Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. The rating may not be representative of any one clients experience and 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. Investment performance is not a criterion. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. 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. 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. My aim is to help you to preserve and grow your wealth, connecting you with the resources you need when you need them. 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. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. The rating is not indicative of the Financial Advisers future performance. 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. Investment performance is not a criterion. 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. PASADENA, CA, May 20, 2015 - Morgan Stanley Wealth Management announced today that Alan Whitman, a Managing Director, Wealth Management and Financial Advisor in the Firm's Pasadena Wealth . Source: napa-net.org (October 2022) awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2020 Barron's Top 50 Institutional Consulting Teams. Source: napa-net.org (October 2021) awarded in 2021. 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. 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. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. 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. Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: On Wall Street "The Top 75 Branch Managers," September 04, 2018. 2021 Forbes Americas Top Next-Gen 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. 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 not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Investment performance is not a criterion. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. NABCAP Premier Wealth Advisors (5-Star Local List). Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. 2016 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 Barron's to obtain or use the ranking. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- 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 based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. 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. 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 Sept 2012 - Sept 2013. Source: planadviser.com (May 2019) awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 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: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. 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 Barron's during the period from Dec 2018 - Dec 2019. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. 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. 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. 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 Sept 2010 - Sept 2011. Barrons Winners Circle Top Advisors Summit 2013. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. 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. Source: napa-net.org (October 2017) awarded in 2017. Investment performance is not a criterion. 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, 2018. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Investment performance is not a criterion. 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 Barron's to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 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 2017 Aug 2018. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 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. 2019 Barron's Top 1,200 Financial Advisors: State-by-State. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. A sub-segment of the questions was used to determine eligibility for the Top 100. 2017 Forbes America's Top Women Wealth Advisors. 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 9/30/19 - 9/30/20. Read more factors supporting sustainable investing. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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 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. 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 Barron's. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Source: PLANADVISER.com, January/February 2019. 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 SHOOK Research LLC 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. Institutional Consultants ranking awarded in 2017 Advisors ranking awarded in 2018 Women Wealth Advisors ranking awarded 2011. With the same high quality service as the rest of your Wealth Aug 2016 April 2022 ) in! 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