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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 3/31/23. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Rankings are based on the opinions of Barron's 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 NAPA during the period from Aug 2021 Aug 2022. Source: napa-net.org (October 2022) awarded in 2022. On Wall Streets Top 75 Branch Managers 2018. 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. 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. 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. 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. [1], Slavin portrayed illustrator Byron Togler on the Fox network's sitcom Andy Richter Controls the Universe, Ogo on the CGI animated show Robot and Monster, and scientist Phil Myman on ABC's sitcom Better Off Ted. 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. See how you can continue your career journey at Morgan Stanley. For more information on ranking methodology, go to www.WCorg.com. Matt Strom Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. Investment performance is not a criterion. 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. jonathan slavin morgan stanley. business relationships that might exist between SmartAsset and the named financial professional and This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2014 - Mar 2015. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. which it authorizes the use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. 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 Dec 2008 - Dec 2009. Of its 2,129,899 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. 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 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 Barron's. This ranking is not indicative of the Financial Advisors future performance. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). Lillian Lou 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. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. 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. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. For more on methodology please go to www.ft.com/reports. Ayokulehin Onabule The named financial professional and firm have not reviewed, approved, or endorsed this profile and ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. 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. choosing a financial advisor. Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The shares were sold at an average price of $101.05, for a transaction totalling $1,860,734.70. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. See how you can continue your career journey at Morgan Stanley. View the Board Meet Our Operating Committee Slavin has also had guest roles on series such as Dharma & Greg, Castle, Grey's Anatomy, My Name Is Earl, Summerland, Friends, Grimm, Weeds, Wings, ER, Chicago Hope, Ugly Betty, CSI: Crime Scene Investigation, Bones, Better with You, Raising Hope, The Finder, Grace and Frankie and Friends with Better Lives. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. He held numerous roles there including Client Associate and Financial Advisor. jonathan slavin morgan stanleyjeff buckley rare photosjeff buckley rare photos Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Slevin works at Morgan Stanley. Investment performance is not a criterion. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's future performance. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. Source: planadviser.com (May 2011) awarded in 2011. For more on methodology please go to www.ft.com/reports. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Martin Vergara Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. A sub-segment of the questions was used to determine eligibility for the Top 100. 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 SHOOK Research LLC 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 NAPA to obtain or use the ranking. Jonathan Slavin: Business Profiles | ZoomInfo.com Leads By Industry Top Companies Solutions Contact & Company Search Sales Automation Conversation Intelligence Workflows Cross-Channel Advertising Buyer Intent Insights Website Chat Web Form Enrichment Data-as-a-Service Data Management Data Enrichment API & Webhooks This ranking is not indicative of the Financial Advisors future performance. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. She resides in Millburn NJ with her husband Eric, her son Ryan, and rescue dog Bailey. 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. 2013 Barron's Top 100 Women Financial Advisors. REP. Magazine Top 50 Wirehouse Women 2014. 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. Nominated advisors are then asked to complete an extensive survey. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/20 - 9/30/21. This exclusive conference is designed to promote best practices and generate new ideas across the industry. best tattoo shops in orange county / nepal covid restrictions / jonathan slavin morgan 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. 401kWire's 300 Most Influential DC Advisors 2011. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. Description. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. Antoinette Robinson has over 32 years of experience in financial services joining Morgan Stanley in 2012 after 23 years of service at RBC Wealth Management. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more on methodology please go to www.ft.com/reports. Source: napa-net.org (November 2020) awarded in 2020. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. He would go on to serve as co-chief operating officer of the institutional securities group and co-head of wealth management before taking on the role he is being promoted from, managing director. 2018 Forbes Best-In- State Wealth Advisors. Source: planadviser.com (May 2018) awarded in 2018. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominees must be women retirement plan advisors with their own book of business. We Are Morgan Stanley | We Are Central New Jersey | Dedicated to giving back to the communities where we live and work. 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: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Sean Yang Subscribe Now. Investment performance is not a criterion. 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. 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. 2019 Barron's Top 1,200 Financial Advisors: State-by-State. 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 2013. All credentials and designations are verified and nominee compliance records are verified. Morgan Stanley Investment Management. 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 Working Mother Magazine (the publisher) during the period from 3/31/17 - 3/31/18. Nikhil Awasthi Victoria Eckstein 2016 Barron's Top 30 Institutional Consultants. 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. This ranking is not indicative of the Financial Advisors future performance. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Coalition Greenwich Quality Leader Award 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. 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. This award was issued in 2017 and based on the evaluation process below. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. 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. 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 Dec 2007 - Dec 2008. For more information, see www.SHOOKresearch.com. See how we can help you work toward your goalseven as they evolve over years or generations. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. Matteo Benedetto 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. Assets under management are as of the end of the first quarter 2014. 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 Dec 2013 - Dec 2014. Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2018. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. These criteria are utilized for each of the categories in which this award is given. NewYork-Presbyterian Morgan Stanley Childrens Hospital is consistently ranked among the top childrens hospitals in the country. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. Nominees must be women retirement plan advisors with their own book of business. Source: napa-net.org (March 2021) awarded in 2021. 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. 2023 Barron's Top 1,200 Financial Advisors: State-by-State. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. 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. Chris Gaglione is a First Vice President and Complex Business Service Officer for the Central New Jersey Complex. This award was issued in 2012 and based on the evaluation process below. 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. 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 SHOOK Research LLC to obtain or use the ranking. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. 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: PLANADVISER.com, July 2021 The "PLANADVISERS 2021 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Investment performance is not a criterion. FINRA. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. Janemarie Eichhorn 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. This ranking is not indicative of the Financial Advisors future performance. Stay abreast of the latest trends and developments. New York Morgan Stanley has announced the appointment of 171 Managing Directors. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2020 - Mar 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. in Finance at Montclair State University. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. 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. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Michele Mattison 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 NAPA during the period from Aug 2019 Aug 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. For more information, see www.SHOOKresearch.com. Sara Vicente 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. Graduates from Social Relations who specialized in clinical, social, developmental, are included. For more information, see www.SHOOKresearch.com. 2019 Barron's Top 50 Institutional Consultants. This ranking is not indicative of the Financial Advisors future performance.
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