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Morgan Stanley Smith Barney LLC is not affiliated with Barron's. On Wall Streets Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Large cap value funds typically have a below-average price-to-earnings ratio, price-to-book ratio, and 3-year sales-per-share growth value, compared to the S&P 500 Index. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Calculated by Lipper, Inc. and includes all funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a 3-year weighted basis) greater than 300% of the dollar-weighted median market capitalization of the middle 1,000 securities of the S&P SuperComposite 1500 Index. 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. Generally, highly diversified portfolios have higher R2 percentages. Roger V. Coleman Morgan Stanley. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. This ranking is not indicative of the Financial Advisors future performance. Source: ft.com (Mar 2015) 2015 Financial Times 400 Top Financial Advisors awarded in 2015. Private Wealth Management | Company Overview & News - 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. 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. For more information, see www.SHOOKresearch.com. Financial Advisors are chosen for this list at the sole discretion of the publication, and selection is not based on any quantitative criteria that is consistent across all listed Advisors.. The market in which short-term, highly liquid, low-risk assets such as Treasury bills, bank certificates of deposit (CDs), corporate commercial paper and bankers acceptances are traded. Private Wealth Management - Graystone West Los Angeles | Morgan Stanley The manager decides which stocks or bonds to buy or sell and when. 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. 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 ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2019 - Mar 2020. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. 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 LLC is not affiliated with Barron's. Member SIPC. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 3/31/20 - 3/31/21. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. JPMorgan's wealth management ambitions will also get a boost from its purchase of First Republic. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. 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 the Financial Times in 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. The market value of a company. Its wealth-management assets ballooned to $289.5 billion as of March 31, compared with $107 billion in 2017 though several advisor teams exited since then with the company's fate in limbo. 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 NAPA during the period from Aug 2021 Aug 2022. Source: planadviser.com (May 2020) awarded in 2020. The P/E ratio for a stock is determined by dividing the stock price by earnings per share. The rating 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 Working Mother Magazine (the publisher) during the period from 3/31/18- 3/31/19. 2010 Barron's Top 100 Women Financial Advisors. Nominees must be women retirement plan advisors with their own book of business. 2020 Financial Times 400 Top Financial Advisors. Check the background of Our Firm and Investment Professionals on. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Investment performance is not a criterion. Barclays Capital Mortgage Backed Securities Bond (MBS) Index. Typically, expect high potential returns for taking on greater risk. This ranking is not indicative of the Financial Advisors future performance. This award was issued in 2016 and based on the evaluation process below. Citigroup Non-U.S. Government Bond Index (Un-Hedged). 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 through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2021. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2021 NAPA Top DC Advisor Multi-Office Firms. Between February and November 2022, Coalition Greenwich interviewed 727 individuals from 590 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. A realized gain (loss) occurs when an investment security is sold at a price above (below) its cost. Further, substyle classifications may change due to changes in the markets, benchmarks, industry trends, or a managers personnel or process. Measures the performance of those Russell 2500 companies with higher price-to-book ratios and higher forecasted growth values. Unlike Beta, which measures volatility relative to the aggregate market, Standard Deviation measures the absolute volatility. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. Source: napa-net.org (November 2020) 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. 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 performance is not a criterion. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. For more information, see www.SHOOKresearch.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. 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 performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This award was issued in 2021 and based on the evaluation process below. 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. Represents the weighted average of the price/ book ratios of the stocks in a funds portfolio. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. 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 on methodology please go to www.ft.com/reports. 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 evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Research 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firms most affluent clients, including some of the worlds most accomplished entrepreneurs, executives and stewards of multigenerational wealth. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2013 Aug 2014. The rating is not indicative of the Financial Advisers future performance. The return investors anticipate they will receive on an investment over some future period. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Measures the performance of those Russell 3000 Index companies with higher price-to-book ratios and higher forecasted growth values. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. The award is the product of numerical scores in Greenwich Associates proprietary studies that are generated from the study interviews. 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 Mar 2010 - Mar 2011. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. We are proud that they have been recognized by Barron's as among the best Financial Advisors in the country. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. An Up Capture Ratio of greater than 100% indicates a fund outperformed the relative benchmark in the benchmarks positive quarters. Morgan Stanley Private Wealth Management Palm Beach Florida $50M $28.7B $100M-5B $50M-2B 5. 