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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. For more on methodology please go to www.ft.com/reports. 2020 Forbes Best-In- State Wealth Advisors. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. 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. Darren Edwards brings over 20 years of diverse wealth management experience to the service of the teams clients. For more information on the award, go to http://www.aspa.org. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Using Standard Deviation and returns in excess of the returns of T-bills, it determines reward per unit of risk. 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. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (March 2022) awarded in 2022. 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. The return for each country is weighted on the basis of its market capitalization. This ranking is not indicative of the Financial Advisors future performance. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2007 - Sept 2008. The amount of time until the allotted money is needed. 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. This ranking is not indicative of the Financial Advisors future performance. Reuters accepts nominations from Financial Advisors. 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. Source: planadviser.com (May 2017) 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. 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. Investment performance is not a criterion. Please see MSCI Growth/Value Indices for definition. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. Generally, highly diversified portfolios have higher R2 percentages. The stocks in this index are also members of either the Russell 1000 Value or the Russell 2000 Value indexes. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: planadviser.com (May 2016) awarded in 2016. 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. We help individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Drawing on a deep understanding of your financial life, our goal is to help you: Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. We also understand that there is no family that is exactly like yours. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Capitalization (Weighted) - the portfolio-weighted simple mean of all stocks capitalizations in a portfolio. 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. For more information, see www.SHOOKresearch.com. The statistic measures the annualized quarterly variation in returns around the mean return. Self-nominations are not accepted. 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 be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Source: napa-net.org (October 2017) awarded in 2017. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Represents the internal rate of return of the bonds in a funds portfolio assuming the bonds interest is reinvested, and the bonds are held to maturity. Source: planadviser.com (May 2022) awarded in 2022. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). Source: planadviser.com (May 2015) awarded in 2015. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Our highly experienced Private Wealth Advisors function as an . This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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 9/30/20 - 9/30/21. You have unique needs, challenges, limitations and aspirations. 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. The combined securities held by an investor. Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. The return investors anticipate they will receive on an investment over some future period. 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. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The return for each country is weighted on the basis of its total market capitalization. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. The MBS Index is formed by grouping the universe of over one million individual fixed-rate MBS pools into approximately 2,900 generic aggregates (although only a certain number meet the index criteria). Measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Information on market capitalization cycles, such as large-cap value and growth and small-cap value and growth, is shown relative to the appropriate style of the fund. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. 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. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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 Barron's to obtain or use the ranking. The overall performance of an investment includes any income and realized and unrealized capital gains/ losses. Barron's Top Women Advisors Summit Attendees 2017-2019. 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. 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. Source: Forbes.com (February 2022) 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 401kWire's 300 Most Influential DC Advisors 2011. Additionally, Eithne is responsible for equity and fixed income trading execution and has worked at Morgan Stanley for over 10 years. Source: napa-net.org (March 2021) awarded in 2021. Measures the performance of the 2,000 smallest companies in the Russell 3000 Index, which represents approximately 8% of the total market capitalization of the Russell 3000 Index. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 2021 Forbes America's Top Women Wealth Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. 2018 Barron's Top 100 Women Financial Advisors. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. Measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. Calculated by Lipper, Inc. and includes all funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a 3-year weighted basis) less than 250% of the dollar-weighted median of the smallest 500 of the middle 1,000 securities of S&P SuperComposite 1500 Index. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. 2020 Financial Times 401 Top Retirement Advisors. Another day, another First Republic team on the move. 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. Barclays Capital Mortgage Backed Securities Bond (MBS) Index. Weighted average of the interest rates on the bonds the issuers promise to pay the fund if held to maturity, expressed as a percentage of face value. Morgan Stanley Wealth Management lost a $4.6 million, two-advisor team in Los Angeles to Rockefeller Capital Management on Thursday, according to a source familiar with the move. The teams are ranked on a variety of factors, including their size and shape, their. 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. 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. In addition to study interviews, the award is based on other criteria including assets under management and industry 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2018 Forbes America's Top Women Wealth Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2008 - Dec 2009. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2023 Forbes Americas Top Wealth Management Teams. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2011 - Mar 2012. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. 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. 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. 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. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. 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 1/1/17 12/31/17. Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors ranking awarded in 2019. Source: napa-net.org (October 2021) awarded in 2021. 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. The individual or firm responsible for the day-today decisions involving an investment portfolio. 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: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. Represents the Excess Return divided by the Tracking Error. J.P. Morgan Advisors on Wednesday plucked a Los Angeles duo who generated around $7 million in annual revenue, according to a source familiar . 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 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. Last updated: February 18, 2023 Chicagos Notable Financial Advisers 2018. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. Best-In-State Wealth Management Teams (2023) California - Los Angeles Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Creation of Customized Strategic Asset Allocation. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Explore Morgan Stanley.

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