morgan stanley sarasota

Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. All investing entails risks that investors should endeavor to understand before then invest. Janet Hroncich - indyfin.com Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. 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. 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. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. 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. The rating is not indicative of the Financial Advisors future performance. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. 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: napa-net.org (November 2022) awarded in 2022. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. 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. Source: planadviser.com (May 2018) awarded in 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 2019 Financial Times 401 Top Retirement Advisors. Join to view profile . 2019 Barron's Top 50 Institutional Consultants. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. The rating may not be representative of any one clients experience. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Sarasota Market Branch | Sarasota, FL Morgan Stanley Sarasota Market Branch Office You define success, we help you achieve it 2 North Tamiami Trail Ste 1100 Sarasota, FL 34236 Get Directions Branch: (941) 365-3900 Toll-Free: (800) 237-9441 Branch Manager Todd A. Sacks Phone: (941) 364-7421 Email Me Find a Financial Advisor Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. Investment performance is not a criterion. 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. This award was issued in 2016 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. 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. 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. 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. Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. Barrons Winners Circle Top Advisors Summit 2013. 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. Investment performance is not a criterion. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. 2015 Barron's Top 100 Women Financial Advisors. Source: planadviser.com (May 2019) awarded in 2019. This award was issued in 2017 and based on the evaluation process below. This ranking is not indicative of the Financial Advisors future performance. 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. 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. 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. 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 award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. At the end of the three-phase . 2021 Barron's Top 100 Women Financial Advisors. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. 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. 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. 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. 2016 Financial Times 401 Top Retirement Advisors. 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 or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. 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. Coalition Greenwich is a division of CRISIL. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. 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. 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 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. Coalition Greenwich Quality Leader Award 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. 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. 2020 Forbes America's Top Wealth Advisors. 2018 Forbes Best-In- State Wealth Advisors. The invitation-only conference was held at The Breakers in Palm Beach, FL. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. Source: PLANADVISER.com, January/February 2019. With the Morgan Stanley Mobile App, youll have the freedom to manage your investments and instantly access a suite of personal cash management tools. For more information, see www.SHOOKresearch.com. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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 Barron's to obtain or use the ranking. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. The 360 Group | Sarasota, FL | Morgan Stanley Wealth Management The 360 Group at Morgan Stanley Daniel M Schwartz Randall A Ridenour Jeffrey Burgess Shawn McGill Nicholas Urrutia, ChFC Direct: (941) 364-3553 Toll-Free: (800) 237-9441 Contact Us Our Mission Statement Barron's Top Women Advisors Summit Attendees 2017-2019. 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 SHOOK Research LLC or Forbes. Source: napa-net.org (November 2017) awarded in 2017. 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. 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. For more on methodology please go to www.ft.com/reports. 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. 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. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. 2022 Morgan Stanley Smith Barney LLC. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. 2017 Forbes America's Top Wealth Advisors. 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 2016 Aug 2017. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. 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 award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. Tom is the Branch Manager of the Venice FL office. Source: planadviser.com (May 2022) 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. 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. For more on methodology please go to www.ft.com/reports. Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. 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 3/31/21 - 3/31/22.

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