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Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. Measures the performance of those Russell 3000 Index companies with lower price-to-book ratios and lower forecasted growth values. 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. Aims at high relative current yield from fixed income securities, has no quality or maturity restrictions, and tends to invest in lower grade debt issues. 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. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. For more on methodology please go to www.ft.com/reports. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Market performance is represented by the Morgan Stanley EAFE Index. 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. 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. These criteria are utilized for each of the categories in which this award is given. For more information, see www.SHOOKresearch.com. Source: planadviser.com (May 2015) awarded in 2015. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Private Wealth Management: Los Angeles CA $ 150mm $ 10mm : $ 7.2B: 80. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. Measures the funds annual expenses as a percentage of net assets. Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Provides a relative measure of the extent to which the stocks held by the mutual fund are value or growth.. Small-cap growth funds typically have an above-average price-to-earnings ratio, price-to-book ratio, and 3-year sales-per-share growth value, compared to the S&P Small Cap 600 Index. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Can also include preferred stock. 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. 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. For more information, see www.SHOOKresearch.com. 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. A negative Alpha indicates the funds underperformance given the expectations established by the funds Beta. Morgan Stanley Private Wealth Management ESW Group Darren Edwards Harry Suh Justin A Weiss, CFA Direct: (800) 326-8584 Contact Us A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations. Morgan Stanley is not affiliated with Coalition Greenwich. An investment objective in which protecting the investors initial investment from loss is the primary goal. Securities Agent: PR, UT, NH, NY, ID, WY, WA, VA, TX, TN, SD, PA, OR, OH, NV, NM, NJ, NC, MO, MI, MD, MA, KY, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, MN; General Securities Representative; Investment Advisor Representative. 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. For more information, see www.SHOOKresearch.com. Eithne is an Assistant Vice President and Director of Business Strategy for the ESW Group. 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. The expected return often differs from the investors realized return. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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 Barron's to obtain or use the ranking. Listing for: 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. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. 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. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. 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. 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. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. Capitalization (Weighted) - the portfolio-weighted simple mean of all stocks capitalizations in a portfolio. Assets under management are as of the end of the first quarter 2014. 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 ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2014 Barron's Top 100 Women Financial Advisors. Darren Edwards brings over 20 years of diverse wealth management experience to the service of the teams clients. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2011 Barron's Top 100 Women Financial Advisors. Here's how to balance passion and prudence. 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. Investment performance is not a criterion. Calculated by creating a weighted average of the stated maturities for the bonds in a funds portfolio. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 2022. We are proud that they have been recognized by Barron's as among the top Financial Advisors in the country. 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; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. As technology links us closer together and regulatory barriers are broken down, the firm is in a unique position to address the increasingly global needs of our clients. 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 was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. The number is intended to give investors an indication of how frequently management trades securities. Countries in the Developed Markets category include the United States, Canada, Japan and Germany. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominated advisors are then asked to complete an extensive survey. Measures an international funds volatility relative to its benchmark. Source: planadviser.com (May 2018) awarded in 2018. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. 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 9/30/17 - 9/30/18. 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 Mar 2011 - Mar 2012. 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 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. Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. This award was issued in 2021 and based on the evaluation process below. Securities Agent: MN, WY, WA, VA, UT, TN, SD, TX, PR, PA, OR, OH, NY, NV, NM, NH, NC, MO, NJ, MD, MA, KY, IL, ID, HI, GA, DE, FL, MI, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative. florida dealer license regional office, accendo insurance company provider portal, ddm4v7 pro for sale,

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