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Text Content

* Our Insights

Our Insights
* Personal Finance
* Market Trends
* Technology & Disruption
* Sustainability
* Diversity & Inclusion

STAY UP TO DATE
* Sign Up For Our Newsletter
* Listen To Our Podcasts

* (opens in a new tab)
* (opens in a new tab)
* (opens in a new tab)
* (opens in a new tab)
* (opens in a new tab)

* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.

Personal Finance

Learn from our industry leaders about how to manage your wealth and help
meet your personal financial goals.

* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.

Market Trends

From volatility and geopolitics to economic trends and investment
outlooks, stay informed on the key developments shaping today's markets.

* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.

Technology & Disruption

Whether it’s hardware, software or age-old businesses, everything today is
ripe for disruption. Stay abreast of the latest trends and developments.

* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.

Sustainability

Our insightful research, advisory and investing capabilities give us
unique and broad perspective on sustainability topics.

* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.

Diversity & Inclusion

Multicultural and women entrepreneurs are the cutting-edge leaders of
businesses that power markets. Hear their stories and learn about how they
are redefining the terms of success.

Featured
Sustainable Funds Beating Peers in 2023
INSTITUTE FOR SUSTAINABLE INVESTING
Globalization Makes Way for a Multipolar World
Research
Why Investors Should Track El Niño
Investing
* What We Do

What We Do
* Wealth Management
* Investment Banking & Capital Markets
* Sales & Trading
* Research
* Investment Management
* Morgan Stanley at Work
* Sustainable Investing
* Inclusive Ventures Group

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Wealth Management

We help people, businesses and institutions build, preserve and manage
wealth so they can pursue their financial goals.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Investment Banking & Capital Markets

We have global expertise in market analysis and in advisory and
capital-raising services for corporations, institutions and governments.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Sales & Trading

Global institutions, leading hedge funds and industry innovators turn to
Morgan Stanley for sales, trading and market-making services.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Research

We offer timely, integrated analysis of companies, sectors, markets and
economies, helping clients with their most critical decisions.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Investment Management

We deliver active investment strategies across public and private markets
and custom solutions to institutional and individual investors.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Morgan Stanley at Work

We provide comprehensive workplace financial solutions for organizations
and their employees, combining personalized advice with modern technology.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Sustainable Investing

We offer scalable investment products, foster innovative solutions and
provide actionable insights across sustainability issues.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Inclusive Ventures Group

From our startup lab to our cutting-edge research, we broaden access to
capital for diverse entrepreneurs and spotlight their success.

* About Us

About Us
* Core Values
* Leadership
* History
* Locations
* Diversity
* Sustainability
* Giving Back
* Technology
* Sponsorships

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Core Values

Everything we do at Morgan Stanley is guided by our five core values: Do
the right thing, put clients first, lead with exceptional ideas, commit to
diversity and inclusion, and give back.

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Leadership

Morgan Stanley leadership is dedicated to conducting first-class business
in a first-class way. Our board of directors and senior executives hold
the belief that capital can and should benefit all of society.

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

History

From our origins as a small Wall Street partnership to becoming a global
firm of more than 80,000 employees today, Morgan Stanley has been
committed to clients and communities for 87 years.

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Locations

The global presence that Morgan Stanley maintains is key to our clients'
success, giving us keen insight across regions and markets, and allowing
us to make a difference around the world.

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Diversity

Morgan Stanley is differentiated by the caliber of our diverse team. Our
culture of access and inclusion has built our legacy and shapes our
future, helping to strengthen our business and bring value to clients.

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Sustainability

Our firm's commitment to sustainability informs our operations,
governance, risk management, diversity efforts, philanthropy and research.

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Giving Back

At Morgan Stanley, giving back is a core value—a central part of our
culture globally. We live that commitment through long-lasting
partnerships, community-based delivery and engaging our best asset—Morgan
Stanley employees.

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Technology

As a global financial services firm, Morgan Stanley is committed to
technological innovation. We rely on our technologists around the world to
create leading-edge, secure platforms for all our businesses.

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Sponsorships

At Morgan Stanley, we believe creating a more equitable society begins
with investing in access, knowledge and resources to foster potential for
all. We are committed to supporting the next generation of leaders and
ensuring that they reflect the diversity of the world they inherit.

* Why Us

Why Us
* Why Morgan Stanley
* How We Can Help
* Building a Future We Believe In
* Get Started
* Stay in the Know

* For 88 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.

Why Morgan Stanley

At Morgan Stanley, we focus the expertise of the entire firm—our advice,
data, strategies and insights—on creating solutions for our clients, large
and small.

* For 88 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.

How We Can Help

We have the experience and agility to partner with clients from individual
investors to global CEOs. See how we can help you work toward your
goals—even as they evolve over years or generations.

* For 88 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.

Building a Future We Believe In

At Morgan Stanley, we put our beliefs to work. We lead with exceptional
ideas, prioritize diversity and inclusion and find meaningful ways to give
back—all to contribute to a future that benefits our clients and
communities.

* For 88 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.

Get Started

Meet one of our Financial Advisors and see how we can help you.

* For 88 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.

Stay in the Know

Get the latest insights, analyses and market trends in our newsletter,
podcasts and videos.

* Careers

Careers
* Students & Graduates
* Opportunities
* Experienced Professionals
* Opportunities
* Technology Professionals
* Experienced Financial Advisors

* We believe our greatest asset is our people. We value our commitment to
diverse perspectives and a culture of inclusion across the firm. Discover
who we are and the right opportunity for you.

Students & Graduates

A career at Morgan Stanley means belonging to an ideas-driven culture that
embraces new perspectives to solve complex problems. See how you can make
meaningful contributions as a student or recent graduate at Morgan
Stanley.

* We believe our greatest asset is our people. We value our commitment to
diverse perspectives and a culture of inclusion across the firm. Discover
who we are and the right opportunity for you.

Experienced Professionals

At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a
culture that values diverse perspectives, individual intellect and
cross-collaboration. See how you can continue your career journey at
Morgan Stanley.

* We believe our greatest asset is our people. We value our commitment to
diverse perspectives and a culture of inclusion across the firm. Discover
who we are and the right opportunity for you.

Experienced Financial Advisors

At Morgan Stanley, our premier brand, robust resources and market
leadership can offer you a new opportunity to grow your practice and
continue to fulfill on your commitment to deliver tailored wealth
management advice that helps your clients reach their financial goals.

Featured
Explore Our Culture
Careers
Yes, You Can Be a Tech Innovator at Morgan Stanley
Technology

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Client Login
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* Morgan Stanley at Work
* Research Portal
* Matrix

* Morgan Stanley Online

* Morgan Stanley at Work

* Research Portal

* Matrix

* Investor Relations
* Media Relations
* Client Login

Client Login
* Morgan Stanley Online
* Morgan Stanley at Work
* Research Portal
* Matrix

* Morgan Stanley Online

* Morgan Stanley at Work

* Research Portal

* Matrix

* Our Insights

Our Insights
* Personal Finance
* Market Trends
* Technology & Disruption
* Sustainability
* Diversity & Inclusion

stay up to date
* Sign Up For Our Newsletter
* Listen To Our Podcasts

* (opens in a new tab)
* (opens in a new tab)
* (opens in a new tab)
* (opens in a new tab)
* (opens in a new tab)

* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.

Personal Finance

Learn from our industry leaders about how to manage your wealth and help
meet your personal financial goals.

* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.

Market Trends

From volatility and geopolitics to economic trends and investment
outlooks, stay informed on the key developments shaping today's markets.

* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.

Technology & Disruption

Whether it’s hardware, software or age-old businesses, everything today is
ripe for disruption. Stay abreast of the latest trends and developments.

* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.

Sustainability

Our insightful research, advisory and investing capabilities give us
unique and broad perspective on sustainability topics.

* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.

Diversity & Inclusion

Multicultural and women entrepreneurs are the cutting-edge leaders of
businesses that power markets. Hear their stories and learn about how they
are redefining the terms of success.

Featured
Sustainable Funds Beating Peers in 2023
INSTITUTE FOR SUSTAINABLE INVESTING
Globalization Makes Way for a Multipolar World
Research
Why Investors Should Track El Niño
Investing
* What We Do

What We Do
* Wealth Management
* Investment Banking & Capital Markets
* Sales & Trading
* Research
* Investment Management
* Morgan Stanley at Work
* Sustainable Investing
* Inclusive Ventures Group

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Wealth Management

We help people, businesses and institutions build, preserve and manage
wealth so they can pursue their financial goals.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Investment Banking & Capital Markets

We have global expertise in market analysis and in advisory and
capital-raising services for corporations, institutions and governments.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Sales & Trading

Global institutions, leading hedge funds and industry innovators turn to
Morgan Stanley for sales, trading and market-making services.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Research

We offer timely, integrated analysis of companies, sectors, markets and
economies, helping clients with their most critical decisions.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Investment Management

We deliver active investment strategies across public and private markets
and custom solutions to institutional and individual investors.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Morgan Stanley at Work

We provide comprehensive workplace financial solutions for organizations
and their employees, combining personalized advice with modern technology.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Sustainable Investing

We offer scalable investment products, foster innovative solutions and
provide actionable insights across sustainability issues.

* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.

Inclusive Ventures Group

From our startup lab to our cutting-edge research, we broaden access to
capital for diverse entrepreneurs and spotlight their success.

* About Us

About Us
* Core Values
* Leadership
* History
* Locations
* Diversity
* Sustainability
* Giving Back
* Technology
* Sponsorships

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Core Values

Everything we do at Morgan Stanley is guided by our five core values: Do
the right thing, put clients first, lead with exceptional ideas, commit to
diversity and inclusion, and give back.

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Leadership

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

History

From our origins as a small Wall Street partnership to becoming a global
firm of more than 80,000 employees today, Morgan Stanley has been
committed to clients and communities for 87 years.

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Locations

The global presence that Morgan Stanley maintains is key to our clients'
success, giving us keen insight across regions and markets, and allowing
us to make a difference around the world.

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Diversity

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Sustainability

Our firm's commitment to sustainability informs our operations,
governance, risk management, diversity efforts, philanthropy and research.

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Giving Back

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Technology

* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.

Sponsorships

* Why Us

Why Us
* Why Morgan Stanley
* How We Can Help
* Building a Future We Believe In
* Get Started
* Stay in the Know

* For 88 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.

Why Morgan Stanley

At Morgan Stanley, we focus the expertise of the entire firm—our advice,
data, strategies and insights—on creating solutions for our clients, large
and small.

* For 88 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.

How We Can Help

We have the experience and agility to partner with clients from individual
investors to global CEOs. See how we can help you work toward your
goals—even as they evolve over years or generations.

* For 88 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.

Building a Future We Believe In

* For 88 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.

Get Started

Meet one of our Financial Advisors and see how we can help you.

* For 88 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.

Stay in the Know

Get the latest insights, analyses and market trends in our newsletter,
podcasts and videos.

* Careers

Careers
* Students & Graduates
* Opportunities
* Experienced Professionals
* Opportunities
* Technology Professionals
* Experienced Financial Advisors

* We believe our greatest asset is our people. We value our commitment to
diverse perspectives and a culture of inclusion across the firm. Discover
who we are and the right opportunity for you.

Students & Graduates

* We believe our greatest asset is our people. We value our commitment to
diverse perspectives and a culture of inclusion across the firm. Discover
who we are and the right opportunity for you.

Experienced Professionals

* We believe our greatest asset is our people. We value our commitment to
diverse perspectives and a culture of inclusion across the firm. Discover
who we are and the right opportunity for you.

Experienced Financial Advisors

Featured
Explore Our Culture
Careers
Yes, You Can Be a Tech Innovator at Morgan Stanley
Technology

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AWARDS DISCLOSURES

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
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401KWIRE'S 300 MOST INFLUENTIAL DC ADVISORS 2011

The 401kWire's 300 Most Influential DC Advisors as identified by 401kWire using
quantitative criteria selected from a pool of over 3,000 nominations from the
industry and the 401kWire's editorial staff. 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 year's Top 40 Advisors and from distributors working
with the 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.
Investment performance is not a criterion. The rating may not be representative
of any one client's experience and is not indicative of the Financial Advisor's
future performance. Neither Morgan Stanly Smith Barney LLC nor its Financial
Advisors pay a fee to 401kWire in exchange for the rating.

2022 ASIAN PRIVATE BANKER 12TH AWARDS FOR DISTINCTION

These awards were determined and awarded based on a quantitative and qualitative
evaluation process conducted by Asian Private Banker’s editorial judging panel
during the period from Jan 2022 - November 2022. The awards were based on
in-person meetings between the judging panel and Morgan Stanley Bank Asia
Limited personnel that took into consideration factors including business
strategy and performance, platform and offering, human capital, and client
experience. The award(s) were determined based on the sole and final opinions of
Asian Private Banker’s judging panel, based on the comparison of Morgan Stanley
Bank Asia Limited’s submission versus other submissions from organizations
competing for the respective category. No fee was payable by Morgan Stanley Bank
Asia Limited in respect of entering the awards program. These awards are not
indicative of the future performance of Morgan Stanley Bank Asia Limited.
Further, Morgan Stanley Bank Asia Limited is not affiliated with Asian Private
Banker.

ASPPA 401(K) LEADERSHIP AWARD

Source: ASPPA's 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. This Award, sponsored by Morningstar,
recognizes leadership, innovation and significant influence within the
retirement industry targeting the sales, marketing and establishment of 401(k)
plans. Firms review and approve nominations of individuals who match the ASPPA
Award criteria. Individuals are judged based on qualitative information
collected from the nomination form, and potentially from interviews with the
Award Committee. Finalists are entitled to receive paid airfare, conference
registration, and three nights' hotel accommodations to The ASPPA 401(k) SUMMIT.
For more information on the award, go to http://www.aspa.org. The award is not
indicative of the Financial Advisor's future performance. Neither Morgan Stanley
Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for
the award.

BALTIMORE BUSINESS JOURNAL 40 UNDER 40 MOST INFLUENTIAL BUSINESS LEADERS 1997

Source: Baltimore Business Journal, 40 under 40 Most Influential Business
Leaders, August 1997. The award is based upon a recipient's application and not
upon any qualitative or quantitative criteria relating specifically to one's
position as a Financial Advisor. As such, the award is not representative of any
client's experience nor is it indicative of the Financial Advisor's future
performance. Neither Morgan Stanley Smith Barney LLC nor any of its Financial
Advisors pay a fee to the Baltimore Business Journal in exchange for the rating.

BALTIMORE JEWISH TIMES UP-AND-COMING YOUNG PROFESSIONALS 2009

Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009.
The award is based upon a recipient's application and not upon any qualitative
or quantitative criteria relating specifically to one's position as a Financial
Advisor. As such, the award is not representative of any client's experience nor
is it indicative of the Financial Advisor's future performance. Neither Morgan
Stanley Smith Barney nor any of their Financial Advisors pay a fee to the
Baltimore Jewish Times in exchange for the rating.

2024 BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE

Source: Barron's (March 2024) Barron's Top 1,200 Financial Advisors:
State-by-State ranking awarded in 2024. This ranking was determined based on an
evaluation process conducted by Barron's for the period from Oct 2022-Sept 2023.
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 based on an 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. Rankings are based on the
assessment of Barron's and may not be representative of any one client’s
experience. This ranking is not indicative of the Financial Advisor’s future
performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights
reserved.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2023

Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors:
State-by-State ranking awarded in 2023. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2021 - Sept
2022. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved. ©2023 Morgan Stanley Smith
Barney LLC. Member SIPC.

BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2022

Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors:
State-by-State ranking awarded in 2022. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2020 - Sept
2021. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2021

Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors:
State-by-State ranking awarded in 2021. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2019- Sept
2020. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2020

Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors:
State-by-State ranking awarded in 2020. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2018- Sept
2019. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2019

Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors:
State-by-State ranking awarded in 2019. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2017- Sept
2018. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2018

Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors:
State-by-State ranking awarded in 2018. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2016- Sept
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.
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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2017

Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors:
State-by-State ranking awarded in 2017. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2015 - Sept
2016. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2016

Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors:
State-by-State ranking awarded in 2016. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2014 - Sept
2015. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2015

Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors:
State-by-State ranking awarded in 2015. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2013 - Sept
2014. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2014

Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors:
State-by-State ranking awarded in 2014. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2012 - Sept
2013. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2013

Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors:
State-by-State ranking awarded in 2013. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2011 - Sept
2012. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2012

Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors:
State-by-State ranking awarded in 2012. 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.
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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2011

Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors:
State-by-State ranking awarded in 2011. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2009 - Sept
2010. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2010

Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors:
State-by-State ranking awarded in 2010. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2008 - Sept
2009. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 1,200 FINANCIAL ADVISORS: STATE-BY-STATE 2009

Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors:
State-by-State ranking awarded in 2009. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Sept 2007 - Sept
2008. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

2024 BARRON'S TOP 100 FINANCIAL ADVISORS

Source: Barron's (May 2024) Barron's Top 100 Financial Advisors awarded in 2024.
This ranking was determined based on an evaluation process conducted by Barron's
for the period from Jan 2023-Dec 2023. 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 based on an 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.
Rankings are based on the assessment of Barron's and this ranking may not be
representative of any one client’s experience. This ranking is not indicative of
the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is
not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones &
Company, L.P. All rights reserved.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

BARRON'S TOP 100 FINANCIAL ADVISORS 2023

Source: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in
2022. This ranking was determined based on an evaluation process conducted by
Barron's during the period from Dec 2021 - Dec 2022. 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 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. Rankings are based on the
opinions of Barron's and this ranking may not be representative of any one
client’s experience. This ranking is not indicative of the Financial Advisor’s
future performance. Morgan Stanley Smith Barney LLC is not affiliated with
Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All
rights reserved. ©2023 Morgan Stanley Smith Barney LLC. Member SIPC.

