For more on methodology please go to www.ft.com/reports. 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. We begin with an in-depth conversation to understand what is important to you, your family and your legacy. The invitation-only conference was held at The Breakers in Palm Beach, FL. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: napa-net.org (November 2020) awarded in 2020. 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: planadviser.com (May 2015) awarded in 2015. Investment performance is not a criterion. Serving as team administer, she is responsible for managing the groups daily operations, including client cash management and lending services, opening and servicing client accounts and building financial plans. Source: napa-net.org (October 2018) awarded in 2018. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Investment performance is not a criterion. This tenure gives us all a deep appreciation for the challenges our clients face. 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 Mar 2008 - Mar 2009. 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. 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. Dedicated to helping you build and preserve your wealth through personalized planning solutions and sustainable investing services designed to help strengthen your financial security, so you can focus on what brings true meaning to your life and legacy. 2017 Barron's Top 30 Institutional Consultants. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. How to live, learn, and move aheadwhatever you did or didnt do. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. Our clients count on us to manage their money with diligence and care. Investment performance is not a criterion. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Investment performance is not a criterion. This exclusive conference is designed to promote best practices and generate new ideas across the industry. For more on methodology please go to www.ft.com/reports. Explore insights on todays most important investment topics, including green bonds, active management, cybercrime and monetizing small business. 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. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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, 2020. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. Investment performance is not a criterion. 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. 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. 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. 2017 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. from Williams College in 1961, and a M.B.A. from the University of Chicago Graduate School of Business in 1963. JABS: Morgan Stanley is very active in the venture capital investment business. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. 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. 2018 Forbes America's Top Women Wealth Advisors. "The Return of Tobias and the Angel" is on loan from a private collection and is hanging in the . This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. 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 SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 NAPA during the period from Aug 2015 Aug 2016. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. 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. When he retired in 2001, the firm had over 2000 people, 11 offices and over a billion dollars in revenue in Asia. 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. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 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. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. A sub-segment of the questions was used to determine eligibility for the Top 100. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 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. 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. 2020 Forbes America's Top Women Wealth Advisors. 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 SHOOK Research LLC or Forbes. Upon your approval, well begin to implement the strategies outlined in your plan. 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. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. As your personal wealth grows, so does your ability to create positive change for the organizations and causes important to you. 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 any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. Morgan Stanley Asia Limited incorporates all of the Firm's businesses for non-Japan Asia and Australia, carried out through offices in Hong Kong, Singapore, Bangkok, Seoul, Taipei, Melbourne, Mumbai, Sydney, Shanghai and Beijing. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. For more information, see www.SHOOKresearch.com. Financial Plannings Top 40 Under 40 2022. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. 2009 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. 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. 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 (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. 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 2016 and based on the evaluation process below. 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 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees must be women retirement plan advisors with their own book of business. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Milestones like buying and selling a home, retirement, or starting or selling a business can all have a significant impact on your overall wealth. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. For more information, see www.SHOOKresearch.com. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. 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. 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. Allocate funds focused on private enterprises that are structured to deliver specific positive social and/or environmental. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Drawing on over 29 years of investment consulting experience, John specializes in providing tailored wealth management strategies for family offices, ultra high-net-worth individuals and charitable foundations. Investment performance is not a criterion. A: Morgan Stanley, in the United States, started the venture capital business in 1982. . Phone: 952.215.6196. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Everything accessible under one platform to assist staying on top of all your financial accounts. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Jack Wadsworth is Honorary Chairman of Morgan Stanley Asia and Advisory Director of Morgan Stanley globally. 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 9/30/17 - 9/30/18. 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. +0.13 +0.70%. 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 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Firms review and approve nominations of individuals who match the ASPPA Award criteria. 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 former Director of University of California San Francisco Foundation, the Pacific Pension Institute and Pixar. 2015 Financial Times 400 Top Financial Advisors. Responsible for maintaining good order and discipline. 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 Barron's during the period from Dec 2007 - Dec 2008. 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. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. Source: planadviser.com (May 2022) awarded in 2022. 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. Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms. Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. Investment performance is not a criterion. We learn about the values that shape your decisions and identify any circumstances unique to your personal situation. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. 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. 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. Jack is a graduate of Williams College and University of Chicago Booth School of Business. 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. 2022 PLANADVISER Retirement Plan Adviser of the Year. 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. We look forward to sharing our insights with you and hope to be your first call -- no matter how simple or complex the circumstance. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. LifeView is a suite of planning tools that includes goals specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates various aspects of an individual's financial life, such as investments and cash management needs. Source: Barron's.com (April 2017) 2017 Barron's Top 100 Financial Advisors awarded in 2017. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2021 Forbes Best-In- State Wealth Advisors. 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 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 the Financial Times in to obtain or use the ranking. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. John S. Wadsworth, Jr. is an Advisory Director for Morgan Stanley globally, and until recently Honorary Chairman of Morgan Stanley Asia. John Wadsworth in MyHeritage family trees (Miller Web Site) view all 25 Immediate Family Sarah Wadsworth wife Sarah Root daughter Samuel Wadsworth, Lieut son John Wadsworth son William Wadsworth, I son Mary (Mercy) Root daughter Thomas Wadsworth son Hezekiah Wadsworth son Hon. 2018 Barron's Top 100 Women Financial Advisors. Source: planadviser.com (May 2017) awarded in 2017. NABCAP Premier Wealth Advisors (5-Star Local List). The rating is not indicative of the Financial Advisors future performance. The number of individuals contacted varies based on the size of the local market. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2016 Financial Times 400 Top Financial Advisors. 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. Mr. Wadsworth joined Morgan Stanley as a Managing Director in 1978. 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. This ranking is not indicative of the Financial Advisors future performance. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. John joined the Firm in 2006 with its acquisition of FrontPoint Partners, a large multi-manager hedge fund firm, where he served as Chief Operating Officer and was responsible for all aspects of day-to-day operations. 2021 Forbes Americas Top Next-Gen Wealth Advisors. When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking is not indicative of the Financial Advisors future performance. His extensive education and business background enable him to help clients achieve their personal and professional goals, while building a diversified investment portfolio. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. 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. For more on methodology please go to www.ft.com/reports. Phone: (413) 736-1122 Email Me Waltham Branch Find a Financial Advisor Branch Address 112 Worcester Street Wellesley, MA 02481 Get Directions Branch: (781) 672-5000 Toll-Free: (800) 344-4495 Fax: (781) 672-5199 Branch Manager David Swartz We are an experienced family practice offering a caring and personalized approach to financial planning and investment management. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Coalition Greenwich 2022 U.S. Institutional Investors Study (April 2023). For more information, see www.SHOOKresearch.com. Private Bankers are employees of Morgan Stanley Private Bank . Source: REP. magazine, October 2015. 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. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. 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. This ranking is not indicative of the Financial Advisors future performance.

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