Terms apply. Alongside many other companies who had offices in the World Trade Center, Morgan Stanley suffered personal losses that day. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. 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. 2014 Barron's Top 100 Women Financial Advisors. The countdown to Tax Day has begun. 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: napa-net.org (November 2021) 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. 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. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. For more information, see www.SHOOKresearch.com. Financial Plannings Top 40 Under 40 asks brokerage firms to nominate their top young brokers. 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. Ingrassia handled two major deals in 2019: He advised fiber network provider Zayo Group on its $14.2 billion sale to dual bidders EQT and Digital Colony over the summer, and then in October he helped orchestrate Tiffany & Co.'s $16.9 billion sale to LVMH, combining two of the world's most prestigious luxury brands. While 2019 was a down year compared to the year he struck out on his own he was credited with $175 billion from two transactions in 2014, before he had hired a single banker to join him he's now running an expanding firm of nearly 90 employees, and his $27.3 billion total for 2019 still puts him in the top-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 3/31/18 - 3/31/19. As as an industrials expert and the cohead of Citi's North American investment banking operation, Kevin Cox is the point person for many of Citi's most significant clients including GE, General Motors, 3M, Lockheed Martin, among many others. 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 quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2019 Barron's Top 100 Women Financial Advisors. 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 12/31/14 - 12/31/16. For more information, see www.SHOOKresearch.com. The bond we form is fundamental to our mission and it is our hope that it spans generations. And then we practiced. 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 PLANADVISER or ISS Media 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. 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. 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 not indicative of the Financial Advisors future performance. 2019 Financial Times 400 Top Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 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. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. Source: napa-net.org (November 2016) awarded in 2016. Enhancing Financial Wellness enables your workforce to do their best work. And we realized that there's some chance that we could have a terrorist attack on the World Trade Center. On Wall Streets Top 75 Branch Managers 2018. BOB SCOTT:The morning of 9/11, when the attack came, the first plane hit in the north tower. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 retirement plan advisors with their own book of business and less than 40 years of age. You can read more about the MergerLinks' methodology and criteria on their website. 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. Christopher Gartin, a director in the healthcare investment banking team at Citigroup,. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. 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. 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. 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.. Goldman Sachs M&A star Gordon Dyal "retired" from the firm in 2015 after a 16-year run. Later in the summer, Carr teamed up with Marshall Smith, Goldman's top healthcare banker, to advise Pfizer in a deal to combine its off-patent division Upjohn with Mylan, the generics manufacturer best known for its EpiPen treatment. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. We have the experience and agility to partner with clients from individual investors to global CEOs. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. For more information, see www.SHOOKresearch.com. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Spending + Budgeting allows you to manage your everyday spending across all your accounts - both at Morgan Stanley and at outside financial institutions all in one place. 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. 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. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. Weinberger has spent almost all of his career, apart from a one-year detour with Lazard in the late 1990s, at Credit Suisse. 2022 Forbes Americas Top Wealth Management Teams. He left Citigroup for Malin in 2017, only to rejoin it in 2018. 2011 Barron's Top 100 Women Financial Advisors. Source: planadviser.com (May 2022) awarded in 2022. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2016- Sept 2017. Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients. . Paul is involved in all aspects of client service from onboarding new clients, to executing fund and wire transfers, to assisting our advisory in a broad array of tasks and projects. Investment performance is not a criterion. Morgan Stanley is differentiated by the caliber of our diverse team. This award was issued in 2013 and based on the evaluation process below. Clinton Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. 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: 2022 Forbes America's Top Wealth Advisors. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 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. Here's how the company determines its ranking: "MergerLinks works with over 60 advisory firms and checks more than 100 sources daily to come up with its rankings, based on transactions over 100m. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. Collins will work alongside healthcare banking co-head Michele Colocci and will focus on building out the firms global client base. Since joining in 2004 from Citigroup, where he spent much of his career, Mestre has spearheaded relationships with many of Evercore's top clients and handled some of the industry's largest and most complicated deals of the past decade such as the $130 billion Dow-DuPont merger in 2015. 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 3/31/17 - 3/31/18. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. ROB ROONEY:We were really just incredibly fortunate that Rick was the leader that he was, preparing the organization for such an event. 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 is not indicative of the Financial Advisors future performance. 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. 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: On Wall Street "The Top 75 Branch Managers," September 04, 2018. RICHARD POWERS:We took it to a new level. Nominated advisors are then asked to complete an extensive survey. 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. 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 NAPA to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 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. 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. Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. 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. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Stephen Williams, Deputy Company . In 2019, one such mandate included helping reunite CBS with media conglomerate Viacom in an all-stock deal worth $21.6 billion. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. Reporting by Mike Stone and Olivia Oran in New York; Editing by Frances Kerry. All investing entails risks that investors should endeavor to understand before then invest. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. 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 the Financial Times 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. Contact Deal Bio value 280,166M / volume 15 = avg. This ranking is not indicative of the Financial Advisors future performance. Clint Gartin, Morgan Stanley Jeremy Meilman, JPMorgan Chase & Co. Eric Tokat, Centerview Partners LLC Neil Townsend, Willkie Farr & Gallagher LLP. 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. For more information, see www.SHOOKresearch.com. 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 2016. Mr. 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 Barron's during the period from Dec 2018 - Dec 2019. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Goldman Sachs' top fintech banker kept busy in 2019. With deep roots in our community and a deeper commitment to sustaining its character for future generations, we are highly engaged in creating a better and brighter future. 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 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. Source: napa-net.org (October 2016) awarded in 2016. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. And that was the beginning of developing a contingency plan. 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 NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Source: PLANADVISER.com, January/February 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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