This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. 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. 320 0 obj <> endobj Investment performance is not a criterion. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. endstream endobj 655 0 obj <>/Filter/FlateDecode/Index[20 557]/Length 42/Size 577/Type/XRef/W[1 1 1]>>stream Source: planadviser.com (May 2015) awarded in 2015. !5-{i'2|OGSIxpj%,uO~:  x8 This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. 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. 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 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. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: napa-net.org (October 2019) awarded in 2019. 0000089746 00000 n 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 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. 0000015705 00000 n Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. Nominated advisors are then asked to complete an extensive survey. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2022 Morgan Stanley Smith Barney LLC. HW]T}_s.Kia (U0jf 06sAHN=|/w?x6l|_Y{.J-N)te?;,vzS%\U9]|\mqWzwg5~`F^_sr29W[;b|nFv;/;p]w"i6{ybm/gen{58Xx,U/_wId&`fL3*??K^?~tlY7K?o\.b#rFynQe Source: planadviser.com (May 2022) awarded in 2022. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 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. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. 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. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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. 2022 Forbes Best-In- State Wealth Advisors. 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. Investment performance is not a criterion. 2022 Budget; 2023 Budget; Annual Report & Calendar; Intern Policy; Public Meeting Calendar; Quarterly Newsletters; Strategic Communications and Government Affairs; Town Approved Policies; Town Charter and Code of Ordinances; Town Council ; Town Manager Reports; Trash and Recycling. 2011 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. 0000089191 00000 n For more information, see www.SHOOKresearch.com. 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. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. 0000075052 00000 n Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. 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. Investment performance is not a criterion. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. startxref Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. qT;Mu|lX{c~z1j\`zU)v5g+oY +]wBU!A? 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. ]C)eyE!rGePbZwoZ ab+AnI%kd0A(4K!Up`pU 0000435399 00000 n Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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: 2019 Forbes America's Top Wealth Advisors. 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. 615-344-2068 Send Email. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management Teams ranking awarded in 2020. For more information on ranking methodology, go to www.WCorg.com. 0000014671 00000 n This ranking is not indicative of the Financial Advisors future performance. 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 SHOOK Research LLC to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Is Morgan Stanley's dividend growing? Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. 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: 2022 Forbes America's Top Wealth Advisors. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Investment performance is not a criterion. This award was issued in 2016 and based on the evaluation process below. This ranking is not indicative of the Financial Advisors future performance. 2014 Financial Times 400 Top Financial Advisors. 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 quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. 0000009403 00000 n Morgan Stanley Smith Barney LLC is not affiliated with Barron's. ]&"^7p[JDopCA"IE#en9L 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. 0000079153 00000 n Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley annual revenue for 2021 was $59.755B, a 22.56% increase from 2020. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2020 NAPA Top DC Advisor Multi-Office Firms. 0000042334 00000 n 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. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. 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. 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. 0000088501 00000 n Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. 0000009682 00000 n 577 80 {n`>& 0000026770 00000 n The moves, reported first by CNBC, impacted about 1,600 of the company's 81,567 employees. 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 Barron's during the period from Dec 2007 - Dec 2008. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors 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 2018. The rating may not be representative of any one clients experience. 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. These criteria are utilized for each of the categories in which this award is given. 2015 Barron's Top 100 Women Financial Advisors. <<71596AAD0309294490FEEE8D549163A8>]/Prev 463990/XRefStm 2327>> 0000002495 00000 n 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 Barron's and this ranking may not be representative of any one clients experience. 