BARRON'S TOP 100 FINANCIAL ADVISORS 2022

Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors
awarded in 2022. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2020 - Dec 2021. 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 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 FINANCIAL ADVISORS 2021

Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors
awarded in 2021. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2019 - Dec 2020. 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 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARON’S TOP 100 FINANCIAL ADVISORS 2020

Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors
awarded in 2020. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2018 - Dec 2019. 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 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 100 FINANCIAL ADVISORS 2019

Source: Barron's.com (April 2019) 2019 Barron's Top 100 Financial Advisors
awarded in 2019. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2017 - Dec 2018. 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 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.

BARRON'S TOP 100 FINANCIAL ADVISORS 2018

Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors
awarded in 2018. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2016 - Dec 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. 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 100 FINANCIAL ADVISORS 2017

Source: Barron's.com (April 2017) 2017 Barron's Top 100 Financial Advisors
awarded in 2017. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2015 - Dec 2016. 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 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 FINANCIAL ADVISORS 2016

Source: Barron's.com (April 2016) 2016 Barron's Top 100 Financial Advisors
awarded in 2016. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2014 - Dec 2015. 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 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 FINANCIAL ADVISORS 2015

Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors
awarded in 2015. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2013 - Dec 2014. 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 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 FINANCIAL ADVISORS 2014

Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors
awarded in 2014. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2012 - Dec 2013. 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 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 FINANCIAL ADVISORS 2013

Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors
awarded in 2013. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2011 - Dec 2012. 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 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 FINANCIAL ADVISORS 2012

Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors
awarded in 2012. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2010 - Dec 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. 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 FINANCIAL ADVISORS 2011

Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors
awarded in 2011. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2009 - Dec 2010. 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 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 FINANCIAL ADVISORS 2010

Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors
awarded in 2010. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2008 - Dec 2009. 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 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 FINANCIAL ADVISORS 2009

Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors
awarded in 2009. This ranking was determined based on an evaluation process
conducted by Barron's during the period from Dec 2007 - Dec 2008. 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 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. Rankings
are based on the opinions of Barron's and this ranking may not be representative
of any one client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 FINANCIAL ADVISORS 2008

Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors
awarded in 2008. 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 Barron's 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. 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 client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 FINANCIAL ADVISORS 2007

A disclaimer is not available for this award. Please do not use this award in
any marketing materials.

BARRON’S TOP 100 FINANCIAL ADVISORS 2006

A disclaimer is not available for this award. Please do not use this award in
any marketing materials.

BARRON’S TOP 100 FINANCIAL ADVISORS 2005

A disclaimer is not available for this award. Please do not use this award in
any marketing materials.

BARRON’S TOP 100 FINANCIAL ADVISORS 2004

A disclaimer is not available for this award. Please do not use this award in
any marketing materials.

2024 BARRON'S TOP 100 WOMEN FINANCIAL ADVISORS

Source: Barron's (July 2024) Barron's Top 100 Women Financial Advisors ranking
awarded in 2024. This ranking was determined based on an evaluation process
conducted by Barron's for the period from Apr 2023-Mar 2024. 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 based on an
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. Rankings are based on the assessment of Barron's
and this ranking may not be representative of any one client’s experience. This
ranking is not indicative of the Financial Advisor’s future performance. Morgan
Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a
registered trademark of Dow Jones & Company, L.P. All rights reserved.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

BARRON'S TOP 100 WOMEN FINANCIAL ADVISORS 2023

Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors
ranking awarded in 2023. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2022 - Mar 2023.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved. ©2023 Morgan Stanley Smith
Barney LLC. Member SIPC.

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2022

Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors
ranking awarded in 2022. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2021 - Mar 2022.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2021

Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors
ranking awarded in 2021. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2020 - Mar 2021.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 100 WOMEN FINANCIAL ADVISORS 2020

Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors
ranking awarded in 2020. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2019 - Mar 2020.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 100 WOMEN FINANCIAL ADVISORS 2019

Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors
ranking awarded in 2019. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2018 - Mar 2019.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2018

Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors
ranking awarded in 2018. This ranking was determined based on an evaluation
process conducted by Barron’s during the period from Mar 2017 - Mar 2018.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2017

Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors
ranking awarded in 2017. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2016 - Mar 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. 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2016

Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors
ranking awarded in 2016. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2015 - Mar 2016.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2015

Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors
ranking awarded in 2015. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2014 - Mar 2015.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2014

Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors
ranking awarded in 2014. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2013 - Mar 2014.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2013

Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors
ranking awarded in 2013. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2012 - Mar 2013.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2012

Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors
ranking awarded in 2012. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2011 - Mar 2012.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2011

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 Mar 2010 - Mar 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. 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2010

Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors
ranking awarded in 2010. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2009 - Mar 2010.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2009

Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors
ranking awarded in 2009. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2008 - Mar 2009.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2008

Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors
ranking awarded in 2008. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Mar 2007 - Mar 2008.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2007

A disclaimer is not available for this award. Please do not use this award in
any marketing materials.

BARRON’S TOP 100 WOMEN FINANCIAL ADVISORS 2006

A disclaimer is not available for this award. Please do not use this award in
any marketing materials.

2024 BARRON'S TOP 100 INSTITUTIONAL CONSULTING TEAMS

Source: Barron's (May 2024) Barron's Top 100 Institutional Consulting Teams
ranking awarded in 2024. This ranking was determined based on an evaluation
process conducted by Barron's for the period from Jan 2023-Dec 2023. 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
based on an 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. Rankings are based on the assessment
of Barron's and this ranking may not be representative of any one client’s
experience. This ranking is not indicative of the Financial Advisor’s future
performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights
reserved.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

BARRON’S TOP 100 INSTITUTIONAL CONSULTING TEAMS 2023

Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting
Teams ranking awarded in 2023. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Dec 2021 - Dec
2022. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved. ©2023 Morgan Stanley Smith
Barney LLC. Member SIPC.

BARRON’S TOP 100 INSTITUTIONAL CONSULTING TEAMS 2022

Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting
Teams ranking awarded in 2022. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Dec 2020 - Dec
2021. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP INSTITUTIONAL CONSULTING TEAMS 2021

Source: Barrons.com (April 2021). Barron’s Top Institutional Consulting Teams
were evaluated on a range of criteria, including institutional investment assets
overseen by the team, the revenue generated by those assets, the number of
clients served by the team, and the number of team members and their regulatory
records. Also considered were the advanced professional designations and
accomplishments represented on the team. The rating is not indicative of the
Institutional Consulting Director’s past or future performance. Neither Morgan
Stanley, Smith Barney LLC nor its Institutional Consulting Directors pay a fee
to Barron's in exchange for the rating. Barron’s is a registered trademark of
Dow Jones & Company, L.P. All rights reserved.
©2021 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 50 INSTITUTIONAL CONSULTING TEAMS 2020

Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting
Teams ranking awarded in 2020. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Dec 2018 - Dec
2019. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 50 INSTITUTIONAL CONSULTANTS 2019

Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants
ranking awarded in 2019. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Dec 2017 - Dec 2018.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 50 INSTITUTIONAL CONSULTANTS 2018

Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants
ranking awarded in 2018. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Dec 2016 - Dec 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. 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 30 INSTITUTIONAL CONSULTANTS 2017

Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants
ranking awarded in 2017. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Dec 2015 - Dec 2016.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 30 INSTITUTIONAL CONSULTANTS 2016

Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants
ranking awarded in 2016. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Dec 2014 - Dec 2015.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 30 INSTITUTIONAL CONSULTANTS 2015

Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants
ranking awarded in 2015. This ranking was determined based on an evaluation
process conducted by Barron's during the period from Dec 2013 - Dec 2014.
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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

2024 BARRON'S TOP 250 PRIVATE WEALTH MANAGEMENT TEAMS

Source: Barron's (May 2024) Barron's Top 250 Private Wealth Management Teams
ranking awarded in 2024. This ranking was determined based on an evaluation
process conducted by Barron's for the period from Jan 2023-Dec 2023. 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
based on an 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. Rankings are based on the assessment
of Barron's and this ranking may not be representative of any one client’s
experience. This ranking is not indicative of the Financial Advisor’s future
performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights
reserved.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

BARRON'S TOP 100 PRIVATE WEALTH MANAGEMENT TEAMS 2023

Source: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management
Teams ranking awarded in 2023. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Dec 2021 - Dec
2022. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved. ©2023 Morgan Stanley Smith
Barney LLC. Member SIPC.

