Morgan Stanley

Congratulations to Our 2021 Barron's Top 100 Financial Advisors

Congratulations to all of our Financial Advisors who made this year’s Barron’s Top 100 Financial Advisors list. By putting their clients first, leading with exceptional ideas and demonstrating integrity, they consistently deliver the best of Morgan Stanley to every client. We are proud that they have been recognized by Barron’s as among the best Financial Advisors in the country.

We also congratulate our Graystone Institutional Consulting Directors who led the teams named to this year’s list of Barron’s Top 100 Institutional Consulting Teams and our Private Wealth Management Teams named to the Barron’s list of Top 100 Private Wealth Management Teams of 2021.

PRIVATE WEALTH MANAGEMENT

WEALTH MANAGEMENT

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Source: Barron's.com (April 2021)  2021 Barron's Top 100 Financial Advisors awarded in 2021.  This ranking was determined based on an evaluation process conducted by Barron's  during the period from Dec 2019 - Dec 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.  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 Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Award Disclosures

Source: Barron's.com (April 2021)  2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021.  This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 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.  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 Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Award Disclosures

Source: Barron's.com (April 2021)  2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021.  This ranking was determined based on an evaluation process conducted by Barron's  during the period from Dec 2019 - Dec 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.  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 Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Award Disclosures

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