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- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
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- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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  Leadership
  
  Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  History
  
  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 89 years.
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  Diversity
  
  Morgan Stanley is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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Congratulations to Our 2023 Barron's Top 1,200 Financial Advisors: State-by-State

Congratulations to all of our Wealth Advisors who made this year’s Barron’s Top 1,200 Financial Advisors: State-by-State 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.

BARRON’S TOP 1,200 FINANCIAL ADVISORS

PRIVATE WEALTH MANAGEMENT

Jack Almo
Seattle, WA

Brent Anderson
Houston, TX

Rod Aronson
Palm Beach, FL

Victoria Bailey
Menlo Park, CA

Robert Bancroft
Scottsdale, AZ

Andrew Basch
Los Angeles, CA

Ron Basu
New York, NY

Michael Baumer
San Francisco, CA

Mike Bollinger
Houston, TX

Dean Braun
Seattle, WA

Shane Brisbin
San Francisco, CA

Max Bull
Denver, CO

Mike Burbank
San Francisco, CA

Bruce Burrows
Garden City, NY

Adam Carlin
Coral Gables, FL

Donald Caron Jr.
Washington, D.C.

Andy Chase
Menlo Park, CA

Brett Clifford
Baltimore, MD

Devin Condron
Boston, MA

Richard F. Connolly
Boston, MA

Richard Corcoran
West Conshohocken, PA

Seth Coren
New York, NY

John Coyle
Garden City, NY

Dennis Cutrone
New York, NY

Robert Daly
Los Angeles, CA

Mary Deatherage
Coral Gables, FL

Brad DeHond
Chicago, IL

Anthony Dertouzos
New York, NY

Kevin Dickey
Dallas, TX

Anthony DiValerio
West Conshohocken, PA

Mark Douglass
Menlo Park, CA

Darren Edwards
Nashville, TN.

Tim Emanuels
San Francisco, CA

Shawn Fowler
Denver, CO

Thomas Frame
Greenwich, CT

Brian Frank
Atlanta, GA

L. Greg Fullmer
Los Angeles, CA

Ned Gibbons
Menlo Park, CA

John Goodwin
Stamford, CT

James Greenfield
San Francisco, CA

Troy Griepp
San Francisco, CA

Paul Groves
Scottsdale, AZ

James Hansberger
Atlanta, GA

Andrew Hart
New York, NY

Jamie Henkel
Denver, CO

Dana Jackson
Menlo Park, CA

James Johnson
OKhoma City, OK

Kevin Johnson
Naples, FL

Anthony Jones
San Francisco, CA

Harvey Kadden
New York, NY

Joseph Karas
New York, NY

Marc Karetsky
New York, NY

Joseph Kartheiser
Chicago, IL

Susan Kingsolver
New York, NY

James Klein
Los Angeles, CA

Scott Kleiner
New York, NY

Adam Landau
Charlotte, NC

John Lechner
Boston, MA

Grant Lee
San Francisco, CA

Jonathan Legg
Washington, D.C.

Joseph Lerner
New York, NY

Brian Lewis
Orinda, CA

Ryan Lewis
New York, NY

Victor T. Livingstone
Boston, MA

Kevin Lynch
Chicago, IL

Scott Mahoney
Morristown, NJ

Joshua Malkin
New York, NY

Francis X. Malone
Los Angeles, CA

Michael McGee
San Francisco, CA

Marvin McIntyre
Washington, D.C.

Charles McKinney
Dallas, TX

Terrence McMahon
Boston, MA

David Midgley
Seattle, WA

Dale Miller
Coeur d’Alene, ID

Deborah Montaperto
Palm Beach, FL

Jon Neuhaus
Los Angeles, CA

David Novelli
Houston, TX

James Oberheide
Chicago, IL

Michael O'Neill
Washington, D.C.

Al Parker
Atlanta, GA

Craig Pastolove
New York, NY

Mihir Patel
New York, NY

John Perry
Indianapolis, IN

Rich Petit
Menlo Park, CA

Darren Pfefferman
San Diego, CA

Brian Pfeifler
Palm Beach, FL

Fotios Piniros
New York, NY

Lyon Polk
New York, NY

Shawn Rubin
New York, NY

Dane Runia
Provo, UT

Michael Sawyer
New York, NY

Andrew Schultz
Miami Beach, FL

Patrick J. Schwarz
New York, NY

Frank Seminara
Florham Park, NJ

John Shadden
Long Beach, CA

Matthew Sheehan
Menlo Park, CA

Ted Smith
Baltimore, MD

Evan Steinberg
New York, NY

Robert Stolar
New York, NY

Brian Strachan
Boston, MA

Andrew Sukhin
Aventura, FL

Jeffrey Traum
Menlo Park, CA

Jonathan Usich
San Francisco, CA

Gregory Vaughan
Menlo Park, CA

Ron Vinder
New York, NY

Dexter Walker
Washington, D.C.