BARRON’S TOP 100 PRIVATE WEALTH MANAGEMENT TEAMS 2022

Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth
Management Teams ranking awarded in 2022. This ranking was determined based on
an evaluation process conducted by Barron's during the period from Dec 2020 -
Dec 2021. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON’S TOP 100 PRIVATE WEALTH MANAGEMENT TEAMS 2021

Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth
Management Teams ranking awarded in 2021. This ranking was determined based on
an evaluation process conducted by Barron's during the period from Dec 2019 -
Dec 2020. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 50 PRIVATE WEALTH MANAGEMENT TEAMS 2020

Source: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management
Teams ranking awarded in 2020. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Dec 2018 - Dec
2019. 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP 50 PRIVATE WEALTH ADVISORY TEAMS 2019

Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory
Teams ranking awarded in 2019. This ranking was determined based on an
evaluation process conducted by Barron's during the period from Dec 2017 - Dec
2018 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 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. Rankings are based on the opinions of Barron's and this ranking may
not be representative of any one client’s experience. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark
of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

BARRON'S TOP WOMEN ADVISORS SUMMIT ATTENDEES 2021

This advisor, in addition to the award recipients, was one of several hundred
financial advisors who were selected by their firms to attend the annual
Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best
practices in the industry and the value of advice to the investing public. The
invitation-only conference was held at The Breakers in Palm Beach, FL and
virtually. This exclusive conference is designed to promote best practices and
generate new ideas across the industry. Participants attended workshops, many
led by the Top 100 Women Financial Advisors, that explored current issues
ranging from business development ideas through managing high-net-worth accounts
and families to portfolio management and retirement planning.

BARRON'S TOP WOMEN ADVISORS SUMMIT ATTENDEES 2020

This advisor, in addition to the award recipients, was one of several hundred
financial advisors who were selected by their firms to attend the annual
Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best
practices in the industry and the value of advice to the investing public. The
invitation-only conference was held virtually. This exclusive conference is
designed to promote best practices and generate new ideas across the industry.
Participants attended workshops, many led by the Top 100 Women Financial
Advisors, that explored current issues ranging from business development ideas
through managing high-net-worth accounts and families to portfolio management
and retirement planning.

BARRON'S TOP WOMEN ADVISORS SUMMIT ATTENDEES 2017-2019

This advisor, in addition to the award recipients, was one of several hundred
financial advisors who were selected by their firms to attend the annual
Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best
practices in the industry and the value of advice to the investing public. The
invitation-only conference was held at The Breakers in Palm Beach, FL. This
exclusive conference is designed to promote best practices and generate new
ideas across the industry. Participants attended workshops, many led by the Top
100 Women Financial Advisors, that explored current issues ranging from business
development ideas through managing high-net-worth accounts and families to
portfolio management and retirement planning.

BARRON'S TOP WOMEN ADVISORS SUMMIT ATTENDEES 2016

This advisor, in addition to the award recipients, was one of several hundred
financial advisors who were selected by their firms to attend the annual
Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best
practices in the industry and the value of advice to the investing public. The
invitation-only conference was held at The Breakers in Palm Beach, FL, from
November 30th to December 2nd This exclusive conference is designed to promote
best practices and generate new ideas across the industry. Participants attended
workshops, many led by the Top 100 Women Financial Advisors, that explored
current issues ranging from business development ideas through managing
high-net-worth accounts and families to portfolio management and retirement
planning.

BARRON'S TOP WOMEN ADVISORS SUMMIT ATTENDEES 2015

This advisor, in addition to the award recipients, was one of several hundred
financial advisors who were selected by their firms to attend the 10th annual
Barron's Top Women Advisors Summit, hosted by Barron's magazine, to promote best
practices in the industry and the value of advice to the investing public. The
invitation-only conference was held at The Breakers in Palm Beach, Florida, from
December 2 to 4. This exclusive conference is designed to promote best practices
and generate new ideas across the industry. Participants attended workshops,
many led by the Top 100 Women Financial Advisors, that explored current issues
ranging from business development ideas through managing high net worth accounts
and families to portfolio management and retirement planning.

BARRON'S WINNER'S CIRCLE TOP ADVISORS SUMMIT 2013

This advisor, in addition to the award recipients, was one of approximately 500
financial advisors who were selected by their firms to attend the eighth annual
Barron's Winner's Circle Top Advisors Summit, hosted by Barron's magazine, to
promote best practices in the industry and the value of advice to the investing
public. The invitation-only conference was held at The Breakers in Palm Beach,
Florida, from December 4 to 6. This exclusive conference is designed to promote
best practices and generate new ideas across the industry. Participants attended
workshops led by the Top 100 Women Financial Advisors, that explored current
issues ranging from business development ideas through managing high net worth
accounts and families to portfolio management and retirement planning.

CHICAGO'S NOTABLE FINANCIAL ADVISORS 2018

Chicago's Notable Financial Advisors 2018, October 22, 2018, as appearing in
Crain's Chicago Business, is based on nominations made to Crain's. 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. The rating is not
indicative of the Financial Advisors' future performance. Neither Morgan Stanley
Smith Barney LLC nor its Financial Advisors paid a fee to Crain's in exchange
for the award.

COALITION GREENWICH QUALITY LEADER AWARD 2021

Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April
2022). The 2021 Coalition Greenwich Quality Leader in Overall U.S. Investment
Consulting (Large Firms) designation was awarded to three firms and is based on
the results of interviews conducted by Coalition Greenwich. Between July and
October 2021, Coalition Greenwich interviewed 811 individuals from 661 of the
largest tax-exempt funds in the United States, including corporate and union
funds, public funds, and endowment and foundation funds, with either pension or
investment pool assets greater than $150 million. The award is the product of
numerical scores in Coalition Greenwich’s proprietary studies that are generated
from the study interviews. In addition to study interviews, the award is based
on other criteria including assets under management and industry experience.
Investment performance is not a criterion because client objectives and risk
tolerances vary, and advisors rarely have audited performance reports. 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. The award is not indicative of participating firm’s
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. Coalition Greenwich is a
division of CRISIL. Morgan Stanley is not affiliated with Coalition Greenwich. ©
2022 Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting, a
business of Morgan Stanley Smith Barney LLC.

FINANCIAL PLANNING’S TOP 40 UNDER 40 2022

Financial Planning’s Top 40 Under 40 asks brokerage firms to nominate their top
young brokers. Of those nominated, Financial Planning bases its rankings on
quantitative and qualitative criteria. Financial Advisors are ranked by their
annual trailing-12 month production (as of Sept 31, 2021). The rating is not
indicative of the advisor's future performance. Neither Morgan Stanley Smith
Barney LLC nor its Financial Advisors pay a fee to Financial Planning in
exchange for the rating.

FINANCIAL TIMES TOP 401 RETIREMENT PLAN ADVISORS 2018

Source: The Financial Times 401 Top Retirement Advisors is an independent
listing produced annually by the Financial Times (September 2018). The FT 401 is
based on data gathered from advisors, regulatory disclosures and the FT's
research. The listing reflects each advisor's status in seven primary areas: DC
plan assets under management (AUM), DC AUM growth rate, specialization in DC
plans, years of experience, advanced industry credentials, compliance record and
DC plan participation rate. This award does not evaluate the quality of services
provided to clients and is not indicative of the Financial Advisor's future
performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors
or Private Wealth Advisors pay a fee to the Financial Times in exchange for the
rating.

FIVE STAR WEALTH ADVISOR

This award was issued on [INSERT YEAR] based on the evaluation process below.

This evaluation was conducted by Five Star Professional (FSP) for the period
from (add start and end dates of evaluation period - click link below to
determine dates for your award/market) that considered, among other factors, the
following:

* Favorable regulatory and complaint history review. As defined by FSP, the
wealth manager has not: 1.) Been subject to a regulatory action that resulted
in a license being suspended or revoked, or payment of a fine; 2.) Had more
than a total of three settled or pending complaints filed against them and/or
a total of five settled, pending, dismissed, or denied complaints with any
regulatory authority or FSP’s consumer complaint process..
* Personal bankruptcy filing within the past 11 years.
* Termination from a financial services firm within the past 11 years.
* Conviction of a felony.
* One-year client retention rate.
* Five-year client retention rate.

