Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. 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 9/30/19 - 9/30/20. 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. 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 Barron's to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. A sub-segment of the questions was used to determine eligibility for the Top 100. The rating is not indicative of the Financial Advisors future performance. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. Concrete has a huge carbon footprint. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: planadviser.com (May 2018) awarded in 2018. 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: Worth magazines Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. Easter Monday - Monday, April 10, 2023. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. 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. Source: planadviser.com (May 2015) awarded in 2015. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. Source: napa-net.org (November 2018) awarded in 2018. 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. With the Morgan Stanley Mobile App, youll have the freedom to manage your investments and instantly access a suite of personal cash management tools. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. 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. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. Morgan Stanley is not affiliated with Coalition Greenwich. 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 Paid Holidays 172 employees reported this benefit 3.9 36 Ratings Available to US-based employees Change location Employer Verified Nov 18, . Morgan Stanley employees are slightly more likely to be members of the Republican Party than the Democratic Party, with 53.0% of employees identifying as members of the Republican Party. 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 3/31/20 - 3/31/21. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. Nominees must be women retirement plan advisors with their own book of business. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Energy and Power Conference . 2020 Barron's Top 50 Private Wealth Management Teams. For more information on ranking methodology, go to www.WCorg.com. All eligible contractual employees, except faculty and those excluded due to their essential employee status, will follow this schedule. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Women Financial Advisor Forum Morgan Stanley MAKER May Pepere, Chief Information Officer, International & Data, creates avenues for change in the business technology field and in her community. 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. Source: Forbes.com (July 2017) 2017 Forbes Top 500 Next Generation Wealth Advisors ranking awarded in 2017. 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 was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. Saint-Jean-Baptiste Day - Saturday, June 24, 2023 (Quebec only) Canada Day - Saturday, July 1, 2023 (Contact centres closed Monday, July 3, 2023) Civic Holiday - Monday, August 7, 2023. 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 3/31/20 - 3/31/21. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Investment performance is not a criterion. Assets under management are as of the end of the first quarter 2014. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 2019 Barron's Top 100 Women Financial Advisors. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Office of Human Resources Holiday Schedule Regular Employees All non-academic personnel, except employees of the Physical Plant and Police Department will follow this schedule. 2022 Forbes Best-In- State Wealth Advisors. For more information, see www.SHOOKresearch.com. For more information, see www.SHOOKresearch.com. MARIOFAZIOS.COM Holiday Special 1 Holiday Special 2, Under the Tree: Eight Gifts Jesus Gives You at the Cross, FELIZ NAVIDAD! 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. 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 cut about 2% of its staff on Tuesday, according to people with knowledge of the layoffs. The Banking Tech awards recognize excellence and innovation in the use of technology across the banking and fintech industry. 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. All non-academic personnel, except employees of the Physical Plant and Police Department will follow this schedule. 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. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. With eDelivery, youll have easy access to statements, trade confirmations, general correspondence and much more. 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. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: napa-net.org (November 2022) awarded in 2022. For more information, see www.SHOOKresearch.com. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2018 Barron's Top 100 Women Financial Advisors. 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 6/30/18 - 6/30/19. Glassdoor is your resource for information about the Paid Holidays benefits at Stanley Black & Decker. 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 evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: planadviser.com (May 2012) awarded in 2012. 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. 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 Dec 2019 - Dec 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. 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. Morgan Stanley total number of employees in 2021 was 75,000, a 10.29% increase from 2020. Source: napa-net.org (October 2019) awarded in 2019. Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2018. A sub-segment of the questions was used to determine eligibility for the Top 100. Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. REP. Magazine Top 50 Wirehouse Women 2014. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/16 - 6/30/17. 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. 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. Source: planadviser.com (May 2020) awarded in 2020. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. Source: planadviser.com (May 2016) awarded in 2016. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. Eligible part-time employees earn leave at half the rate of full-time employees. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. 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. Investment performance is not a criterion. Monday, December 26, 2022*. 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 3/31/21 3/31/22. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/17. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of 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 PLANADVISER or ISS Media to obtain or use the ranking. Christmas Day. For more on methodology please go to www.ft.com/reports. Aug 17 (Reuters) - Morgan Stanley (MS.N) said on Tuesday it had asked its U.S.-based employees to offer proof for COVID-19 vaccination, as the big bank doubles down on rules for staff entering its . 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. Investment performance is not a criterion. from February 28, 2022 to March 2, 2022. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Source: planadviser.com (May 2021) awarded in 2021. This award was issued in 2015 and based on the evaluation process below. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. Source: planadviser.com (May 2017) awarded in 2017. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 the Financial Times during the period from 6/30/15-6/30/17. 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. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Revenue: $10+ billion (USD) Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. 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. [CDATA[ 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. 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. In the event you need to pick up or drop off a check, or other essential documents, please notify your Advisor in advance so we are able to accommodate you. Investment performance is not a criterion. 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 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 SHOOK Research LLC 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 3/31/22 - 3/31/23. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. Source: napa-net.org (October 2020) awarded in 2020. 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. The award is the product of numerical scores in Greenwich Associates proprietary studies that are generated from the study interviews. 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. Investment performance is not a criterion. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Each year, five organizations receive a grant and engage in a yearlong partnership with the firm to help scale their solutions. 2021 Forbes America's Top Women Wealth Advisors. Source: napa-net.org (November 2021) awarded in 2021. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2022 Forbes America's Top Wealth Advisors. 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 6/30/20 - 6/30/21. The rating 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 Barron's to obtain or use the ranking. 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 2008 - Dec 2009. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. These criteria are utilized for each of the categories in which this award is given. 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. 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. Investment performance is not a criterion. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. 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. 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. 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 Branch Managers pay a fee to On Wall Street in exchange for the rating. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. 2022 Barron's Top 100 Institutional Consulting Teams. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. This ranking is not indicative of the Financial Advisors future performance. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Megan is a Senior Vice President and Sub-Complex Manager covering The Northfield, Sea Girt and Toms River Branches, part of the Southern New Jersey Complex and the New York Metro Region. 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. 2017 Forbes America's Top Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. 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 information about the Paid Holidays 172 employees reported this benefit 3.9 36 Ratings Available US-based. With a defined contribution book of business and less than 40 years of age Banking Tech awards recognize and! Advisor Moms is given single Physical location Private Wealth management Teams Research 's Top Wirehouse... 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