Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 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. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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 any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. 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 Barron's. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Investment performance is not a criterion. 2019 Barron's Top 50 Private Wealth Advisory Teams. America's Top Wealth Advisors 2023 The 250 financial professionals on the Forbes/SHOOK Top Wealth Advisors list have a track record of success over time, collectively managing nearly $1.3.

For more information, see www.SHOOKresearch.com. 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. Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. 2018 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Source: planadviser.com (May 2015) awarded in 2015. . The rating is not indicative of the Financial Advisor's future performance. He takes great pride in making each client feel truly valued. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

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Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. For more information, see www.SHOOKresearch.com. Chicagos Notable Financial Advisers 2018. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: napa-net.org (November 2017) awarded in 2017. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. The 401kWires 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 401kWires editorial staff. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2011 Barron's Top 100 Women Financial Advisors.

This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2010 - Mar 2011. 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. Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources. 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 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 Barron's to obtain or use the ranking. For eligible Platinum CashPlus Brokerage Account clients with The Platinum Card from American Express Exclusively for Morgan Stanley. 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 because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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 drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. 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 SHOOK Research LLC to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. 2020 Forbes America's Top Women Wealth Advisors. Bob Runkle Merrill Lynch Wealth Management MONTGOMERY $1.1B ALASKA 1. 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. 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. This ranking is not indicative of the Financial Advisors future performance. 2019 Forbes Best-In- State Wealth Advisors. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Start Today. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2015 Barron's Top 30 Institutional Consultants. 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. For more on methodology please go to www.ft.com/reports. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. This ranking is not indicative of the Financial Advisors future performance. 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 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. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 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. He was eliminated in the semifinals of the K-2 1000 m event at the 1972 Summer Olympics in Munich. 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. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. References. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/15 - 9/30/16. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. REP. Magazine Top 50 Wirehouse Women 2014.