Five Star Professional, as a third-party research firm, identified pre-qualified
award candidates based on industry data and contacted all identified broker
dealers, Registered Investment Advisor firms and FINRA-registered
representatives to gather wealth manager nominations. Self-nominations are not
accepted. Wealth managers and/or their firms do not pay a fee to be considered
or placed on the final list of Five Star Wealth Managers.
For more information on the Five Star award and the research/selection
methodology, go to fivestarprofessional.com. ©2022 Morgan Stanley Smith Barney
LLC. Member SIPC

NOTE: CLICK HERE TO FIND DATES FOR THE EVALUATION PERIODS FOR ALL FIVE-STAR
AWARDS - LISTED BY MARKET.

2024 FORBES AMERICA'S TOP WOMEN WEALTH ADVISORS & FORBES TOP WOMEN WEALTH
ADVISORS BEST-IN-STATE

Source: Forbes.com (February 2024) 2024 Forbes America's Top Women Wealth
Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in
2024. This ranking was determined based on an evaluation process conducted by
SHOOK Research LLC (the research company) in partnership with Forbes (the
publisher) for the period from 9/30/22-9/30/23. Neither Morgan Stanley Smith
Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to
SHOOK Research LLC for placement on its rankings. This ranking is based on
in-person and telephone due diligence meetings to evaluate each Financial
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.
Rankings are based on the opinions of SHOOK Research LLC and may not be
representative of any one client’s experience; investors must carefully choose
the right Financial Advisor or team for their own situation and perform their
own due diligence. This ranking is not indicative of the Financial Advisor’s
future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK
Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES AMERICA'S TOP WOMEN WEALTH ADVISORS & FORBES TOP WOMEN WEALTH ADVISORS
BEST-IN-STATE 2023

Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors &
Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 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 9/30/21 - 9/30/22. Neither Morgan Stanley Smith Barney
LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK
Research LLC for placement on its rankings. 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. Rankings are based on the
opinions of SHOOK Research LLC and this ranking may not be representative of any
one client’s experience; investors must carefully choose the right Financial
Advisor or team for their own situation and perform their own due diligence.
This ranking is not indicative of the Financial Advisor’s future performance.
Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or
Forbes. For more information, see www.SHOOKresearch.com.
©2023 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES TOP WOMEN WEALTH ADVISORS AND TOP WOMEN WEALTH ADVISORS BEST-IN-STATE
2022

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
SHOOK Research LLC (the research company) in partnership with Forbes (the
publisher) during the period from 9/30/20 - 9/30/21. 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. 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 client’s experience. This ranking is not indicative of
the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is
not affiliated with SHOOK Research LLC or Forbes. For more information, see
www.SHOOKresearch.com. ©2022 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES AMERICA'S TOP WOMEN WEALTH ADVISORS 2021

Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors
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 9/30/19 - 9/30/20. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com. ©2021 Morgan Stanley Smith Barney LLC.
Member SIPC.

FORBES AMERICA'S TOP WOMEN WEALTH ADVISORS 2020

Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors
ranking awarded in 2020. 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 9/30/18 - 9/30/19. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com. ©2022 Morgan Stanley Smith Barney LLC.
Member SIPC.

FORBES AMERICA’S TOP WOMEN WEALTH ADVISORS 2019

Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors
ranking awarded in 2019. 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. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES AMERICA'S TOP WOMEN WEALTH ADVISORS 2018

Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors
ranking awarded in 2018. 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. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com. ©2022 Morgan Stanley Smith Barney LLC.
Member SIPC.

2024 FORBES AMERICA’S TOP NEXT-GEN WEALTH ADVISORS & TOP NEXT-GEN WEALTH
ADVISORS BEST-IN-STATE

Source: Forbes.com (August 2024) 2024 Forbes America's Top Next-Gen Wealth
Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2024.
This ranking was determined based on an evaluation process conducted by SHOOK
Research LLC (the research company) in partnership with Forbes (the publisher)
for the period from 3/31/23-3/31/24. Neither Morgan Stanley Smith Barney LLC nor
its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research
LLC for placement on its rankings. This ranking is based on in-person and
telephone due diligence meetings to evaluate each Financial 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. Rankings
are based on the opinions of SHOOK Research LLC and may not be representative of
any one client’s experience; investors must carefully choose the right Financial
Advisor or team for their own situation and perform their own due diligence.
This ranking is not indicative of the Financial Advisor’s future performance.
Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or
Forbes. For more information, see www.SHOOKresearch.com.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES AMERICA'S TOP NEXT-GEN WEALTH ADVISORS & TOP NEXT-GEN WEALTH ADVISORS
BEST-IN-STATE 2023

Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors &
Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 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 3/31/22 - 3/31/23. Neither Morgan Stanley Smith Barney LLC nor its
Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC
for placement on its rankings. 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. Rankings are based on the opinions of
SHOOK Research LLC and this ranking may not be representative of any one
client’s experience; investors must carefully choose the right Financial Advisor
or team for their own situation and perform their own due diligence. This
ranking is not indicative of the Financial Advisor’s future performance. Morgan
Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes.
For more information, see www.SHOOKresearch.com. ©2023 Morgan Stanley Smith
Barney LLC. Member SIPC.

FORBES TOP NEXT GENERATION WEALTH ADVISORS 2022 AND TOP NEXT-GEN WEALTH ADVISORS
BEST-IN-STATE 2022

Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth
Advisors and Top Next-Gen Wealth Advisors Best-In-State 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 3/31/21 - 3/31/22. 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. 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 client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with SHOOK Research LLC or Forbes. For more information, see
www.SHOOKresearch.com. ©2022 Morgan Stanley Smith Barney LLC. Member SIPC

FORBES TOP NEXT-GEN WEALTH ADVISORS 2021

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 SHOOK Research LLC (the research company) in
partnership with Forbes (the publisher) during the period from 3/31/20 -
3/31/21. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com ©2021 Morgan Stanley Smith Barney LLC.
Member SIPC

FORBES NEXT-GEN WEALTH ADVISORS 2020

Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking
awarded in 2020. 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. 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. 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 client’s experience. This ranking is not indicative of
the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is
not affiliated with SHOOK Research LLC or Forbes. For more information, see
www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

FORBES NEXT-GEN WEALTH ADVISORS 2019

Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking
awarded in 2019. 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. 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. 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 client’s experience. This ranking is not indicative of
the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is
not affiliated with SHOOK Research LLC or Forbes. For more information, see
www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC

FORBES TOP 1,000 NEXT GEN WEALTH ADVISORS 2018

Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors
ranking awarded in 2018. 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. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com. ©2022 Morgan Stanley Smith Barney LLC.
Member SIPC

FORBES TOP 500 NEXT GENERATION WEALTH ADVISORS 2017

Source: Forbes.com (July 2017) 2017 Forbes Top 500 Next Generation Wealth
Advisors ranking awarded in 2017. 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 3/31/16 -
3/31/17. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com. ©2017 Morgan Stanley Smith Barney LLC.
Member SIPC

2024 FORBES AMERICA’S TOP WEALTH MANAGEMENT TEAMS

Source: Forbes.com (November 2024) 2024 Forbes America’s Top Wealth Management
Teams ranking awarded in 2024. This ranking was determined based on an
evaluation process conducted by SHOOK Research LLC (the research company) in
partnership with Forbes (the publisher) for the period from 3/31/23–3/31/24.
Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private
Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings.
This ranking is based on in-person and telephone due diligence meetings to
evaluate each Financial 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. Rankings are based on the opinions of SHOOK
Research LLC and may not be representative of any one client’s experience;
investors must carefully choose the right Financial Advisor or team for their
own situation and perform their own due diligence. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES AMERICA’S TOP WEALTH MANAGEMENT TEAMS 2023

Source: Forbes.com (November 2023) Forbes America’s Top Wealth Management Teams
ranking awarded in 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 3/31/22 – 3/31/23. Neither
Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth
Advisors paid a fee to SHOOK Research LLC for placement on its rankings. 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. Rankings are based on the opinions of SHOOK Research LLC and this
ranking may not be representative of any one client’s experience; investors must
carefully choose the right Financial Advisor or team for their own situation and
perform their own due diligence. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with SHOOK Research LLC or Forbes. For more information, see
www.SHOOKresearch.com.
©2023 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES AMERICA’S TOP WEALTH MANAGEMENT TEAMS 2022

Source: Forbes.com (November 2022) 2022 Forbes America’s Top Wealth Management
Teams 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 3/31/21 –
3/31/22. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com. ©2022 Morgan Stanley Smith Barney LLC.
Member SIPC.

