Morgan Stanley Smith Barney LLC is not affiliated with Barron's. With those caveats in mind and with bankers of all stripes known to fight fiercely over any and every league table ranking this list offers a window into the top people driving the industry. Regret makes us better. 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. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. Eligibility & terms apply. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Chicagos Notable Financial Advisers 2018. 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. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. It was World Trade Center One. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Prior to joining Citi in 2011, Cox ran investment banking in the Americas at UBS and spent 17 years with Morgan Stanley as well. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. 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. Investment performance is not a criterion. Rankings are based on the opinions of Barron's 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. Investment performance is not a criterion. Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. 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. Dunne, who helped rebuild Sandler after it lost 66 partners in the terrorist attacks on the World Trade Center towers in 2001, started off the year advising Oaktree Capital on its $4.9 billion sale to Brookfield Asset Management. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. 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. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Business Insider has partnered with dealmaker financial data and intelligence platform MergerLinks to identify the top 20 bankers of 2019. For more information, see www.SHOOKresearch.com. 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 is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Clint Gartin recalls the ban being memorialized on the tombstones given to those who worked on the deal. 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: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. 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. MANDELL CRAWLEY:The debt of gratitude is it's hard to articulate. JOAN STEINGBERG:On September 14th. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. IPOs and financings are not considered, nor are deals in other regions. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. 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. The rating 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. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. CLINT GARTIN: 9/11 was obviously a horrible day. 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. Mr. Gartin received a degree in accounting from the University of Connecticut where he was a University Scholar and graduated summa cum laude. Bank of America, whose investment bank had a comeback year after a dreary 2018, had the second-most, with three. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. 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. 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. And then the second plane hit our building. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2016 - Mar 2017. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2018 Barron's Top 50 Institutional Consultants. 2019 NAPA Top DC Advisor Multi-Office Firms. Terms apply. 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. 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 2008 - Sept 2009. To explore Morgan Stanleys full profile, request access. The company could hardly have asked for a better initial return from Gallea, formerly one of the top M&A guns at rival JPMorgan, who captained two megadeals in his first year. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. This information is available in the PitchBook Platform. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. 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 3/31/22 3/31/23. Which isto get out. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals. His primary responsibilities for the team include portfolio construction and investment selection. 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. 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 SHOOK Research LLC or Working Mother Magazine. This award was issued in 2013 and based on the evaluation process below. Contact me to learn more or click here. Eduardo Mestre is one of the longest-serving and most influential investment bankers at boutique standout Evercore. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. For more information on ranking methodology, go to www.WCorg.com. Morgan Stanley 1585 Broadway New York, NY 10036 United States 212 761 4000 https://www.morganstanley.com Sector (s) : Financial Services Industry : Capital Markets Full-time employees : 82,427. Morgan Stanley ranks No. 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: Crains New York Business, December 7, 2020. 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. 2020 Financial Times 401 Top Retirement Advisors. 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. The Gartins were just two of many bankers advising Bristol-Myers Squibb and Celgene, within their teams and among other investment banks involved. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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 9/30/16 - 9/30/17. He has also served as the Chief Operating Officer of Morgan Stanleys Investment Banking Division and as the head of its Global Industries Group. 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. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. Private Bankers, Ultra High Net Worth (UHNW) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association. On the morning of September 11, 2001, terrorists hijacked four commercial airplanes, flying two into the World Trade Center, one into the Pentagon and the last, by the heroic resistance of passengers, into a field near Shankville, Penn. 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. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. Here's how the company determines its ranking: "MergerLinks works with over 60 advisory firms and checks more than 100 sources daily to come up with its rankings, based on transactions over 100m. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2018) awarded in 2018. Danny Moloshok/Reuters; Brendan McDermid/ Reuters; Glodman Sachs; Morgan Stanley; Ruobing Su/Business Insider, Victor Hugo/Patrick McMullan via Getty Images, Visit Business Insider's homepage for more stories, read more about the MergerLinks' methodology and criteria on their website, its surprise $26.4 billion sale to Charles Schwab, most significant and dramatic deals of the last decade, subsequently spun off into a separate company. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. I went back to my office and we all started calling, making sure everybody did what they're trained to do. For more information, see www.SHOOKresearch.com. Get the full list Morgan Stanley Subsidiaries (26) Company Name Industry Location Founded; Inclusive Ventures Lab: Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. The rating is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Working with you to understand your life goals and develop a personalized wealth strategy. Source: napa-net.org (November 2018) awarded in 2018. 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. 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