Private Bankers, Ultra High Net Worth (UHNW) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association. Note: Deal sizes are sourced to MergerLinks, inclusive of net debt, and converted from British pounds to US dollars at the current exchange rate. 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. Securities Agent: NE, NV, NY, OR, PA, SC, TX, VA, WA, WI, NJ, OH, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MS, NC; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures, Securities Agent: WY, WV, VT, VI, OK, NH, MO, ME, LA, IA, HI, DE, AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI; BM/Supervisor; General Securities Representative; Investment Advisor Representative. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. 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 3/31/19 - 3/31/20. The rating may not be representative of any one clients experience and 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. 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. For more information, see www.SHOOKresearch.com. Clinton Gartin is a Chairman, Investment Banking at Morgan Stanley based in New York, New York. 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. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. 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. Together Troy, Patrick and Peter have more than 75 years of combined industry experience.*. Since joining in 2004 from Citigroup, where he spent much of his career, Mestre has spearheaded relationships with many of Evercore's top clients and handled some of the industry's largest and most complicated deals of the past decade such as the $130 billion Dow-DuPont merger in 2015. Assets under management are as of the end of the first quarter 2014. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. 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 because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 2014 Financial Times 400 Top 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. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Get the full list Morgan Stanley Subsidiaries (26) Company Name Industry Location Founded; Inclusive Ventures Lab: This ranking is not indicative of the Financial Advisors future performance. 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. 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 2014. 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. In January 2019, Carr advised Newmont Mining Corporation on its $12.9 billion acquisition of Goldcorp, a Canadian gold production operation. He left to join Moelis & Co MC.N in 2010 before rejoining Morgan Stanley in 2013. They enable us to bring decades of wisdom and insights to the disciplined approach we have developed to help you achieve the goals you have set for you, your family, and your future. Bradley Holman is a Private Banker serving Morgan Stanleys Wealth Management offices in Michigan. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. Business Insider has partnered with dealmaker financial data and intelligence platform MergerLinks to identify the top 20 North American bankers of 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. For more information on the award, go to http://www.aspa.org. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. In early June, the M&A chairman was neck-deep in the industrials and defense sector, advising United Technologies on its $91.1 billion merger with Raytheon. Investment performance is not a criterion. Michael Boublik, a three-decade Morgan Stanley veteran, in 2019 executed two of the year's largest deals in two completely separate industries in the same month. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. 2015 Financial Times 401 Top Retirement Advisors. Investment performance is not a criterion. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: napa-net.org (October 2022) awarded in 2022. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. The Morgan Stanley Blue Cash Preferred American Express Card. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. Investment performance is not a criterion. 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 SHOOK Research LLC to obtain or use the ranking. A couple weeks earlier, Pfizer announced its $11.8 billion acquisition of cancer drugmaker Array Biopharma, which Boublik and Gartin also advised on. He also teamed up with McClure to advise Ingersoll Rand in the $7.8 billion merger of its industrials segment with Gardner Denver, which it subsequently spun off into a separate company. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. The ranking is based lead investment bankers who orchestrated the largest M&A deals in North America in 2019. Source: napa-net.org (November 2017) awarded in 2017. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. As an individual investor, you benefit from the market insights and rigorous due diligence that drive our institutional relationships. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. Source: planadviser.com (May 2011) awarded in 2011. 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. Smart wealth management begins and ends with tailored service and attention to detail. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. For 87 years, weve had a passion for whats possible. 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. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. The deal was worth more than $23 billion, including debt, and created a company with combined revenues of $20 billion. 2009 Barron's Top 100 Women Financial Advisors. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Investment performance is not a criterion. 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 SHOOK Research LLC to obtain or use the ranking. With deep roots in our community and a deeper commitment to sustaining its character for future generations, we are highly engaged in creating a better and brighter future. PLANADVISER Top 100 Retirement Plan Advisers 2018. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. Sign up for free newsletters and get more CNBC delivered to your inbox. 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