Source: planadviser.com (May 2022) awarded in 2022. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. Women control a third of total U.S. household financial assets yet have often been overlooked by the financial industry. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. We advise, originate, trade, manage and distribute capital for people and institutions, with a focus on their unique needs and goals. Investment performance is not a criterion. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. 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. At Morgan Stanley, we lead with exceptional ideas. Hear their stories and learn about how they are redefining the terms of success. 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. Investors should consider high-quality long-duration bonds, equities in Japan and emerging markets, and mortgage-backed securities through the end of 2023. See how we can help you work toward your goalseven as they evolve over years or generations. The 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. 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 Market Edge Wealth Management Group - Plymouth, MI | UBS AI Execs Leading Tech Strategy at JPMorgan, Goldman Sachs, Citi, BofA Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. As a global financial services firm, Morgan Stanley is committed to technological innovation. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. PLANADVISER Top 100 Retirement Plan Advisers 2019. A portfolio performance report sent to Consulting Group clients every quarter. Investment performance is not a criterion. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. This ranking was determined based on an evaluation process conducted by the Financial Times based on data as of 12/31/12. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. For more information, see www.SHOOKresearch.com. 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. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. A riskless investment; short-term U.S. Treasury securities are generally used as a proxy for a risk-free investment. Unweighted average of weekly auction offering rates of 90-Day Treasury Bills. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. Morgan Stanley is differentiated by the caliber of our diverse team. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. Investment performance is not a criterion. 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: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Our employees in London and Glasgow collaborate across our global network of offices, to deliver exceptional ideas and solutions to the world's most complex challenges. 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 NAPA during the period from Aug 2017 Aug 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. Rankings are based on the opinions of SHOOK Research LLC 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 was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2020. This ranking is not indicative of the Financial Advisors future performance. Our clients currently entrust us with over $11 billion in assets under management. This ranking is not indicative of the Financial Advisors future performance. A founding member of Team Global, Rachel Naylor brings more than two decades of diverse financial service experience to the service of the teams clients. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. 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 ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. 2017 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. Measures the difference between a funds actual returns and its expected performance, given its level of risk as measured by Beta. We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal. Includes securities in the Government and Credit Indices. Sarah joined Morgan Stanley in 2020 as the Executive Assistant for Team Global. Top Five Countries (International Funds Only). 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. For many fixed income securities, it represents the amount that must be repaid by the borrower upon maturity. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. 2015 Financial Times 400 Top Financial Advisors. The objective of the index design is to divide constituents of an underlying MSCI Standard Country Index into a value index and a growth index, each targeting 50% of the free float adjusted market capitalization of the underlying country index. Bonds are investment grade if they have a BBB or better rating by Standard & Poors Corp. or a Baa or better rating by Moodys Investors Service. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. For more information, see www.SHOOKresearch.com. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. 2023 Forbes Best-In-State Wealth Management Teams. REP. magazines Top 50 Wirehouse Women, October 1, 2014. 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 amount of time until the allotted money is needed. 2011 Barron's Top 100 Women Financial Advisors. Nominees must be women retirement plan advisors with their own book of business. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Source: Worth magazines Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). At Morgan Stanley, giving back is a core valuea central part of our culture globally. 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. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. Build your portfolio with access to easy-to-use tools, resources and help whenever you need it, Work toward your investment goals with automated help managing your money with E*TRADE, Partner with Financial Advisors, by phone, to help you plan and prepare for key life stages and events, Collaborate with a dedicated Financial Advisor for ongoing, comprehensive planning and management. Measures the performance of those Russell 1000 companies with lower price-to-book ratios and lower forecasted growth values. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. International Wealth Management Strategy Associate at Morgan Stanley Our approach to wealth management integrates advice and capabilities to help you manage your assets and liabilities. Wealth Management. Heres whats behind the forecast. The proceeds from a residential mortgage loan (including draws and advances from a home equity line of credit) are not permitted to be used to purchase, trade, or carry eligible margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; or to make payments on any amounts owed under the note, loan agreement, or loan security agreement; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account. The stocks in this index are also members of either the Russell 1000 Growth or the Russell 2000 Growth indexes. The stocks are also members of the Russell 1000 Growth index. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. A breakdown of the portfolio between domestic and foreign securities may also be indicated. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. It is derived by adding the market capitalization of all stocks held in the funds portfolio and dividing by the total number of stocks in the portfolio. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. 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 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 9/30/17 - 9/30/18. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2021 Barron's Top 100 Institutional Consulting Teams. Morgan Stanley International Wealth Management is dedicated to serving individuals, families, family offices, corporations and other institutions made up of affluent entrepreneurs, executives and professionals who live outside the United States. