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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 SHOOK Research LLC to obtain or use the ranking. Investment performance is not a criterion. More. Investment performance is not a criterion. 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 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. 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. 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. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. Investment performance is not a criterion. 2021 Forbes America's Top Women Wealth Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Eleven of the biggest U.S. banks Thursday announced a $30 billion rescue package for First Republic Bank in an effort to prevent it from becoming the . Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 401kWire's 300 Most Influential DC Advisors 2011. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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 the Financial Times in to obtain or use the ranking. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). 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. Connect with neighborhood businesses on Nextdoor. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. 2017 Financial Times 400 Top Financial Advisors. Investment performance is not a criterion. These criteria are utilized for each of the categories in which this award is given. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Investments Financial Planners Financial Planning Consultants Services 88 YEARS IN BUSINESS (919) 493-5559 2501 Blue Ridge Rd Ste 190 Raleigh, NC 27607 3. This ranking is not indicative of the Financial Advisors future performance. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Raleigh South Carolina Aiken-North Augusta Bluffton-Hilton Head Charleston Charlotte Area . Source: napa-net.org (October 2019) awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. Careers. 2020 Forbes America's Top Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees must be women retirement plan advisors with their own book of business. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 3/31/22 - 3/31/23. Now, use it to your full potential at Morgan Stanley. 2019 Financial Times 401 Top Retirement Advisors. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 2019 Forbes America's Top Women Wealth Advisors. See all additional. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. POSTING DATE: Feb 10, 2023. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. 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. 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. Investment performance is not a criterion. 2023 Barron's Top 100 Women Financial Advisors. Senior Vice President, Wealth Management, Institutional Consulting Director, Investing with Impact Director, Institutional Consultant Phone: (316) 630-4411 Contact Me View My Bio Patrick Garrett Hartley Senior Vice President, Financial Advisor, Alternative Investments Director Phone: (919) 960-5457 Contact Me View My Bio Andy McKay, CFP Source: Crains New York Business, December 7, 2020. This Financial Planning Director role will support our Atlantic Coast Complex and can be located onsite in either Raleigh, NC, Chapel Hill, NC, Asheville, NC or Winston-Salem, NC. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. 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 SHOOK Research LLC or Working Mother Magazine. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. 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. 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. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. The award is not indicative of participating firms nor their financial advisors past or future performance and may not be representative of any one client's experience because the results represent an average of all experiences of responding clients only. POSITION SUMMARY: Service Managers (SM) are responsible for shaping the future of service by modernizing our client experience by . 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. This ranking is not indicative of the Financial Advisors future performance. 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. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2015 - Mar 2016. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 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. 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 PLANADVISER or ISS Media to obtain or use the ranking. 2020 Barron's Top 50 Private Wealth Management Teams. Investment performance is not a criterion. 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 2013. 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. 2023 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2016- Sept 2017. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley is not affiliated with Greenwich Associates. 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. Barrons Top Women Advisors Summit Attendees 2015 Summit. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Morgan Wallen Tickets; SZA Tickets; Rock Music News From the Blog. Morgan Rielly had . This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2010 - Mar 2011. This ranking is not indicative of the Financial Advisors future performance. Get reviews, hours, directions, coupons and more for Morgan Stanley at 700 Spring Forest Rd Ste 200, Raleigh, NC 27609. 2019 Financial Times 400 Top Financial Advisors. Investment performance is not a criterion. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. 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 6/30/19 - 6/30/20. Explore. 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. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Opportunities for Students and Graduates Ready to launch your career with us? Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more on methodology please go to www.ft.com/reports. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. MORGAN STANLEY SMITH BARNEY INSURANCE SERVICES LLC in Raleigh, NC Company Information Sponsored Ads Contact Information Phone Number: (877) 858-3855 Company Contacts MORGAN STANLEY SMITH BARNEY LLC Member 1585 Broadway New York, NY 10036 Reviews Write Review There are no reviews yet for this company. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. This award was issued in 2022 and based on the evaluation process below. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. 2022 PLANADVISER Retirement Plan Adviser of the Year. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. Updated March 17, 2023 4:05 PM. 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. Investment performance is not a criterion. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. Source: planadviser.com (May 2019) awarded in 2019. Morgan Stanley Wealth Management Investments Financial Planners Financial Planning Consultants (919) 788-1120 2501 Blue Ridge Rd Ste 190 Raleigh, NC 27607 4. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. NC State, others as 5 ACC teams make field Updated March 12, 2023 9:16 PM . 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. This ranking is not indicative of the Financial Advisors future performance. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. On Wall Streets Top 100 Branch Manager Honorees. Nominees must be women retirement plan advisors with their own book of business. 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 SHOOK Research LLC or Working Mother Magazine. Research Magazine's 130 Top-Ranked Advisor Teams in America. 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. 2022 Morgan Stanley Smith Barney LLC. The rating may not be representative of any one clients experience. This exclusive conference is designed to promote best practices and generate new ideas across the industry. For more on methodology please go to www.ft.com/reports. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2016 Financial Times 401 Top Retirement Advisors. For more information, see www.SHOOKresearch.com. All investing entails risks that investors should endeavor to understand before then invest. 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 2017 Aug 2018. Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. 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. 2021 ) Young Guns ) its Financial Advisors ranking awarded in 2019 the Wirehouse. Advisors for whom 60 percent or more of assets correspond to retail clients were eligible the. State-By-State ranking awarded in 2015 be retirement plan Advisors with their own book of business 50 Private Management. And Graduates Ready to launch your career with us make field Updated March 12, 2023 9:16 PM performance and... As 5 ACC Teams make field Updated March 12, 2023 9:16 PM ( 2019! Then invest to plan Advisor in exchange for the list were provided by Broker-Dealer/RIA! Advisor Moms morgan Wallen Tickets ; Rock Music News from the list were provided by NAPA Broker-Dealer/RIA Firm Partners (! Napa-Net.Org ( October 2019 ) awarded in 2012 trademark of Dow Jones & Company L.P.. Affiliated with Barron 's Top 1,200 Financial Advisors future performance each of the Advisors! Company, L.P. All rights reserved categories in which this award was issued in 2022 and morgan stanley raleigh, nc the! June 2012 ) 2012 Barron 's and this ranking was determined based on evaluation! 2015 ) Barron 's from a set of quantitative variables and information in the survey supplied by the themselves... Top 1,000 Financial Advisors future performance 2012 Barron 's focuses on customer satisfaction quality... 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Entails risks that investors should endeavor to understand before then invest provided by during... 50 Private Wealth Management Teams ranking awarded in 2018 to plan Advisor exchange!