This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. PHIL PURCELL: It wasn't our building that got hit first. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2011 - Mar 2012. 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. 2021 Barron's Top 100 Institutional Consulting Teams. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/16 - 6/30/17. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. The deal was worth more than $23 billion, including debt, and created a company with combined revenues of $20 billion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. CLINT GARTIN:Leadership did a really good job of keeping people informed, reassuring people, trying to bring the firm back together to a place where we could be up and running and do business. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. 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 NAPA to obtain or use the ranking. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. With more than 75 years of combined experience, we provide highly customized advice and comprehensive wealth management services to successful individuals and families, business owners and retirees who reside in the greater Lansing area and across the country.*. No communications. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. 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. Heres why employers should help employees improve their financial health. 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. 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. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. Securities Agent: WI, WA, VA, PA, SC, OR, OH, TX, NY, NV, NJ, NE, NC, MS, MN, MA, KY, KS, IN, IL, MI, MD, ID, GA, FL, TN, DC, CO, CA, AL, AZ; General Securities Representative; Investment Advisor Representative. Source: planadviser.com (May 2021) awarded in 2021. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Investment performance is not a criterion. Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. He also advised Gardner Denver in its $7.8 billion merger with Ingersoll Rand's industrials unit, which was subsequently spun off into a separate company. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. As an experienced advisory team, we take a holistic approach to wealth management. 2022 Barron's Top 100 Women Financial Advisors. TITLE CARD: MORGAN STANLEY REFLECTIONS ON 9/11. Heres how our views diverge from the market. 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. RICHARD POWERS:I just ask every Morgan Stanley person who sees this to always remember the bravery of the people on 9/11. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. 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 the Financial Times in to obtain or use the ranking. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. IPOs and financings are not considered, nor are deals in other regions. Enjoy enhanced travel protection and avoid foreign transaction fees with a CashPlus Brokerage Account. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Stay up to date with what you want to know. 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. 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 story was originally published February 14, 2020. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. SOUND UP NEWS REPORTS: PLANE HITS NORTH TOWER AT 8:46AM, We have a breaking storyThere has been some sort of explosion, we dont fully know the detailsapparently a plane has just crashed into the World Trade Center here in New York City. 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 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. All told, 2,977 people died, including hundreds of first responders. CLINT GARTIN: 9/11 was obviously a horrible day. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. 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. 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. 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. For more on methodology please go to www.ft.com/reports. Source: planadviser.com (May 2017) awarded in 2017. 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 not indicative of the Financial Advisors future performance. 2021 Forbes Americas Top Next-Gen Wealth Advisors. 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. They hated me for that. A sub-segment of the questions was used to determine eligibility for the Top 100. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. 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 6/30/20 - 6/30/21. Chicagos Notable Financial Advisers 2018. Investment strategy is one of the most critical services we provide. Source: Barron's.com (April 2019) 2019 Barron's Top 100 Financial Advisors awarded in 2019. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. See how you can continue your career journey at Morgan Stanley. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. We have all efforts to track down everybody that we know who worked in the building.. Clinton Gartin did not respond to a request for comment on his role, while Christopher Gartin declined to comment through a Citigroup spokeswoman. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Investment performance is not a criterion. Such deals are months in the making, but Boublik's announced deals in June sealed his spot as the No. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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: 2018 Forbes America's Top Wealth Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. This ranking is not indicative of the Financial Advisors future performance. Mr. Alias or nickname. Across all our businesses, we offer keen insight on today's most critical issues. 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 (May 2014) awarded in 2014. 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. Source: PLANADVISER.com, January/February 2019. 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 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 Advisers paid a fee to PLANADVISER 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Coalition Greenwich Quality Leader Award 2021. So many lives were saved. CLINT GARTIN:9/11 was obviously a horrible day. Contact me to learn more or click here. 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. PHIL PURCELL: People forget that the World Trade Center was bombed in 93, and it was way underreported how bad it was. Dunne, who helped rebuild Sandler after it lost 66 partners in the terrorist attacks on the World Trade Center towers in 2001, started off the year advising Oaktree Capital on its $4.9 billion sale to Brookfield Asset Management. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. 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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. Paul is involved in all aspects of client service from onboarding new clients, to executing fund and wire transfers, to assisting our advisory in a broad array of tasks and projects. Heres one method that provides flexibility and can help maximize your impact. 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 not indicative of the Financial Advisors future performance. MergerLinks told BI that in some cases, especially with bulge-bracket banks, they're unable to confirm a lead role on the deal, or whether the bank primarily served as a debt provider rather than financial adviser. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. The Morgan Stanley Blue Cash Preferred American Express Card. The families affected, the children who lost their parents, the colleagues who went through the trauma. Clint Gartin is the Chairman of Investment Banking at Morgan Stanley. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Investment performance is not a criterion. 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. Neither Morgan Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. 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. This ranking is not 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. 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