Source: napa-net.org (November 2017) awarded in 2017. This ranking was determined based on an evaluation process conducted by the Financial Times based on data as of 12/31/12. This ranking is not indicative of the Financial Advisors future performance. 1/26/2022. 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 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 Barron's to obtain or use the ranking. Private Family Wealth Partners - Los Angeles, CA | UBS This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Investment performance is not a criterion. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Cover the full range of developed, emerging and All Country MSCI Equity Indices. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2011 - Mar 2012. 2022 Barron's Top 100 Institutional Consulting Teams. Research Magazine's 130 Top-Ranked Advisor Teams in America. Generally, the longer a funds average duration, the more sensitive it will be to changes in interest rates. Devon Baranski - Managing Director - Morgan Stanley Private Wealth The invitation-only conference was held virtually. 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. Sub-index of the Merrill Lynch Treasury Master Index. 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. 12. 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 100 Financial Advisors awarded in 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. These criteria are utilized for each of the categories in which this award is given. 2018 Barron's Top 1,200 Financial Advisors: State-by-State. Indicates the number of years the current portfolio manager has been managing the portfolio. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Private Wealth Management Institutional Consulting Analyst. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Eithne is an Assistant Vice President and Director of Business Strategy for the ESW Group. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. 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. All investing entails risks that investors should endeavor to understand before then invest. Learn more. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. Source: planadviser.com (May 2021) awarded in 2021. For more on methodology please go to www.ft.com/reports. 2022 Forbes Best-In- State Wealth Advisors. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs. Stocks of companies whose earnings are expected to grow rapidly. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. For more on methodology please go to www.ft.com/reports. Source: planadviser.com (May 2011) awarded in 2011. For more information on the award, go to http://www.aspa.org. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. See EMPLOYEE RETIREMENT INCOME SECURITY ACT. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The statistic measures the annualized quarterly variation in returns around the mean return. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Coalition Greenwich 2022 U.S. Institutional Investors Study (April 2023). Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 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 Barron's during the period from Sept 2016- Sept 2017. 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 6/30/21 - 6/30/22. 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. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2018 Financial Times 400 Top Financial Advisors. We help individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. She is responsible for the teams workflow and exceeding our clients' expectations on customer service. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Research 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. Represents the internal rate of return of the bonds in a funds portfolio assuming the bonds interest is reinvested, and the bonds are held to maturity. The FT 400 Top Financial Advisers | Financial Times Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The change in value of an investment or portfolio over a specific period of time. Investment performance is not a criterion. 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. Annualized percentage change between the most recent actual fiscal year EPS and the 5-year EPS consensus forecast from I/B/E/S, a database of analysts estimates of future earnings for publicly traded companies. Includes securities in the Government and Credit Indices. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The teams are ranked on a variety of factors, including their size and shape, their. 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 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 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015.