This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2021 Forbes Best-In- State Wealth Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. SECURITY PATROLMAN: September 2010-2011. In 1987, he moved to Japan as President of Morgan Stanley Japan. 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 the Financial Times during the period from 6/30/15-6/30/18. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Through our volunteer activities, we remain committed to sustaining the character of our community, while helping create an even better and brighter future for our children and grandchildren. Source: napa-net.org (October 2016) awarded in 2016. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. 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 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. Source: Coalition Greenwich 2022 U.S. Institutional Investors Study (April 2023). 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. 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. Bryan Stanley Wadsworth 1938 - 1966. 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 its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 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. (good for a ride on the Cable Car line to get straight there too). 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 Barron's during the period from Dec 2019 - Dec 2020. 2022 Forbes Best-In- State Wealth Advisors. 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. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Hollina focuses on building customized financial plans for clients and helping them navigate their financial journey. Bill brings a lifetime of experience to his role as a wealth management professional. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. 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. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. 2023 Forbes Best-In-State Wealth Management Teams. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Sponsored by Ancestry. Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. 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 any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. 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. 2022 Forbes Americas Top Wealth Management Teams. 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: Worth magazines Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. Gaining acceptance, building a brand, and delivering value to customers who may or may not be familiar with your products or services are just a few of the challenges. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). Source: planadviser.com (May 2021) awarded in 2021. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. All these experiences have given Mr. Wadsworth a 2018 NAPA Top DC Advisor Multi-Office Firms. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. We collect important financial information and identify your top priorities. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 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. Biography Mr. Jack Wadsworth is a Co-Founder & serves as Partner & Managing Director at Manitou Ventures. Mr. Wadsworth was a Managing Director of Morgan Stanley & Co. 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. This ranking is not indicative of the Financial Advisors future performance. With the world becoming a smaller place and with China playing a larger role in the world economy, learning how to work with China is becoming critical for businesses in the US, whether they know it or not. John and his team joined Morgan Stanley in 2008. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience.
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