Lowry West
Seattle, WA

David Wilkinson
Chicago, IL

John M. Williams
Washington, D.C.

Scott Wilson
New York, NY

Anna Winderbaum
New York, NY

James Wohlgemuth
Washington, D.C.

Kathleen Youngerman
St Louis, MO

Sean Yu
Pasadena, CA

Drew Zager
Los Angeles, CA

Gerard Zell
Menlo Park, CA

Richard Zinman
New York, NY

Wealth Management

Brian Acarregui
Seattle, WA

Brett Anthony
Washington, D.C.

Eric Applewhite
Boca Raton, FL

Emily Bach
Orinda, CA

Peter Backus
Honolulu, HI

Anouchka Balog
Laguna Niguel, CA

Bruce Becker
Chicago, IL

Michael Beers
Columbus, OH

James Bennett
Honolulu, HI

Brian Bentley
Billings, MT

David Beyer
New York, NY

Francis Bitterly
Red Bank, NJ

Michael Blackwell
Albuquerque, NM

Bryan Boesen
Des Moines, IA

Ryan Bowman
Rockville, MD

Jesse Bromberg
San Francisco, CA

Jeremiah Burns
Portland, ME

Michael Butt
Scottsdale, AZ

Don Celestin
Mandeville, LA

J.B. Champion
Kirkland, WA

Peter Chieco
Greenwich, CT

Lisa Clark
Tulsa, OK

Aimee Cogan
Sarasota, FL

Michael Cohen
Chicago, IL

Robert Correll
Stuart, FL

Yash Dali
Paramus, NJ

Robert Davidson
Columbia, SC

Ted Davis
Chicago, IL

Todd Doolan
Portland, ME

Melanie Dowell
Ridgeland, MS

Thomas Drees
Bloomington, MN

Christopher Dubie
Colchester, VT

John Duffy
Indianapolis, IN

James Easterling
Atlanta, GA

Brian Edwards
Columbus, OH

John Elwaw
Miami, FL

Chad Evans
Newport Beach, CA

Scott Ferguson
Leawood, KS

Sean Fetterman
Boca Raton, FL

Morgan Fister
Lexington, KY

Janet Franco Gordon
Coral Gables, FL

Michael Freiman
Washington, D.C.

Trevor Fried
Fort Lauderdale, FL

James Fucigna
Boston, MA

Mark Fudold
Troy, MI

Michael Gallagher
Chicago, IL

Jeff Galvin
Tulsa, OK

Matthew Gimmelli
Scottsdale, AZ

David Giulieri
Bethesda, MD

Michael Glovas
Easton, PA

J. Michael Goodwin
Charleston, WV

William Gouldin
Houston, TX

Andrew Griffo
Chicago, IL

Alma Guimarin
San Jose, CA

Mary Guza
Florham Park, NJ

John Habig
Portsmouth, NH

Gordon Hamilton III
Kansas City, MO

C. Andrew Harbour
Atlanta, GA

Alistair Harding-Smith
Birmingham, AL

Theodore Hart
Washington, D.C.

Seth Haye
Westlake Village, CA

Dan Hoffmann
Chicago, IL

Paul Jackson
Bellevue, WA

David Javaheri
Wellesley, MA

Anupam Johri
Dallas, TX

Teri Kelley
Scottsdale, AZ

Stephen Kelliher
Norwell, MA

Jonathan Klausner
Indianapolis, IN

Bobby Kolev
Aventura, FL

Thomas Konop
Anchorage, AK

M. Robin Krasny
New York, NY

Sean Lannan
Chicago, IL

Wang Kar Lee
Honolulu, HI

Mark Leighton
Portland, ME

Mark Leonard
McLean, VA

Saul Levy
Atlanta, GA

Trent Leyda
Vero Beach, FL

Anthony Maddalena
Purchase, NY

Scott Magnesen
Oak Brook, IL

Vincent Mancuso
Greenwich, CT

Mark Mantooth
Huntsville, AL

Domenic Marinelli
Boston, MA

Ira Mark
Jericho, NY

Daniel Marting
Phoenix, AZ

Kapil Mathur
Sugar Land, TX

Philip McCauley
Louisville, KY

Karen McDonald
Palo Alto, CA

Scott McEwan
Newport Beach, CA

Dorian McKelvy
Menlo Park, CA

H.L. McLaughlin III
Washington, D.C.

