Ashraf Y. Mussa
Christoph Oppenauer
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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. in the aforementioned profile. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. For more information on ranking methodology, go to www.WCorg.com. 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. Kelly Chin
Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Investment performance is not a criterion. 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. 2020 Barron's Top 100 Women Financial Advisors. Barron's Top Women Advisors Summit Attendees 2020. miami dade housing portal. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. NewYork-Presbyterian Morgan Stanley Childrens Hospital is consistently ranked among the top childrens hospitals in the country. 2023 Forbes Best-In-State Wealth Management Teams. 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 9/30/17 - 9/30/18. For more on methodology please go to www.ft.com/reports.
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. Art joined Morgan Stanley Private Bank during its formation in 2010, working in various New Jersey offices since that time. On Wall Streets Top 75 Branch Managers 2018. He is a 1992 graduate of Stony Brook University where he played lacrosse and earned a degree in Economics. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Investment performance is not a criterion. Investment performance is not a criterion. 2023 Barron's Top 100 Institutional Consulting Teams. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2010 Barron's Top 100 Women Financial Advisors. 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.
Siki, Sweet Daddy-jackie Veick & Don Leo Jonathan-chuck O'Connor on Investment performance is not a criterion. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. Rabbi Lord Jonathan Sacks(108) Dr. Benjamin Safirstein(1) Rabbi Mendel Samuels(2) Professor Jonathan Sarna(48) Mr. Charles Saul(1) Yisrael Schachter(1) Mrs. Fruma Schapiro(2) Professor Lawrence Schiffman(17) Mrs. Eva Schloss(2) Judge Jack B. Schmetterer(1) Rabbi Arthur Schneier(1) Rabbi Yitzchak Schochet(147) Mr. Ari Schonbrun(1) Mrs. Anita . 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. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. The rating is not indicative of the Financial Advisors future performance. Chris is dedicated to providing outstanding support and maintaining a strong business and service culture throughout the Complex. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. Following graduation David applied for and was accepted to the United States Marine Corps Officer Candidate Program. jonathan slavin morgan stanleyjeff buckley rare photosjeff buckley rare photos This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2010 - Mar 2011. Jonathan Slavin was born on a marine base in North Carolina, and grew up in rural Pennsylvania. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. 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. Toll-Free: (800) 524-2423 Fax: (973) 993-5276 Branch Manager Joseph Moschella Phone: (973) 993-5214 Email Me Princeton Lawrenceville Branch Find a Financial Advisor Branch Address 1200 Lenox Dr. Ste 300 Lawrenceville, NJ 08648 Get Directions Branch: (609) 844-7900 Toll-Free: (800) 659-0650 Fax: (609) 651-4242 Branch Manager Thomas Hoagland Phone: 2021 NAPA Top DC Advisor Multi-Office Firms. The 34-year-old has 10 goals and 19 points in 59 games this season. 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. 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. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management Teams ranking awarded in 2020. 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 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. HISTORY: On June 24, 1974 at Border Community Arena in St. Stephen, New Brunswick, Canada Don Leo Jonathan and Killer Karl Krupp headlined the wrestling show. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. This award was issued in 2016 and based on the evaluation process below. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2022 - Mar 2023. 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. Carmen Lai
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. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. BY . 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 Barron's during the period from Sept 2017- Sept 2018. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). 2023Morgan Stanley. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. Investment performance is not a criterion. 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. Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. 2018 NAPA Top DC Advisor Multi-Office Firms. 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 Barron's during the period from Sept 2009 - Sept 2010. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. These criteria are utilized for each of the categories in which this award is given. 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 3/31/19 - 3/31/20. Fernando Navarro
Investment performance is not a criterion. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. 2020 Financial Times 401 Top Retirement Advisors. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. 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 2017 - Dec 2018 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. 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. He would go on to serve as co-chief operating officer of the institutional securities group and co-head of wealth management before taking on the role he is being promoted from, managing director. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. He has also appeared in such feature films as Free Enterprise, Race to Witch Mountain, Backwoods, A Cinderella Story, Dirty Girl, and Love & Mercy. 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. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Actor: Santa Clarita Diet. 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. Erin Burke is a First Vice President and Associate Complex Manager of the Morgan Stanley Central New Jersey Complex. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics. 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 Barron's during the period from Dec 2017 - Dec 2018. 2011 Barron's Top 100 Women Financial Advisors. 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 Barron's to obtain or use the ranking. Saba Danish
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. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. This exclusive conference is designed to promote best practices and generate new ideas across the industry. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. 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 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: napa-net.org (March 2020) awarded in 2020. With the Morgan Stanley Mobile App, youll have the freedom to manage your investments and instantly access a suite of personal cash management tools. Investment performance is not a criterion. View the complete list of the Operating Committee members and their leadership roles across the firm. Investment performance is not a criterion. Investment performance is not a criterion. This award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. jonathan slavin morgan stanley. Learn About the Best Places for Retirement, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients. 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. Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other, Percentage of Assets, Fixed Fees, Commissions, Others. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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.
Alumni Speaker Series - Jon Slavin '92 10-19-17 - SmugMug Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.