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 ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 2017 Financial Times 401 Top Retirement Advisors. 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. 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. Source: Crains New York Business, December 7, 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominees must be women retirement plan advisors with their own book of business. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Reuters accepts nominations from Financial Advisors. Source: PLANADVISER.com, January/February 2018. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2020 Barron's Top 50 Private Wealth Management Teams. Elliott saw one game as an Ottawa Senator early in the season due to an injury to former Ottawa goalie Ray Emery. 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 3/31/18 - 3/31/19. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Elliott is on the advisory team at Rnc Genter Capital Management. It started in 1816, when Laennec examined a woman "of a great degree of fatness". Brian also began his career in investments with Mechanics Investment Services, and then moved to American Investments Services and Bancnorth Investment Group. 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 Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. All credentials and designations are verified and nominee compliance records are verified. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. * However, you may have some flexibility as to when you actually have to take the first-year distribution. 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 6/30/16 - 6/30/17. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. 2021 Barron's Top 100 Private Wealth Management Teams. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. 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 Barron's during the period from Dec 2015 - Dec 2016. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: planadviser.com (May 2016) awarded in 2016. Source: Greenwich Associates, April 25, 2019. This ranking is not indicative of the Financial Advisors future performance. For more on methodology please go to www.ft.com/reports. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 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. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. Source: planadviser.com (May 2020) awarded in 2020. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. Barrons Top Women Advisors Summit Attendees 2015 Summit. 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 Forbes (the publisher) during the period from 3/31/21 - 3/31/22. 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. 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 SHOOK Research LLC to obtain or use the ranking. To capture, wow and keep the top 1% happy, VIPs require special Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 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. Spin: Most of the damage came in the second period when Elliott surrendered six goals on 19 shots. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. Investment performance is not a criterion. 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 6/30/16 - 6/30/17. Brian Elliott Position: G Catches: Left 6-2, 221lb (188cm, 100kg) Team: Tampa Bay Lightning Born:April 9, 1985in Newmarket, Ontarioca Draft: Ottawa, 9th round (291st overall), 2003 NHL Entry Amateur Teams: Wisconsin Current salary: $900,000 Current cap hit: $900,000 Pronunciation: \BRIGH-uhn EHL-lee-uht\ Twitter:@KidElls1 Member SIPC. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Investment performance is not a criterion. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. This ranking is not indicative of the Financial Advisors future performance. Financial Advisors are chosen for this list at the sole discretion of the publication, and selection is not based on any quantitative criteria that is consistent across all listed Advisors.. Brian Elliott fitting in with back-to-back Cup champs | NHL.com 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER 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. For more on methodology please go to www.ft.com/reports. The Ottawa Senators picked him in the ninth round, 291st overall, of the 2003 NHL Entry Draft. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. For more information, see www.SHOOKresearch.com. Brian Kent Elliott, 1952 - 1999. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. View Background Report Sponsored. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Investment performance is not a criterion. 2019 NAPA Top DC Advisor Multi-Office Firms. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Investment performance is not a criterion. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. 2014 Financial Times 400 Top Financial Advisors. Elliott will defend the road net Sunday against Pittsburgh, Penguins radio play-by-play announcer Josh Getzoff reports. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. 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. Investment performance is not a criterion. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. These criteria are utilized for each of the categories in which this award is given. 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. 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 SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. 2020 Barron's Top 50 Institutional Consulting Teams. 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 2015. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Source: napa-net.org (March 2019) awarded in 2019. Las Vegas Raiders. Elliott saved his share of 930 games in the 2015-16 season when the Blues reached the Western Conference closing tie, but he never made more than 46 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. 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 the Financial Times during the period from 12/31/15 - 12/31/17. When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, Morgan Stanley) provide investment advice regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (Retirement Account), Morgan Stanley is a fiduciary as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (ERISA), and/or the Internal Revenue Code of 1986 (the Code), as applicable. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 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. 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 invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron's Top Women Advisors Summit Attendees 2017-2019. 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. For more information regarding Morgan Stanleys role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. 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 6/30/18 - 6/30/19. 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. These criteria are utilized for each of the categories in which this award is given. For more on methodology please go to www.ft.com/reports. Brian Elliott, Tampa Bay Lightning, G - CBSSports.com Brian Elliott - Maintenance Manager - Maple Leaf Foods - LinkedIn Most of the damage came in the. 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 (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. 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 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. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Investment performance is not a criterion. Elliott has a 9-3-2 record this season with a 2.90 GAA and a .904 save . Morgan Stanley Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process. 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 Financial Advisors pay a fee to On Wall Street in exchange for the rating. Source: napa-net.org (November 2015) awarded in 2015. This ranking is not indicative of the Financial Advisors future performance. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Coalition Greenwich is a division of CRISIL. This award was issued in 2022 and based on the evaluation process below. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. benefits, retirement contributions, pensions, and other financial data. . 2019 Financial Times 400 Top Financial Advisors. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. 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. 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 NAPA to obtain or use the ranking. Help keep more of your returns and potentially reduce tax liability with a tax-managed investment portfolio. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more information, see www.SHOOKresearch.com. Source: napa-net.org (October 2022) awarded in 2022.

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