This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. 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. 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. 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. We listen to you to understand what is most important and provide strategies that are tailored to your particular situation. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. 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 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. She also manages the teams marketing and business development activities. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. John Ashworth is a Vice President and Financial Advisor with Morgan Stanley in Winter Park, Florida. Morgan Stanley is not affiliated with Coalition Greenwich. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. 2022 Barron's Top 100 Women Financial Advisors. Our goals-based planning system (GPS) is built on intellectual capital and capabilities to provide our clients with a comprehensive solution for their unique goals. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. 2017 Barron's Top 1,200 Financial Advisors: State-by-State. 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. New York, United States. This ranking is not indicative of the Financial Advisors future performance. 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. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. The rating is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. For more information, see www.SHOOKresearch.com. Theres more to charitable giving than you may realize. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. In addition to his responsibilities in non-Japan Asia, Mr. Wadsworth had policy and strategic oversight for the Firm's business in Japan. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2009 Barron's Top 100 Women Financial Advisors. The rating is not indicative of the advisors 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. $25 Early Bird by December 15 Nominees must be women retirement plan advisors with their own book of business. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. 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. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. This ranking is not indicative of the Financial Advisors future performance. Check the background of Our Firm and Investment Professionals on. John S. Wadsworth, Jr. '61 Jack Wadsworth is Honorary Chairman of Morgan Stanley Asia and Advisory Director of Morgan Stanley globally. 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. 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: 2018 Forbes America's Top Wealth Advisors. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (November 2018) awarded in 2018. 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 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 Barron's to obtain or use the ranking. Mr. Wadsworth joined Morgan Stanley as a Managing Director in 1978. Investment performance is not a criterion. Hollina thrives on meeting new people and hearing their story, as she recognizes that we all have a distinct story to share, and we all have experiences that drive us. 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. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. 29,000 per annum/40 hours per week plus. This ranking is not indicative of the Financial Advisors future performance. 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. 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 SHOOK Research LLC or Forbes. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. 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. 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. For more on methodology please go to www.ft.com/reports. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: planadviser.com (May 2015) awarded in 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. 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. This ranking is not indicative of the Financial Advisors future performance. 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 any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Allocate funds focused on private enterprises that are structured to deliver specific positive social and/or environmental. 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. John S. Wadsworth, Jr. is an Advisory Director at Morgan Stanley. The success of this initiative has led to the creation of a new firm called Ceyuan Ventures. Source: planadviser.com (May 2020) awarded in 2020. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. John S. Wadsworth, Jr. is an Advisory Director at Morgan Stanley. Investment performance is not a criterion. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. On Wall Streets Top 100 Branch Manager Honorees. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to the Financial Times in exchange for the rating. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. Mr. Wadsworth was born in Fort Thomas, Kentucky in 1939. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. Member SIPC. This ranking is not indicative of the Financial Advisors future performance. 2015 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. For more on methodology please go to www.ft.com/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 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. Available on Morgan Stanley Online and the Morgan Stanley Mobile App. Source: planadviser.com (May 2022) awarded in 2022. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. Bill brings a lifetime of experience to his role as a wealth management professional. Source: napa-net.org (October 2021) awarded in 2021. The early strategy of the venture capital business included the development of a very close working relationship with Kleiner Perkins Caufield & Byers. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. Source: planadviser.com (May 2015) awarded in 2015. 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. 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. Self-nominations are not accepted. 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. CHF. Morgan Stanley Online (MSO) offers a suite of features and services that allow you to manage your everyday finances from one place. Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. 2018 Forbes Best-In- State Wealth Advisors. As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. 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. 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 not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 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. 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 Barron's to obtain or use the ranking. How did Morgan Stanley get involved in this business in the first place? 2022 Forbes Americas Top Wealth Management Teams. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. Nominees must be women retirement plan advisors with their own book of business. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Aug 2021 - Jan 20231 year 6 months. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Investment performance is not a criterion. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. These criteria are utilized for each of the categories in which this award is given. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 information, see www.SHOOKresearch.com. Source: napa-net.org (March 2019) awarded in 2019. 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. He has no relief at work, where he's working with the murder investigation team under Detective Superintendent Andy . Investment performance is not a criterion. Heres one method that provides flexibility and can help maximize your impact. 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. 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. 2019 Barron's Top 50 Institutional Consultants. 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. Investment performance is not a criterion. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 market can influence your decision of when to retire. 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: 2017 Forbes Top 500 Next Generation Wealth Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2019 NAPA Top DC Advisor Multi-Office Firms. Source: planadviser.com (May 2016) awarded in 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Over the years John's job functions have included human resources . 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. 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. 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 ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. 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. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. 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. 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. From the rise of the metaverse to EV acceleration, these key issues could shape industries and drive asset prices this year. 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 NAPA during the period from Aug 2013 Aug 2014. 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. NABCAP Premier Wealth Advisors (5-Star Local List). Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. 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. 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. There is a lot of information out there when it comes to investing and finances and it can be overwhelming for a person to sort through what is best suited for their situation. 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. 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. Investment performance is not a criterion. In 1978, he left First Boston to become the first partner of Morgan Stanley to join the firm from a competitor. 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 through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2018. 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. (good for a ride on the Cable Car line to get straight there too). He has also developed, a venture capital business under the banner of Manitou Ventures. The rating is not indicative of the Financial Advisors future performance. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. The award is not indicative of participating firms 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. Investment performance is not a criterion. Investment performance is not a criterion. Fax: 952.736.1701. 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 and quantitative criteria relating specifically to ones position as a Financial Advisor. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. In September of 1987, Mr. Wadsworth moved to Japan where he was President of Morgan Stanley Japan, Chairman of its Executive and Operating Committees and head of the Firm's investment banking business in Asia.