REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. The rating is not indicative of the advisors future performance. Slavin was born in Camp Lejeune, North Carolina and raised in Wilkes-Barre, Pennsylvania. 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. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. He is a 1992 graduate of Stony Brook University where he played lacrosse and earned a degree in Economics. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2012 - Dec 2013. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. 2015 Financial Times 401 Top Retirement Advisors. 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; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. degree with Magna Cum Laude honors but also obtained an MBA in Finance at Rutgers University. Investment performance is not a criterion. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. business relationships that might exist between SmartAsset and the named financial professional and 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 young advisors. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Investment performance is not a criterion. 2018 Forbes America's Top Women Wealth Advisors. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms. 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 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. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. 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. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. 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 6/30/18 - 6/30/19. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. This ranking is not indicative of the Financial Advisors future performance. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. The firm has offices in 732 locations and a total of 26,500 advisors. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. Nominated advisors are then asked to complete an extensive survey. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). Morgan Stanley is differentiated by the caliber of our diverse team. 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. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. Zainab Memon 2016 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2019 - Mar 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data Slevin maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Kentucky. 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. This ranking is not indicative of the Financial Advisors future performance. A bit of a shy weirdo to his peers, he found his voice when he was cast in his first play. The rating is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Investment performance is not a criterion. 2009 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (October 2021) awarded in 2021. 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. For media inquiries, send an email to Media Inquiries. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. 2008 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 the Financial Times in to obtain or use the ranking. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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: 2022 Forbes America's Top Wealth Advisors. 2020 Forbes America's Top Wealth Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. 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. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. The rating is not indicative of the advisor's future performance. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This award was issued in 2016 and based on the evaluation process below. 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. 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 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. 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. in the aforementioned profile. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/15 - 9/30/16. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/13 - 12/31/15. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. O-Pee-Chee perennially features the most comprehensive . We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals. This ranking is not indicative of the Financial Advisors future performance. 2022 Barron's Top 100 Women Financial Advisors. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. Investment performance is not a criterion. 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. 2023 Barron's Top 100 Private Wealth Management Teams. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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 SHOOK Research LLC to obtain or use the ranking. She began her career in an entry level position at Morgan Stanley while pursuing her B.S. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2011 - Mar 2012. With the Morgan Stanley Mobile App, youll have the freedom to manage your investments and instantly access a suite of personal cash management tools. 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. 2016 Barron's Top 30 Institutional Consultants. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. At Morgan Stanley, giving back is a core valuea central part of our culture globally. 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. For more information, see www.SHOOKresearch.com. The advisory firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. To sbratelm pin velkou monost zskat kartu svho oblbence, kter v jinch srich obvykle nevychz! Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). All credentials and designations are verified and nominee compliance records are verified. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. View the complete list of the Operating Committee members and their leadership roles across the firm. For more information, see www.SHOOKresearch.com. The rating is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. Investment performance is not a criterion. Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next leveland provide confidence to your clients. 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. Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics. Navindu Katugampola Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. PLANADVISER Top 100 Retirement Plan Advisers 2019. This profile may include a firm or advisor that has a business relationship with SmartAsset, in 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. Meet Our Board of Directors Learn more about each of the 15 members on the firm's board and their backgrounds. This ranking is not indicative of the Financial Advisors future performance. REP. Magazine Top 50 Wirehouse Women 2014. - Stanley Cup Trophy 1:1875 - HOF Logo 1:2250 - Logo Update 1:2250. 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. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating. Provider of investment management services. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2020 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2018) awarded in 2018. Steven Doviak 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 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Andrew Nash The rating is not indicative of the Financial Advisers future performance. 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. Source: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in 2022. 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 2014. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. A sub-segment of the questions was used to determine eligibility for the Top 100. Ben Nunez On Wall Streets Top 100 Branch Manager Honorees. Nicholas Albicelli 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. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Art focuses on providing custom banking solutions to MS wealth management clients, partnering with Financial Advisors on meeting their clients lending needs.