 60,000 employees today, Morgan Stanley has been committed to clients and communities for 85 years. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. All quotes delayed a minimum of 15 minutes. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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 is not indicative of the Financial Advisors future performance. Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors ranking awarded in 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. We were one of the first firms to be truly ready to resume trading on the New York Stock Exchange. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Morgan Stanley's ISS Governance QualityScore as of February 1, 2023 is 7. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Patrick is a Workplace Advisor - Equity Compensation, and founding partner of The Cowdrey Bruntjens Group at Morgan Stanley, a highly skilled advisory team located in East Lansing, MI. 2018 Financial Times 401 Top Retirement Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Click here to check out the full list, available exclusively to BI Prime subscribers. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Goldman Sachs' top fintech banker kept busy in 2019. Like all the bankers involved, the Gartins are in line for a big payout if the deal closes. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. 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. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. 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. 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. These criteria are utilized for each of the categories in which this award is given. Smith joined the firm from Morgan Stanley in 2005 as a managing director and was promoted to partner three years later. This ranking is not indicative of the Financial Advisors future performance. 2023 Barron's Top 100 Women Financial Advisors. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. 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 the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Telecom, Media & Technology. 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 (November 2014) awarded in 2014. Gido, who joined the firm as an associate in financial institutions banking in 2001 and was promoted to partner in 2014, kicked off the year advising FIS on its $42.2 billion acquisition of ecommerce and payments firm Worldpay. Morgan Stanley is differentiated by the caliber of our diverse team. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. 2023 Barron's Top 1,200 Financial Advisors: State-by-State. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2016 - Mar 2017. 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. 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. named John Collins as the co-head of its global healthcare banking group, according to an internal memo on Wednesday. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. The list features some of the biggest names in investment banking, from giants like Morgan Stanley all the way down to boutiques with fewer than 20 employees. Investment performance is not a criterion. Clinton Gartin did not respond to a request for comment on his role, while Christopher Gartin declined to comment through a Citigroup spokeswoman. Source: planadviser.com (May 2014) awarded in 2014. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Which isto get out. Early in the year, he helped sell HR technology firm Ultimate Software to a consortium of bidders for $11 billion. This ranking 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 Sept 2016- Sept 2017. 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. Source: napa-net.org (March 2019) awarded in 2019. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. 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. 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 9/30/16 - 9/30/17. Christopher Gartin, a director in the healthcare investment banking team at Citigroup, advised Celgene, according to people familiar with the deal. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. The invitation-only conference was held at The Breakers in Palm Beach, FL. 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. 2019 Barron's Top 50 Private Wealth Advisory Teams. Check the background of Our Firm and Investment Professionals on. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. Business Insider has partnered with MergerLinks, a financial intelligence platform that tracks deals and individual bankers, to present "The Rainmakers," a league-table ranking of the top-20 M&A bankers based on the size of the deals they orchestrated in North America in 2019. This ranking is not indicative of the Financial Advisors future performance. 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. 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 3/31/18 - 3/31/19. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The number of individuals contacted varies based on the size of the local market. But at the very top, there's usually a battled-tested senior banker, a deal marshal providing vision, strategy, and critical advice that can make the difference between a transaction's success or failure. 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. Marshall Smith is the top healthcare investment banker at Goldman Sachs, a post he's held since 2013. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 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 SHOOK Research LLC for placement on its rankings. This ranking is not indicative of the Financial Advisors future performance. IPOs and financings are not considered, nor are deals in other regions. 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. 2014 Barron's Top 100 Women Financial Advisors. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. BOB SCOTT:We made sure that we had computers up to support all the operations of our sales and trading. 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. 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. Know how to make the most of your windfall. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. 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 3/31/22 3/31/23. For more on methodology please go to www.ft.com/reports. ROB ROONEY:We were really just incredibly fortunate that Rick was the leader that he was, preparing the organization for such an event. Along with Michael Carr, Goldman's cohead of global M&A, Smith helped advise Pfizer on its decision to merge its off-patent division Upjohn with Mylan, the generics manufacturer best known for its EpiPen treatment. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 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. 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 2012. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 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. 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. In January 2019, Carr advised Newmont Mining Corporation on its $12.9 billion acquisition of Goldcorp, a Canadian gold production operation. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. We value our commitment to diverse perspectives and a culture of inclusion across the firm. 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 NAPA to obtain or use the ranking. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. His clients include some of the largest companies in the world. Source: planadviser.com (May 2017) awarded in 2017. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Paul is a Client Service Associate at The Cowdrey Bruntjens Group. RICHARD POWERS:I just ask every Morgan Stanley person who sees this to always remember the bravery of the people on 9/11. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The deal was worth $23.7 billion, including debt, and created a company with combined revenues of $20 billion. 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. Alongside many other companies who had offices in the World Trade Center, Morgan Stanley suffered personal losses that day. The largest mergers and acquisitions are team efforts, but at the very top, a battled-tested senior banker provides critical advice that can make the difference in a transaction's success or failure. This ranking is not indicative of the Financial Advisors future performance. RICHARD POWERS:The backup lights didn't work. BOB SCOTT: The morning of 9/11 was a beautiful, crisp, early fall morning, bright blue sky. I rode down to the World Trade Center because I had to give a talk down there. They were relentless in getting the teams to practice. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Source: napa-net.org (March 2022) awarded in 2022. 2 M&A banker in North America for 2019.
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