Slavin has also had guest roles on series such as Dharma & Greg, Castle, Grey's Anatomy, My Name Is Earl, Summerland, Friends, Grimm, Weeds, Wings, ER, Chicago Hope, Ugly Betty, CSI: Crime Scene Investigation, Bones, Better with You, Raising Hope, The Finder, Grace and Frankie and Friends with Better Lives. profile-compliance@smartasset.com. Discover who we are and the right opportunity for you. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. This award was issued in 2019 and based on the evaluation process below. 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.. Investment performance is not a criterion. For more information on ranking methodology, go to www.WCorg.com. Allison Lucchese This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. 2008 Barron's Top 100 Women Financial Advisors. Carla Noriega 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. 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. 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. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. 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 2022. 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. The firm provides financial advisory services to 6,380 charitable organizations. 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. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. 2023Morgan Stanley. Stuart Levison Source: napa-net.org (November 2022) awarded in 2022. Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: napa-net.org (November 2020) awarded in 2020. Chris is dedicated to providing outstanding support and maintaining a strong business and service culture throughout the Complex. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's future performance. 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 SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/19 - 3/31/20. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. Stay abreast of the latest trends and developments. Source: planadviser.com (May 2015) awarded in 2015. Sofia Xue Aleksandar Hadzic Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Source: napa-net.org (October 2021) awarded in 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. David Massingham Rachel Wen-Ching Tsai 2015 Barron's Top 30 Institutional Consultants. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Bonino, who won back-to-back Stanley Cups with Pittsburgh in 2016 and 2017, gives the Penguins some added bottom-six depth. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management Teams ranking awarded in 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Description. 2019 Forbes Best-In- State Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. Daniel Otmar Source: napa-net.org (October 2022) awarded in 2022. The rating is not indicative of the Financial Advisor's future performance. Investment performance is not a criterion. Meet one of our Financial Advisors and see how we can help you. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. 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: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. 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. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. Source: planadviser.com (May 2011) awarded in 2011. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by the Financial Times based on data as of 12/31/12. Janemarie Eichhorn 2012 Barron's Top 100 Women Financial Advisors. 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. Lillian Lou Michael Daly Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. Robert DiTrapano Yoshi Takatsuki Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. 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. At Morgan Stanley, giving back is a core valuea central part of our culture globally. Mustufa Salehbhai 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. These criteria are utilized for each of the categories in which this award is given. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Matthew Meyers 2018 Barron's Top 1,200 Financial Advisors: State-by-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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. 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. Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 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. This award was issued in 2016 and based on the evaluation process below. This ranking is not indicative of the Financial Advisors future performance. Cart; vintage milk bottle caps Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2017 Financial Times 401 Top Retirement Advisors. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. [1], Slavin portrayed illustrator Byron Togler on the Fox network's sitcom Andy Richter Controls the Universe, Ogo on the CGI animated show Robot and Monster, and scientist Phil Myman on ABC's sitcom Better Off Ted. 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. This ranking is not indicative of the Financial Advisors future performance. He served in the Marine Corps for 10 years as an Infantry Officer on active duty and in the reserves - both domestically and abroad. Sean Yang The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine.
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