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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 Advisers paid a fee to PLANADVISER in exchange for the rating. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Source: PLANADVISER.com, January/February 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Information on Morgan Stanley Wealth Management accounts and services can be found at www.morganstanley.com/disclosures/account-disclosures. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. These criteria are utilized for each of the categories in which this award is given. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. 2017 Financial Times 401 Top Retirement Advisors. Although the S&P 500 focuses on the large-cap segment of the market, with over 80% coverage of U.S. equities, it is also an ideal proxy for the total market. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. 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. Meet Palm Beach International Group at Morgan Stanley Lori Jabara Vice President, Wealth Management, Financial Advisor Phone: (561) 650-7517 Contact Me View My Bio Amanda S. Burnett First Vice President, Wealth Management, Financial Advisor, Senior Institutional Consultant Phone: (561) 515-7510 Contact Me View My Bio Julia Shen Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Welcome About PWM Our Clients Team Awards & In The Press Our Story 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. Investment objectives can be designed to generate long-term growth, current income or a combination of both. Invests at least 65% of its assets in investment grade issues (rated in top four grades) with dollar-weighted average maturities of 5 to 10 years. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. At 87 years old, we still see the world with the wonder of new eyes, helping you discover untapped possibilities, and relentlessly working with you to make them real. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Today's top 98 Wealth Management jobs in Ypsilanti, Michigan, United States. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Alice is the primary lead on the team for equities, options, and syndicate trading across all of the client portfolios, and also helps to oversee asset allocation implementation, portfolio monitoring, and all client reporting. Listen To Our Podcasts At Morgan Stanley, we lead with exceptional ideas. Investment performance is not a criterion. 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 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 SHOOK Research LLC to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Total market value is determined by multiplying the price of its stock by the number of shares outstanding. Source: napa-net.org (March 2020) awarded in 2020. Jaiyong is a recent graduate from Baruch College, and joined Team Global as a Client Service Associate in June of 2020. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Measures the performance of the 3,000 largest U.S. companies based on total market capitalization, which represents approximately 98% of the investable U.S. equity market. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. Investment performance is not a criterion. Investment performance is not a criterion. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. 2017 Barron's Top 30 Institutional Consultants. Unlike Beta, which measures volatility relative to the aggregate market, Standard Deviation measures the absolute volatility. Is a market-capitalization-weighted benchmark that tracks the performance of the 22 government bond markets of Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Japan, the Netherlands, Norway, Poland, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom, and the United States. Chicagos Notable Financial Advisers 2018. 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. 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. 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 NAPA to obtain or use the ranking. Please note that all liquid stocks do come with some level of price risk. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck, 1Certain accounts may have other minimum asset levels and other eligibility requirements. The rating is not indicative of the advisors future performance. Source: planadviser.com (May 2016) awarded in 2016. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. How a portfolio is apportioned among different types of investments such as stocks, bonds and money market investments. For more on methodology please go to www.ft.com/reports. REP. Magazine Top 50 Wirehouse Women 2014. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. get the convenience of investing on your own along with the knowledge and insights of a trusted partner. 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. Multi-cap core funds typically have an average price-to-cash flow ratio, price-to-book ratio, and 3-year sales-per-share growth value compared to the S&P/Citigroup World ex-U.S. BMI. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley is a true global citizen, with offices and employees around the world. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. Provide important information about the fund. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. IWM has over 740 accredited international financial. The Index is calculated using a baseweighted aggregate methodology, meaning the level of the Index reflects the total market value of all component stocks relative to a particular base period. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. 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 6/30/15 - 6/30/16. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. 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. Washingtonian Magazine Wealth Manager Award 2012. 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. Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions. A short-term debt obligation backed by the U.S. government with a maturity of less than one year. Total capitalization of the portfolio divided by the number of securities in a portfolio. Brooke is originally from Houston, TX and currently resides in Weehawken, New Jersey. 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. Investment performance is not a criterion. Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations. Morgan Stanley Private Bank, National Association is an Equal Housing Lender and Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. 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 is a recent graduate from Fordham University with a degree in finance, and prior to joining Morgan Stanley spent several years at Gabelli Asset Management Company. 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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: napa-net.org (November 2018) awarded in 2018. Underpinning all that we do are five core values. As a Senior Client Service Associate, she is one of the team leaders on all client service and team operations. Other restrictions may apply. The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Investment performance is not a criterion. 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. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). T-bills are sold in denominations of $1,000 up to a maximum purchase of $5 million and commonly have maturities of one month (four weeks), three months (13 weeks) or six months (26 weeks). 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 2022. 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 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. 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: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The return on an investment, not adjusted for the effect of inflation. From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 87 years. Source: napa-net.org (November 2019) awarded in 2019. 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 Barron's to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The stocks in this index are also members of either the Russell 1000 Growth or the Russell 2000 Growth indexes. Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals. Small-cap growth funds typically have an above-average price-to-earnings ratio, price-to-book ratio, and 3-year sales-per-share growth value, compared to the S&P Small Cap 600 Index. Stocks that are trading at a discounted price relative to the companys perceived worth, earnings or cash flow. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. Contact. Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. Morgan Stanley EAFE Index (Capitalization Weighted). 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. CRC#3211385 (09/2020); CRC#3933275 (12/2021); CRC#4255573 (02/2022);CRC#4963931 (10/2022); AR 3964844.2. 2014 Barron's Top 100 Women Financial 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 rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. 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 Barron's to obtain or use the ranking. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. 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. We believe our greatest asset is our people. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. 2016 Barron's Top 100 Women Financial Advisors. Three Oaks Wealth Management at Morgan Stanley Douglas M. Jarrard, CFA, CAIA Ryan J. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. A founding member of Team Global, Chris Toomey brings more than two decades of experience to the service of the teams clients. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. Rohil also works closely with the firms Institutional Advisory Solutions business, providing targeted solutions to clients with concentrated stock positions including 10b5-1 plans, hedging strategies and other diversification techniques. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. When providing you advisory services, our legal obligations to you are governed by the Investment Advisers Act and applicable state securities laws. 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 9/30/15 - 9/30/16. 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. Investors should consider high-quality long-duration bonds, equities in Japan and emerging markets, and mortgage-backed securities through the end of 2023. 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. See EMPLOYEE RETIREMENT INCOME SECURITY ACT. Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. 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 Management Wealth Management Your Mid-Year Financial Planning Checklist Recent Insights At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues. Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2018. Financial Times Top 401 Retirement Plan Advisors 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 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. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. 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. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. 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 Barron's. The risk associated with a change in market interest rates and the associated change in the price of a security. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. For more information, see www.SHOOKresearch.com. 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. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. 2013 Barron's Top 100 Women Financial 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. 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 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 not indicative of the Financial Advisors future performance. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth 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.

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