The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2014 - Mar 2015. This ranking is not indicative of the Financial Advisors future performance. U.S Bank First Line Risk Associate - Career Center | University of 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. Commercial paper represents a large portion of the so-called money market. Investment performance is not a criterion. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. 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: planadviser.com (May 2015) awarded in 2015. 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. Market-capitalization-weighted benchmark that tracks the performance of all world government bond markets in the Citigroup World Government Bond Index except the United States. Invests principally in financial instruments issued or guaranteed by the U.S. Government, its agencies, or its instrumentalities, with dollar-weighted average maturities of less than 90 days. 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. This figure is then annualized. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Shows how an equity fund has performed in various market cycles, including bull and bear. 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. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 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. 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 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. Rockefeller Hires $4.6-Mln Morgan Stanley Private Wealth Team in Los 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 6/30/21 - 6/30/22. 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 was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. Statistical median of all of the securities capitalizations in a portfolio. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. Investing in these countries is perceived as more risky because they may not be as politically and/or economically stable as countries in the Developed Markets. Between July and October 2021, Coalition Greenwich interviewed 811 individuals from 661 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Increase in the price of an investment; also known as growth. You've honed your skill set. JPMorgan's wealth management ambitions will also get a boost from its purchase of First Republic. A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations. 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 Barron's to obtain or use the ranking. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. 2019 Forbes Best-In- State Wealth Advisors. The rating is not indicative of the advisor's future performance. 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. When more than one portfolio manager manages a fund, the average tenure of the managers is listed. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. The overall performance of an investment includes any income and realized and unrealized capital gains/ losses. The award is not indicative of the Financial Advisors future performance. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investing in these countries is perceived as less risky because they are generally considered more politically and/ or economically stable than countries in the Emerging Markets. 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 9/30/19 - 9/30/20. Individuals are judged based on qualitative information collected from the nomination form, and potentially from interviews with the Award Committee. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The market value of a company. Citigroup World Government Bond Index (WGBI) (Hedged). 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 statistic measures the annualized quarterly variation in returns around the mean return. Includes issues in the form of publicly placed, coupon-bearing US Treasury debt. 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: Coalition Greenwich 2022 U.S. Institutional Investors Study (April 2023). Coalition Greenwich is a division of CRISIL. Having worked with highly affluent families for many years, we have seen how significant wealth creates exceptional opportunities and fosters a multitude of complex challenges. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. 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. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. 2023 Forbes Americas Top Wealth Management Teams Source: Forbes.com (November 2023) Forbes Americas Top Wealth Management Teams ranking awarded in 2023. 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. P/E ratios can be interpreted as how much an investor is willing to pay for one years earnings. Investment performance is not a criterion. Source: Barron's.com (April 2019) 2019 Barron's Top 100 Financial Advisors awarded in 2019. Investment performance is not a criterion. 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. As Private Wealth Advisors within the exclusive Private Wealth Management division, our team can access the full scope of UBS global resources to help our clients and their families fulfill their most important goals. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. 2021 Forbes America's Top Women Wealth Advisors. All bonds included in the High Yield Index must be dollar-denominated and nonconvertible and have at least one year remaining to maturity and an outstanding par value of at least $150 million. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Kellen assists the ESW Group with team operations including processing client requests, preparing internal team reports, and supporting the Private Wealth Advisors in daily business practices. Funds that, by portfolio practice, invest in a variety of market capitalization ranges without concentrating 75% of their equity assets in any one market capitalization range over an extended period of time. 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. 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 any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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 ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. Learn more. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. 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 2020 - Dec 2021. 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. 654 followers 500+ connections. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. PLANADVISER Top 100 Retirement Plan Advisers 2020. 2021 Barron's Top 100 Women Financial Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Signed into law in August 2006 and sets statutory support for defined benefit rules, and new rules for defined contribution plans, employer securities and non qualified plans. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. 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. Nominees must be women retirement plan advisors with their own book of business. Darren Edwards brings over 20 years of diverse wealth management experience to the service of the teams clients. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/17. 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 NAPA to obtain or use the ranking. The risk of being unable to invest the proceeds of a fixed income investment upon maturity, or coupon, into other fixed income securities having a comparable interest rate. The rating is not indicative of the Financial Advisor's future performance. 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 2019. Countries in the Developed Markets category include the United States, Canada, Japan and Germany. 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. The teams are ranked on a variety of factors, including their size and shape, their. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. 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. 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. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. 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. 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 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. 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 Working Mother Magazine (the publisher) during the period from 3/31/16 - 3/31/17. Treasury Bills are backed by the full faith and credit of the U.S. Government. Morgan Stanley Private Wealth Management Stanford University Websites About Areas of focus: Investments | Alternative Investments Activity The KLT Team is proud to have been named one of. 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 2017. Earnings per share; a companys net income divided by the total number of outstanding shares. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2022 - Mar 2023. Weighted average of the credit quality ratings on the bonds in the funds portfolio. Coalition Greenwich Quality Leader Award 2021. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. 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. For more information, see www.SHOOKresearch.com. A riskless investment; short-term U.S. Treasury securities are generally used as a proxy for a risk-free investment. 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. Nominees must be women retirement plan advisors with their own book of business. 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 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. These criteria are utilized for each of the categories in which this award is given. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Los Angeles, California, United States. This ranking is not indicative of the Financial Advisors future performance. Help keep more of your returns and potentially reduce tax liability with a tax-managed investment portfolio. 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. Rolling commodities index composed of futures contracts on 19 physical commodities traded on U.S. exchanges with the exception of aluminum, nickel and zinc, which trade on the London Metal Exchange. 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 goal of an investment strategy followed by an investor or investment manager. 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 to obtain or use the ranking. Investment performance is not a criterion. 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. 2022 Barron's Top 100 Financial Advisors | Morgan Stanley
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