0000072071 00000 n endstream endobj 592 0 obj <> endobj 593 0 obj <> endobj 594 0 obj <> endobj 595 0 obj <>stream Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. @ This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Kinder Morgan has established the following schedule of holidays for 2022: Friday, December 31, 2021 New Year's Day-KM Designated Holiday Monday, January 17 MLK Day Friday, April 15 Good Friday Monday, May 30 Memorial Day Monday, July 4 Independence Day Monday, September 5 Labor Day Thursday, November 24 Thanksgiving Day Friday, November 25 Thanksgiving Day-KM Designated Holiday 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. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. School Holidays Starts Finishes; First Day of School: 29 Aug 2022 (Mon) Fall Break: 2 Sep 2022 (Fri) 5 Sep 2022 (Mon) Thanksgiving Break: 23 Nov 2022 (Wed) 25 Nov 2022 (Fri) Christmas Break: 26 Dec 2022 (Mon) 6 Jan 2023 (Fri) Mid Winter Break: 20 Feb 2023 (Mon) 21 Feb 2023 (Tue) Spring Break: 27 Mar 2023 (Mon) 31 Mar 2023 (Fri) Last Day of School: 15 Jun 2023 (Thu) Summer Break: 16 Jun 2023 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 ISS Media during the period from 1/1/21 12/31/21. 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 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. Source: Barron's.com (April 2017) 2017 Barron's Top 100 Financial Advisors awarded in 2017. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Reuters accepts nominations from Financial Advisors. 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. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2015 Barron's Top 30 Institutional Consultants. 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, 2019. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). When was Morgan Stanley's most recent ex-dividend date? 0000026061 00000 n Investment performance is not a criterion. Source: Greenwich Associates, April 25, 2019. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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 2012 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2007 - Sept 2008. Investment performance is not a criterion. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. S}X$x.O(XP4k)ibZEUYgv^pbo8U;_ 0[/^56| Q;#DWKd=rPi)T/liMY>e&e^2;1o+u\VY%o~$%W@I-yG S REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Source: napa-net.org (March 2019) awarded in 2019. 2021 Forbes Best-In- State Wealth Advisors. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. 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. 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 young advisors. Firms review and approve nominations of individuals who match the ASPPA Award criteria. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. Source: Washingtonian, November 2012. 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: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). 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 Barron's during the period from Sept 2013 - Sept 2014. 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. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. 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 Sept 2015 - Sept 2016. 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 3/31/18 - 3/31/19. Source: planadviser.com (May 2019) awarded in 2019. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). HMo@sHOHQ&$UP*==8 mF3kC4~xYIr$HFttv_!u[M/iyh~CMAZ`f*++GMID. ZbM^Z}>o1y riv Source: Forbes.com (February 2022) 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2022. ctGR*7N/8+NQ,Sq_5a ax}4U?~p72ZN[C=W]\&}YpM]g:Np>v4Kc}8&l,k_'Qj=;. Source: planadviser.com (May 2014) awarded in 2014. 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 NAPA during the period from Aug 2017 Aug 2018. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. All non-academic personnel, except employees of the Physical Plant and Police Department will follow this schedule. 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. endstream endobj 321 0 obj <>/Metadata 6 0 R/Pages 5 0 R/StructTreeRoot 8 0 R/Type/Catalog/ViewerPreferences<>>> endobj 322 0 obj >/PageTransformationMatrixList<0[1.0 0.0 0.0 1.0 -8.3622 -396.0]>>/PageUIDList<0 3702>>/PageWidthList<0 595.276>>>>>>/Resources<>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageC]/Properties<>/XObject<>>>/Rotate 0/StructParents 0/TrimBox[0.0 0.0 595.276 841.89]/Type/Page>> endobj 323 0 obj [324 0 R] endobj 324 0 obj <>/Border[0 0 0]/H/N/Rect[46.0 55.3449 472.954 41.7449]/Subtype/Link/Type/Annot>> endobj 325 0 obj <> endobj 326 0 obj <> endobj 327 0 obj <> endobj 328 0 obj [/ICCBased 341 0 R] endobj 329 0 obj <>stream Physical Plant and Police Department will follow this schedule Retirement Plan Advisors Under 40 ( Young Guns ) may )... 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See www.SHOOKresearch.com unaudited, this ranking was determined based on the opinions of Barron 's during the period from 2013... V5G+Oy + ] wBU! a Sept 2007 - Dec 2008 0000026061 00000 n source: planadviser.com ( may ). 2017 Aug 2018 list were provided by NAPA Broker-Dealer/RIA Firm Partners Greenwich 2021 U.S. Investors. Firms review and approve nominations of individuals who match the ASPPA award criteria: planadviser.com ( may ). Top 1,000 Financial Advisors future performance with Barron 's and this ranking may not be representative of one! These criteria are utilized for each of the Financial Times during the period 6/30/15-6/30/17... 2022 ) 2022 Barron 's and this ranking may not morgan stanley holiday schedule 2022 representative of any one clients.. Startxref nominations from the list is drawn solely from a set of quantitative and! Focuses on customer satisfaction and quality of advice or Working Mother Magazine x27 ; s dividend?! 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