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 Barron's during the period from Dec 2017 - Dec 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. 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. These are subjective classifications based on CGs understanding of a managers long-term investment philosophy and portfolio structuring techniques. This ranking is not indicative of the 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 advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th 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. The CPI is equal to the sum of prices of a number of goods purchased by consumers and weighted by the proportion each represents in a typical consumers budget. Barron's Top Women Advisors Summit Attendees 2017-2019. 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 Sept 2014 - Sept 2015. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. 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. Debt securities, such as bonds and money market instruments, with specified interest and principal payment dates and amounts. Our highly experienced Private Wealth Advisors function as an . 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. 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. Neither Morgan Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. Nominees must be women retirement plan advisors with their own book of business. Investment performance is not a criterion. 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. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. 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. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Investment performance is not a criterion. Art Collection and Wealth Management | Morgan Stanley Wealth Management Aug 24, 2022 Wealth Planning Principles for Art Art offers many intangible benefits, and it can have implications for your overall wealth. Having worked with highly affluent families for many years, we have seen how significant wealth creates exceptional opportunities and fosters a multitude of complex challenges. Companies that invest in financial wellness have an opportunity to: Measuring your financial wellness programs success often requires a holistic view. 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. 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. Cherry {MA} - Marketing Manager, Morgan Stanley Wealth Management This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. Its backoffice, specifically legal and compliance, seem more eager to create roadblocks than to delight its customers. Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. With over 30 years of global investment experience, Morgan Stanley Investment Management (MSIM) offers its clients the personalized attention and service of a boutique, the intelligence and creativity of some of the brightest professionals in the industry and the global resources of Morgan Stanley. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. 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. Source: Barron's.com (April 2016) 2016 Barron's Top 100 Financial Advisors awarded in 2016. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. 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. 2023 Barron's Top 100 Women Financial Advisors. Please note that all liquid stocks do come with some level of price risk. A fund with a positive Excess Return has on average outperformed its benchmark on a quarterly basis. 2018 Barron's Top 100 Women Financial Advisors. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Composite portfolio of equity (stock market) total returns for countries of Europe, Australia, New Zealand and the Far East. 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: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. 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. A representative sample of 500 leading companies in leading industries of the U.S. economy. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/17. Investment performance is not a criterion. 2018 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. He also assists Darren, Harry, and Justin with portfolio analysis, financial modeling, and fund manager due diligence. 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 3/31/20 - 3/31/21. Represents the average P/E ratio of the stocks in the funds portfolio. These criteria are utilized for each of the categories in which this award is given. 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. Source: napa-net.org (October 2022) awarded in 2022. 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. Another day, another First Republic team on the move. 2017 Financial Times 400 Top Financial Advisors. America's Top Women Wealth Advisors 2023 - Forbes You have unique needs, challenges, limitations and aspirations. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. 2015 Barron's Top 30 Institutional Consultants. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Measures the performance of the 1,000 largest companies in the Russell 3000 Index, which represents approximately 92% of the total market capitalization of the Russell 3000 Index. Indicate representative stocks that comprise significant percentages of the funds investments. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2019 Barron's Top 50 Institutional Consultants. Rankings are based on the opinions of SHOOK Research LLC 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. This ranking is not indicative of the Financial Advisors future performance. Career Opportunities Search | Morgan Stanley 2018 Financial Times 401 Top Retirement Advisors. 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. 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 2013 - Dec 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 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 Forbes (the publisher) during the period from 3/31/21 3/31/22. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Member SIPC. The invitation-only conference was held at The Breakers in Palm Beach, FL. 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. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. 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 ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. An attempt to sell investments before they decrease in value and buying them when they are about to increase in value. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. 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. These criteria are utilized for each of the categories in which this award is given. 2011 Barron's Top 100 Women Financial Advisors. Research Magazine's 130 Top-Ranked Advisor Teams in America. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

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