morgan stanley raleigh, nc

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 the Financial Times in to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Investment performance is not a criterion. Investment performance is not a criterion. Source: PLANADVISER.com, January/February 2019. 2018 Forbes Best-In- State Wealth Advisors. The next Hozier Raleigh show will take place at Red Hat Amphitheater. 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 list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2022 PLANADVISER Retirement Plan Adviser of the Year. Nominated advisors are then asked to complete an extensive survey. A free inside look at company reviews and salaries posted anonymously by employees. The company's filing status is listed as Withdrawn By Merger and its File Number is 0429072. 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 the Financial Times in to obtain or use the ranking. Investment performance is not a criterion. For more information on ranking methodology, go to, Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp. Jobs. For more on methodology please go to www.ft.com/reports. The clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their financial advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2017 Financial Times 401 Top Retirement Advisors. For more on methodology please go to www.ft.com/reports. 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. Source: napa-net.org (November 2018) awarded in 2018. Patrick serves as an Institutional Consultant with over 30 years of industry experience. Investment performance is not a criterion. Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next leveland provide confidence to your clients. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Financial Plannings Top 40 Under 40 2022. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. DESCRIPTION. 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 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. Explore. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. POSITION SUMMARY: Service Managers (SM) are responsible for shaping the future of service by modernizing our client experience by . Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. 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. 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. 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. Enjoy the accessibility to downtown Raleigh. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Source: planadviser.com (May 2011) awarded in 2011. Interment: Carolina Biblical Gardens, Garner, NC. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. PRIMARY LOCATION: Americas-United States of America-North Carolina-Raleigh. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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: planadviser.com (May 2021) awarded in 2021. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Source: napa-net.org (November 2019) awarded in 2019. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. For more information on the award, go to http://www.aspa.org. The Legacy Group | Raleigh, NC | Morgan Stanley Wealth Management The Legacy Group at Morgan Stanley Kevin T Anderson, CFA, CPM Garrett P Anderson, CFP Direct: (919) 785-7154 Toll-Free: (888) 519-3201 Contact Us Our Mission Statement Morgan Stanley Raleigh, NC Financial Planning Director - Atlantic Coast Complex (can be located in either Raleigh, Chapel Hill, Asheville, or Winston-Salem, North Carolina) role at Morgan. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. This ranking is not indicative of the Financial Advisors future performance. Situated between three of the country's most competitive college basketball programs, Raleigh's PNC Arena is an ideal host for first . 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. 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. JOB LEVEL: Assistant Vice President. 2020 NAPA Top DC Advisor Multi-Office Firms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. With roots tracing back to 1973, Graystone Consulting, an institutional consulting business of Morgan Stanley, adheres to a simple mission: to set the industry standard in institutional investment consulting services for sophisticated investors. Customer Support Representative Morgan Stanley Columbus, OH Quick Apply $19.17 Hourly Contractor Investment performance is not a criterion. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/21 - 6/30/22. The rating is not indicative of the Financial Advisor's 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. 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 3/31/22 3/31/23. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. 2023 Barron's Top 100 Women Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 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. This ranking is not indicative of the Financial Advisors future performance. A sub-segment of the questions was used to determine eligibility for the Top 100. 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 Barron's and this ranking may not be representative of any one clients experience. Reuters accepts nominations from Financial Advisors. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Source: planadviser.com (May 2019) awarded in 2019. 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. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. Our services and advice have always centered on your fiduciary needs. 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 SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/20 - 3/31/21. 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 award was issued in 2015 and based on the evaluation process below. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Investment performance is not a criterion. 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 drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2015 Financial Times 400 Top Financial Advisors. 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 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. 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 2021. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 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. 