Morgan Stanley

Congratulations to Our 2024 Barron's Top 1,200 Financial Advisors: State-by-State

Where grit meets vision: congratulations to all of the Morgan Stanley Financial Advisors named to this year’s Barron’s Top 1,200 Financial Advisors: State-by-State ranking.

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

 

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

David Bieber
New York, NY

Dean Braun
Seattle, WA

Shane Brisbin
San Francisco, CA

Maxwell Bull
Denver, CO

Mike Burbank
San Francisco, CA

Bruce Burrows
Garden City, NY

Adam Carlin
Coral Gables, FL

Donald A. 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

John Coyle
Garden City, NY

Dennis Cutrone
New York, NY

Brad DeHond
Chicago, IL

Anthony Dertouzos
New York, NY

Kevin Dickey
Dallas, TX

Mark Douglass
Menlo Park, CA

Darren Edwards
Los Angeles, CA

Tim Emanuels
San Francisco, CA

Shawn Fowler
Denver, CO

Thomas Frame
Greenwich, CT

Brian Frank
Atlanta, GA

L. Greg Fullmer
Los Angeles, CA

Niall Gannon
Clayton, MO

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

Seth Henrie
Scottsdale, AZ

Crystal Ho
New York, NY

Dana Jackson
Menlo Park, CA

James Johnson
Oklahoma City, OK

Kevin Johnson
Naples, FL

Anthony Jones
San Francisco, CA

Harvey Kadden
New York, NY

Joseph Karas
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

Ryan Lewis
New York, NY

Victor T. Livingstone
Boston, MA

Scott Mahoney
Morristown, NJ

Joshua Malkin
New York, NY

Francis X. Malone
Los Angeles, CA

Dan McCormick
Menlo Park, CA

Joseph McCullough
Los Angeles, CA

Marvin McIntyre
Washington, D.C.

Charles McKinney
Dallas, TX

Terrence McMahon
Boston, MA

David Midgley
Seattle, WA

Dale Miller
Coeur d’Alene, ID

Neil Mitchell
New York, NY

Deborah Montaperto
Palm Beach, FL

Jon Neuhaus
Los Angeles, CA

David Novelli
Houston, TX

Michael O'Neill
Washington, D.C.

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

Lyon Polk
New York, NY

Shawn Rubin
New York, NY

Dane Runia
Provo, UT

Michael Sawyer
Miami, FL

Andrew Schultz
Miami Beach, FL

Frank Seminara
Palm Beach, FL

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

Jeffrey Traum
Menlo Park, CA

Gregory Vaughan
Menlo Park, CA

Ron Vinder
New York, NY

John Voltaggio
New York, NY

Dexter Walker
Washington, D.C.

Michael Warr
Tuscaloosa, AL

Lowry West
Seattle, WA

David Wilkinson
Chicago, IL

John M. Williams
Washington, D.C.

Scott Wilson
New York, NY

Anna Winderbaum
New York, NY

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

Brett Anthony
Washington, D.C.

