Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. match you with the advisor or firm mentioned in this profile. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. 2019 NAPA Top DC Advisor Multi-Office Firms. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. PLANADVISER Top 100 Retirement Plan Advisers 2020. Graham Nix 2020 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. 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. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. platform based on information gathered from users through our online questionnaire. Antoinette holds a B.S. [1], Slavin portrayed illustrator Byron Togler on the Fox network's sitcom Andy Richter Controls the Universe, Ogo on the CGI animated show Robot and Monster, and scientist Phil Myman on ABC's sitcom Better Off Ted. 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. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Jonathan Sharbani | New York, NY | Morgan Stanley Wealth Management Jonathan Sharbani Vice President, Financial Advisor, Investment Management Consultant Direct: (212) 883-8159 Toll-Free: (800) 995-4635 Contact Me My Mission Statement Experience, intellectual capital and dedicated personal service to help you meet your life goals This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. Jonathan Slevin is a financial advisor based out of Louisville, Kentucky, who has been in the advisory business for 11 years. Sharon Cannon Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. 2021 Forbes Best-In- State Wealth Advisors. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. He is also a vegan and animal rights activist, with a large menagerie of adopted pets.[7]. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Media Relations Contact: Katherine Stueber, 212.761.1349, Katherine.Stueber@morganstanley.com, 5 Sustainable Investing Trends for Companies and Investors, 7 Investment Ideas That Could Drive Markets in 2023, Yes, You Can Be a Tech Innovator at Morgan Stanley. Jonathan Slavin was a prolific actor who created a name for himself largely on the big screen. Slevin maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Kentucky. This ranking is not indicative of the Financial Advisors future performance. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Nicholas Albicelli 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. 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. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. Amrit Sharma Lavanya Balakrishnan Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. jonathan slavin morgan stanley. in Business Administration and Marketing from Delaware State University. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. 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. To match you with top 2011 Barron's Top 1,000 Financial Advisors: State-by-State. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Art joined Morgan Stanley Private Bank during its formation in 2010, working in various New Jersey offices since that time. The rating is not indicative of the Financial Advisor's future performance. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Also on the show Don . For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Investment performance is not a criterion. Christoph Oppenauer Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. NABCAPs 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is 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. 2015 Financial Times 400 Top Financial Advisors. In 2004 Heather joined Smith Barney where she learned extensive operational knowledge. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. Investment performance is not a criterion. Art Flinn is a Senior Private Banker and team lead in the Central New Jersey Complex. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. For more information, see www.SHOOKresearch.com. 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. 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. Ayokulehin Onabule The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The new Managing Directors are: 1 Toks Afolabi-Ajayi Argie Agrapides Nicholas Albicelli Thomas Allen Raju Alluri Oskar Arnoldsson Nikhil Awasthi Jay Bacow Lavanya Balakrishnan Krystal Barker Buissereth Dmitriy Barskiy Angelin Baskaran Matteo Benedetto Joshua Birbach This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. This ranking 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. Research Magazine's 130 Top-Ranked Advisor Teams in America. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Nominees must be women retirement plan advisors with their own book of business. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. business relationships that might exist between SmartAsset and the named financial professional and She began her career in an entry level position at Morgan Stanley while pursuing her B.S. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. He is a 1992 graduate of Stony Brook University where he played lacrosse and earned a degree in Economics. profile-compliance@smartasset.com. 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. Carmen Lai Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Investment performance is not a criterion. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 2014. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. John Hanley, 84 other games Glenn Randers-Pehrson, 83 other games Collaborations People who have worked on this game have also collaborated on the creation of the following games: Star Wars: Battlefront II, a group of 1238 people Battlefield 1, a group of 1205 people NFS: Heat, a group of 732 people FIFA 19, a group of 712 people Upon graduation from training David moved to California where he would spend the next 25 years of his life. For more information, see www.SHOOKresearch.com. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. The matching tool does not include Lillian Lou Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. These criteria are utilized for each of the categories in which this award is given. Investment performance is not a criterion. Investment performance is not a criterion. 2023Morgan Stanley. 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 2011. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Manisha DSouza Zlati Christov As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. The named financial professional and firm have not reviewed, approved, or endorsed this profile and Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: napa-net.org (March 2021) awarded in 2021. For more on methodology please go to www.ft.com/reports. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Lauren Veisz Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. choosing a financial advisor. 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. Investment performance is not a criterion. Both Heathers academic and professional experience has helped her form a deep understanding for financial services from a multitude of perspectives. 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. Member SIPC. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. William Givens Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms.

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