This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2022 - Mar 2023. 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. Investment performance is not a criterion. Help keep more of your returns and potentially reduce tax liability with a tax-managed investment portfolio. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2015 - Mar 2016. 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. For this initial contribution, MSIM is contributing at a rate of 0.042%. Underpinning all that we do are five core values. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Institution, Government Entity, Foundation or Endowment, about Top 5 Mistakes Investors Make in a Sudden Market Downturnand What to Do Instead, Why Employee Financial Health is Good Business, 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. 2009 Barron's Top 100 Women Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: napa-net.org (March 2019) awarded in 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. 5 Sustainable Investing Trends for Companies and Investors, 7 Investment Ideas That Could Drive Markets in 2023, Yes, You Can Be a Tech Innovator at Morgan Stanley. 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 advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. Morgan Stanley Raises 700M For Push Into Core European Property. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. Ratings are relative and subjective and are not absolute standards of quality. 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. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. For more information, see www.SHOOKresearch.com. Mark Carroll has been with Morgan Stanley for 38 years starting with a college internship in 1984. 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. We study investment trends and leverage the global resources of the firm to help you develop a personalized investment strategy. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. L&L Holding Company, LLC will maintain a minority position in the property and will continue as the leasing and managing agent for the property. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. PitchBook helps you see a funds investments based on target industry, year and deal typeso you can quickly understand its strategy at a glance. PRIME, a $6.3 billion diversified core real estate fund, is managed by Morgan Stanley Real Estate. 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. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/20 - 9/30/21. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER to obtain or use the ranking. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. ea3+_/hvvP{^NUP{00dWi\JnAC9+,[svH200[}EL0@ +d3;uE`x2pg@, 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. 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 Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Prime Property Fund (located in United States, North America) was purchased by a Public Pension from United States on 05/26/2021 as a Fund Investment in the Real Estate industry. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. Securities are reviewed on an ongoing basis to maintain or improve creditworthiness, taking into consideration factors such as cash flow, asset quality, debt service coverage ratios and economic developments. 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. Source: napa-net.org (March 2022) awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2008 - Dec 2009. We will collaborate with you, your external tax and legal advisors to formulate tax and estate strategies. Lines and paragraphs break automatically. Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). The PGIM Prisa fund had a total return of 19% in the 12 months through September, when the S&P 500 posted a 15% loss, Callan reported. 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 Prime Property Fund - Realfin Amended rule 2a-7(a)(32) (defining weekly liquid assets to mean (i) cash; (ii) direct obligations of the U.S. Government; (iii) Government securities issued by a person controlled or supervised by and acting as an instrumentality of the Government of the United States pursuant to authority granted by the Congress of the United States, that are issued at a discount to the principal amount to be repaid at maturity and have a remaining maturity of 60 days or less; and (iv) securities that will mature or are subject to a demand feature that is exercisable and payable within five business days). GRIFX: Apollo Diversified Real Estate Fund - MutualFunds.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. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/16 - 3/31/17. Meet one of our Financial Advisors and see how we can help you. ; 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. 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. Through dedicated service to their client base, the team is proud of the trust and relationships they have built along the way. Amenities include the Artisanal Fromagerie & Bistro, a 43-car parking garage and two banks. For more information, see www.SHOOKresearch.com. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. Gross exposure % calculated as [(MV of long cash security and derivative positions)+(absolute value of MV in short derivative positions)]/(portfolio MV). Investment performance is not a criterion. Morgan Stanley is differentiated by the caliber of our diverse team. 2018 Forbes Best-In- State Wealth 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 NAPA to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance.
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