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Investment performance is not a criterion. 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. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information on the award, go to http://www.aspa.org. Nationwide Financial. For more information, see www.SHOOKresearch.com. Brian Elliott (born April 9, 1985) is a Canadian professional ice hockey goaltender for the Tampa Bay Lightning of the National Hockey League (NHL). Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. He has signed 10 contracts worth a total value of $26,084,800. 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. For every $2 you earn above a specific threshold, which is $21,240 in 2023,1 you lose $1 in benefits. 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. Oct 2010 - May 20143 years 8 months. Investment performance is not a criterion. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. Enjoy enhanced travel protection and avoid foreign transaction fees with a CashPlus Brokerage Account. 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 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Nominees must be women retirement plan advisors with their own book of business. Reuters accepts nominations from Financial Advisors. Deciding among them is an important step in managing your retirement savings over time. Brian passed away on month day 1999, at age 46 at death place. 2018 NAPA Top DC Advisor Multi-Office Firms. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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, 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2019 Forbes America's Top Women Wealth Advisors. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 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. 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. 2020 Financial Times 401 Top Retirement Advisors. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (November 2016) awarded in 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 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. Investment performance is not a criterion. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. 2021 Forbes Americas Top Next-Gen Wealth Advisors. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. Elliott was injured Friday, March 3. As of 2020, Elliott was a corporate lawyer and business executive. Brian Robinson Elliott AM FAHA (11 April 1910 - 29 . 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 rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. This ranking is not indicative of the Financial Advisors future performance. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide investment advice, Morgan Stanley will not be considered a fiduciary under ERISA and/or the Code. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- 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. 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. Nominees must be women retirement plan advisors with their own book of business. The new RMD requirements are effective for distributions made after December 31, 2022, for individuals who attain age 72 after that date. Lewis Hamilton still has his best ability to compete for world titles ahead of the F1 opener . 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. 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 2019. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. 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. Financial Plannings Top 40 Under 40 2022. 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 Dec 2021 - Dec 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 9/30/15 - 9/30/16. Investment performance is not a criterion. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). 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. Assets under management are as of the end of the second quarter 2015. 2021 Forbes Best-In- State Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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 Barron's during the period from Sept 2007 - Sept 2008. 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. You have several choices for what to do with your qualified retirement plan when you leave a job. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. Borden, IN, Brian Elliott Lockard, age 47, passed away on Saturday, February 05, 2022 at St Vincent Evansville Hospital in Evansville, IN. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. 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 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. 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 3/31/17 - 3/31/18. Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. 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. Youre going to need the assets youve accumulated for day-to-day expenses and no longer have the luxury of time that you once enjoyed. Source: planadviser.com (May 2016) awarded in 2016. Brian Elliott is a financial advisor based out of Los Angeles, California, who has been in the financial industry for 10 years. 2023 Forbes Best-In-State Wealth Management Teams. "He does all the little. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2016- Sept 2017. Wilson, a nine-time Pro Bowler in Seattle, last offseason engineered his way to Denver (and to a new . 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 6/30/17 - 6/30/18. For more information, see www.SHOOKresearch.com. 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 to obtain or use the ranking. 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. Barron's Top Women Advisors Summit Attendees 2017-2019. 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. 2017 Barron's Top 30 Institutional Consultants. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Elliott, who is 1-1 so far, won't play Thursday in his return to Philadelphia where he played the last four seasons but should get between 20 to 25 starts this season. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2023. https://ssa.gov/cola, 2 Retirement Benefits. 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 award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors 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. Investment performance is not a criterion. From the resurgence of mega-cap tech stocks to the outlook for private markets and European banks, Morgan Stanleys views differ from the consensus on key issues that could drive stock prices and shape markets in 2023. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. He has held a full-time faculty position at Portland State University since 2010. Investment performance is not a criterion. Trending. Barrons Top Women Advisors Summit Attendees 2015 Summit. 2011 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. 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. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Coalition Greenwich is a division of CRISIL. Categories. Firms review and approve nominations of individuals who match the ASPPA Award criteria. For more information, see www.SHOOKresearch.com. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. For more information on ranking methodology, go to www.WCorg.com. Source: planadviser.com (May 2016) awarded in 2016. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. . Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. Social Security Administration. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: napa-net.org (November 2021) awarded in 2021. 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: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. 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. 2020 NAPA Top DC Advisor Multi-Office Firms. Source: napa-net.org (March 2020) awarded in 2020. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Other initiatives included machine risk analysis, internal safety . Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. 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 9/30/17 - 9/30/18. Contact our team to learn more or click here for more details. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. 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. 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: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. 2022 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. 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. Morgan Stanley is not affiliated with Coalition Greenwich. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. Investment performance is not a criterion. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 1 Cost-of-Living Adjustment (COLA) Information. https://www.ssa.gov/planners/retire/1943-delay.html, https://www.finance.senate.gov/imo/media/doc/Secure%202.0_Section%20by%20Section%20Summary%2012-19-22%20FINAL.pdf, https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs, https://acl.gov/ltc/basic-needs/how-much-care-will-you-need. 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. 2020 Forbes America's Top Wealth Advisors. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. 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. 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. For more information on ranking methodology, go to, Source: Worth magazines Top 250 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. 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. Elliott is one of the Flyers' few pending free agents remaining after the trade deadline and likely won't be brought back next season. A lifetimes worth of retirement savings can look like an enormous source of assets that you can tap into whenever you like, but your retirement may last 30 years or more. 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 Barron's to obtain or use the ranking. REP. magazines Top 50 Wirehouse Women, October 1, 2014. He maintains FINRA Series 7, 24, 63, and 65 securities registrations, as well as a Life license from the state of Connecticut. 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. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by 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. Elliott has reportedly voiced a potential willingness to take a pay cut in order to remain with the team. 2020 Financial Times 400 Top Financial Advisors. Source: PLANADVISER.com, July 2021 The "PLANADVISERS 2021 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. 2021 Forbes America's Top Women Wealth Advisors. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. This ranking is not indicative of the Financial Advisors future performance. Elliott and other activists the can't do much without the support of Salesforce's largest investors such as Vanguard, BlackRock, State Street, Fidelity, T. Rowe Price, Geode, Morgan Stanley . Investment performance is not a criterion. Working with you to understand your life goals and develop a personalized wealth strategy. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. The invitation-only conference was held virtually. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2016 Financial Times 400 Top Financial Advisors. The invitation-only conference was held at The Breakers in Palm Beach, FL. Learn about our security measures and use our resources and ideas to help protect yourself online. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which . 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. Financial Advisors must be under the age of 40 as of August 2013. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. This ranking is not indicative of the Financial Advisors future performance. Elliott, barring an Ottawa trade for an elite NHL netminder, is the goalie of the future in Ottawa. Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLCs licensed insurance agency affiliates. As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is not indicative of the Financial Advisors future performance. The account holder can take it during the year they reach their RMD age, or can delay it until April 1st of the following year, known as the required beginning date. 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. 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.

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