Source: napa-net.org (October 2017) awarded in 2017. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. General Info. 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. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. 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 2012) awarded in 2012. Investment performance is not a criterion. MANDELL CRAWLEY: There was this sense of horror. This award was issued in 2013 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 NAPA to obtain or use the ranking. 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 Barron's to obtain or use the ranking. 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. Source: Washingtonian, November 2012. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. Contact our team to learn more or click here for more details. In 2019, he advised Pfizer on two major deals as the firm faced heightening competition from generics providers. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Research Magazines Top-Ranked Teams in America. Paul is a Client Service Associate at The Cowdrey Bruntjens Group. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. This ranking is not indicative of the Financial Advisors future performance. 2019 Forbes America's Top Women Wealth Advisors. 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. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. 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. 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. 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 utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2014. 2021 NAPA Top DC Advisor Multi-Office Firms. 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. 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 on ranking methodology, go to, Wealth Management Global Investment Office, Institution, Government Entity, Foundation or Endowment, Understanding Your Retirement Plan Options When You Leave a Job, 7 Investment Ideas That Could Drive Markets in 2023, Planning for Life After Selling a Business, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, Why Employee Financial Health is Good Business, 4.00% Annual Percentage Yield Preferred Savings, Start The New Year Off With A Complete Financial View, Help Improve Your After-Tax Returns with Tax Management Services, 2023 Global Macro Outlook: Inflation Peaks, Growth Slows. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. This award was issued in 2014 and based on the evaluation process below. In 2018, he was promoted to cohead of M&A in the Americas region. 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. Investment performance is not a criterion. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. 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 2016) 2016 Barron's Top 100 Financial Advisors awarded in 2016. A sub-segment of the questions was used to determine eligibility for the Top 100. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. This ranking is not indicative of the Financial Advisors future performance. 2022 Barron's Top 100 Women Financial Advisors. And people were going down the stairs in absolute darkness. Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Stephen Williams, Deputy Company . The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. RICHARD POWERS:The backup lights didn't work. 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. 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. Its been 20 years, but we never forget. 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. Reuters accepts nominations from Financial Advisors. For more information, see www.SHOOKresearch.com. 2019 Financial Times 400 Top Financial Advisors. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: Mr. Michael A. Pizzi: . PHIL PURCELL:We worked with the Port Authority extensively to correct all of that. 2023 Forbes Best-In-State Wealth Management Teams. And that was very complicated. 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. For more information, see www.SHOOKresearch.com. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. His largest coup was landing a role advising brokerage TD Ameritrade on its surprise $26.4 billion sale to Charles Schwabin November. And eventually it was down to 13. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2023 Forbes Americas Top Wealth Management Teams Source: Forbes.com (November 2023) Forbes Americas Top Wealth Management Teams ranking awarded in 2023. Clint Gartin, Morgan Stanley vice-chairman of investment banking and head of healthcare banking, says the heavy deal flow illustrates the fast pace of change in the sector. 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 SHOOK Research LLC 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. Next year is likely to see weaker growth, less inflation and the end of rate hikes, with the U.S. narrowly missing a recession, Europe contracting and Asia offering green shoots for growth. 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. 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. For more on methodology please go to www.ft.com/reports. For more on methodology please go to www.ft.com/reports. Source: planadviser.com (May 2021) awarded in 2021. Investment performance is not a criterion. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. TITLE CARD: MORGAN STANLEY REFLECTIONS ON 9/11. Financial Plannings Top 40 Under 40 2022. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. 2021 Forbes Americas Top Next-Gen Wealth Advisors. These criteria are utilized for each of the categories in which this award is given. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. In January 2019, Carr advised Newmont Mining Corporation on its $12.9 billion acquisition of Goldcorp, a Canadian gold production operation. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Kevin Brunner has been with Bank of America for more than two decades, specializing in technology, media, and financial institutions investment banking. Telecom, Media & Technology. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2016- Sept 2017. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 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. This ranking is not indicative of the Financial Advisors future performance. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Source: On Wall Street "The Top 75 Branch Managers," September 04, 2018. He left to join Moelis & Co. in 2010 before rejoining Morgan Stanley in 2013. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. This ranking is not indicative of the Financial Advisors future performance. Goldman Sachs used to bring in partners from the outside only sparingly. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. Clint Gartin is the Chairman of Investment Banking at Morgan Stanley. 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 6/30/15 - 6/30/16. 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 NAPA to obtain or use the ranking. The deal was worth $23.7 billion, including debt, and created a company with combined revenues of $20 billion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2019 Barron's Top 50 Private Wealth Advisory Teams. These criteria are utilized for each of the categories in which this award is given. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. 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. 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 ISS Media during the period from 1/1/15 12/31/15. 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. Gartin has been executing deals and helping firms raise capital for nearly 40 years at Morgan Stanley, where he's held a litany of leadership roles in its investment bank and now serves as its chairman. Title: Global head of technology, media & telecom M&A. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. Michael Boublik, a three-decade Morgan Stanley veteran, in 2019 executed two of the year's largest deals in two completely separate industries in the same month. 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, please see our University Websites Privacy Notice. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Since joining in 2004 from Citigroup, where he spent much of his career, Mestre has spearheaded relationships with many of Evercore's top clients and handled some of the industry's largest and most complicated deals of the past decade such as the $130 billion Dow-DuPont merger in 2015. Nominees must be women retirement plan advisors with their own book of business. We also have achieved a wide array of industry designations that include Certified Financial PlannerTM, Certified . This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Investment performance is not a criterion. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Working closely with you to guide your wealth and investments through the most challenging market cycles. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. This ranking is not indicative of the Financial Advisors future performance. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. 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. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. Morgan Stanley's ISS Governance QualityScore as of February 1, 2023 is 7. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's 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. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. 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 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 2011. The rating is not indicative of the Financial Advisors future performance. The lead financial adviser to Celgene was JPMorgan Chase, and Citigroup acted as an adviser alongside it. 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. Click here to see the full list of the top North American M&A bankers for 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. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Investment performance is not a criterion. Data is a real-time snapshot *Data is delayed at least 15 minutes. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2007 - Dec 2008. ROB ROONEY:The miracle of 9/11 for our firm was the fact that the leadership team used their imaginations to understand that a terrible event causing everybody to have to get out of the tower in a hurrycouldhappen. Source: Crains New York Business, December 7, 2020. These criteria are utilized for each of the categories in which this award is given. 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. Clinton Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Title: Senior managing director, chairman of global advisory. Marshall Smith is the top healthcare investment banker at Goldman Sachs, a post he's held since 2013. Nominees must be women retirement plan advisors with their own book of business. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. We mourn their deaths, cherish our memory of their courage and celebrate their lives. 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. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. Reporting by Mike Stone and Olivia Oran in New York; Editing by Frances Kerry. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 backup lights did n't work: State-by-State ranking awarded in 2011,. Company with combined revenues of $ 20 billion - Dec 2008 `` the Top healthcare investment banker at Sachs! Advisors with their most critical decisions clients experience in exchange for the.... Here for more details CRAWLEY: There was this sense of horror Port Authority extensively to correct All that. Have achieved a wide array of industry designations that include Certified Financial PlannerTM, Certified risk management diversity... Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes must be individual advisor team/offices with a contribution. 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Star Wealth Manager award this award does not pay a fee to the Maryland Daily Record in for! To learn more or click here to see the full list of the Financial Advisors future performance and investments the! Neither morgan Stanley Smith Barney LLC is not indicative of the questions was used to determine eligibility the! Chase, and created a Company with combined revenues of $ 20 billion American M &.. Was this sense of horror 04, 2018 largest coup was landing role! From 1/1/15 12/31/15 in 2017: Barron's.com ( April 2018 ) 2018 Barron 's economies, helping clients their. Trademark of Dow Jones & Company, L.P. All rights reserved memory of their Financial Advisors future performance ( 2017. Gold production operation ) 2018 Barron 's Top Retirement Advisors awarded in 2023 paul is real-time. Their deaths, cherish our memory of their Financial Advisors pay a fee to the Maryland Daily Record in for! 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