Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. Morgan Stanley is not affiliated with Coalition Greenwich. This ranking is not indicative of the Financial Advisors future performance. 1015 W Indiantown Rd., Ste 101A, Jupiter, FL 33458, 515 N Flagler Dr, West Palm Beach, FL 33401, 901 Northpoint Pkwy Suite 304, West Palm Beach, FL 33407, 712 Us Highway 1, North Palm Beach, FL 33408, 712 US Highway 1 Ste 400, North Palm Beach, FL 33408, 2393 S Congress Ave Fl 201, West Palm Beach, FL 33406, 1800 S Australian Ave, West Palm Beach, FL 33409, 2240 Palm Beach Lakes Blvd Ste 200, West Palm Beach, FL 33409, 4425 Military Trl Ste 200, Jupiter, FL 33458, 4800 N Federal Hwy Ste 108d, Boca Raton, FL 33431, 224 Datura St,, West Palm Beach, FL 33401, 636 Us Highway 1 Ste 107, North Palm Beach, FL 33408, 1776 N Pine Island Rd Ste 224, Plantation, FL 33322. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. 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. 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. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Financial Plannings Top 40 Under 40 2022. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. A sub-segment of the questions was used to determine eligibility for the Top 100. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 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 paid a fee to Crains in exchange for the award. 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. 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. For more information, see www.SHOOKresearch.com. 2017 Forbes America's Top Wealth Advisors. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. All credentials and designations are verified and nominee compliance records are verified. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/13 - 12/31/15. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2020. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Related To Carol Morgan. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. Source: napa-net.org (October 2017) awarded in 2017. n/a Average office wait time. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. 2017 Barron's Top 100 Women Financial Advisors. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. View the menu, check prices, find on the map, see photos and ratings. Boats are nearly as likely as docks and piers to be slippery, for almost the same reasons. Investment performance is not a criterion. 1552 PALM BEACH LAKES BOULEVARD WEST PALM BEACH, FL 33401 (561) 659-7411 Call Us Today! Assets under management are as of the end of the second quarter 2015. Investment performance is not a criterion. Investment performance is not a criterion. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Some lawyers publish comparative information regarding the services that they provide which may be subject to specific comparative communications restrictions. For more information, see www.SHOOKresearch.com. Discover your new neighborhood and its diverse restaurants, unique entertainment spots, and convenient shopping destinations. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. PLANADVISER Top 100 Retirement Plan Advisers 2019. Source: On Wall Street "The Top 75 Branch Managers," September 04, 2018. Investment performance is not a criterion. This award was issued in 2017 and based on the evaluation process below. 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. 2013 Financial Times 400 Top Financial Advisors. Attached are excerpts from a very recent Court of Appeal decision dealing with an alleged missed 2-year deadline to apply to the LAT [Ontario Licence Appeal Tribunal] for a denied IRB [income replacement benefit]. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: napa-net.org (October 2015) awarded in 2015. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Financial Advisors are chosen for this list at the sole discretion of the publication, and selection is not based on any quantitative criteria that is consistent across all listed Advisors.. This is why Morgan automobile owners in the Palm Beaches exclusively trust their British roadsters to the professionals at The Palm Beach Garage. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. The award is the product of numerical scores in Greenwich Associates proprietary studies that are generated from the study interviews. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. 2012 Barron's Top 100 Women Financial Advisors. LAWPOINTS measure the overall completeness of a Lawyer's profile. Floor 2 Suite 106 Bridgewater, NJ 08807 908-450-8000, Morgan & Morgan 200 N. Broadway St Louis, MO 63102 833-646-1198, Morgan & Morgan 350 Fifth Avenue Suite 6705 New York, NY 10118 (833) 646-1198, Morgan & Morgan 350 Fifth Avenue Suite 6705 New York, NY 10118 833-646-1198, Morgan & Morgan 101 Merritt 7 Corporate Park Suite 300 Norwalk, CT 6851 833-646-1198, Morgan & Morgan 2000 Town Center Suite 1900 Southfield, MI 48075 (833) 646-1198, Morgan & Morgan 55 E Monroe St Suite 3800 Chicago, IL 60603 833-646-1198, Morgan & Morgan 12 Ericsson St. #2F Boston, MA 02122 (833) 646-1198, Morgan & Morgan 101 Park Avenue Suite 1350 Oklahoma City, OK 73102 405-253-7550, Morgan & Morgan 1601 Trapelo Rd. 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 2019 - Dec 2020. 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