Get the full list, Youre viewing 10 of 1,366 services on a deal buy side. The list of the 300 Most Influential DC Advisors was selected from more than 120,000 reader votes as well as from input from last years Top 40 Advisors and from distributors working with the advisors. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. Nominees must be women retirement plan advisors with their own book of business. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. 2015 Barron's Top 30 Institutional Consultants. 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 6/30/15 - 6/30/16. 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. Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. Investment performance is not a criterion. His largest coup was landing a role advising brokerage TD Ameritrade on its surprise $26.4 billion sale to Charles Schwabin November. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. ROB ROONEY:We were really just incredibly fortunate that Rick was the leader that he was, preparing the organization for such an event. Telecom, Media & Technology Deal of the Year. Eduardo Mestre is one of the longest-serving and most influential investment bankers at boutique standout Evercore. 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 2020. Comprehensive performance, salary and tenure analysis for the CEO, board and leadership team. 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 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 not indicative of the Financial Advisors future performance. He has also served as the Chief Operating Officer of Morgan Stanley's Investment Banking Division and as the head of its Global Industries Group. MergerLinks, based in London, has previously tracked and organized league tables for European bankers and lawyers, but this is the first year it has put together a ranking focused on the US and Canada. Source: REP. magazine, October 2015. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. . Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Individuals are judged based on qualitative information collected from the nomination form, and potentially from interviews with the Award Committee. MANDELL CRAWLEY:The debt of gratitude is it's hard to articulate. 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 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 3/31/19 - 3/31/20. 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. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The award 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. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. BOB SCOTT:When the bombing occurred in 1993,we had a security officer down in the World Trade Center named Rick Rescorla. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. RICHARD POWERS:All of this started in 1990. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2011 - Mar 2012. Working closely with you to guide your wealth and investments through the most challenging market cycles. 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: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. 2019 Financial Times 400 Top Financial Advisors. Alongside many other companies who had offices in the World Trade Center, Morgan Stanley suffered personal losses that day. PHIL PURCELL: We were counting down how many people were missing. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Working with you to understand your life goals and develop a personalized wealth strategy. 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. 2010 Barron's Top 100 Women Financial Advisors. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. Shallon Fontanez Registered Client Service Associate for; Rodney R. Harvey, First Vice President Mar-2012. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Investment performance is not a criterion. Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. 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. 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 Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. We should be thinking about what we're going to do if that happens. These criteria are utilized for each of the categories in which this award is given. Later in the summer, Carr teamed up with Marshall Smith, Goldman's top healthcare banker, to advise Pfizer in a deal to combine its off-patent division Upjohn with Mylan, the generics manufacturer best known for its EpiPen treatment. 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. 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. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. I went back to my office and we all started calling, making sure everybody did what they're trained to do. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. 2017 Forbes America's Top Wealth Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This award was issued in 2013 and based on the evaluation process below. 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. Smart wealth management begins and ends with tailored service and attention to detail. Our years of experience combined with our vast credentials set us apart from other teams. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2013 Barron's Top 100 Women Financial Advisors. Our partnership with various local and national organizations supports important initiatives and causes -- from helping children and to supporting local food banks and religious organizations. In 2019, he advised Pfizer on two major deals as the firm faced heightening competition from generics providers. 2018 Financial Times 400 Top Financial Advisors. The largest mergers and acquisitions are team efforts, but at the very top, a battled-tested senior banker provides critical advice that can make the difference in a transaction's success or failure. 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. 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. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The rating is not indicative of the advisor's future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. The list features some of the biggest names in investment banking, from giants like Morgan Stanley all the way down to boutiques with fewer than 20 employees. 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. BOB SCOTT:We made sure that we had computers up to support all the operations of our sales and trading. You have several choices for what to do with your qualified retirement plan when you leave a job. Like all the bankers involved, the Gartins are in line for a big payout if the deal closes. Investment performance is not a criterion. Know how to make the most of your windfall. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. A U.S. led coalition was preparing to invade Iraq. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. 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 SHOOK Research LLC to obtain or use the ranking. SOUND UP NEWS REPORTS: SOUTH TOWER COLLAPSE 9:59AM, There has just been a huge explosionThe second building that was hit by the plane has just completely collapsed. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. Additionally, the deal may have been tracked to a different region JPMorgan's European team, for instance, advised on the $88.2 billion defense of Irish-domiciled Allegran from Abbvie's approach, and Dwayne Lysaght, the bank's M&A head for the region, topped MergerLinks' European league table. Today and for the years to come. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Corporate Governance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. McClure and Gallea also helped spearhead the $7.8 billion merger of Gardner Denver with the industrials segment of Ingersoll Rand, which was then spun off into a separate company. 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. 2020 Forbes Best-In- State Wealth Advisors. A second-generation Financial Advisor, Troy joined Morgan Stanley in 2015. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. On Wall Streets Top 100 Branch Manager Honorees. 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. 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. Research Magazine's 130 Top-Ranked Advisor Teams in America. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. He replaces Clint Gartin, who will become chairman of investment banking. Clinton Gartin and his son Christopher advised on opposite sides of Bristol-Myers Squibb's $74 billion deal to buy Celgene, which was announced on Thursday. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. He has an extensive understanding of asset/liability management to help clients get the most out of their investments. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. PHIL PURCELL: It wasn't our building that got hit first. Get the full list, Youre viewing 5 of 63 board members. 2023 Forbes Americas Top Wealth Management Teams. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. Get the full list, Youre viewing 5 of 1,043 team members. Set themselves apart by offering comprehensive financial wellness benefits. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Stay up to date with what you want to know. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: . Investment performance is not a criterion. Investment performance is not a criterion. PHIL PURCELL: People forget that the World Trade Center was bombed in 93, and it was way underreported how bad it was. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. 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