Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. 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. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. 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. 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. 3 spot on the rainmaker list, thanks in part to his role in orchestrating the largest healthcare deal of all-time Bristol-Myers Squibb's $92.2 billion acquisition of Celgene. Earlier in the year, McClure advised labeling firm Multi-Color Corporation on its $2.5 billion sale to Platinum Equity Advisors. Eligibility & terms apply. Morgan Stanley Online uses features that may not be supported by your current browser and might not work as intended. 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 SHOOK Research LLC to obtain or use the ranking. These criteria are utilized for each of the categories in which this award is given. 2 to No. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. 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. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. 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 the Financial Times in to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. 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. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Source: napa-net.org (March 2021) awarded in 2021. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. This ranking is not indicative of the Financial Advisors future performance. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Source: napa-net.org (November 2022) awarded in 2022. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/19 - 3/31/20. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. 2020 Forbes America's Top Wealth Advisors. Investment strategy is one of the most critical services we provide. 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. Deciding among them is an important step in managing your retirement savings over time. His largest coup was landing a role advising brokerage TD Ameritrade on its surprise $26.4 billion sale to Charles Schwabin November. BOB SCOTT: The morning of 9/11 was a beautiful, crisp, early fall morning, bright blue sky. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. Source: napa-net.org (March 2020) awarded in 2020. 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. A couple weeks earlier, Pfizer announced its $11.8 billion acquisition of cancer drugmaker Array Biopharma, which Boublik and Gartin also advised on. Bradley Holman is a Private Banker serving Morgan Stanleys Wealth Management offices in Michigan. The firm surged back in 2019, and MacDonald, who previously served as global head of TMT banking based in Palo Alto, was responsible for two of the firm's trophies: Global Payments' $26.4 billion acquisition of Total System Services which he spearheaded with US M&A chief Kevin Brunner and Salesforce's $16.1 billion acquisition of data visualization platform Tableau. 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. 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. 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. 2019 Forbes Best-In- State Wealth Advisors. Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. 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. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015. Investment performance is not a criterion. The list of the 300 Most Influential DC Advisors was selected from more than 120,000 reader votes as well as from input from last years Top 40 Advisors and from distributors working with the advisors. Click here to see the full list of the top North American M&A bankers for 2019. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. Investment performance is not a criterion. Since joining in 2004 from Citigroup, where he spent much of his career, Mestre has spearheaded relationships with many of Evercore's top clients and handled some of the industry's largest and most complicated deals of the past decade such as the $130 billion Dow-DuPont merger in 2015. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. Investment performance is not a criterion. 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. Effron also brought together two of the preeminent luxury brands, advising Tiffany & Co. on its $16.9 billion sale to LVMH. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of SHOOK Research LLC 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; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. We also have extensive experience with the Firms Alternatives platform and share our insights with you. RICHARD POWERS:When that building went down, we had 27 hundred people in there, we thought they were all in there. For more information, see www.SHOOKresearch.com. Rick and the individuals that made up that security team, they made the ultimate sacrifice on behalf of this firm. Source: planadviser.com (May 2017) awarded in 2017. 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. Start Today. 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. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. The 2019 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. A consummate professional, he is often the first line of contact on a wide range of client questions and requests. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. 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. Source: Research magazines Top-Ranked Teams in America, as identified by Research magazine, uses quantitative and qualitative criteria and selects from a pool of over 3,000 nominations. Investment performance is not a criterion. Source: planadviser.com (May 2018) awarded in 2018. Terms apply. 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. 2010 Barron's Top 100 Women Financial Advisors. CLINT GARTIN:Leadership did a really good job of keeping people informed, reassuring people, trying to bring the firm back together to a place where we could be up and running and do business. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. For more on methodology please go to www.ft.com/reports. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. 2019 Financial Times 400 Top Financial Advisors. The rating is not indicative of the Financial Advisors future performance. But this year, a father and son were also working on the biggest pharmaceutical acquisition of all time. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. He has held a number of roles within the bank, including chief administrative officer of investment banking, vice chairman of investment banking and global co-head of healthcare. In 2018, JPMorgan recruited Gido to join its investment bank only to have Goldman bid him back before he could join showing the extent to which Wall Street banks are battling over star dealmakers amid a bumper M&A environment. Fee to the Winners Circle in exchange for the list is drawn solely from a set of quantitative variables information. Features that may not be representative of any one clients experience: Baltimore Jewish Times, Young... Jewish Times, Up-and-Coming Young Professionals, March 2009 of age McClure advised labeling firm Multi-Color Corporation on its 2.5! Charles Schwabin November Management offices in Michigan Winners Circle in exchange for the rating is not affiliated with Research. 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