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 9/30/16 - 9/30/17. 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. 2020 Forbes Best-In- State Wealth Advisors. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. Investment performance is not a criterion. Such deals are months in the making, but Boublik's announced deals in June sealed his spot as the No. 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. Corporate Governance. deal size 20,012M Current Company Chairman of Investment Banking Awards 2021 Top Healthcare Bankers in North America 2021 Top Investment Bankers in North America 2019 Top Healthcare Bankers in North America 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. 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 6/30/19 - 6/30/20. 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. 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. In 2019, he advised Pfizer on two major deals as the firm faced heightening competition from generics providers. 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. 2018 Financial Times 401 Top Retirement Advisors. 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: 2019 Forbes America's Top Wealth Advisors. Check the background of Our Firm and Investment Professionals on. Learn about Morgan Stanley (MS) stock's management team. 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. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. So many lives were saved. 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. 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 deal was worth more than $23 billion, including debt, and created a company with combined revenues of $20 billion. See here for a complete list of exchanges and delays. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. But at the very top, there's usually a battled-tested senior banker, a deal marshal providing vision, strategy, and critical advice that can make the difference between a transaction's success or failure. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. 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. 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. 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. 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 2015. Here is "The Rainmakers," the Business Insider and MergerLinks list of the top North American M&A bankers for 2019. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Enjoy enhanced travel protection and avoid foreign transaction fees with a CashPlus Brokerage Account. He has held a number of roles within the bank, including chief administrative officer of investment banking . Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. It was World Trade Center One. 2021 Forbes Best-In- State Wealth Advisors. 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. Reuters accepts nominations from Financial Advisors. MergerLinks, based in London, has previously tracked and organized league tables for European bankers and lawyers, but this is the first year it has put together a ranking focused on the US and Canada. 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. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. Investment performance is not a criterion. The entire building has just collapsed.It is a surreal and devastating scene over here. With more than 75 years of combined experience, we provide highly customized advice and comprehensive wealth management services to successful individuals and families, business owners and retirees who reside in the greater Lansing area and across the country.*. He started 2019 off with a bang, advising First Data on its merger with Fiserv, which created a $39.1 billion financial technology conglomerate. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. 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 SHOOK Research LLC for placement on its rankings. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. The World Trade Center was woefully unprepared for anything bad to happen. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. For more on methodology please go to www.ft.com/reports. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Our partnership with various local and national organizations supports important initiatives and causes -- from helping children and to supporting local food banks and religious organizations. Source: napa-net.org (November 2018) awarded in 2018. 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: planadviser.com (May 2012) awarded in 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 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 Barron's to obtain or use the ranking. Together Troy, Patrick and Peter have more than 75 years of combined industry experience.*. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. 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. Rankings are based on the opinions of SHOOK Research LLC 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. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. CLINT GARTIN: 9/11 was obviously a horrible day. The deal was worth more than $23 billion, including debt, and created a company with combined revenues of $20 billion. 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. 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 Barron's during the period from Sept 2010 - Sept 2011. 2014 Financial Times 400 Top Financial Advisors. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. Investment performance is not a criterion. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. Investment performance is not a criterion. 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. 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. With 38 years of industry experience, he focuses on meeting the needs of individuals and families who have accumulated a higher level of wealth. Title: Global head of technology, media & telecom M&A. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Christopher Gartin, a director in the healthcare investment banking team at Citigroup,. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. 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 also advised Mellanox Technologies on its $6.9 billion sale to Nvidia. 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. The oil behemoth ultimately walked away rather risk overpaying in a bidding war, but it didn't walk away empty handed, collecting a $1 billion breakup fee. This ranking is not indicative of the Financial Advisors future performance. Our years of experience combined with our vast credentials set us apart from other teams. 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