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This ranking is not indicative of the Financial Advisors future performance. 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: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. 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 3/31/19 - 3/31/20. Investment performance is not a criterion. 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. 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. 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. Source: napa-net.org (November 2018) awarded in 2018. Greenwich Associates 2018 Quality Leader Award. 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. Telecom, Media & Technology Deal of the Year. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 12/31/15 - 12/31/17. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Ramsey, who has been with BofA since 1999, notched one more chemicals deal to his belt in June, when he advised Huntsman on the sale of its chemical intermediates and surfactants units to Indorama Ventures for $2.2 billion. Investment performance is not a criterion. You can read more about the MergerLinks' methodology and criteria on their website. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. 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 3/31/21 3/31/22. The largest mergers and acquisitions are team efforts that can take small armies of bankers, lawyers, and staffers to pull off. Telecom, Media & Technology. 2020 Forbes America's Top Wealth Advisors. Goldman Sachs' top fintech banker kept busy in 2019. So many lives were saved. 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. Our Standards: The Thomson Reuters Trust Principles. 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 list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. 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 3/31/18 - 3/31/19. Blair Effron, who for years presided as one of UBS' top rainmakers and one the premier architects of consumer-products mergers, set up his own boutique investment bank in 2006 with Robert Pruzan. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2019) awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. This information is available in the PitchBook Platform. A veteran mergers and acquisitions banker, Collins most recently served as global operations officer in the investment banking division. Source: napa-net.org (October 2020) awarded in 2020. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. This ranking is not indicative of the Financial Advisors future performance. For more information, please see our University Websites Privacy Notice. They're often among the most highly compensated people on Wall Street. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Business Insider has partnered with dealmaker financial data and intelligence platform MergerLinks to identify the top 20 bankers of 2019. This ranking is not indicative of the Financial Advisors future performance. I rode down to the World Trade Center because I had to give a talk down there. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 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. This ranking is not indicative of the Financial Advisors future performance. While Morgan Stanley was the lead financial adviser to Bristol-Myers Squibb, Evercore and Dyal also advised it, according to the statement announcing the deal. Know how to make the most of your windfall. These criteria are utilized for each of the categories in which this award is given. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. Source: PLANADVISER.com, July 2021 The "PLANADVISERS 2021 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: . Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. This award was issued in 2022 and based on the evaluation process below. Weinberger has spent almost all of his career, apart from a one-year detour with Lazard in the late 1990s, at Credit Suisse. 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 NAPA and may not be representative of any one clients experience nor indicative of the 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. BOB SCOTT: We walked out on the street, and you could look up in the sky and see dark smoke billowing out of the building. 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. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. 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. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors 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. 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. Prior to his current position, he was the head of Morgan Stanleys Healthcare Investment Banking Group for seventeen years. Paul is involved in all aspects of client service from onboarding new clients, to executing fund and wire transfers, to assisting our advisory in a broad array of tasks and projects. This ranking is not indicative of the Financial Advisors future performance. 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 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This award was issued in 2012 and based on the evaluation process below. For more information, see www.SHOOKresearch.com. The entire building has just collapsed.It is a surreal and devastating scene over here. 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. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. To be eligible for the ranking, which is based on the enterprise value of deals, an individual must have been a lead adviser on two or more transactions involving a companies primarily based in North America. Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. RICHARD POWERS:To have someone come in and be this incredible leader who went up the stairs, down the stairs, focused on the one thing that saved everyones life PHIL PURCELL:He did a great job getting our people out. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. 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 Barron's during the period from Mar 2009 - Mar 2010. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. 2017 Forbes America's Top Wealth Advisors. 2016 Financial Times 400 Top Financial Advisors. Christopher Gartin started his career at Lehman Brothers in 2007 and first joined Citigroup in 2008. This award was issued in 2013 and based on the evaluation process below. His largest coup was landing a role advising brokerage TD Ameritrade on its surprise $26.4 billion sale to Charles Schwabin November. Bristol-Myers Squibb could fork out between $75 million and $85 million to its investment banking advisers, while Celgene could pay between $100 million and $110 million to its investment banking advisers, according to estimates from Freeman & Co. Got a confidential news tip? 2020 Financial Times 400 Top Financial 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. Their website not indicative of the Financial Advisors awarded in 2023 morgan Stanley Smith Barney is! November 2018 ) awarded in 2019 achieve their goals representative of any one clients experience and is not affiliated SHOOK... 100 Private Wealth management Teams ranking awarded in 2020, please see our University Websites Privacy.! On the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients.... Head of morgan Stanleys Healthcare Investment Banking: N/A: N/A: N/A: 400 Financial... 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