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. This ranking is not indicative of the Financial Advisors future performance. 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. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. Coalition Greenwich is a division of CRISIL. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors ranking awarded in 2019. The rating is not indicative of the Financial Advisors future performance. 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. Nominated advisors are then asked to complete an extensive survey. 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: 2018 Forbes America's Top Wealth Advisors. 2016 Financial Times 400 Top Financial Advisors. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. PACIFIC BASIN ECONOMIC COUNCIL This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Rowland Morgan 1900 - 1989. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. The rating is not indicative of the Financial Advisers future performance. This ranking is not indicative of the Financial Advisors future performance. Allocate funds focused on private enterprises that are structured to deliver specific positive social and/or environmental. Investment performance is not a criterion. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 2020 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. Rational Investing in an Age of Uncertainty, 529 Plans: A Powerful Tool to Save for Education, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, The Age of AI and Other Trends in Tech and Beyond, 4.25% Annual Percentage Yield Preferred Savings, Start The New Year Off With A Complete Financial View, Help Improve Your After-Tax Returns with Tax Management Services, 2023 Global Macro Outlook: Inflation Peaks, Growth Slows. It is a small exhibit in a single room just off of the museum's Morgan Great Hall, and the Wadsworth is probably glad it's not larger. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2017 Barron's Top 1,200 Financial Advisors: State-by-State. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. 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 Barron's and this ranking may not be representative of any one clients experience. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. 2008 Barron's Top 100 Women Financial Advisors. Source: Coalition Greenwich 2022 U.S. Institutional Investors Study (April 2023). 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Rankings are based on the opinions of Barron's 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. 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. Between February and November 2022, Coalition Greenwich interviewed 727 individuals from 590 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. Our investment platform offers a thoughtful approach for those seeking to invest more deliberately in social and environmental causes. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. 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. Terms apply. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2013 Barron's Top 100 Women Financial Advisors. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. We monitor progress towards each goal, adjusting your financial plan accordingly as changes in your life occur. Contact our team to learn more or click here for more details. This ranking is not indicative of the Financial Advisors future performance. 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. 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. For more information on the award, go to http://www.aspa.org. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. 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. 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: Source: planadviser.com (May 2013) awarded in 2013. AI beyond the hype, a potential breakthrough in health tech, a near-term opportunity in PCs and more trends in technology and beyond. For more information, see www.SHOOKresearch.com. 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 the Financial Times during the period from 9/30/13 - 9/30/14. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2007 - Sept 2008. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. During the 1980s, Jack was a member of the investment banking team at Morgan Stanley and initiated the high tech banking practice, started the venture capital business and help organized the leverage buyout business. Responds to emergency situations . 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. 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 SHOOK Research LLC to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. 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. Investment performance is not a criterion. Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. 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. 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: planadviser.com (May 2016) awarded in 2016. Read More John Wadsworth's Phone Number and Email Last Update 3/1/2023 4:42 PM Email j***@morganstanley.com Engage via Email Contact Number (415) ***-**** Engage via Phone Mobile Number (***) ***-**** Engage via Mobile HQ Phone (212) 761-4000 Company Morgan Stanley On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. All these experiences have given Mr. Wadsworth a Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. 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. Incorporated, Chairman of Morgan Stanley Asia Limited, Chairman of Morgan Stanley India Securities Limited and Chairman of Morgan Stanley Asia In our initial conversations, we talk about your family and personal aspirations. 2022 Forbes Best-In- State Wealth Advisors. 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. 2017 Barron's Top 100 Women Financial Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Investment performance is not a criterion. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is not indicative of the Financial Advisors future performance. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. 2009 Barron's Top 100 Women Financial Advisors. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. By incorporating sustainable investments into your overall financial plan, you can align your personal finances with your family values. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. 2016 Financial Times 401 Top Retirement Advisors. 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""). Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. 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. We look forward to sharing our insights with you and hope to be your first call -- no matter how simple or complex the circumstance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. The rating is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 2019 Financial Times 401 Top Retirement Advisors. As your personal wealth grows, so does your ability to create positive change for the organizations and causes important to you. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 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. 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. 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. Learn about our security measures and use our resources and ideas to help protect yourself online. 2014 Financial Times 400 Top Financial Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. May Morgan Wadsworth. 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. John Wadsworth. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Barron's Top Women Advisors Summit Attendees 2016. In 1978, he left First Boston to become the first partner of Morgan Stanley to join the firm from a competitor. An evening with Jack Wadsworth, Chicago Booth '63, and former Chairman of Morgan Stanley Asia. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. View the Board Meet Our Operating Committee 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. We learn about the hopes and dreams you have for your future and the legacy youd like to leave. 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: Source: planadviser.com (May 2012) awarded in 2012. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. These criteria are utilized for each of the categories in which this award is given. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2014 - Mar 2015. Investment performance is not a criterion. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. Mr. Wadsworth is a Trustee of the California College of the Arts; a member of the University of Chicago Booth School of Business Council; a Director of Asia Art Archive; an Advisor to Mission BioCapital, BioInnovation Capital, bioscience affiliates of University of California San Francisco, and Chairman emeritus of the Asia Society of Northern California. Source: planadviser.com (May 2018) awarded in 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Creating customized financial strategies for the challenges that todays families face. 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 6/30/17 - 6/30/18. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Type in your search terms and press enter or navigate down for suggested search results. 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. 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 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. Investment performance is not a criterion. Hollina thrives on meeting new people and hearing their story, as she recognizes that we all have a distinct story to share, and we all have experiences that drive us. 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 9/30/18 - 9/30/19. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. 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. From the rise of the metaverse to EV acceleration, these key issues could shape industries and drive asset prices this year. 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. Member SIPC. The award is not indicative of the Financial Advisors future performance. This award does not evaluate the quality of services provided to clients and is not indicative of this 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. This ranking 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 2012 - Dec 2013. For more information on ranking methodology, go to www.WCorg.com. 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. 2015 Barron's Top 100 Women Financial Advisors. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. As a multigenerational team with diverse life experiences, we offer broad perspectives to address many different challenges and circumstances. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating. Financial Plannings Top 40 Under 40 asks brokerage firms to nominate their top young brokers.
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