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 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 3/31/16 - 3/31/17. For more information, see www.SHOOKresearch.com. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. Source: REP. magazine, October 2015. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. He has an extensive understanding of asset/liability management to help clients get the most out of their investments. Morgan Stanley's ISS Governance QualityScore as of February 1, 2023 is 7. 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 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. For more on methodology please go to www.ft.com/reports. named John Collins as the co-head of its global healthcare banking group, according to an internal memo on Wednesday. Source: planadviser.com (May 2015) awarded in 2015. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. RICHARD POWERS:We lost 13. 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 3/31/18- 3/31/19. A couple weeks earlier, Pfizer announced its $11.8 billion acquisition of cancer drugmaker Array Biopharma, which Boublik and Gartin also advised on. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Today he serves as co-chairman of M&A for the firm. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. 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 (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. 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. Investment performance is not a criterion. The league tables include the dealmakers leading the transaction, based on publicly available documents or verified information provided by the advisers. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. "Massachusetts decided that Apple was too risky for its citizens." On December 12, 1980, Apple Computer debuted at $22 a share. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan. JOAN STEINGBERG: On September 14th. 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. Note: Deal sizes are sourced to MergerLinks, inclusive of net debt, and converted from British pounds to US dollars at the current exchange rate. CLINT GARTIN: 9/11 was obviously a horrible day. Previously, Clinton was a Managing Director at ISC Read More Contact Clinton Gartin's Phone Number and Email Last Update 11/27/2022 8:13 PM Email c***@morganstanley.com Engage via Email Contact Number (212) ***-**** Engage via Phone Mobile Number 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. For more information, see www.SHOOKresearch.com. First night, first night was 750. Morgan Stanley 1585 Broadway New York, NY 10036 United States 212 761 4000 https://www.morganstanley.com Sector (s) : Financial Services Industry : Capital Markets Full-time employees : 82,427. 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 award was issued in 2013 and based on the evaluation process below. 2022 Morgan Stanley Smith Barney LLC. 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: Source: planadviser.com (May 2013) awarded in 2013. Source: napa-net.org (November 2015) awarded in 2015. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Source: Greenwich Associates, April 25, 2019. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Investment performance is not a criterion. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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 not indicative of the Financial Advisors future performance. He has also served as the Chief Operating Officer of Morgan Stanleys Investment Banking Division and as the head of its Global Industries Group. 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 9/30/20 - 9/30/21. Goldman Sachs' top fintech banker kept busy in 2019. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. 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. 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. Retirement assets, equity compensation and insurance policies should not be managed as separate entities, but as vital components of your overall financial picture. 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. We have the experience and agility to partner with clients from individual investors to global CEOs. Rankings are based on the opinions of SHOOK Research LLC 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 for placement on its rankings. The company could hardly have asked for a better initial return from Gallea, formerly one of the top M&A guns at rival JPMorgan, who captained two megadeals in his first year. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The invitation-only conference was held virtually. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. 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. This ranking is not indicative of the Financial Advisors future performance. 2023Morgan Stanley. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. PHIL PURCELL:We worked with the Port Authority extensively to correct all of that. "R&D in pharma and biotech is a very risky exercise,". Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. (Reuters) - Morgan Stanley MS.N named John Collins as the co-head of its global healthcare banking group, according to an internal memo on Wednesday. These coveted rainmakers are among the most highly compensated and fiercely fought over bankers on Wall Street. 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. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. And on the day, made sure that almost everybody got out. Eligibility & terms apply. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Across all our businesses, we offer keen insight on today's most critical issues. Self-nominations are not accepted. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The rating is not indicative of the Financial Advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating. For more on methodology please go to www.ft.com/reports. Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients. With 38 years of industry experience, he focuses on meeting the needs of individuals and families who have accumulated a higher level of wealth. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more on methodology please go to www.ft.com/reports. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. He is a partner at The Cowdrey Bruntjens Group and brings significant knowledge to the team with his vast array of industry and firm credentials and prior experience. 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 SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/20 - 3/31/21. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Investment performance is not a criterion. Investment performance is not a criterion. BOB SCOTT: The morning of 9/11 was a beautiful, crisp, early fall morning, bright blue sky. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. 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 information is available in the PitchBook Platform. 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. Dyal's streak continued in 2019, and he landed the No. 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. We mourn their deaths, cherish our memory of their courage and celebrate their lives. This ranking is not indicative of the Financial Advisors future performance. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. We also have extensive experience with the Firms Alternatives platform and share our insights with you. Start Today. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. For more information, see www.SHOOKresearch.com. We had already institutionalized the victims relief fund. 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. Source: planadviser.com (May 2016) awarded in 2016. He has held a number of roles within the bank, including chief administrative officer of investment banking . 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. Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Tim Ingrassia has spent his entire career at Goldman Sachs, joining the firm's two-year analyst program in the M&A group shortly after graduating college in 1986. Assets under management are as of the end of the second quarter 2015. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 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. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 2019 Forbes Best-In- State Wealth Advisors. 2022 Barron's Top 100 Women Financial Advisors. 2018 NAPA Top DC Advisor Multi-Office Firms. Many thousands of people's lives changed in that moment. Know how to make the most of your windfall. Spending + Budgeting allows you to manage your everyday spending across all your accounts - both at Morgan Stanley and at outside financial institutions all in one place. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Learn about our security measures and use our resources and ideas to help protect yourself online. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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, 2020. 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. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. All quotes delayed a minimum of 15 minutes. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Neither Morgan Stanley Smith Barney LLC nor any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. BOB SCOTT: We had a meeting at headquarters the next morning,and our number one focus was on our people. 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 (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. To consummate the deal, Celgene had to divest its Otezla business which Gartin helped sell to Amgen later that year in a separate $14.2 billion deal. 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. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. as well as other partner offers and accept our. He assumed leadership roles in Hong Kong and in the bank's industrials and natural resources group in the early 2000s before taking over the M&A group in the Americas in 2011 and then globally 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. 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. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. Source: planadviser.com (May 2016) awarded in 2016. 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: napa-net.org (March 2021) awarded in 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management Teams ranking awarded in 2020. 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 Barron's during the period from Dec 2017 - Dec 2018. As a global financial services firm, Morgan Stanley is committed to technological innovation. 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. He left Citigroup for Malin in 2017, only to rejoin it in 2018. 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. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. The Morgan Stanley Blue Cash Preferred American Express Card. 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. 2018 Financial Times 400 Top Financial Advisors. We got more sophisticated in our communication systems, our offsite locations. Source: Barron's.com (April 2019) 2019 Barron's Top 100 Financial Advisors awarded in 2019. 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 SHOOK Research LLC or Forbes. 2016 Financial Times 401 Top Retirement Advisors. And at the same time it was a moment where the firm really came together. That has kept the top M&A chiefs especially busy, and has created lucrative paydays for them and their firms. Coalition Greenwich is a division of CRISIL. Disney sells regional sports networks to gain clearance for Fox TV and media assets . 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 award was issued in 2021 and based on the evaluation process below. 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. On the morning of September 11, 2001, terrorists hijacked four commercial airplanes, flying two into the World Trade Center, one into the Pentagon and the last, by the heroic resistance of passengers, into a field near Shankville, Penn. 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 NAPA to obtain or use the ranking. Today and for the years to come. 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 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 SHOOK Research LLC or Forbes. 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. The largest mergers and acquisitions are team efforts that can take small armies of bankers, lawyers, and staffers to pull off. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. 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 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. 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. And then we practiced. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. 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. Alias or nickname. Investment performance is not a criterion. So many lives were saved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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.

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