Chandler McNair
Columbia, SC

Lewis Metzger
Houston, TX

Ira Millman
New York, NY

Robert Millner
Clayton, MO

Lee Morris
Raleigh, NC

Daniel Murphy
Menlo Park, CA

Nelson Murray
Houston, TX

Raju Pathak
Boston, MA

Brian Pelkey
Colchester, VT

Thomas Perrone
Louisville, KY

Kevin Peters
Palm Beach, FL

J.R. Randall
Cincinnati, OH

Charles Reardon
Albuquerque, NM

Michael Ricca
Florham Park, NJ

Graham Roberts
Atlanta, GA

Denise Roberts
Newport, RI

Andrew Robinson
Omaha, NE

Kathleen Roeser
Chicago, IL

Jane Rojas
Tucson, AZ

Adam Rorrer
Bethesda, MD

Robert Runkle
Montgomery, AL

Eric Salmansohn
Philadelphia, PA

Nicholas Serenyi
Rockville, MD

Paul Shoemaker
Salt Lake City, UT

Scott Siegel
Boca Raton, FL

David Skid
Atlanta, GA

R. Scot Smith
Dallas, TX

James Spiro
New Orleans, LA

John Spooner
Boston, MA

Jeffrey Stewart
Dublin, OH

Tim Stotz
Colchester, VT

Steven Strzelecki
Garden City, NY

David Surofchek
Colorado Springs, CO

Ahmet Terzioglu
Rochester, NY

Jason Thompson
Charleston, WV

Mark Tobias
New Brunswick, NJ

Jason Traino
Middleton, MA

Harold Trischman
Greenwich, CT

Richard Udine
Mount Laurel, NJ

D. Scott Uptegraph Jr.
Houston, TX

Anthony Valente
Shrewsbury, NJ

Brannan Vaughan
Menlo Park, CA

Marc Verga
Providence, RI

John Vessa
New York, NY

Michael Warr
Tuscaloosa, AL

Donald Whitehead
Houston, TX

Alan Whitman
Pasadena, CA

Chris Wilker
Troy, MI

Jeffrey Winik
New York, NY

James Woldert
Houston, TX

Karl Wolfslau
Long Beach, CA

Jack Wong
Mountain View, CA

Barbara Yee
New York, NY

Alan Yonack
Dallas, TX

John Zitzmann
Providence, RI

Morgan Stanley Graystone

Brian Brice
Birmingham, MI

Timothy Brice
Birmingham, MI

Ross Charkatz
Potomac, MD

Mark T. Curtis
Palo Alto, CA

Jim Detterick
New York, NY

Wm. Craig Dobbs
Indianapolis, IN

Marc Fischer
Naples, FL

Ron Kern
San Antonio, TX

John Longo
New York, NY

James Meek
Baltimore, MD

Scott Owens
Tampa, FL

Adam Palmer
Tampa, FL

Thomas Parks
Milwaukee, WI

Peter Princi
Boston, MA

Thomas Robertson
Columbus, OH

Michael Rosloniec
Grand Rapids, MI

Michael Sakach
Chicago, IL

Robert Scherer
Potomac, MD

Brian Sharpes
Walnut Creek, CA

Linda Stephans
Palm Beach, FL

Joshua Ulmer
Portland, OR

Kristina Van Liew
Chicago, IL

Myrteel Ward
San Antonio, TX

James Whitney
Chicago, IL

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Please be advised that the selection of the Financial Advisors presented to you is done randomly and is based solely upon areas of focus that have been selected by the Financial Advisors themselves and upon their stated preferences or interests. Morgan Stanley makes no representation as to an individual Financial Advisorï¿½s experience and/or knowledge in the stated preferences or interests they have chosen. The preferences and interests that they have chosen have not been vetted by Morgan Stanley. Individuals are encouraged to consider their own unique needs and/or specific circumstances when selecting a Financial Advisor.

Wealth Management

Congratulations to Our 2023 Forbes Top Financial Advisors

Congratulations to all of our Financial Advisors who made this year’s Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State rankings.

Wealth Management

Congratulations to Our 2022 Barron's Top 100 Financial Advisors

Congratulations to the 42 Morgan Stanley Financial Advisors named to this year’s Barron’s Top 100 Financial Advisors ranking—more than any other firm.

Wealth Management

Congratulations to Our 2022 Barron's Top 100 Women Financial Advisors

Congratulations to all of our Financial Advisors who made this year’s Barron’s Top 100 Women Financial Advisors list.

Morgan Stanley Smith Barney LLC is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley Smith Barney LLC (“Morgan Stanley”) of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 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. 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.