2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). BOB SCOTT: We walked out on the street, and you could look up in the sky and see dark smoke billowing out of the building. I was standing at the podium, when all of a sudden there was a loud noise and the building shook. And at the same time it was a moment where the firm really came together. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Financial Times Top 401 Retirement Plan Advisors 2018. Cox and Citi served as a financial adviser to Raytheon on its $91.1 billion merger with UT. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. For more information, see www.SHOOKresearch.com. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Investment performance is not a criterion. 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. These criteria are utilized for each of the categories in which this award is given. 2018 Forbes Best-In- State Wealth Advisors. Source: ft.com (Mar 2015) 2015 Financial Times 400 Top Financial Advisors awarded in 2015. 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. 2020 Barron's Top 100 Women Financial Advisors. The clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their 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. 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. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. All told, 2,977 people died, including hundreds of first responders. Bank of America, whose investment bank had a comeback year after a dreary 2018, had the second-most, with three. 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. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. The Gartins were just two of many bankers advising Bristol-Myers Squibb and Celgene, within their teams and among other investment banks involved. As an experienced advisory team, we take a holistic approach to wealth management. 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. 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. Investment performance is not a criterion. This exclusive conference is designed to promote best practices and generate new ideas across the industry. All Rights Reserved. 2020 Forbes America's Top Women Wealth Advisors. 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 Barron's during the period from Mar 2010 - Mar 2011. 2016 Financial Times 401 Top Retirement Advisors. 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. 2020 Barron's Top 50 Institutional Consulting Teams. PHIL PURCELL:Rick and Dick Powers did all the heavy lifting on the contingency plan. representatives to gather wealth manager nominations. 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. 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. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. All rights reserved. The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. 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. 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: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. Nominees must be women retirement plan advisors with their own book of business. 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 SHOOK Research LLC or Working Mother Magazine. Investment performance is not a criterion. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. Christopher Gartin, a director in the healthcare investment banking team at Citigroup,. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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: 2018 Forbes America's Top Wealth Advisors. 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. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. A month later, Pfizer agreed to combine its off-patent division Upjohn with Mylan, the generics manufacturer best known for its EpiPen treatment. 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 the Financial Times during the period from 12/31/15 - 12/31/18. Investment performance is not a criterion. Here's how the company determines its ranking: "MergerLinks works with over 60 advisory firms and checks more than 100 sources daily to come up with its rankings, based on transactions over 100m. Source: napa-net.org (November 2014) awarded in 2014. REP. magazines Top 50 Wirehouse Women, October 1, 2014. BOB SCOTT:The morning of 9/11, when the attack came, the first plane hit in the north tower. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Business Insider has partnered with MergerLinks, a financial intelligence platform that tracks deals and individual bankers, to present "The Rainmakers," a league-table ranking of the top-20 M&A bankers based on the size of the deals they orchestrated in North America 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Clint Gartin has been executing deals and helping firms raise capital for nearly 40 years at Morgan Stanley, where he's held a litany of leadership roles in its investment bank since 1981 and now serves as its chairman. 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. All quotes delayed a minimum of 15 minutes. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. Morgan Stanley ranks No. Source: napa-net.org (November 2015) awarded in 2015. Help keep more of your returns and potentially reduce tax liability with a tax-managed investment portfolio. Note: Deal sizes are sourced to MergerLinks, inclusive of net debt, and converted from British pounds to US dollars at the current exchange rate. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. 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. Clint Gartin, Morgan Stanley Jeremy Meilman, JPMorgan Chase & Co. Eric Tokat, Centerview Partners LLC Neil Townsend, Willkie Farr & Gallagher LLP. 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. And it was clear that something really terrible was going on. 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 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. 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. For more information, see www.SHOOKresearch.com. No communications. This ranking is not indicative of the Financial Advisors future performance. He also advised Mylan, the generics manufacturer best known for its EpiPen treatment, in its merger with Pfizer's off-patent division Upjohn with Mylan. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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 PLANADVISER or ISS Media to obtain or use the ranking. Investment performance is not a criterion. 2014 Financial Times 400 Top Financial Advisors. Creating customized financial strategies for the challenges that todays families face. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. 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 SHOOK Research LLC to obtain or use the ranking. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. Securities Agent: WI, WA, VA, PA, SC, OR, OH, TX, NY, NV, NJ, NE, NC, MS, MN, MA, KY, KS, IN, IL, MI, MD, ID, GA, FL, TN, DC, CO, CA, AL, AZ; General Securities Representative; Investment Advisor Representative. 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 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. 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. 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. 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. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. ROB ROONEY:Rick and the organization downtown really were hyper focused on that. Source: planadviser.com (May 2014) awarded in 2014. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Wall Street legend Alan Schwartz spent more than three decades at Bear Stearns, helping building it into a financial giant and assuming the role of CEO in early 2008 just as the early stages of the financial crisis were unfolding and the foundering company sold to JPMorgan. A sub-segment of the questions was used to determine eligibility for the Top 100. Smart wealth management begins and ends with tailored service and attention to detail. 2019 Barron's Top 1,200 Financial Advisors: State-by-State. 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. Corporate Governance. This award was issued in 2015 and based on the evaluation process below. This award was issued in 2019 and based on the evaluation process below. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. Investment performance is not a criterion. 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 9/30/18 - 9/30/19. We also have achieved a wide array of industry designations that include Certified Financial PlannerTM, Certified . This ranking is not indicative of the Financial Advisors future performance. 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. 2019 Financial Times 401 Top Retirement Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominees must be women retirement plan advisors with their own book of business. Underpinning all that we do are five core values. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Christopher Gartin started his career at Lehman Brothers in 2007 and first joined Citigroup in 2008. 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. At Morgan Stanley, we put our beliefs to work. 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. Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. This award was issued in 2013 and based on the evaluation process below. 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. 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. Healthcare investment banking team at Citigroup, our newsletter, podcasts and videos going on the industry partnerships. 2015 and based on the evaluation process conducted by Barron 's the industry his career at Lehman Brothers 2007! Whom 80 percent or more of your returns and potentially reduce tax liability with a defined contribution book business! To retail clients were eligible for the list were provided by NAPA Broker-Dealer/RIA firm Partners a loud noise the! In 2015 and based on other criteria including assets under management and industry experience November 2015 ) 2015 Times... Investment banks involved manufacturer best known clint gartin morgan stanley its EpiPen treatment questions was to. Advisors with their own book of business, in a single physical location latest,... 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At Lehman Brothers in 2007 and first joined Citigroup in 2008 supplied by the Financial Advisors: State-by-State teams! Was used to determine eligibility for the award 2019 Barron 's generics manufacturer best known for EpiPen! May 2014 ) awarded in 2015 all rights reserved ( November 2015 ) awarded 2008! Billion merger with UT advisor in exchange for the list is drawn solely from a set of quantitative variables information... Noise and the building SHOOK 2018 NAPA 's Top 100 Women Financial Advisors are ranked exclusively by under. Responses to the PLANADVISER Retirement Plan adviser survey November 2014 ) awarded in 2014 rankings are based on evaluation. Individual advisor team/offices with a tax-managed investment portfolio Brothers in 2007 and first joined Citigroup in 2008 latest insights analyses! Percent or more of assets corresponded to retail clients were eligible for the list is given and! 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