2024 FORBES BEST-IN-STATE WEALTH MANAGEMENT TEAMS

Source: Forbes.com (Jan 2024) 2024 Forbes Best-In-State Wealth Management Teams
ranking awarded in 2024. This ranking was determined based on an evaluation
process conducted by SHOOK Research LLC (the research company) in partnership
with Forbes (the publisher) for the period from 3/31/22–3/31/23. Neither Morgan
Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors
paid a fee to SHOOK Research LLC, for placement on its rankings. This ranking is
based on in-person and telephone due diligence meetings to evaluate each
Financial 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. Rankings are based on the opinions of SHOOK Research LLC and may not
be representative of any one client’s experience; investors must carefully
choose the right Financial Advisor or team for their own situation and perform
their own due diligence. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with SHOOK Research LLC or Forbes. For more information, see
www.SHOOKresearch.com.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES BEST-IN-STATE WEALTH MANAGEMENT TEAMS 2023

Source: Forbes.com (January 2023) 2023 Forbes Best-In-State Wealth Management
Teams ranking awarded in 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 3/31/21 –
3/31/22. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com.. ©2023 Morgan Stanley Smith Barney LLC.
Member SIPC.

2024 FORBES AMERICA’S TOP WEALTH ADVISORS & BEST-IN-STATE WEALTH ADVISORS

Source: Forbes.com (April 2024) 2024 Forbes America’s Top Wealth Advisors and
Best-In- State Wealth Advisors rankings awarded in 2024. This ranking was
determined based on an evaluation process conducted by SHOOK Research LLC (the
research company) in partnership with Forbes (the publisher) for the period from
6/30/22-6/30/23. Neither Morgan Stanley Smith Barney LLC nor its Financial
Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for
placement on its rankings. This ranking is based on in-person and telephone due
diligence meetings to evaluate each Financial 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. Rankings are based on the
opinions of SHOOK Research LLC and may not be representative of any one client’s
experience; investors must carefully choose the right Financial Advisor or team
for their own situation and perform their own due diligence. This ranking is not
indicative of the Financial Advisor’s future performance. Morgan Stanley Smith
Barney LLC is not affiliated with SHOOK Research LLC, or Forbes. For more
information, see www.SHOOKresearch.com.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES AMERICA’S TOP WEALTH ADVISORS AND BEST-IN-STATE WEALTH ADVISORS 2023

Source: Forbes.com (April 2023) Forbes America’s Top Wealth Advisors and
Best-In- State Wealth Advisors rankings awarded in 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 6/30/21 - 6/30/22. Neither Morgan Stanley Smith Barney LLC nor its
Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC
for placement on its rankings. 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. Rankings are based on the opinions of
SHOOK Research LLC and this ranking may not be representative of any one
client’s experience; investors must carefully choose the right Financial Advisor
or team for their own situation and perform their own due diligence. This
ranking is not indicative of the Financial Advisor’s future performance. Morgan
Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes.
For more information, see www.SHOOKresearch.com.
©2023 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES AMERICA'S TOP WEALTH ADVISORS 2022

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 3/31/21 - 3/31/22. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com. ©2022 Morgan Stanley Smith Barney LLC.
Member SIPC

FORBES BEST-IN-STATE WEALTH ADVISORS 2022

Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors
rankings 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 6/30/20 - 6/30/21. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, www.SHOOKresearch.com. ©2022 Morgan Stanley Smith Barney LLC.
Member SIPC.

FORBES AMERICA'S TOP WEALTH ADVISORS 2021

Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors
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 3/31/20 - 3/31/21. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com ©2021 Morgan Stanley Smith Barney LLC.
Member SIPC.

FORBES BEST-IN-STATE WEALTH ADVISORS 2021

Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors
rankings 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. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES AMERICA’S TOP WEALTH ADVISORS 2020

Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors
ranking awarded in 2020. 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. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com.
©2020 Morgan Stanley Smith Barney LLC. Member SIPC

FORBES BEST-IN-STATE WEALTH ADVISORS 2020

Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors
rankings awarded in 2020. 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. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES TOP WEALTH ADVISORS 2019

Source: Forbes.com (April 2019). America’s Top Wealth Advisors ranking was
developed by SHOOK Research and is based on in-person and telephone due
diligence meetings and 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 because client
objectives and risk tolerances vary, and advisors rarely have audited
performance reports. Rankings are based on the opinions of SHOOK Research, LLC
and not indicative of future performance or representative of any one client’s
experience. Neither Forbes nor SHOOK Research receives compensation in exchange
for placement on the ranking. For more information: www.SHOOKresearch.com.

FORBES BEST-IN-STATE WEALTH ADVISORS 2019

Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors
rankings awarded in 2019. 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 6/30/17 - 6/30/18. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES AMERICA'S TOP WEALTH ADVISORS 2018

Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking
awarded in 2018. 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 6/30/17 - 6/30/18. 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. 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 client’s experience. This ranking is not indicative of
the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is
not affiliated with SHOOK Research LLC or Forbes. For more information, see
www.SHOOKresearch.com. ©2022 Morgan Stanley Smith Barney LLC. Member SIPC

FORBES BEST-IN-STATE WEALTH ADVISORS 2018

Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors
rankings awarded in 2018. 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. 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. 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 client’s experience. This ranking
is not indicative of the Financial Advisor’s future performance. Morgan Stanley
Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more
information, see www.SHOOKresearch.com.
©2018 Morgan Stanley Smith Barney LLC. Member SIPC.

FORBES AMERICA'S TOP WEALTH ADVISORS 2017

Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking
awarded in 2017. 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. 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. 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 client’s experience. This ranking is not indicative of
the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is
not affiliated with SHOOK Research LLC or Forbes. For more information, see
www.SHOOKresearch.com. ©2017 Morgan Stanley Smith Barney LLC. Member SIPC

FORBES AMERICA'S TOP WEALTH ADVISORS 2016

Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking
awarded in 2016. 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. 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. 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 client’s experience. This ranking is not indicative of
the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is
not affiliated with SHOOK Research LLC or Forbes. For more information, see
www.SHOOKresearch.com. ©2022 Morgan Stanley Smith Barney LLC. Member SIPC

COALITION GREENWICH QUALITY LEADER AWARD 2022

Source: Coalition Greenwich 2022 U.S. Institutional Investors Study (April
2023). The 2022 Greenwich Quality Leader in Overall U.S. Investment Consulting
(Large Firms) designation was awarded to three firms and is based on the results
of interviews conducted by Coalition Greenwich. Between February and November
2022, Coalition Greenwich interviewed 727 individuals from 590 of the largest
tax-exempt funds in the United States, including corporate and union funds,
public funds, and endowment and foundation funds, with either pension or
investment pool assets greater than $150 million. The award is the product of
numerical scores in Coalition Greenwich’s proprietary studies that are generated
from the study interviews. In addition to study interviews, the award is based
on other criteria including assets under management and industry experience.
Investment performance is not a criterion because client objectives and risk
tolerances vary, and advisors rarely have audited performance reports. 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. The award is not indicative of participating firm’s
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. Coalition Greenwich is a
division of CRISIL. Morgan Stanley is not affiliated with Coalition Greenwich. ©
2023 Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting, a
business of Morgan Stanley Smith Barney LLC.

GREENWICH ASSOCIATES QUALITY LEADER AWARD 2018

Source: Greenwich Associates, April 25, 2019. 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. The award is the product of numerical scores in
Greenwich Associates’ proprietary studies that are generated from the study
interviews. In addition to study interviews, the award is based on other
criteria including assets under management and industry experience. Investment
performance is not a criterion because client objectives and risk tolerances
vary, and advisors rarely have audited performance reports. Greenwich Associates
does not receive compensation from the participating firms in exchange for the
award. The clients’ quantitative responses to the questions may not be
representative of any one client’s experience and are not indicative of the
participating firm’s nor their financial advisor’s future performance. Neither
Graystone Consulting nor Morgan Stanley Smith Barney LLC (“Morgan Stanley”) paid
a fee to Greenwich Associates in exchange for the award. Morgan Stanley is not
affiliated with Greenwich Associates.

MORGAN STANLEY WEALTH MANAGEMENT CLUB RECOGNITION

Chairman’s
Morgan Stanley Wealth Management Chairman’s Club members must meet a number of
criteria including performance, conduct and compliance standards, revenue,
length of experience and assets under supervision. Chairman’s Club membership is
no guarantee of future performance.

Master’s
Morgan Stanley Wealth Management Master’s Club members must meet a number of
criteria including performance, conduct and compliance standards, revenue,
length of experience and assets under supervision. Master’s Club membership is
no guarantee of future performance.

President’s
Morgan Stanley Wealth Management President’s Club members must meet a number of
criteria including performance, conduct and compliance standards, revenue,
length of experience and assets under supervision. President’s Club membership
is no guarantee of future performance.

Century
Morgan Stanley Wealth Management Century Club members must meet a number of
criteria including performance, conduct and compliance standards, revenue,
length of experience and assets under supervision. Century Club membership is no
guarantee of future performance.

Pacesetter’s
Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of
criteria including performance, conduct and compliance standards, revenue,
length of experience and assets under supervision. Pacesetter’s Club membership
is no guarantee of future performance.

