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 Barron's to obtain or use the ranking. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. 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 Barron's to obtain or use the ranking. Research Magazine's 130 Top-Ranked Advisor Teams in America. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Earlier in the year, McClure advised labeling firm Multi-Color Corporation on its $2.5 billion sale to Platinum Equity Advisors. 2018 Forbes America's Top Women Wealth Advisors. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. 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. For more information, see www.SHOOKresearch.com. Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. This ranking is not indicative of the Financial Advisors future performance. So why doesn't JPMorgan, the second-ranked M&A bank behind Goldman for revenue and third in total deal value, have any bankers in the top-20? The Morgan Stanley Blue Cash Preferred American Express Card. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2011 - Mar 2012. He is a partner at The Cowdrey Bruntjens Group and brings significant knowledge to the team with his vast array of industry and firm credentials and prior experience. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. It's also worth pointing out that, while firms of all sizes crack this ranking, the list underscores that the highest echelons of investment banking remain cloistered and lacking in diversity the list is dominated by white men; not a single woman investment banker cracked the top 20. Investment performance is not a criterion. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. 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 NAPA to obtain or use the ranking. Heres how our views diverge from the market. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. Investment performance is not a criterion. 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. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Investment performance is not a criterion. Get the full list, Morningstar Institutional Equity Research, Managing Director & Chief Executive Officer, Chief Executive Officer, Managing Director & Head, Asia-Pac Consumer Retail, Head, EMEA & Chief Executive Officer, Morgan Stanley & Co. International Plc, Chairman & Co-Chief Executive Officer, Middle East and North Africa, Chairman of the Board of Directors & Chief Executive Officer, Vice of Wealth Management, Senior Client Advisor and Managing Director, Head & Chairman of Emea investment banking. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2016 - Mar 2017. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. 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. Investment performance is not a criterion. The 2019 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Mr. Gartin serves as a board member of the University of Connecticut Foundation. He has also served as the Chief Operating Officer of Morgan Stanley's Investment Banking Division and as the head of its Global Industries Group. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. 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 2013 - Sept 2014. 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 was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. This ranking is not indicative of the Financial Advisors future performance. 2014 Barron's Top 100 Women Financial Advisors. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Individuals are judged based on qualitative information collected from the nomination form, and potentially from interviews with the Award Committee. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 2011 Barron's Top 100 Women Financial Advisors. 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. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/19 - 9/30/20. 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. 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. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. That has kept the top M&A chiefs especially busy, and has created lucrative paydays for them and their firms. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Source: napa-net.org (October 2017) awarded in 2017. BOB SCOTT:We made sure that we had computers up to support all the operations of our sales and trading. PHIL PURCELL:Rick and Dick Powers did all the heavy lifting on the contingency plan. 2010 Barron's Top 100 Women Financial Advisors. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 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. Click here to see the full list of the top North American M&A bankers for 2019. Rick and the individuals that made up that security team, they made the ultimate sacrifice on behalf of this firm. 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. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. (This December 2 story was corrected to change Morgan Stanleys North American ranking from No. This ranking is not 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 Forbes (the publisher) during the period from 6/30/16 - 6/30/17. 2, both in the United States and globally, in the M&A advisory league tables. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. 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. Source: napa-net.org (November 2018) awarded in 2018. 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. 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. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2023 CNBC LLC. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. He also advised Genomic Health on its $3 billion sale to fellow diagnostics company Exact Sciences. 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. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. 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. 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 PLANADVISER or ISS Media to obtain or use the ranking. 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. Such deals are months in the making, but Boublik's announced deals in June sealed his spot as the No. This ranking is not indicative of the Financial Advisors future performance. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. This ranking is not indicative of the Financial Advisors future performance. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. In 2018, he was promoted to cohead of M&A in the Americas region. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. The deal was worth more than $23 billion, including debt, and created a company with combined revenues of $20 billion. Help keep more of your returns and potentially reduce tax liability with a tax-managed investment portfolio. 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. 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. And I'm very proud that we ultimately raised and then distributed 16 million . Along with recent Goldman addition Chris Gallea, McClure helped put together one of the largest deals of the year: United Technologies $91.1 billion merger in June with defense contractor Raytheon. 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 3/31/22 3/31/23. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating. This ranking is not indicative of the Financial Advisors future performance. Business Insider has partnered withMergerLinks, a financial intelligence platform that tracks deals and individual bankers, to present "The Rainmakers," a league-table ranking of the top-20 M&A bankers based on the size of the deals they orchestrated in North America in 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Meet one of our Financial Advisors and see how we can help you. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. 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. Reuters accepts nominations from Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2019 Barron's Top 50 Private Wealth Advisory Teams. The number of individuals contacted varies based on the size of the local market. Nominees must be women retirement plan advisors with their own book of business. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. 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. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). The healthcare group has advised on high profile deals recently including Pfizer Inc's PFE.N $160 billion deal for Allergan PLC AGN.N and Shire PLC's SHP.L and Perrigo Company PLC's PRGO.N successful defense against a $31 billion hostile takeover attempt by Mylan NV MYL.O. And then he went back in. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. Note: Deal sizes are sourced to MergerLinks, inclusive of net debt, and converted from British pounds to US dollars at the current exchange rate. 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. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. Investment performance is not a criterion. The rating is not indicative of the Financial Advisers future performance. Neither Morgan Stanley Smith Barney LLC nor any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. Interviews with the award Committee 2009 Barron 's during the period from 12/31/14 - 12/31/16 this... Provided by NAPA during the period from Aug 2017 Aug 2018 is compiled from responses to ASPPA. 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