2016 Financial Times 401 Top Retirement Advisors. 2014 Barron's Top 100 Women Financial Advisors. 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. The obligations mature less than one year from issuance. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. Source: napa-net.org (November 2017) awarded in 2017. Source: PLANADVISER.com, January/February 2018. 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 SHOOK Research LLC or Forbes. 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: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. This award was issued in 2021 and based on the evaluation process below. Barclays Capital Mortgage Backed Securities Bond (MBS) Index. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Generally, highly diversified portfolios have higher R2 percentages. This figure is then annualized. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. 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 on ranking methodology, go to www.WCorg.com. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. Source: planadviser.com (May 2022) awarded in 2022. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Its backoffice, specifically legal and compliance, seem more eager to create roadblocks than to delight its customers. A portfolio containing several different investment types. Source: napa-net.org (March 2021) awarded in 2021. 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 Barron's during the period from Dec 2016 - Dec 2017. Barclays Capital Intermediate Government/ Corporate Bond Index. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. Learn more. 2022 Barron's Top 100 Women Financial Advisors. The process of investing in a number of different types of investments to reduce the risk of poor performance by any one type of investment having a big impact on overall portfolio results. 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 PLANADVISER or ISS Media 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 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Cover the full range of developed, emerging and All Country MSCI Equity Indices. Using Standard Deviation and returns in excess of the returns of T-bills, it determines reward per unit of risk. Creation of Customized Strategic Asset Allocation. 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: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. Investment performance is not a criterion. Source: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/17. All bonds must be sovereign issues and be denominated in the relevant national currency and all bonds must have more than one year to maturity. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Average of the reinvested performance of funds that invest at least 65% of their assets in municipal debt issues in the top four credit ratings. An Up Capture Ratio of greater than 100% indicates a fund outperformed the relative benchmark in the benchmarks positive quarters. Source: planadviser.com (May 2020) awarded in 2020. Art Collection and Wealth Management | Morgan Stanley Wealth Management Aug 24, 2022 Wealth Planning Principles for Art Art offers many intangible benefits, and it can have implications for your overall wealth. She is responsible for the teams workflow and exceeding our clients' expectations on customer service. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. 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. Wealth Management Global Investment Office, Managing Director, Private Wealth Management, Global Sports and Entertainment Associate, Director of Business Strategy, Private Wealth Management, Assistant Vice President, Wealth Management Analyst, Institution, Government Entity, Foundation or Endowment, LISTEN | Passion Assets: Investing in Art, Funding Climate Action: Pathways for Philanthropy, Women, Wealth and InvestingA Story of Evolution, about Wealth Management for Athletes and Entertainers, Money Tips for Celebrities Doing Business Abroad, Assessing the Impact of Your Financial Wellness Program, Help Improve Your After-Tax Returns with Tax Management Services, Learn more about my specialty in Equity Compensation, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp, Manage investments with an unwavering focus on your financial strategy and personal goals, Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy, Simplify financial complexity to help you achieve clarity and control, Comprising 28% of the Barrons Top 100 Financial Advisors list for 2022, Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families. 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. . 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. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Represents the weighted average of the price/ book ratios of the stocks in a funds portfolio. 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. Investment performance is not a criterion. 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 2015. Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. 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. Financial Times Top 400 Financial Advisors 2019. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. 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 3/31/22 - 3/31/23. Includes securities in the Government and Credit Indices. 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 Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: napa-net.org (November 2021) awarded in 2021. The MBS Index is formed by grouping the universe of over one million individual fixed-rate MBS pools into approximately 2,900 generic aggregates (although only a certain number meet the index criteria). Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Calculated by Lipper, Inc. and includes all funds in the stated Lipper Category group in existence for that period. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 2017 Forbes America's Top Wealth Advisors. Self-nominations are not accepted. 2018 NAPA Top DC Advisor Multi-Office Firms. 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 must be women retirement plan advisors with their own book of business. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. 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 on methodology please go to www.ft.com/reports. Job Title Client Services Associate Location California Average salary $67,640 per year 34% Above national average Average $67,640 Low $33,000 High $114,000 Salary estimated from 7 employees, users, and past and present job advertisements on Indeed in the past 12 months. 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. Illustrates how fixed-income funds have performed in various interest rate climates, including falling and rising rate periods. The stocks in this index are also members of either the Russell 1000 Value or the Russell 2000 Value indexes. 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 Barron's. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. The closer the portfolios R2 is to 100%, the more closely the portfolio correlates to, or follows, the benchmark. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Source: Worth magazines Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2015 Barron's Top 100 Women Financial Advisors. Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources. Not all managers in a sub-style will display every trait consistent with that sub-style. Earnings estimates are obtained from I/B/E/S, a database of analysts estimates of future earnings for publicly traded companies. All investing entails risks that investors should endeavor to understand before then invest. Americas Asia-Pacific Europe, Middle East & Africa Japan Americas Argentina Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 2015 - Dec 2016. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Its wealth-management assets ballooned to $289.5 billion as of March 31, compared with $107 billion in 2017 though several advisor teams exited since then with the company's fate in limbo. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. 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. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2020 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. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. Coalition Greenwich is a division of CRISIL. How an investment manager implements an investment style. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Investment performance is not a criterion. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Member SIPC. Assets under management are as of the end of the first quarter 2014. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Stocks of companies whose earnings are expected to grow rapidly. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. Fluctuations in a security or portfolios value. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. 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 Barron's. Data provided by SHOOK TM Research, LLC Data as of 3/31/16. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. Lipper General Municipal Debt Funds Average. The return for each country is weighted on the basis of its market capitalization. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. Investment performance is not a criterion. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Measures the performance of the 2,000 smallest companies in the Russell 3000 Index, which represents approximately 8% of the total market capitalization of the Russell 3000 Index. 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: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. Morgan Stanley Private Wealth Management Los Angeles Private Wealth Management Complex Office You define success, we help you achieve it 1999 Ave Of The Stars Suite 2400 Los Angeles, CA 90067 Get Directions Complex: (310) 788-2000 Toll-Free: (800) 786-0048 Complex Manager Devon Baranski Phone: (310) 788-2102 Email Me Find a Private Wealth Advisor This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. 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. Investment performance is not a criterion. 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. Such as Conservative/Traditional/ Aggressive Growth or Discount/Traditional/Relative Value can help explain some differences in investment philosophies, performance, volatility and portfolio characteristics in a quick and concise manner. 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. Constituents are reviewed on a monthly basis and companies are added or deleted based on a variety of corporate actions, such as mergers, acquisitions, initial public offerings, etc. Estate Planning Strategist . Source: planadviser.com (May 2015) awarded in 2015. Investment performance is not a criterion. For many fixed income securities, it represents the amount that must be repaid by the borrower upon maturity. The list is drawn solely from a set of quantitative variables and information in the 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. 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 the Financial Times based on data as of 12/31/12. Total market value is determined by multiplying the price of its stock by the number of shares outstanding. A sub-segment of the questions was used to determine eligibility for the Top 100. Measures a portfolios rate of return based on the risk it assumed and is often referred to as its risk-adjusted performance. Morgan Stanley Private Wealth Management ESW Group Darren Edwards Harry Suh Justin A Weiss, CFA Direct: (800) 326-8584 Contact Us A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.