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 the Financial Times during the period from 6/30/15-6/30/18. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. The rating is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Proactively consider ESG criteria alongside Financial Analysis to identify opportunities and risks during the investment process. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. We are an experienced family practice offering a caring and personalized approach to financial planning and investment management. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. 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. 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 2020 - Dec 2021. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Chances are your current financial situation is one we have significant knowledge and understanding. Source: planadviser.com (May 2018) awarded in 2018. Light appetizers will be served and a cash bar will be available. 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 may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. 2023 Forbes Best-In-State Wealth Management Teams. 2016 Barron's Top 30 Institutional Consultants. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 3/31/17 - 3/31/18. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2013 Financial Times 400 Top Financial Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. In our initial conversations, we talk about your family and personal aspirations. A Conversation with John "Jack" Wadsworth, Jr., Honorary Chairman of Morgan Stanley Asia. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/13 - 12/31/15. John Wadsworth - Higher Standards Investment performance is not a criterion. Help keep more of your returns and potentially reduce tax liability with a tax-managed investment portfolio. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. A Conversation with John "Jack" Wadsworth, Jr., Honorary Chairman of Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. In this step, we present your plan in detail, which includes recommendations to make your life better. This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barrons Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. 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. Between July and October 2021, Coalition Greenwich interviewed 811 individuals from 661 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. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. Rankings are based on the opinions of SHOOK Research LLC 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. He married Sarah Stanley in 1656, in Braintree, Essex, England, United Kingdom. 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 Barron's during the period from Sept 2009 - Sept 2010. from Williams College in 1961, and a M.B.A. from the University of Chicago Graduate School of Business in 1963. 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 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. 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 NAPA during the period from Aug 2016 Aug 2017. Advertisement. 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. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. 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. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. 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. 48 year old Detective Sergeant John Wadsworth is a man who is losing a grip on all aspects of his life. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2022 - Mar 2023. 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. 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. 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. This award does not evaluate the quality of services provided to clients and is not indicative of this 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. A Conversation with John "Jack" Wadsworth, Jr., Honorary Chairman of Morgan Stanley Asia Zhan Li; Roger Chen; Nicholas Tay; Mike Duffy Journal of Asia Business Studies , Volume 2 (2): 3 - May 1, 2008 Read Article Download PDF Share Full Text for Free 3 pages Article Details Recommended References Bookmark Add to Folder Cite Social Times Cited: 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 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 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. We monitor progress towards each goal, adjusting your financial plan accordingly as changes in your life occur. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. John S. Wadsworth, Jr. '61 Jack Wadsworth is Honorary Chairman of Morgan Stanley Asia and Advisory Director of Morgan Stanley globally. Total Wealth View allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App. 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. 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. 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 SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 2014 Barron's Top 100 Women Financial Advisors. When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2012 - Dec 2013. Source: planadviser.com (May 2018) awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. This award was issued in 2017 and based on the evaluation process below. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2017 Forbes America's Top Women Wealth Advisors. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. 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. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. 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 SHOOK Research LLC to obtain or use the ranking. 2018 Financial Times 401 Top Retirement Advisors. It is a small exhibit in a single room just off of the museum's Morgan Great Hall, and the Wadsworth is probably glad it's not larger. 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. 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. Barron's Top Women Advisors Summit Attendees 2020. Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. 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. Morgan Stanley's Anjelica and John Watson: Discussing Race on Wall PLANADVISER Top 100 Retirement Plan Advisers 2018. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. 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. Our disciplined process begins with a thorough financial plan to understand your goals and concerns, which in turn, drives the strategies and services we tailor for you. 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. JABS: Morgan Stanley is very active in the venture capital investment business. Mr. Wadsworth was a Managing Director of Morgan Stanley & Co. 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. 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. 2019 Financial Times 401 Top Retirement Advisors. Source: napa-net.org (November 2018) awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. James Wadsworth son Nathaniel Wadsworth, I son Ichabod Wadsworth son During five years in Japan, he built the firm's business from a small base to over 500 people and profitability. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. 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. 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. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Participants attended workshops, 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. 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 SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/18- 3/31/19. Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. 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 Barron's during the period from Dec 2014 - Dec 2015. 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 6/30/19 - 6/30/20. The Rockville Bridge Group at Morgan Stanley For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. 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 Barron's during the period from Mar 2010 - Mar 2011. The largest office and the hub for Morgan Stanley's operations in non-Japan Asia is Hong Kong. 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 ranking is not indicative of the Financial Advisors future performance.