NABCAP PREMIER WEALTH ADVISORS (5-STAR LOCAL LIST)

Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct
contacts and over 40,000 indirect contacts were made to seek participation
and/or nomination of participants in the Premier Wealth Advisor Program. The
number of individuals contacted varies based on the size of the local market.
NABCAP uses a methodology that it has created that includes both quantitative
and qualitative criteria, including, but not limited to, financial planning,
education, experience and compliance record. NABCAP contracts with Rank Premier
Advisors to administer its evaluation process. NABCAP's 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"). The Program is structured to ensure a
comprehensive and objective evaluation of financial advisory practices. NABCAP's
methodology includes, but is not limited to (i) average assets per client, (ii)
average number of clients per advisor, (iii) financial advisor to support staff
ratio, and (iv) financial advisor and support staff credentials/designations.
For more information on NABCAP's methodology, go to nabcap.org.
Premier Wealth Advisors do not pay a fee to be included in the final list of
NABCAP Premier Wealth Advisors.
The overall evaluation score of a wealth manager may not be representative of
any one client's evaluation.
The inclusion of a wealth manager on the list should not be construed as an
endorsement of the wealth manager by NABCAP or Omaha Magazine.
The rating is not indicative of the Financial Advisor's future performance.

NAPA TOP DC ADVISOR MULTI-OFFICE FIRMS 2023

Source: napa-net.org (March 2024) awarded in 2024. This ranking was determined
through an evaluation process conducted by NAPA based on self-reported assets
under advisement as of Dec 31, 2023. 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. Nominees must be individual advisor team/offices with a
defined contribution book of business, in a single physical location. 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. 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. Ratings are based on the
opinion of NAPA and may not be representative of any one client’s experience nor
indicative of the advisor’s future performance.

NAPA TOP DC ADVISOR MULTI-OFFICE FIRMS 2022

Source: NAPA Net The Magazine: NAPA’s “Top DC Advisor Multi-Office Firms” (2023)
is based on self-reported defined contribution (DC) assets under advisement
(AUA) as of Dec. 31, 2022 (unless otherwise noted) for the organizations that
submitted data. Firms listed had to have more than one office/physical location
to be included, and had to have in excess of $1 billion in DC assets under
advisement. This award does not evaluate the quality of services provided to
clients and is not indicative of the team’s future performance. Neither Morgan
Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors
pay a fee to NAPA in exchange for the rating.

NAPA TOP DC ADVISOR TEAMS 2023

NAPA TOP DC ADVISOR TEAMS 2022

Source: NAPA Net The Magazine: NAPA’s, “Top DC Advisors Teams,” (March 2023)
unlike other lists, recognizes firms, or what may, in a wirehouse environment,
be referred to as a team, or office, for their defined contribution (DC)
practice specifically. 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, and based on the team’s
defined contributions assets under advisement as of December 31, 2022. This
award does not evaluate the quality of services provided to clients and is not
indicative of the team’s future performance. Neither Morgan Stanley Smith Barney
LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to NAPA in
exchange for the rating.

NAPA'S TOP RETIREMENT PLAN ADVISORS UNDER 40 (ACES) 2024

Source: napa-net.org (October 2024) awarded in 2024. This ranking was determined
based on an evaluation process conducted by NAPA during the period from Aug 2023
– Aug 2024. 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.
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.
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. Ratings are based on the opinion of NAPA and
may not be representative of any one client’s experience nor indicative of the
advisor’s future performance.

NAPA TOP WOMEN ADVISORS 2024

NAPA NET'S TOP WOMEN ADVISORS 2021

NAPA Net’s “Top Women Advisors of 2021,” October 20, 2021 as appearing in NAPA
Net or www.Napa-Net.org, is based on nominations by the NAPA members. Nominees
are asked to respond to a series of questions, both quantitative and
qualitative, about their experience and practices. A panel of judges reviewed
the anonymized questionnaires and selected the women honored in three
categories: All Star, Captains, and Rising Stars. The rating is not indicative
of the Financial Advisors’ future performance. Neither Morgan Stanley Smith
Barney LLC or its Financial Advisors paid a fee to NAPA-Net in exchange for the
rating.

NAPA TOP DC ADVISOR TEAMS 2021

Source: NAPA Net The Magazine: NAPA’s, “Top DC Advisors Teams,” (March 2022)
unlike other lists, recognizes firms, or what may, in a wirehouse environment,
be referred to as a team, or office, for their defined contribution (DC)
practice specifically. 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, and based on the team’s
defined contributions assets under advisement as of December 31, 2021. This
award does not evaluate the quality of services provided to clients and is not
indicative of the team’s future performance. Neither Morgan Stanley Smith Barney
LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to NAPA in
exchange for the rating.

NAPA TOP DC ADVISOR TEAMS 2020

Source: NAPA Net The Magazine: NAPA’s, “Top DC Advisors Teams,” (March 2021)
unlike other lists, recognizes firms, or what may, in a wirehouse environment,
be referred to as a team, or office, for their defined contribution (DC)
practice specifically. The ranking is based on the team’s defined contributions
assets under management as of December 31, 2020. This award does not evaluate
the quality of services provided to clients and is not indicative of the team’s
future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial
Advisors or Private Wealth Advisors pay a fee to NAPA in exchange for the
rating.

ON WALL STREET’S TOP 75 BRANCH MANAGERS 2018

On Wall Street “The Top 75 Branch Managers,” September 04, 2018. The rating may
not be representative of any one client’s experience because it reflects a
sample of all of the experiences of the Branch Manager’s clients nor may it be
indicative of future performance. Neither Morgan Stanley Smith Barney LLC nor
any of its Branch Office Managers pay a fee to On Wall Street in exchange for
the rating.

ON WALL STREET'S TOP 100 BRANCH MANAGER HONOREES

On Wall Street's 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. The Honorees are
selected from the pool of nominees by judges chosen by On Wall Street. The
rating may not be representative of any one client's experience and is not
indicative of the Branch Manager's future performance. Neither Morgan Stanley
Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange
for the rating.

ON WALL STREET'S TOP 40 UNDER 40

On Wall Street's Top 40 Under 40 asks brokerage firms to nominate their top
young brokers. Of those nominated, On Wall Street bases its rankings on
quantitative and qualitative criteria. Financial Advisors are ranked by their
annual trailing 12-month production (as of September 30, 2014). The rating is
not indicative of the advisor's future performance. Neither Morgan Stanley Smith
Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange
for the rating.

PLANADVISER RETIREMENT PLAN ADVISER OF THE YEAR 2024

Source: planadviser.com (May 2024) awarded in 2024. This ranking was determined
based on an evaluation process conducted by ISS Media during the period from
November 2023 - March 2024. Entrants are judged based on their answers to
questions and short written essays. Finalists are also subjected to interviews
with judges from across the industry and the PLANADVISER editorial team. While
there is ultimately one winner in each of the six categories, three to five
finalists are named each year in each category. 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 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. These criteria are utilized for each of the
categories in which this award is given. Ratings are based on the opinion of ISS
Media and may not be representative of any one client’s experience nor
indicative of the financial advisor’s future performance.

PLANADVISER RETIREMENT PLAN ADVISER OF THE YEAR 2023

Source: planadviser.com (May 2023) awarded in 2023. This ranking was determined
based on an evaluation process conducted by ISS Media during the period from
1/23 – 5/23. Entrants are judged based on their answers to questions and short
written essays. Finalists are also subjected to interviews with judges from
across the industry and the PLANADVISER editorial team. While there is
ultimately one winner in each of the six categories, three to five finalists are
named each year in each category. 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 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. These criteria are utilized for each of the categories in
which this award is given. Ratings are based on the opinion of ISS Media and may
not be representative of any one client’s experience nor indicative of the
financial advisor’s future performance.

PLANADVISER TOP RETIREMENT ADVISERS 2024

Source: planadviser.com (March 2024) awarded in 2024. This ranking was
determined based on an evaluation process conducted by ISS Media utilizing data
from responses to the PLANADVISER Top Retirement Advisers application form
during the nomination period of January – February 2024. The list is drawn
solely from a set of quantitative variables and information in the application
supplied by the advisers themselves. 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. Ratings are based on the opinion of ISS
Media and may not be representative of any one client’s experience nor
indicative of the financial advisor’s future performance.

PLANADVISER TOP RETIREMENT ADVISERS 2023

Source: planadviser.com (May 2023) awarded in 2023. 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 2023.
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
PLANADVISER or ISS Media to obtain or use the ranking. Ratings are based on the
opinion of ISS Media and may not be representative of any one client’s
experience nor indicative of the financial advisor’s future performance.

