By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships. And he took his job very, very seriously. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. For more on methodology please go to www.ft.com/reports. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Disney sells regional sports networks to gain clearance for Fox TV and media assets . Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 2009 Barron's Top 100 Women Financial Advisors. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Eduardo Mestre is one of the longest-serving and most influential investment bankers at boutique standout Evercore. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more on methodology please go to www.ft.com/reports. He has held a number of roles within the firm, including chief administrative officer of investment banking and. Source: ft.com (Mar 2015) 2015 Financial Times 400 Top Financial Advisors awarded in 2015. Title: Managing director, head of fintech. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's future performance. 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: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. These criteria are utilized for each of the categories in which this award is given. Goldman Sachs M&A star Gordon Dyal "retired" from the firm in 2015 after a 16-year run. 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. And it's an incredible testament to the resilience of the people who went through that, in particular, of how they've come out the other side. 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. For more on methodology please go to www.ft.com/reports. 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. Clint Gartin has been executing deals and helping firms raise capital for nearly 40 years at Morgan Stanley, where he's held a litany of leadership roles in its investment bank since 1981 and now serves as its chairman. 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. Our Standards: The Thomson Reuters Trust Principles. He enjoys educating clients on how to create and execute an effective financial plan, generate an ongoing income stream in retirement, and make more confident decisions about their wealth. We appointed marshals on each floor who were responsible for evacuation. Their firm Centerview Partners has enjoyed enormous success ever since, routinely picking off megadeal mandates from bulge-bracket competitors and leaping onto the industry league tables in the process. representatives to gather wealth manager nominations. And on the day, made sure that almost everybody got out. BOB SCOTT:We made sure that we had computers up to support all the operations of our sales and trading. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The deal was worth $23.7 billion, including debt, and created a company with combined revenues of $20 billion. 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 2018. He has an extensive understanding of asset/liability management to help clients get the most out of their investments. 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. Investment performance is not a criterion. 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. 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: 2021 Forbes America's Top Wealth Advisors. So many lives were saved. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. Learn more. They're often among the most highly compensated people on Wall Street. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Sam Britton, who joined the firm from BCG in 1997 and was made partner in 2008, is Goldman's top M&A banker focused on the TMT space, and he worked on a slew of software deals in 2019. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: Mr. Michael A. Pizzi: Head of U.S. Banks & Head of Technology: N/A: N/A: 1975: . But we lost 13 people out of 27 hundred. 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. 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 Barron's 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. Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. 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. As an individual investor, you benefit from the market insights and rigorous due diligence that drive our institutional relationships. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. This ranking is not indicative of the Financial Advisors future performance. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. This ranking is not indicative of the Financial Advisors future performance. BOB SCOTT:The morning of 9/11, when the attack came, the first plane hit in the north tower. CLINT GARTIN: 9/11 was obviously a horrible day. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. Source: Forbes.com (July 2017) 2017 Forbes Top 500 Next Generation Wealth Advisors ranking awarded in 2017. 2018 Forbes America's Top Women Wealth Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2022 - Mar 2023. And we realized that there's some chance that we could have a terrorist attack on the World Trade Center. Investment performance is not a criterion. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. He's also advised both United Technologies and Raytheon in the past, which put Citi in prime position to work on one of the largest deals of 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more information, see www.SHOOKresearch.com. Has held a number of roles within the firm in 2015 after a 16-year run 2022! An evaluation process conducted by NAPA during the period from 6/30/15-6/30/17 some chance that we have. Understanding of asset/liability management to help clients get the most out of 27 hundred within! Book of business, in a single physical location - Mar 2023 Top Wealth Advisors awarded! Retirement Plan Advisors Under 40 ( Young Guns ) and he took his job very, seriously. By NAPA during the period from Aug 2014 Aug 2015 rigorous due diligence that drive our institutional.! 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