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 NAPA to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Washingtonian Magazine Wealth Manager Award 2012. Regret makes us better. 2012 Barron's Top 100 Women Financial Advisors. A former Director of University of California San Francisco Foundation, the Pacific Pension Institute and Pixar. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. 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. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. As an experienced advisory team, we take a holistic approach to wealth management. 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; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Institution, Government Entity, Foundation or Endowment, about Understanding Your Retirement Plan Options When You Leave a Job. 2021 Barron's Top 100 Women Financial Advisors. Securities Agent: FL, ID, IL, MD, MI, NC, NE, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, GA, HI, AZ, CA, CO, CT; General Securities Representative; Investment Advisor Representative. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. For more information on ranking methodology, go to www.WCorg.com. Sponsored by Ancestry. For more information, see www.SHOOKresearch.com. James Wadsworth son Nathaniel Wadsworth son Ichabod Wadsworth son Thomas Stanley father About Sarah Wadsworth Sarah Stanley Birth: 1638 Connecticut, USA Death: 1718 Father: Thomas Stanley (1607 - 1663) Mother: Bennett (Tritton) Stanley Wolterton (1609 - 1664) Sarah, daughter of Thomas & Bennet (Tritton) Stanley, was born say 1638. Investment performance is not a criterion. 2020 Barron's Top 100 Women Financial 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. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. 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. A: Morgan Stanley, in the United States, started the venture capital business in 1982. . Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking 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. John William Wadsworth 1906 - 1979 (m. 1933) Siblings. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 Dec 2010 - Dec 2011. Nominees must be women retirement plan advisors with their own book of business. 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. Firms review and approve nominations of individuals who match the ASPPA Award criteria. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2018) awarded in 2018. 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. 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. 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. Jack is a graduate of Williams College and University of Chicago Booth School of Business. 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. 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. 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. 2018 Forbes Best-In- State Wealth Advisors. The list of the 300 Most Influential DC Advisors was selected from more than 120,000 reader votes as well as from input from last years Top 40 Advisors and from distributors working with the advisors. This ranking is not indicative of the Financial Advisors future performance. He enjoys partnering with his father, Bill, their long-time associate, Carol, and latest addition to the team, Hollina, in managing their family wealth management practice. We learn about the hopes and dreams you have for your future and the legacy youd like to leave. 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. Come for the networking and stay for the lessons on China, your business and your career. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. 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 2017. 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. 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. He married Sarah Stanley in 1656, in Braintree, Essex, England, United Kingdom. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. As your personal wealth grows, so does your ability to create positive change for the organizations and causes important to you. A Conversation with John "Jack" Wadsworth, Jr., Honorary Chairman of Morgan Stanley Asia. 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. 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 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. Mr. Wadsworth is also Chairman of the Board of Directors of Littleford Brothers Inc. in Florence, Kentucky. 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 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Mr. Wadsworth was responsible for developing Morgan Stanley's Asia franchise. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. 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. 2020 NAPA Top DC Advisor Multi-Office Firms. Source: PLANADVISER.com, January/February 2018. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. In this step, we present your plan in detail, which includes recommendations to make your life better. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. 2023 Morgan Stanley Smith Barney LLC. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Investment performance is not a criterion. Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. This exclusive conference is designed to promote best practices and generate new ideas across the industry. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2017 - Mar 2018. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Inflation, consumer sentiment and a shift from pandemic norms should define the year ahead for food-related businesses, with packaged foods and pizza delivery expected to fare better than restaurants overall. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2019 Barron's Top 50 Private Wealth Advisory Teams. 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. Life styles changed dramatically during and after the First World War and a new generation wanted modern tableware for entertaining. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 2021 Forbes Best-In- State Wealth Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Jack is currently an Advisory Director of Morgan Stanley and Honorary Chairman of Morgan Stanley Asia. 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. Email: john@higherstandards.net. 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. For more on methodology please go to www.ft.com/reports. from Williams College in 1961, and a M.B.A. from the University of Chicago, Booth School of Business in 1963. 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. Source: napa-net.org (November 2017) awarded in 2017. He is also Chairman and Co-Founder of Ceyuan Ventures, a China based early stage technology venture fund. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. Self-nominations are not accepted. Our investment platform offers a thoughtful approach for those seeking to invest more deliberately in social and environmental causes. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2010 - Mar 2011. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Bryan Stanley Wadsworth 1938 - 1966. 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. This website uses cookies to ensure the best user experience. 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. Menlo Park, CA 94025. Source: planadviser.com (May 2017) awarded in 2017. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. 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 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. 2017 Forbes America's Top Women Wealth 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 not indicative of the Financial Advisors future performance. Through leveraging our vast resources, your personalized wealth strategy will be created to help achieve and protect your goals, with the ability to be adapted properly with the forever changing circumstances. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. We then develop a detailed financial plan with recommendations to help you effectively build, preserve and transfer your wealth. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2016- Sept 2017. Children. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. Focus on themes and sectors dedicated to solving sustainability related domestic and global challenges. Join us for a talk and Q&A session with Jack Wadsworth, former Chairman of Morgan Stanley Asia and the man who built Morgan Stanley's business in Japan and China from the ground up. Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. In addition, the firm had a healthy private equity activity based in Hong Kong and had created two joint venture investment banks one in China and one in India. Over the years John's job functions have included human resources . 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. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. 2023 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019).