PLANADVISER TOP 100 RETIREMENT PLAN ADVISERS 2021

Source: PLANADVISER.com, July 2021 – The “PLANADVISER’S 2021 Top 100 Retirement
Plan Advisers” list is compiled from responses to the PLANADVISER Retirement
Plan Adviser Survey. 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 Advisor's future performance.
Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to
Plan Advisor in exchange for the rating.

PLANADVISER TOP 100 RETIREMENT PLAN ADVISERS 2020

Source: PLANADVISER.com, March 2020 – The “PLANADVISER’S 2020 Top 100 Retirement
Plan Advisers” list is compiled from responses to the PLANADVISER Retirement
Plan Adviser Survey. 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 Advisor's future performance.
Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to
Plan Advisor in exchange for the rating.

PLANADVISER TOP 100 RETIREMENT PLAN ADVISERS 2019

Source: PLANADVISER.com, January/February 2019. The 2019 PLANADVISER Top 100
Retirement Plan Advisers award is compiled from responses to the PLANADVISER
Retirement Plan Adviser Survey. It is based solely from a set of quantitative
variables and information from a 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 Advisor's future performance.
Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to
PLANADVISER in exchange for the rating.

PLANADVISER TOP 100 RETIREMENT PLAN ADVISERS 2018

Source: PLANADVISER.com, January/February 2018. The 2018 PLANADVISER Top 100
Retirement Plan Advisers award is compiled from responses to the PLANADVISER
Retirement Plan Adviser Survey. It is based solely from a set of quantitative
variables and information from a 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 Advisor's future performance.
Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to
PLANADVISER in exchange for the rating.

REGISTERED REPS LIST OF TOP 100 WIREHOUSE ADVISORS 2015

Source: REP. magazine October 2015. Advisors on the Top 100 Wirehouse Advisors
list are ranked exclusively by assets under management custodied at the four
wirehouse firms. Only advisors for whom 80 percent or more of assets
corresponded to retail clients were eligible for the list. Assets under
management are as of the end of the second quarter 2015. REP. magazine and
WealthManagement.com do not receive any compensation from the financial
advisors, participating firms, affiliates or the media in exchange for rankings.

REP MAGAZINE TOP 50 WIREHOUSE WOMEN 2014

REP. magazine's Top 50 Wirehouse Women, October 1, 2014. Advisors on the Top 50
Wirehouse Women list are ranked exclusively by assets under management custodied
at their firm. Only advisors for whom 80 percent or more of assets corresponding
to retail clients were eligible for the list. Assets under management are as of
the end of the first quarter 2014. REP. magazine and WealthManagement.com do not
receive any compensation from the financial advisors, participating firms,
affiliates or the media in exchange for rankings.

REP MAGAZINE TOP 40 WIREHOUSE ADVISORS UNDER 40 2013

Source: REP. magazine's Top 40 Wirehouse Advisors Under 40, August 5, 2013.
Selected Financial Advisors are ranked exclusively by assets under management
custodied at their firm. Only Financial Advisors for whom 60 percent or more of
assets correspond to retail clients were eligible for the list. Financial
Advisors must be under the age of 40 as of August 2013. The rating is not
indicative of the Financial Advisor's future performance. Neither the Financial
Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in
exchange for the ranking.

RESEARCH MAGAZINE'S 130 TOP RANKED ADVISOR TEAMS IN AMERICA

Source: Research magazine's 130 Top-Ranked Advisor Teams in America, as
identified by The Winner's 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. With over 7,000 nominations compiled on an annual basis,
Financial Advisor teams are quantitatively ranked based on varying types of
revenues and assets advised by the financial professional, with weightings
associated for each. Additional measures include: in-depth interviews and
discussions with senior management, peers, and customers, and telephone-based
and in-person interviews with the nominees. Because individual client portfolio
performance varies and is typically unaudited, this ranking focuses on customer
satisfaction and quality of advice. For more information on ranking methodology,
go to www.WCorg.com. The rating may not be representative of any one client's
experience because it reflects a sample of all of the experiences of the
Financial Advisor's clients. The rating is not indicative of the Financial
Advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its
Financial Advisors pay a fee to The Winner's Circle in exchange for the rating.

RESEARCH MAGAZINE'S TOP-RANKED TEAMS IN AMERICA

Source: Research magazine's Top Ranked Teams in America, as identified by
magazine, uses quantitative and qualitative criteria and selects from a pool of
over 3,000 nominations. Financial Advisors in the Top-Ranked Teams have a
minimum of seven years of financial services experience. Qualitative factors,
include, but are not limited to, compliance record, interviews with senior
management and philanthropic work. Investment performance is not a criterion.
The rating may not be representative of any one client's experience and is not
indicative of the Financial Advisor's future performance. Neither Morgan Stanley
Smith Barney LLC nor its Financial Advisors pay a fee to Barron's in exchange
for the rating. Barron's is a registered trademark of Dow Jones & Company, L.P.
All rights reserved.

REUTERS ADVICEPOINT TOP 100 WOMEN

Source: Reuters AdvicePoint bases its rankings exclusively on quantitative
criteria, such as assets under management, size of the book, and an acceptable
compliance record. Reuters accepts nominations from Financial Advisors. The
rating is not indicative of the Financial Advisor's future performance. Morgan
Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the
rating.

WASHINGTONIAN MAGAZINE WEALTH MANAGER AWARD 2012

Source: Washingtonian, November, 2012 Washingtonian's 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 rating may not be representative of any one client's experience. The rating
is not indicative of the Financial Advisor's future performance. Neither Morgan
Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to
Washingtonian in exchange for the rating.
The individual(s) mentioned as the [Portfolio Manager or Portfolio Management
Team] is/are [a] Financial Advisor(s) with Morgan Stanley, participating in the
Morgan Stanley Portfolio Management program. The Portfolio Management program is
an investment advisory program in which the client's Financial Advisor invests
the client's assets on a discretionary basis in a range of securities. The
Portfolio Management program is described in the applicable Morgan Stanley ADV
Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.

WINNER'S CIRCLE TOP 50

The Winner's 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. 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.
Additional measures include: in-depth interviews and discussions with senior
management, peers, and customers, and telephone-based and in-person interviews
with the nominees. Because individual client portfolio performance varies and is
typically unaudited, this ranking focuses on customer satisfaction and quality
of advice. For more information on ranking methodology, go to www.WCorg.com. The
rating may not be representative of any one client's experience because it
reflects a sample of all of the experiences of the Financial Advisor's clients.
The rating is not indicative of the Financial Advisor's future performance.
Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to
The Winner's Circle in exchange for the rating.

WORKING MOTHER MAGAZINE & SHOOK RESEARCH'S TOP WEALTH ADVISOR MOMS 2021

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 Working Mother Magazine (the publisher)
during the period from 3/31/20 - 3/31/21. 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. 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 client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with SHOOK Research LLC or Working Mother Magazine. For more information, see
www.SHOOKresearch.com. ©2022 Morgan Stanley Smith Barney LLC. Member SIPC.

WORKING MOTHER MAGAZINE & SHOOK RESEARCH'S TOP WEALTH ADVISOR MOMS 2020

Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK
Research's Top Wealth Advisor Moms ranking awarded in 2020. This ranking was
determined based on an evaluation process conducted by SHOOK Research LLC (the
research company) in partnership with Working Mother Magazine (the publisher)
during the period from 3/31/19 - 3/31/20. 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. 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 client’s experience. This ranking is not indicative of the Financial
Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated
with SHOOK Research LLC or Working Mother Magazine. For more information, see
www.SHOOKresearch.com. ©2022 Morgan Stanley Smith Barney LLC. Member SIPC..

WORTH TOP 100 WEALTH ADVISORS

Source: Worth magazine's 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.
Worth editors receive thousands of nominations nationwide from Worth readers and
investment professionals. Nominated advisors are then asked to complete an
extensive survey. All credentials and designations are verified and nominee
compliance records are verified. For more information on ranking methodology, go
to
https://www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp.
The rating may not be representative of any one client's experience because it
reflects a sample of all of the experiences of the Financial Advisor's clients.
The rating is not indicative of the Financial Advisor's future performance.
Morgan Stanley Smith Barney LLC does not pay a fee to Worth magazine in exchange
for the rating.

WORTH TOP 250 WEALTH ADVISORS

Source: Worth magazine's Top 250 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.
Worth editors receive thousands of nominations nationwide from Worth readers and
investment professionals. Nominated advisors are then asked to complete an
extensive survey. All credentials and designations are verified and nominee
compliance records are verified. For more information on ranking methodology, go
to https://www.worth.com/Index.asp. The rating may not be representative of any
one client's experience because it reflects a sample of all of the experiences
of the Financial Advisor's clients. The rating is not indicative of the
Financial Advisor's future performance. Morgan Stanley Smith Barney LLC does not
pay a fee to Worth magazine in exchange for the rating.

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