Chicagos Notable Financial Advisers 2018. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This award was issued in 2016 and based on the evaluation process below. First night, first night was 750. 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 NAPA during the period from Aug 2020 Aug 2021. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (October 2016) awarded in 2016. 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. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). 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. Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. The rating is not indicative of the Financial Advisers future performance. Patrick empowers clients to achieve new levels of success through a personalized approach to financial planning and investment management. 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. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 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 Sept 2014 - Sept 2015. He replaces Clint Gartin, who will become chairman of investment banking. 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. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. Tim Ingrassia has spent his entire career at Goldman Sachs, joining the firm's two-year analyst program in the M&A group shortly after graduating college in 1986. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Investment performance is not a criterion. At Morgan Stanley, giving back is a core valuea central part of our culture globally. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2008 Barron's Top 100 Women Financial Advisors. Paul Taubman founded his eponymously named boutique investment bank in 2014, following a 30-year run at Morgan Stanley, where he left as co-president of Institutional Securities. This ranking is not indicative of the Financial Advisors future performance. RICHARD POWERS:We took it to a new level. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. Source: napa-net.org (March 2021) awarded in 2021. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2008 - Mar 2009. Bank of America, whose investment bank had a comeback year after a dreary 2018, had the second-most, with three. Morgan Stanley caters to energy, financial services, healthcare, information technology, consumer products and services, business products and services, manufacturing, cybersecurity, and life sciences sectors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. 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 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. They're often among the most highly compensated people on Wall Street. Retirement assets, equity compensation and insurance policies should not be managed as separate entities, but as vital components of your overall financial picture. 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 for placement on its rankings. The healthcare group has advised on high profile deals recently including Pfizer Inc's PFE.N $160 billion deal for Allergan PLC AGN.N and Shire PLC's SHP.L and Perrigo Company PLC's PRGO.N successful defense against a $31 billion hostile takeover attempt by Mylan NV MYL.O. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. For more information, see www.SHOOKresearch.com. 2011 Barron's Top 1,000 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 Barron's during the period from Sept 2013 - Sept 2014. You can read more about the MergerLinks' methodology and criteria on their website. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. This ranking is not indicative of the Financial Advisors future performance. Mr. Gartin received a degree in accounting from the University of Connecticut where he was a University Scholar and graduated summa cum laude. For more information, please see our University Websites Privacy Notice. 2020 Forbes Best-In- State Wealth Advisors. This ranking is not indicative of the Financial Advisors future performance. This ranking 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. Investment performance is not a criterion. So why doesn't JPMorgan, the second-ranked M&A bank behind Goldman for revenue and third in total deal value, have any bankers in the top-20? 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. Clint Gartin recalls the ban being memorialized on the tombstones given to those who worked on the deal. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. 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. We appointed marshals on each floor who were responsible for evacuation. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. The bond we form is fundamental to our mission and it is our hope that it spans generations. Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. Clinton Gartin, a chairman of investment banking at Morgan Stanley, advised Bristol-Myers Squibb. Source: planadviser.com (May 2014) awarded in 2014. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. But what this firm did and how it responded and how it bounced back from that tragedy, the resilience it showed, the care and humanity for its people, was extraordinary. 2022 PLANADVISER Retirement Plan Adviser of the Year. 2015 Barron's Top 30 Institutional Consultants. A second-generation Financial Advisor, Troy joined Morgan Stanley in 2015. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. 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 Barron's during the period from Dec 2014 - Dec 2015. Terms apply. Bradley Holman is a Private Banker serving Morgan Stanleys Wealth Management offices in Michigan. Investment performance is not a criterion. Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. responsible for pharmaceutical deals-Paul Brooke and Clinton Gartin of Morgan Stanley, and Stuart Essig, Suzanne Nora Johnson, and Michael Overlock of Goldman Sachs. Morgan Stanley clients with eligible brokerage accounts can earn 4.00% APY through deposits into our Preferred Savings Program for qualifying cash. Securities Agent: WI, WA, VA, PA, SC, OR, OH, TX, NY, NV, NJ, NE, NC, MS, MN, MA, KY, KS, IN, IL, MI, MD, ID, GA, FL, TN, DC, CO, CA, AL, AZ; General Securities Representative; Investment Advisor Representative. 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. 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. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. This ranking is not 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/16 - 3/31/17. 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. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. This ranking is not indicative of the Financial Advisors future performance. Clint Gartin Financial Advisor Chairman of Investment Banking at Morgan Stanley Is it you? To consummate the deal, Celgene had to divest its Otezla business which Gartin helped sell to Amgen later that year in a separate $14.2 billion deal. 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 SHOOK Research LLC or Forbes. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. 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. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: napa-net.org (November 2017) awarded in 2017. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Self-nominations are not accepted. 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. Smart wealth management begins and ends with tailored service and attention to detail. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. Clinton Gartin Clint Gartin. 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. RICHARD POWERS:All of this started in 1990. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. RICHARD POWERS:The backup lights didn't work. 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 ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2019. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams ranking 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 6/30/16 - 6/30/17. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. The rating is not indicative of the advisor's future performance. 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. 2012 Barron's Top 100 Women Financial Advisors. 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 ISS Media during the period from 1/1/16 12/31/16. 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. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. These criteria are utilized for each of the categories in which this award is given. 2016 Barron's Top 100 Women Financial Advisors. 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. 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 story was originally published February 14, 2020. 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 is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. All told, 2,977 people died, including hundreds of first responders. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. 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 9/30/15 - 9/30/16. A Morgan Stanley spokeswoman confirmed the contents of the memo. Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 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. 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.

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