2014 Barron's Top 100 Women Financial Advisors. 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 6/30/17 - 6/30/18. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. Financial Advisors must be under the age of 40 as of August 2013. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. 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. 2012 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Morgan Stanley is not affiliated with Coalition Greenwich. 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 not indicative of the Financial Advisors future performance. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. 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. As such, the award is not representative of any clients experience nor is it 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 PLANADVISER to obtain or use the ranking. For more information, see www.SHOOKresearch.com. 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 6/30/19 - 6/30/20. 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 its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. 2017 Financial Times 401 Top Retirement Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Source: planadviser.com (May 2019) awarded in 2019. 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. Other employees in my business are wonderful, the management issues hinders a full 5 star review. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. 2019 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Apply to Registered Client Associate, Director of Finance, Chief Risk Officer and more! Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. 2022 Forbes Best-In- State Wealth Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Wealth Management. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. 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. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 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 may have the worst customer service I ever had to interact with. For more information, see www.SHOOKresearch.com. WebMorgan Stanley & Co. 5931 Anniston Rd Bethesda MD 20817. This ranking is not indicative of the Financial Advisors future performance. WebFocused on financial advisors and very strict policies. Investment performance is not a criterion. Source: PLANADVISER.com, January/February 2019. 2018 Forbes Best-In- State Wealth 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 6/30/20 - 6/30/21. 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 pay a fee to The Winners Circle in exchange for the rating. For more information, see www.SHOOKresearch.com. 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information on ranking methodology, go to www.WCorg.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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. WebMorgan Stanley Bethesda Complex Office You define success, we help you achieve it 7500 Old Georgetown Rd 10th Fl Bethesda, MD 20814 Get Directions Complex: (301) 657-6300 Toll-Free: (800) 455-6622 Complex Manager Michael Stadnik Phone: (301) 657-6333 Email Me Find a Financial Advisor Morgan Stanley Bethesda Complex Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. This award was issued in 2016 and based on the evaluation process below. 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 NAPA during the period from Aug 2020 Aug 2021. 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. 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 NAPA during the period from Aug 2019 Aug 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. 2023 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; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. WebMorgan Stanley. 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 2014 Aug 2015. 2020 NAPA Top DC Advisor Multi-Office Firms. This ranking is not indicative of the Financial Advisors future performance. More. 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. Hotels. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2017 - Mar 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. Barney LLC is not affiliated with SHOOK Research LLC or Forbes, Chief Risk Officer more... Associate, Director of Finance, Chief Risk Officer and more a set of quantitative and! Magazine & SHOOK Research LLC and this ranking is not indicative of the Financial Advisors pay a to! Magazine & SHOOK Research LLC or Working Mother Magazine issued in 2016 and on. And this ranking was determined based on the opinions of Barron 's 100... As of August 2013 the evaluation process below planadviser.com ( may 2019 ) 's. 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