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. 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. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. 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. get the convenience of investing on your own along with the knowledge and insights of a trusted partner. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term . This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. 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 PLANADVISER or ISS Media to obtain or use the ranking. Investment performance is not a criterion. Earnings Per Share (EPS) Growth, Next 5 Years. 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: napa-net.org (October 2021) awarded in 2021. As a global financial services firm, Morgan Stanley is committed to technological innovation. Investment performance is not a criterion. Tailored Lending loans/lines of credit may not be available in all locations. 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 6/30/15 - 6/30/16. An Up Capture Ratio of greater than 100% indicates a fund outperformed the relative benchmark in the benchmarks positive quarters. Unsecured debt generally issued by companies to meet short-term financing needs. Source: napa-net.org (October 2020) awarded in 2020. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. Source: napa-net.org (March 2021) awarded in 2021. 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 SHOOK Research LLC to obtain or use the ranking. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. Investment performance is not a criterion. International Wealth Management | Morgan Stanley Can also include preferred stock. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. Aims at high relative current yield from fixed income securities, has no quality or maturity restrictions, and tends to invest in lower grade debt issues. 2022 Morgan Stanley Smith Barney LLC. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Here's how 5 other top institutions see it playing out BY Alena Botros June 26, 2023, 1:29. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. Morgan Stanley Bank Asia Limited is a subsidiary of Morgan Stanley which is a financial holding company organized and existing under the laws of the State of Delaware in the U.S. Morgan Stanley Bank Asia Limited Private Wealth Management Asia - Climate Risk Management Business Control and Monitoring Policy (May 2023) 1. 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. 2022 Forbes Americas Top Wealth Management Teams. PLANADVISER Top 100 Retirement Plan Advisers 2018. Investment performance is not a criterion. We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. 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. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. It provides a measure of the historical consistency of the funds over performance or underperformance relative to its benchmark. 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. The possibility that the actual return on an investment will be different from the expected return. 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. Employee Retirement Income Security Act (ERISA). 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2011 - Mar 2012. 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 SHOOK Research LLC to obtain or use the ranking. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. International Wealth Management Strategy Associate - CareerBuilder We serve a select group of affluent clients with uncommonly complex global investment needs. Morgan Stanley is not affiliated with Greenwich Associates. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Investment performance is not a criterion. It is not a recommendation or solicitation of any offer to buy or sell any security or other financial instrument, to participate in any investment strategy, or to open any particular account type. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. 2019 Barron's Top 50 Institutional Consultants. Ready to innovate and make an impact every day? Source: planadviser.com (May 2018) awarded in 2018. 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. 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 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. Short-term adjustments seek to capitalize on temporary market distortions. Investment performance is not a criterion. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanleys substantial global resources. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. Investor Relations 2023 Annual Meeting of Shareholders May 19, 2023 Stock Information Date NYSE: MS current offset 52-Week: low - high Currency is in USD Quote delayed 20 minutes Resources Earnings Releases MSCI EAFE Index (Europe, Australasia, Far East). Stuart serves as Team Globals chief equity strategist. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. Securities Agent: WI, WV, WY, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, MD; General Securities Representative; Investment Advisor Representative. Please read the disclosures in the Important Information section below. He works closely with the teams clients to develop customized portfolios that align with their investment objectives, income needs and risk tolerances. 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 pays a fee to the Financial Times in exchange for the rating. Source: planadviser.com (May 2015) awarded in 2015. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. 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. Shows the degree of correlation of the returns of the fund manager to the regression line (determined by the index), with 1.0 indicating perfect correlation and 0 meaning no correlation. All credentials and designations are verified and nominee compliance records are verified. This award was issued in 2022 and based on the evaluation process below. Nominees must be women retirement plan advisors with their own book of business. For more information, see www.SHOOKresearch.com. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 87 years. For more on methodology please go to www.ft.com/reports. 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 Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. Source: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. Assets under management are as of the end of the first quarter 2014. At Morgan Stanley, we lead with exceptional ideas. 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. Sarah joined Team Global in December of 2021, where she currently is a Registered Client Service Associate. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com. The Index is calculated using a baseweighted aggregate methodology, meaning the level of the Index reflects the total market value of all component stocks relative to a particular base period. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron's Top Women Advisors Summit Attendees 2017-2019. The ownership interest of common and preferred stockholders in a company. Shows how an equity fund has performed in various market cycles, including bull and bear. With an extensive knowledge of the firms operational procedures and policies and investment platform, she helps deliver the firms capabilities in a personalized fashion to our clients. Free float-adjusted market capitalization index that is designed to measure developed market equity performance, excluding the U.S. & Canada. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves.
