Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. "The Return of Tobias and the Angel" is on loan from a private collection and is hanging in the . 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. Investment performance is not a criterion. This ranking is not 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. Contact The Brewer Wadsworth Group today. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. 2023 Morgan Stanley Smith Barney LLC. REP. Magazine Top 50 Wirehouse Women 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. 2018 Forbes Best-In- State Wealth Advisors. Investment performance is not a criterion. 2019 Barron's Top 50 Private Wealth Advisory Teams. 48 year old Detective Sergeant John Wadsworth is a man who is losing a grip on all aspects of his life. For more information, see www.SHOOKresearch.com. 2020 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. This website uses cookies to ensure the best user experience. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. Source: Research magazines Top-Ranked Teams in America, as identified by Research magazine, uses quantitative and qualitative criteria and selects from a pool of over 3,000 nominations. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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 3/31/17 - 3/31/18. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. 2022 PLANADVISER Retirement Plan Adviser of the Year. Accept Cookies, MBA MA Eastern European Russian Eurasian Studies, MBA Master of Arts in International Relations, MBA Master of Arts in Middle Eastern Studies, Management Science and Operations Management, Contact Employer Relations and Corporate Relations, University Club800 Powell StSan Francisco, California, Driving Directions:Directions and Parking: 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. Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients. 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. 2021 Barron's Top 100 Women Financial Advisors. 2022 Forbes Best-In- State Wealth Advisors. Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. Research 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 2013 - Sept 2014. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 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. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams ranking awarded in 2019. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. representatives to gather wealth manager nominations. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. A sub-segment of the questions was used to determine eligibility for the Top 100. The University of Chicago Booth School of Business, A Conversation with Jack Wadsworth, '63, Former Chairman of Morgan Stanley Asia, University of Chicago Bay Area Alumni Club, Williams College Alumni San Francisco Regional Chapter, Chicago Booth Alumni Club of San Francisco. John Ashworth | Winter Park, FL | Morgan Stanley Wealth Management Privacy & Cookies Notice Proactively consider ESG criteria alongside Financial Analysis to identify opportunities and risks during the investment process. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. Investment performance is not a criterion. The rating is not indicative of the Financial Advisors future performance. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. The invitation-only conference was held virtually. Source: planadviser.com (May 2015) awarded in 2015. How did Morgan Stanley get involved in this business in the first place? 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 paid a fee to Crains in exchange for the award. 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: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 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 (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking 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. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. 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. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. Source: napa-net.org (October 2022) awarded in 2022. Environmental, Social and Governance (ESG) Integration. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. 1,128 John Wadsworth Premium High Res Photos - Getty Images Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Manage Exposures by intentionally avoiding investments that generate income from objectionable activities, sectors, or geographies. 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.

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