Eric Applewhite
Boca Raton, FL

Bobby Aycock
Birmingham, AL

Peter Backus
Honolulu, HI

Anouchka Balog
Laguna Niguel, CA

Dan Becraft
Seattle, WA

Michael Beers
Columbus, OH

Gary Bergeron
Portland, ME

David Beyer
New York, NY

Francis Bitterly
Red Bank, NJ

Michael Blackwell
Albuquerque, NM

Bryan Boesen
Des Moines, IA

William Bonelli
La Jolla, CA

Ryan Bowman
Rockville, MD

Jesse Bromberg
San Francisco, CA

Michael Butt
Scottsdale, AZ

Don Celestin
Mandeville, LA

Peter Chieco
Greenwich, CT

Aimee Cogan
Sarasota, FL

Michael Cohen
Naples, FL

Yash Dalal
Paramus, NJ

Ted Davis
Chicago, IL

Melanie Dowell
Ridgeland, MS

Christopher Dubie
Colchester, VT

Robert Duenner
Tulsa, OK

John Duffy
Indianapolis, IN

Brian Edwards
Columbus, OH

John Elwaw
Miami, FL

Chad Evans
Newport Beach, CA

Sean Fetterman
Boca Raton, FL

Morgan Fister
Lexington, KY

Joel Freedman
West Conshohocken, PA

Trevor Fried
Fort Lauderdale, FL

Michael Gallagher
Chicago, IL

Jeff Galvin
Tulsa, OK

David Giulieri
Bethesda, MD

J. Michael Goodwin
Charleston, WV

William Gouldin
Houston, TX

Andrew Griffo
Chicago, IL

Mary Guza
Florham Park, NJ

John Habig
Portsmouth, NH

Gordon Hamilton III
Kansas City, MO

Andrew Harbour
Atlanta, GA

Alistair Harding-Smith
Birmingham, AL

Jim Harris
Syracuse, NY

Seth Haye
Westlake Village, CA

David Himich
Toledo, OH

Jim Holzapfel
Hagerstown, MD

Paul Jackson
Bellevue, WA

David Javaheri
Wellesley, MA

Gary Jbara
Farmington Hills, MI

Nicholas Kavallieratos
New York, NY

Stephen Kelliher
Norwell, MA

Inna Kelly
San Francisco, CA

Jonathan Klausner
Indianapolis, IN

Bobby Kolev
Aventura, FL

Wang Kar Lee
Honolulu, HI

Saul Levy
Atlanta, GA

Anthony Maddalena
Purchase, NY

Scott Magnesen
Oak Brook, IL

Michael Malz
Allentown, PA

Vincent Mancuso
Greenwich, CT

Mark Mantooth
Huntsville, AL

Ira Mark
Jericho, NY

Trevor Mathias
Chicago, IL

Kapil Mathur
Sugar Land, TX

Karen McDonald
Palo Alto, CA

Scott McEwan
Newport Beach, CA

Patrick McGrath
Fargo, N.D.

Dorian McKelvy
Menlo Park, CA

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

Lewis Metzger
Houston, TX

Ira Millman
Westport, CT

Robert Millner
Clayton, MO

Daniel Murphy
Palo Alto, CA

David A. Olson
Rochester, MN

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

Denise Roberts
Newport, RI

Graham Roberts
Atlanta, GA

Andrew Robinson
Omaha, NE

Kathleen Roeser
Chicago, IL

Mark Rogers
Farmington Hills, MI

Adam Rorrer
Bethesda, MD

Robert Runkle
Montgomery, AL

Eric Salmansohn
Philadelphia, PA

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

Jeffrey Stewart
Dublin, OH

Tim Stotz
Colchester, VT

Steven Strzelecki
Garden City, NY

David Surofchek
Colorado Springs, CO

Gregg Takara
Honolulu, HI

Ahmet Terzioglu
Rochester, NY

Andrew Thomas
Portland, ME

Jason Thompson
Charleston, WV

Mark Tobias
New Brunswick, NJ

Harold Trischman
Greenwich, CT

Richard Udine
Mount Laurel, NJ

Anthony Valente
Shrewsbury, NJ

Marc Verga
Providence, RI

John Vessa
New York, NY

Donald Whitehead
Houston, TX

Alan Whitman
Pasadena, CA

Chris Wilker
Troy, MI

James Woldert
Houston, TX

Karl Wolfslau
Long Beach, CA

Jack Wong
Mountain View, CA

Alan Yonack
Dallas, TX

John Zitzmann
Providence, RI

Graystone Consulting

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

Lee Morris
Raleigh, NC

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

William Sammons
San Antonio, TX

Robert Scherer
Potomac, MD

Linda Stephans
Palm Beach, FL

Joshua Ulmer
Portland, OR

Kristina Van Liew
Chicago, IL

Myrteel Ward
San Antonio, TX

James Whitney
Chicago, IL