Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. This ranking is not indicative of the Financial Advisors future performance. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. He joined Guggenheim in 2009 as an executive chairman and has been helping guide its investment bank into a top competitor for megadeals, which Schwartz has an intimate role in executing. 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. This ranking is not indicative of the Financial 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. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. As an experienced advisory team, we take a holistic approach to wealth management. This ranking is not 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 SHOOK Research LLC to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Britton also handled Symantec's $11.5 billion sale to semiconductor giant Broadcom, and then in December capped off the year helping eBay sell ticket platform StubHub to Viagogo for $4.1 billion. 2, both in the United States and globally, in the M&A advisory league tables. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. Nominated advisors are then asked to complete an extensive survey. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 2010 Barron's Top 100 Women Financial Advisors. 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 Sept 2011 - Sept 2012. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. 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. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. This ranking is not 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. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. ROB ROONEY:The miracle of 9/11 for our firm was the fact that the leadership team used their imaginations to understand that a terrible event causing everybody to have to get out of the tower in a hurrycouldhappen. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. 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. Source: napa-net.org (November 2021) awarded in 2021. 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. 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. 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. 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. Part of Ramsey's haul also included a pair of Canadian deals: WestJet Airlines $3.6 billion sale to private-equity firm Onex, and the acquisition of Cineplex, Canada's largest theater chain, in December by Cineworld, the second-largest cinema operator in the world, for $2.1 billion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. All investing entails risks that investors should endeavor to understand before then invest. Title: Global head of technology, media & telecom M&A. 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. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. Investment performance is not a criterion. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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. Investment performance is not a criterion. MANDELL CRAWLEY:The debt of gratitude is it's hard to articulate. Spending + Budgeting allows you to manage your everyday spending across all your accounts - both at Morgan Stanley and at outside financial institutions all in one place. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Institution, Government Entity, Foundation or Endowment, Understanding Your Retirement Plan Options When You Leave a Job, 7 Investment Ideas That Could Drive Markets in 2023, Planning for Life After Selling a Business, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, Why Employee Financial Health is Good Business, 4.00% 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. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Mr. Gartin received a degree in accounting from the University of Connecticut where he was a University Scholar and graduated summa cum laude. Working with you to understand your life goals and develop a personalized wealth strategy. Firms review and approve nominations of individuals who match the ASPPA Award criteria. Heres why employers should help employees improve their financial health. 2018 Forbes Best-In- State Wealth Advisors. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This award was issued in 2013 and based on the evaluation process below. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Corporate Governance. This ranking is not indicative of the Financial Advisors future performance. We were one of the first firms to be truly ready to resume trading on the New York Stock Exchange. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. A consummate professional, he is often the first line of contact on a wide range of client questions and requests. For more information, see www.SHOOKresearch.com. 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. Mr. Gartin serves as a board member of the University of Connecticut Foundation. Meet one of our Financial Advisors and see how we can help you. 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. JAMES GORMAN: It's very hard to have been in America in 2001, let alone in New York City, and not be deeply affected by what happened on September 11. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. 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. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 2019 Financial Times 401 Top Retirement Advisors. For more information on ranking methodology, go to www.WCorg.com. 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. On Wall Streets Top 100 Branch Manager Honorees. But at the very top, there's usually a battled-tested senior banker, a deal marshal providing vision, strategy, and critical advice that can make the difference between a transaction's success or failure. 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. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. 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 (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. Assets under management are as of the end of the second quarter 2015. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. We also have extensive experience with the Firms Alternatives platform and share our insights with you. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. 2020 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. RICHARD POWERS:The backup lights didn't work. Assets under management are as of the end of the first quarter 2014. His largest coup was landing a role advising brokerage TD Ameritrade on its surprise $26.4 billion sale to Charles Schwabin November. Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. 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 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. Geno Auriemma UConn Leadership Conference, A Recipe for Success (and Cauliflower) from Chef Geoff, Auriemma Leadership Conference Keynote: Dawn Hudson, Geno Auriemma UConn Leadership Conference Announces Theme, Impressive Line-Up of Speakers. Find other people named Clinton Gartins. 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. Nominees must be women retirement plan advisors with their own book of business. 2013 Barron's Top 1,000 Financial Advisors: State-by-State. Amid fallout from a down year in 2018 for Bank of America's investment bank, Jack MacDonald was named the new cohead of the division alongside Thomas Sheehan in the ensuing leadership reorg early last year. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. dismiss. This is a profile preview from the PitchBook Platform. 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 2016. For more on methodology please go to www.ft.com/reports. 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. All told, 2,977 people died, including hundreds of first responders. Investment performance is not a criterion. 2022 PLANADVISER Retirement Plan Adviser of the Year. It was a traumatic event, obviously cost thousands of lives. Telecom, Media & Technology. 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. . Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. One of the most dramatic deals of 2019 and the past decade was Occidental Petroleum's unsolicited $57.4 billion bid for Anadarko Petroleum, which broke up an existing deal between Chevron and Anadarko. Investment performance is not a criterion. The invitation-only conference was held at The Breakers in Palm Beach, FL. Our Standards: The Thomson Reuters Trust Principles. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Clint Gartin is the Chairman of Investment Banking at Morgan Stanley. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Youre just assuming that, you know, your friends, your colleagues, your partners were lost. This ranking is not indicative of the Financial Advisors future performance. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking is not indicative of the Financial Advisors future performance. 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. In early June, the M&A chairman was neck-deep in the industrials and defense sector, advising United Technologies on its $91.1 billion merger with Raytheon. Data is a real-time snapshot *Data is delayed at least 15 minutes. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: planadviser.com (May 2018) awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. Barron's Top Women Advisors Summit Attendees 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. Our goal is to be the last financial advisory team you will ever need. 2020 Forbes America's Top Women Wealth Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. February 2012 ) Barron 's Top Wealth Advisor Moms ranking awarded in 2012 in exchange the. Platform and share our insights with you that, you know, your Partners lost! 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