By continuing without changing your cookie settings, you agree to this collection. 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. Investment performance is not a criterion. 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. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: . Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 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. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. . 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. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. . 2017 Barron's Top 1,200 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. 2019 Barron's Top 50 Private Wealth Advisory Teams. Clinton Gartin did not respond to a request for comment on his role, while Christopher Gartin declined to comment through a Citigroup spokeswoman. 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: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 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. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. In June, the company paid $11.8 billion for cancer drugmaker Array Biopharma. 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 ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 2019 NAPA Top DC Advisor Multi-Office Firms. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: planadviser.com (May 2017) awarded in 2017. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. Our years of experience combined with our vast credentials set us apart from other teams. Greg Weinberger, who was recently appointed sole global head Credit Suisse's M&A group amid a shakeup in the Swiss investment bank, was advising Chevron on the transaction. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. Patrick is a Workplace Advisor - Equity Compensation, and founding partner of The Cowdrey Bruntjens Group at Morgan Stanley, a highly skilled advisory team located in East Lansing, MI. 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. But what this firm did and how it responded and how it bounced back from that tragedy, the resilience it showed, the care and humanity for its people, was extraordinary. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: PLANADVISER.com, January/February 2018. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Terms apply. Shallon Fontanez Registered Client Service Associate for; Rodney R. Harvey, First Vice President Mar-2012. [SOUND UP NEWS REPORTS FEBRUARY 26, 1993 BOMBING], A massive underground explosion ripped through the World Trade Center just after noon todayAll indications are it was a car bomb. 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. Additionally, the deal may have been tracked to a different region JPMorgan's European team, for instance, advised on the $88.2 billion defense of Irish-domiciled Allegran from Abbvie's approach, and Dwayne Lysaght, the bank's M&A head for the region, topped MergerLinks' European league table. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. Retirement assets, equity compensation and insurance policies should not be managed as separate entities, but as vital components of your overall financial picture. 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 2018. For more information, see www.SHOOKresearch.com. deal size 20,012M Current Company Chairman of Investment Banking Awards 2021 Top Healthcare Bankers in North America 2021 Top Investment Bankers in North America 2019 Top Healthcare Bankers in North America 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. "For the senior ranks, the number of bankers that can provide that 'invaluable advice' on every aspect of a client's business something that can only be gained through decades of experience, including through challenging market cycles is increasingly rare," Kevin Mahoney, a partner at executive search firm Bay Street Advisors who heads up its investment banking practice, told Business Insider. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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 was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. 2014 Financial Times 400 Top Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. He followed that up by advising Tableau on its $16.1 billion sale to Salesforce. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Stay abreast of the latest trends and developments. 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 NAPA to obtain or use the ranking. CLINT GARTIN:Leadership did a really good job of keeping people informed, reassuring people, trying to bring the firm back together to a place where we could be up and running and do business. 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, 2021. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015. He is a partner at The Cowdrey Bruntjens Group and brings significant knowledge to the team with his vast array of industry and firm credentials and prior experience. We want to hear from you. Enjoy enhanced travel protection and avoid foreign transaction fees with a CashPlus Brokerage Account. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. This ranking is not indicative of the Financial Advisors future performance. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Established in 1935, Morgan Stanley is an investment bank based in New York, New York. Investment performance is not a criterion. Morgan Stanley is not affiliated with Coalition Greenwich. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management Teams ranking awarded in 2020. 2015 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. 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 2013. 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. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 3/31/22. For more on methodology please go to www.ft.com/reports. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Title: Managing director, head of fintech. 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. Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The invitation-only conference was held at The Breakers in Palm Beach, FL. For more on methodology please go to www.ft.com/reports. Ready to start a conversation? 1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Earlier in the year, McClure advised labeling firm Multi-Color Corporation on its $2.5 billion sale to Platinum Equity Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Bradley Holman is a Private Banker serving Morgan Stanleys Wealth Management offices in Michigan. Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. RICHARD POWERS:All of this started in 1990. PLANADVISER Top 100 Retirement Plan Advisers 2021. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. He's also advised both United Technologies and Raytheon in the past, which put Citi in prime position to work on one of the largest deals of 2019. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. Source: Crains New York Business, December 7, 2020. For more information on the award, go to http://www.aspa.org. 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. 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. 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 2011. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. 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