Erin Burke is a First Vice President and Associate Complex Manager of the Morgan Stanley Central New Jersey Complex. 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. Evolving-Hockey | xGAR Skater Tables Zainab Memon Jonathan Slavin (born November 8, 1969) is an American actor and activist. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. This ranking is not indicative of the Financial Advisors future performance. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. SmartAssets The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Investment performance is not a criterion. For more information about Morgan Stanley, please visitwww.morganstanley.com. 2017 Financial Times 401 Top Retirement Advisors. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. This ranking is not indicative of the Financial Advisors future performance. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Financial Times Top 400 Financial Advisors 2019. 2022-23 Upper Deck O-Pee-Chee Hockey Hobby Box Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. Rankings are based on the opinions of SHOOK Research LLC 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 the Financial Times in 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Meet one of our Financial Advisors and see how we can help you. 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.. Learn more about each of the 15 members on the firms board and their backgrounds. Oskar Arnoldsson REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. Investment performance is not a criterion. 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 (May 2019) awarded in 2019. Source: napa-net.org (November 2016) awarded in 2016. 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. She joined Lord Abbett in Jersey City, NJ as a Regional Consultant covering Michigan, Wisconsin & Minnesota then covered both the East and West Coast furthering the firms Municipal Separately Managed Account offerings in the role of Advisor Solutions Consultant. Morgan Stanley Media Relations Contact: Katherine Stueber, 212.761.1349, Katherine.Stueber@morganstanley.com, 5 Sustainable Investing Trends for Companies and Investors, 7 Investment Ideas That Could Drive Markets in 2023, Yes, You Can Be a Tech Innovator at Morgan Stanley. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. 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. 2018 Financial Times 400 Top Financial Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. Siki, Sweet Daddy-jackie Veick & Don Leo Jonathan-chuck O'Connor on 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. Source: napa-net.org (March 2021) awarded in 2021. Investment performance is not a criterion. 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. which SmartAsset is compensated for lead referrals. 2012 Barron's Top 100 Women Financial Advisors. 2019 Financial Times 400 Top Financial Advisors. 2019 NAPA Top DC Advisor Multi-Office Firms. Investment performance is not a criterion. Matthew McAndrew The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. This award was issued in 2013 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. 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. 2018 Financial Times 401 Top Retirement Advisors. 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 3/31/17 - 3/31/18. 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: 2021 Forbes America's Top Wealth Advisors. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. jonathan slavin morgan stanley Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. Investment performance is not a criterion. [5], Slavin is Jewish. The rating may not be representative of any one clients experience. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. 2023 Forbes Americas Top Wealth Management Teams. 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. PLANADVISER Top 100 Retirement Plan Advisers 2021. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. This ranking is not indicative of the Financial Advisors future performance. We value our commitment to diverse perspectives and a culture of inclusion across the firm. In 2004 Heather joined Smith Barney where she learned extensive operational knowledge. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight 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. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give backall to contribute to a future that benefits our clients and communities. Nicholas Brice 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. Upon graduation from training David moved to California where he would spend the next 25 years of his life.
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