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The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. Answer a few questions andget matched with an advisor. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 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 Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. 2018 Financial Times 401 Top Retirement 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. 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. Coalition Greenwich is a division of CRISIL. an Adviser or provide advice regarding specific investments. 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 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth 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. Source: napa-net.org (November 2021) awarded in 2021. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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. Source: napa-net.org (November 2016) awarded in 2016. This ranking is not indicative of the Financial Advisors 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 6/30/17 - 6/30/18. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2016 Financial Times 400 Top Financial Advisors. 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. Jasper Graham Jonathan Slevin is a financial advisor based out of Louisville, Kentucky, who has been in the advisory business for 11 years. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. You can help Wikipedia by expanding it. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Find an Advisor or call us now at 1-888-467-5419 About this Advisor Jonathan Slevin is a financial advisor based out of Louisville, Kentucky, who has been in the advisory business for 11 years. From our origins as a small Wall Street partnership to becoming a global firm of more than 60,000 employees today, Morgan Stanley has been committed to clients and communities for 85 years. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. Julia Geltser Hemant Gupta 5 Sustainable Investing Trends for Companies and Investors, 7 Investment Ideas That Could Drive Markets in 2023, Yes, You Can Be a Tech Innovator at Morgan Stanley. 2023 Forbes Best-In-State Wealth Management Teams. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). For more information, see www.SHOOKresearch.com. [1] Career [ edit] Donna Prummell Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The new Managing Directors are:1, Toks Afolabi-Ajayi 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 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: napa-net.org (October 2015) awarded in 2015. Daniel Otmar Ren Chen 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 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. Kalli Dircks 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 9/30/16 - 9/30/17. Saju Georgekutty 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. We value our commitment to diverse perspectives and a culture of inclusion across the firm. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking 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. 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 list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Hear their stories and learn about how they are redefining the terms of success. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Mustufa Salehbhai Nominees must be women retirement plan advisors with their own book of business. Rabbi Lord Jonathan Sacks(108) Dr. Benjamin Safirstein(1) Rabbi Mendel Samuels(2) Professor Jonathan Sarna(48) Mr. Charles Saul(1) Yisrael Schachter(1) Mrs. Fruma Schapiro(2) Professor Lawrence Schiffman(17) Mrs. Eva Schloss(2) Judge Jack B. Schmetterer(1) Rabbi Arthur Schneier(1) Rabbi Yitzchak Schochet(147) Mr. Ari Schonbrun(1) Mrs. Anita . 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. jonathan slavin morgan stanley. 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. Jennifer Wootton Navindu Katugampola Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. SmartAsset is not a client of the aforementioned Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. Michele Mattison Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 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. We have the experience and agility to partner with clients from individual investors to global CEOs. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. He made his TV debut on an episode of ER. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2023 Barron's Top 100 Institutional Consulting Teams. 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 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking 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. 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 Barron's and this ranking may not be representative of any one clients experience. It has $1 trillion in assets across its 2,129,899 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Source: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in 2022. Investment performance is not a criterion. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 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. For more information, see www.SHOOKresearch.com. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. For 87 years, weve had a passion for whats possible. This award was issued in 2013 and based on the evaluation process below. 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. At Morgan Stanley, giving back is a core valuea central part of our culture globally. review the ongoing performance of any Adviser, participate in the management of any users account by Investment performance is not a criterion. 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. PLANADVISER Top 100 Retirement Plan Advisers 2018. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: planadviser.com (May 2020) awarded in 2020. 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. This award was issued in 2014 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. 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. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. Matthew Meyers This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (October 2020) awarded in 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. 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: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. Lauren Veisz Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. 2021 Forbes Americas Top Next-Gen Wealth Advisors. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2022) awarded in 2022. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2019 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. All investing involves risk, including 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. 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. 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. SmartAssets Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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.