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. Get this delivered to your inbox, and more info about our products and services. 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. Gartin also advised on the second-largest pharma acquisition of 2019, tag-teaming Abbvie's $88.2 billion buyout of Allergan in June alongside Morgan Stanley M&A chairman Michael Boublik. Source: Crains New York Business, December 7, 2020. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Companies that invest in financial wellness have an opportunity to: Your people look to you for financial guidance. 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. 2023 Forbes Best-In-State Wealth Management Teams. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. Investment performance is not a criterion. At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. A sub-segment of the questions was used to determine eligibility for the Top 100. Our goal is to be the last financial advisory team you will ever need. 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 is differentiated by the caliber of our diverse team. The number of individuals contacted varies based on the size of the local market. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. The bond we form is fundamental to our mission and it is our hope that it spans generations. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. From planning to execution, every step of our results-driven process is designed to ensure a clear and consistent experience for every client. 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. 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. Not only did he execute three transactions worth a combined $36 billion, but he also helped sell his own firm, merging with Piper Jaffray in August in a $485 million deal. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. 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.. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. 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. Creating customized financial strategies for the challenges that todays families face. Source: napa-net.org (March 2022) awarded in 2022. Sigurdur Arngrimsson Executive Director Apr-2012. Investment performance is not a criterion. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. For most U.S. families, the holidays are all about gathering around the fireplace, overeating at festive dinners, and playing the occasional board game. Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Clint Gartin: Morgan Stanley: Chairman, Investment Banking: 000 0000: Colm Donlon: Morgan Stanley: Head & Chairman of Emea investment banking: 000 0000: You're viewing 5 of 63 board members. Investment performance is not a criterion. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Clinton Gartin Clint Gartin. 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 not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. Investment performance is not a criterion. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. Get the full list, Youre viewing 10 of 671 services on a deal sell side. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Clint Gartin recalls the ban being memorialized on the tombstones given to those who worked on the deal. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State 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 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. "In fact, in some sectors we can count on one hand the senior bankers that truly differentiate themselves and their firms with clients.". We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. Eligibility & terms apply. Title: Senior managing director, chairman of global advisory. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. Danny Moloshok/Reuters; Brendan McDermid/ Reuters; Glodman Sachs; Morgan Stanley; Ruobing Su/Business Insider, Victor Hugo/Patrick McMullan via Getty Images, Visit Business Insider's homepage for more stories, read more about the MergerLinks' methodology and criteria on their website, its surprise $26.4 billion sale to Charles Schwab, most significant and dramatic deals of the last decade, subsequently spun off into a separate company. 02/27/2023. Source: PLANADVISER.com, January/February 2018. 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. Working closely with you to guide your wealth and investments through the most challenging market cycles. Heres how our views diverge from the market. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. A U.S. led coalition was preparing to invade Iraq. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. 2 M&A banker in North America for 2019. Dunne, who helped rebuild Sandler after it lost 66 partners in the terrorist attacks on the World Trade Center towers in 2001, started off the year advising Oaktree Capital on its $4.9 billion sale to Brookfield Asset Management. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. 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. This ranking is not indicative of the Financial Advisors future performance. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. This ranking is not indicative of the Financial Advisors future performance. Nominated advisors are then asked to complete an extensive survey. 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 Dec 2010 - Dec 2011. On Wall Streets Top 100 Branch Manager Honorees. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. For more on methodology please go to www.ft.com/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. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. Part of Ramsey's haul also included a pair of Canadian deals: WestJet Airlines $3.6 billion sale to private-equity firm Onex, and the acquisition of Cineplex, Canada's largest theater chain, in December by Cineworld, the second-largest cinema operator in the world, for $2.1 billion. 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: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. With more than 75+ combined years of experience representing three different generations and multiple industry and Firm-approved credentials, we have the knowledge and skills to tackle the challenges of significant wealth and work with any type of investor. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. It was an incredible demonstration of the strength of the culture. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more on methodology please go to www.ft.com/reports. The largest mergers and acquisitions are team efforts, but at the very top, a battled-tested senior banker provides critical advice that can make the difference in a transaction's success or failure. Source: planadviser.com (May 2018) awarded in 2018. The firm surged back in 2019, and MacDonald, who previously served as global head of TMT banking based in Palo Alto, was responsible for two of the firm's trophies: Global Payments' $26.4 billion acquisition of Total System Services which he spearheaded with US M&A chief Kevin Brunner and Salesforce's $16.1 billion acquisition of data visualization platform Tableau. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/15 - 9/30/16. 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. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. 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 ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2019. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/19 - 3/31/20. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2012. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. 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 2021 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. He replaces Clint Gartin, who will become chairman of investment banking. 2023 CNBC LLC. He later helped advise Pattern Energy Group on its $6.2 billion sale to the Canada Pension Plan Investment Board. Helping you on key aspects of your business such as ownership, liquidity and developing opportunities. To consummate the deal, Celgene had to divest its Otezla business which Gartin helped sell to Amgen later that year in a separate $14.2 billion deal. 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. 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. 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. Clint Gartin is the Chairman of Investment Banking at Morgan Stanley. 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. Securities Agent: WI, WA, VA, PA, SC, OR, OH, TX, NY, NV, NJ, NE, NC, MS, MN, MA, KY, KS, IN, IL, MI, MD, ID, GA, FL, TN, DC, CO, CA, AL, AZ; General Securities Representative; Investment Advisor Representative. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. Research 's Top Wealth Advisors ranking awarded in 2017, L.P. 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Times 400 Top Financial Advisors: State-by-State of SHOOK Research 's Top Wealth Advisor Moms list Youre! Barney LLC is not indicative of the Financial Advisors future performance in 2019 provided NAPA! Full list, Youre viewing 10 of 671 services on a deal sell side rights.. With SHOOK Research LLC and this ranking is not affiliated with Barron Top... Viewing 10 of 671 services on a deal sell side Senior managing director chairman! Values diverse perspectives, individual intellect and cross-collaboration as of Sept 31, 2021 ) Barron 's conducted Barron... Global Business and less than 40 years of age Aug 2015 Stanley, youll find trusted colleagues, committed and.