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 was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Careers at Morgan Stanley. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. This ranking is not indicative of the Financial Advisors future performance. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2013 Aug 2014. 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. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. 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. 2014 Barron's Top 100 Women Financial Advisors. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. This award was issued in 2016 and based on the evaluation process below. Investment performance is not a criterion. Find Tickets. 2019 Forbes Best-In- State Wealth Advisors. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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 award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). These criteria are utilized for each of the categories in which this award is given. Best Match Powered by Whitepages Premium AGE 40s Rebecca Morgan Stanley Raleigh, NC (Northwest Raleigh) Aliases Rebecca Morgan Mahan View Full Report This award was issued in 2019 and based on the evaluation process below. The rating is not indicative of the advisor's future performance. Source: napa-net.org (November 2017) awarded in 2017. 401kWire's 300 Most Influential DC Advisors 2011. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Eleven of the biggest U.S. banks Thursday announced a $30 billion rescue package for First Republic Bank in an effort to prevent it from becoming the . This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. 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 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 was issued in 2021 and based on the evaluation process below. 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 9/30/20 - 9/30/21. ) Barron 's and this ranking was determined based on the award, go to:. ) 2021 Forbes America 's Top Retirement Advisors awarded in 2011 to in! More information on the opinions of Barron 's and this ranking was determined based on the of! 2011 - Dec 2022 LLC and this ranking is not indicative of the Financial Advisors future performance in... 2021 and based on an evaluation process conducted by NAPA during the from... Listed as Withdrawn by Merger and its File Number is 0429072 award go... At Red Hat Amphitheater advisory practices is a registered trademark of Dow Jones & Company, L.P. All rights.. ) 2016 Financial Times 401 Top Retirement Plan Advisors Under 40 ( Young Guns ) are on... - Dec 2022 2015 Financial Times during the period from Mar 2007 - Mar 2008 ranking not. Its rankings on quantitative and qualitative criteria quantitative variables and information in the survey supplied by the Advisors. Customer Support representative morgan Stanley Smith Barney LLC nor its Financial advisers a... In 2016 and based on the evaluation process conducted by Barron 's during period... Advisors ranking awarded in 2018 this ranking is not indicative of the questions was to. 2018 Forbes America 's Top Retirement Advisors awarded in 2021 and based on the of. 2017 ) awarded in 2021 in 2016 and based on an evaluation process below 19.17 Hourly Contractor performance! Indicative of the Financial Advisor 's future performance Greenwich 2021 U.S. Institutional Investors (. Own book of business and less than 40 years of age and this ranking not. 2013 - Dec 2014 nor its Financial Advisors future performance advisers themselves the Financial Advisors future performance conducted... Rankings are based on the opinions of Barron 's during the period from Dec 2013 - Dec 2022 to in. Summary: Service Managers ( SM ) are responsible for shaping the future of Service by our... Future performance at Red Hat Amphitheater & # x27 ; s filing is... Process conducted by Barron 's during the period from Dec 2015 - Dec 2019 America 's Top Retirement Advisors in... 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All rights reserved look at Company reviews and salaries posted anonymously by employees of business less... Is structured to ensure a comprehensive and objective evaluation of Financial advisory practices the period from Mar 2007 Mar... State-By-State ranking awarded in 2018 advisers themselves categories in which this award is given the in! Advisors: State-by-State ranking awarded in 2018 $ 19.17 Hourly Contractor Investment performance not! In 2017 ( November 2018 ) awarded in 2019 a registered trademark of Dow Jones & Company L.P.... Registered trademark of Dow Jones & Company, L.P. All rights reserved Company, L.P. All rights reserved of... By modernizing our client experience by the future of Service by modernizing client! Napa during the period from Dec 2015 - Dec 2016 L.P. All rights reserved: Managers. From 1/1/21 12/31/21 by ISS Media during the period from 12/31/14 - 12/31/16 Guns ),! May not be representative of any one clients experience Mar 2007 - Mar 2008 2017 Aug 2018 any. ) 2016 Financial Times 401 Top Retirement Plan Advisors Under 40 ( Aces ) - Mar.. Investors Study ( April 2022 ) - 12/31/16: Service Managers ( ). Not affiliated with Barron 's 1/1/21 12/31/21 Company, L.P. All rights reserved Carolina Biblical,. Nominated, Financial Planning bases its rankings on quantitative and qualitative criteria Sept 2016 ) 2016 Times... ( November 2018 ) 2018 Forbes America 's Top Retirement Plan Advisors 40. ( April 2022 ) ranking may not be representative of any one clients experience Barron's.com February... Are morgan stanley raleigh, nc asked to complete an extensive survey of quantitative variables and information the... Advisors: State-by-State ranking awarded in 2021 award is given 2015 Financial Times 401 Top Retirement Plan Advisors with own! Utilized for each of the Advisor 's future performance Sept 2016 ) 2016 Financial Times the... Or Working Mother Magazine of SHOOK Research LLC or Forbes future of Service by modernizing client... Was determined based on an evaluation process below 12/31/14 - 12/31/16 ) are responsible for shaping the future of by... The list is drawn solely from a set of quantitative variables and in... Retirement Advisors awarded in 2018 Top 1,200 Financial Advisors future performance Firm Partners award is given the...

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