Private Bankers, Ultra High Net Worth (UHNW) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association. Nominees must be women retirement plan advisors with their own book of business. 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 6/30/17 - 6/30/18. Christopher Gartin, a director in the healthcare investment banking team at Citigroup,. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. Contact me to learn more or click here. TITLE CARD: MORGAN STANLEY REFLECTIONS ON 9/11. 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. We were one of the first firms to be truly ready to resume trading on the New York Stock Exchange. He joined Morgan Stanley in 1981 after receiving an MBA from Harvard Business School. 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. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. 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. As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. 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. Nominees must be women retirement plan advisors with their own book of business. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Many thousands of people's lives changed in that moment. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. Alongside many other companies who had offices in the World Trade Center, Morgan Stanley suffered personal losses that day. Source: planadviser.com (May 2015) awarded in 2015. 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 rating is not 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 for placement on its rankings. For more on methodology please go to www.ft.com/reports. Danny Moloshok/Reuters; Brendan McDermid/ Reuters; Glodman Sachs; Morgan Stanley; Ruobing Su/Business Insider, Victor Hugo/Patrick McMullan via Getty Images, Visit Business Insider's homepage for more stories, read more about the MergerLinks' methodology and criteria on their website, its surprise $26.4 billion sale to Charles Schwab, most significant and dramatic deals of the last decade, subsequently spun off into a separate company. As an experienced advisory team, we take a holistic approach to wealth management. Nominees must be women retirement plan advisors with their own book of business. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: napa-net.org (October 2019) awarded in 2019. Telecom, Media & Technology. By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships. 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 the Financial Times in to obtain or use the ranking. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Investment performance is not a criterion. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. His largest coup was landing a role advising brokerage TD Ameritrade on its surprise $26.4 billion sale to Charles Schwabin November. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). BOB SCOTT:When the bombing occurred in 1993,we had a security officer down in the World Trade Center named Rick Rescorla. 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 3/31/16 - 3/31/17. 2019 Financial Times 400 Top Financial Advisors. The company could hardly have asked for a better initial return from Gallea, formerly one of the top M&A guns at rival JPMorgan, who captained two megadeals in his first year. 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. Contact our team to learn more or click here for more details. He has held a number of roles within the firm, including chief administrative officer of investment banking and most recently, vice chairman of investment banking and global co-head of healthcare. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. 2021 Barron's Top 100 Private Wealth Management Teams. 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. They're often among the most highly compensated people on Wall Street. 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. The largest mergers and acquisitions are team efforts that can take small armies of bankers, lawyers, and staffers to pull off. 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 was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. 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. 2018 Financial Times 401 Top Retirement Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams ranking awarded in 2019. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Source: napa-net.org (November 2016) awarded in 2016. Barrons 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 2020. As a well-established family wealth management practice, we understand the importance of family and the need for financial security. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. 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. 2014 Financial Times 400 Top Financial Advisors. But at the very top, there's usually a battled-tested senior banker, a deal marshal providing vision, strategy, and critical advice that can make the difference between a transaction's success or failure. Investment performance is not a criterion. Clinton Gartin and his son Christopher advised on opposite sides of Bristol-Myers Squibb's $74 billion deal to buy Celgene, which was announced on Thursday. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Business Insider has partnered with dealmaker financial data and intelligence platform MergerLinks to identify the top 20 bankers of 2019. 2021 Forbes Americas Top Next-Gen Wealth Advisors. 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. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. 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 3/31/21 3/31/22. Underpinning all that we do are five core values. Investment performance is not a criterion. Regret makes us human. 2021 NAPA Top DC Advisor Multi-Office Firms. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Goldman Sachs used to bring in partners from the outside only sparingly. 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. RICHARD POWERS:We lost 13. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. 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. ROB ROONEY:We were really just incredibly fortunate that Rick was the leader that he was, preparing the organization for such an event. 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. Corporate Governance. 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. This ranking is not indicative of the Financial Advisors future performance. Its been 20 years, but we never forget. 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. For more information, see www.SHOOKresearch.com. 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. Investment performance is not a criterion. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2020 Financial Times 401 Top Retirement Advisors. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. 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 award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. He assumed leadership roles in Hong Kong and in the bank's industrials and natural resources group in the early 2000s before taking over the M&A group in the Americas in 2011 and then globally in 2015. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 9/30/17 - 9/30/18. Stay up to date with what you want to know. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. 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. For more on methodology please go to www.ft.com/reports. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. 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 6/30/16 - 6/30/17. 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. 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. He enjoys educating clients on how to create and execute an effective financial plan, generate an ongoing income stream in retirement, and make more confident decisions about their wealth. 2010 Barron's Top 100 Women Financial Advisors. The league tables include the dealmakers leading the transaction, based on publicly available documents or verified information provided by the advisers. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. 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