Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Only advisors for whom 80 percent or more of assets corresponded 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 the Financial Times in to obtain or use the ranking. Calculated by creating a weighted average of the stated maturities for the bonds in a funds portfolio. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. 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. 2021 Barron's Top 100 Private Wealth Management Teams. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. On Wall Streets Top 75 Branch Managers 2018. For more information, see www.SHOOKresearch.com. 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) less than 250% of the dollar-weighted median of the smallest 500 of the middle 1,000 securities of S&P SuperComposite 1500 Index. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Includes all Real Estate Investment Trusts (REITs) that are publicly traded and members of the three major stock exchanges (NYSE, AMEX and NASDAQ). This ranking is not indicative of the Financial Advisors future performance. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. 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. Rolling commodities index composed of futures contracts on 19 physical commodities traded on U.S. exchanges with the exception of aluminum, nickel and zinc, which trade on the London Metal Exchange. Boy, Morgan Stanley completely shattered that notion. Source: Forbes.com (July 2017) 2017 Forbes Top 500 Next Generation Wealth Advisors ranking awarded in 2017. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. U.S. Treasury obligations that mature in two to ten years. Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Indicates the percentage of stocks in the funds portfolio, along with percentages of stocks in the funds benchmark, whose earnings are estimated to grow at various rates. 2017 Financial Times 401 Top Retirement Advisors. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. These criteria are utilized for each of the categories in which this award is given. MSCI Emerging Equity Markets Gross Dividend Index. Investment performance is not a criterion. Invests principally in financial instruments issued or guaranteed by the U.S. Government, its agencies, or its instrumentalities, with dollar-weighted average maturities of less than 90 days. Includes issues in the form of publicly placed, coupon-bearing US Treasury debt. 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. 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. Creation of Customized Strategic Asset Allocation. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. We are here to help you create and implement truly comprehensive, multigenerational strategies, based on your unique circumstances, to help you protect what you have and live the life you choose. Represents the weighted average of the price/ book ratios of the stocks in a funds portfolio. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. This exclusive conference is designed to promote best practices and generate new ideas across the industry. The MBS Index is formed by grouping the universe of over one million individual fixed-rate MBS pools into approximately 2,900 generic aggregates (although only a certain number meet the index criteria). Justin brings over 12 years of asset and investment management experience to the team's clients.
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