This ranking is not indicative of the Financial Advisors future performance. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Senior. 2015 Financial Times 401 Top Retirement Advisors. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. PLANADVISER Top 100 Retirement Plan Advisers 2021. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. 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. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. 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. 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 Forbes (the publisher) during the period from 3/31/17 - 3/31/18. Real Estate & Homes For Sale - 2552 Homes For Sale | Zillow This ranking is not indicative of the Financial Advisors 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 the Financial Times in to obtain or use the ranking. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. . 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. For more information, see www.SHOOKresearch.com. Investing in accordance with your environmental, social and governance objectives does not necessarily mean sacrificing financial returns. The Monarch Group. Investment performance is not a criterion. Investment performance is not a criterion. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. 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. 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 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. 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 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. 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. John Hong is a partner at the Tree Brook Group at Morgan Stanley. 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 Forbes America's Top Women Wealth Advisors. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. 2019 Barron's Top 50 Private Wealth Advisory Teams. Source: napa-net.org (November 2017) awarded in 2017. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 2018 Barron's Top 50 Institutional Consultants. Investment performance is not a criterion. REP. Magazine Top 50 Wirehouse Women 2014. 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. These criteria are utilized for each of the categories in which this award is given. This ranking is not indicative of the Financial Advisors future performance. 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. Investment performance is not a criterion. Her background includes over 15 years of experience in the real estate closing industry as the director of a national law firm. 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. Self-nominations are not accepted. 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. 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. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. Investment performance is not a criterion. 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. 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. Diversity Spotlight (US Headquarters Only) Women Led. We use a methodical approach to customizing your investment portfolio to help ensure that it supports your near and long-term financial goals. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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 SHOOK Research LLC for placement on its rankings. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. Coalition Greenwich Quality Leader Award 2022. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 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. This award was issued in 2013 and based on the evaluation process below. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. Certain Morgan Stanley Debit Card holders may also qualify. For more information, see www.SHOOKresearch.com. Forbes Magazine recently named The Monarch Group one of Americas Top Wealth Management teams for 2023. Morgan Stanley | LinkedIn 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. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Randy focuses on comprehensive financial planning, goals-based asset allocation and portfolio management, and he works closely with clients to develop and implement appropriate retirement and income distribution strategies. 2021 Barron's Top 100 Private Wealth Management Teams. Source: planadviser.com (May 2019) awarded in 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved.