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 (opens in a new tab) 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 (opens in a new tab)
Seattle, WA

Brent Anderson (opens in a new tab)
Houston, TX

Rod Aronson (opens in a new tab)
Palm Beach, FL

Victoria Bailey (opens in a new tab)
Menlo Park, CA

Robert Bancroft (opens in a new tab)
Scottsdale, AZ

Andrew Basch (opens in a new tab)
Los Angeles, CA

Ron Basu (opens in a new tab)
New York, NY

Michael Baumer (opens in a new tab)
San Francisco, CA

David Bieber (opens in a new tab)
New York, NY

Dean Braun (opens in a new tab)
Seattle, WA

Shane Brisbin (opens in a new tab)
San Francisco, CA

Maxwell Bull (opens in a new tab)
Denver, CO

Mike Burbank (opens in a new tab)
San Francisco, CA

Bruce Burrows (opens in a new tab)
Garden City, NY

Adam Carlin (opens in a new tab)
Coral Gables, FL

Donald A. Caron Jr. (opens in a new tab)
Washington, D.C.

Andy Chase (opens in a new tab)
Menlo Park, CA

Brett Clifford (opens in a new tab)
Baltimore, MD

Devin Condron (opens in a new tab)
Boston, MA

Richard F. Connolly (opens in a new tab)
Boston, MA

Richard Corcoran (opens in a new tab)
West Conshohocken, PA

John Coyle (opens in a new tab)
Garden City, NY

Dennis Cutrone (opens in a new tab)
New York, NY

Brad DeHond (opens in a new tab)
Chicago, IL

Anthony Dertouzos (opens in a new tab)
New York, NY

Kevin Dickey (opens in a new tab)
Dallas, TX

Mark Douglass (opens in a new tab)
Menlo Park, CA

Darren Edwards (opens in a new tab)
Los Angeles, CA

Tim Emanuels (opens in a new tab)
San Francisco, CA

Shawn Fowler (opens in a new tab)
Denver, CO

Thomas Frame
Greenwich, CT

Brian Frank (opens in a new tab)
Atlanta, GA

L. Greg Fullmer (opens in a new tab)
Los Angeles, CA

Niall Gannon (opens in a new tab)
Clayton, MO

Ned Gibbons (opens in a new tab)
Menlo Park, CA

John Goodwin (opens in a new tab)
Stamford, CT

James Greenfield (opens in a new tab)
San Francisco, CA

Troy Griepp
San Francisco, CA

Paul Groves (opens in a new tab)
Scottsdale, AZ

James Hansberger (opens in a new tab)
Atlanta, GA

Andrew Hart (opens in a new tab)
New York, NY

Seth Henrie (opens in a new tab)
Scottsdale, AZ

Crystal Ho (opens in a new tab)
New York, NY

Dana Jackson (opens in a new tab)
Menlo Park, CA

James Johnson (opens in a new tab)
Oklahoma City, OK

Kevin Johnson (opens in a new tab)
Naples, FL

Anthony Jones
San Francisco, CA

Harvey Kadden (opens in a new tab)
New York, NY

Joseph Karas (opens in a new tab)
New York, NY

Joseph Kartheiser (opens in a new tab)
Chicago, IL

Susan Kingsolver (opens in a new tab)
New York, NY

James Klein (opens in a new tab)
Los Angeles, CA

Scott Kleiner (opens in a new tab)
New York, NY

Adam Landau
Charlotte, NC

John Lechner (opens in a new tab)
Boston, MA

Grant Lee (opens in a new tab)
San Francisco, CA

Jonathan Legg (opens in a new tab)
Washington, D.C.

Joseph Lerner (opens in a new tab)
New York, NY

Ryan Lewis (opens in a new tab)
New York, NY

Victor T. Livingstone (opens in a new tab)
Boston, MA

Scott Mahoney (opens in a new tab)
Morristown, NJ

Joshua Malkin (opens in a new tab)
New York, NY

Francis X. Malone (opens in a new tab)
Los Angeles, CA

Dan McCormick (opens in a new tab)
Menlo Park, CA

Joseph McCullough (opens in a new tab)
Los Angeles, CA

Marvin McIntyre (opens in a new tab)
Washington, D.C.

Charles McKinney (opens in a new tab)
Dallas, TX

Terrence McMahon (opens in a new tab)
Boston, MA

David Midgley
Seattle, WA

Dale Miller (opens in a new tab)
Coeur d’Alene, ID

Neil Mitchell (opens in a new tab)
New York, NY

Deborah Montaperto (opens in a new tab)
Palm Beach, FL

Jon Neuhaus (opens in a new tab)
Los Angeles, CA

David Novelli (opens in a new tab)
Houston, TX

Michael O'Neill (opens in a new tab)
Washington, D.C.

Craig Pastolove (opens in a new tab)
New York, NY

Mihir Patel (opens in a new tab)
New York, NY

John Perry (opens in a new tab)
Indianapolis, IN

Rich Petit (opens in a new tab)
Menlo Park, CA

Darren Pfefferman (opens in a new tab)
San Diego, CA

Brian Pfeifler
Palm Beach, FL

Lyon Polk (opens in a new tab)
New York, NY

Shawn Rubin (opens in a new tab)
New York, NY

Dane Runia (opens in a new tab)
Provo, UT

Michael Sawyer (opens in a new tab)
Miami, FL

Andrew Schultz (opens in a new tab)
Miami Beach, FL

Frank Seminara (opens in a new tab)
Palm Beach, FL

John Shadden (opens in a new tab)
Long Beach, CA

Matthew Sheehan (opens in a new tab)
Menlo Park, CA

Ted Smith (opens in a new tab)
Baltimore, MD

Evan Steinberg (opens in a new tab)
New York, NY

Robert Stolar (opens in a new tab)
New York, NY

Brian Strachan (opens in a new tab)
Boston, MA

Jeffrey Traum (opens in a new tab)
Menlo Park, CA

Gregory Vaughan (opens in a new tab)
Menlo Park, CA

Ron Vinder (opens in a new tab)
New York, NY

John Voltaggio (opens in a new tab)
New York, NY

Dexter Walker (opens in a new tab)
Washington, D.C.

Michael Warr (opens in a new tab)
Tuscaloosa, AL

Lowry West (opens in a new tab)
Seattle, WA

David Wilkinson (opens in a new tab)
Chicago, IL

John M. Williams (opens in a new tab)
Washington, D.C.

Scott Wilson (opens in a new tab)
New York, NY

Anna Winderbaum (opens in a new tab)
New York, NY

Kathleen Youngerman (opens in a new tab)
St. Louis, MO

Sean Yu (opens in a new tab)
Pasadena, CA

Drew Zager (opens in a new tab)
Los Angeles, CA

Gerard Zell (opens in a new tab)
Menlo Park, CA

Richard Zinman (opens in a new tab)
New York, NY

Wealth Management

Brett Anthony (opens in a new tab)
Washington, D.C.

Eric Applewhite (opens in a new tab)
Boca Raton, FL

Bobby Aycock (opens in a new tab)
Birmingham, AL

Peter Backus (opens in a new tab)
Honolulu, HI

Anouchka Balog (opens in a new tab)
Laguna Niguel, CA

Dan Becraft (opens in a new tab)
Seattle, WA

Michael Beers (opens in a new tab)
Columbus, OH

Gary Bergeron (opens in a new tab)
Portland, ME

David Beyer (opens in a new tab)
New York, NY

Francis Bitterly (opens in a new tab)
Red Bank, NJ

Michael Blackwell (opens in a new tab)
Albuquerque, NM

Bryan Boesen (opens in a new tab)
Des Moines, IA

William Bonelli
La Jolla, CA

Ryan Bowman (opens in a new tab)
Rockville, MD

Jesse Bromberg (opens in a new tab)
San Francisco, CA

Michael Butt (opens in a new tab)
Scottsdale, AZ

Don Celestin (opens in a new tab)
Mandeville, LA

Peter Chieco (opens in a new tab)
Greenwich, CT

Aimee Cogan (opens in a new tab)
Sarasota, FL

Michael Cohen (opens in a new tab)
Naples, FL

Yash Dalal (opens in a new tab)
Paramus, NJ

Ted Davis (opens in a new tab)
Chicago, IL

Melanie Dowell (opens in a new tab)
Ridgeland, MS

Christopher Dubie (opens in a new tab)
Colchester, VT

Robert Duenner (opens in a new tab)
Tulsa, OK

John Duffy (opens in a new tab)
Indianapolis, IN

Brian Edwards (opens in a new tab)
Columbus, OH

John Elwaw (opens in a new tab)
Miami, FL

Chad Evans (opens in a new tab)
Newport Beach, CA

Sean Fetterman (opens in a new tab)
Boca Raton, FL

Morgan Fister (opens in a new tab)
Lexington, KY

Joel Freedman (opens in a new tab)
West Conshohocken, PA

Trevor Fried (opens in a new tab)
Fort Lauderdale, FL

Michael Gallagher (opens in a new tab)
Chicago, IL

Jeff Galvin (opens in a new tab)
Tulsa, OK

David Giulieri (opens in a new tab)
Bethesda, MD

J. Michael Goodwin (opens in a new tab)
Charleston, WV

William Gouldin (opens in a new tab)
Houston, TX

Andrew Griffo (opens in a new tab)
Chicago, IL

Mary Guza (opens in a new tab)
Florham Park, NJ

John Habig (opens in a new tab)
Portsmouth, NH

Gordon Hamilton III (opens in a new tab)
Kansas City, MO

Andrew Harbour (opens in a new tab)
Atlanta, GA

Alistair Harding-Smith (opens in a new tab)
Birmingham, AL

Jim Harris (opens in a new tab)
Syracuse, NY

Seth Haye (opens in a new tab)
Westlake Village, CA

David Himich (opens in a new tab)
Toledo, OH

Jim Holzapfel (opens in a new tab)
Hagerstown, MD

Paul Jackson (opens in a new tab)
Bellevue, WA

David Javaheri (opens in a new tab)
Wellesley, MA

Gary Jbara (opens in a new tab)
Farmington Hills, MI

Nicholas Kavallieratos
New York, NY

Stephen Kelliher (opens in a new tab)
Norwell, MA

Inna Kelly (opens in a new tab)
San Francisco, CA

Jonathan Klausner (opens in a new tab)
Indianapolis, IN

Bobby Kolev (opens in a new tab)
Aventura, FL

Wang Kar Lee (opens in a new tab)
Honolulu, HI

Saul Levy (opens in a new tab)
Atlanta, GA

Anthony Maddalena (opens in a new tab)
Purchase, NY

Scott Magnesen (opens in a new tab)
Oak Brook, IL

Michael Malz (opens in a new tab)
Allentown, PA

Vincent Mancuso (opens in a new tab)
Greenwich, CT

Mark Mantooth (opens in a new tab)
Huntsville, AL

Ira Mark (opens in a new tab)
Jericho, NY

Trevor Mathias (opens in a new tab)
Chicago, IL

Kapil Mathur (opens in a new tab)
Sugar Land, TX

Karen McDonald
Palo Alto, CA

Scott McEwan (opens in a new tab)
Newport Beach, CA

Patrick McGrath (opens in a new tab)
Fargo, N.D.

Dorian McKelvy (opens in a new tab)
Menlo Park, CA

H.L. McLaughlin III (opens in a new tab)
Washington, D.C.

Lewis Metzger (opens in a new tab)
Houston, TX

Ira Millman
Westport, CT

Robert Millner (opens in a new tab)
Clayton, MO

Daniel Murphy (opens in a new tab)
Palo Alto, CA

David A. Olson (opens in a new tab)
Rochester, MN

Raju Pathak (opens in a new tab)
Boston, MA

Brian Pelkey (opens in a new tab)
Colchester, VT

Thomas Perrone (opens in a new tab)
Louisville, KY

Kevin Peters (opens in a new tab)
Palm Beach, FL

J.R. Randall (opens in a new tab)
Cincinnati, OH

Charles Reardon (opens in a new tab)
Albuquerque, NM

Michael Ricca (opens in a new tab)
Florham Park, NJ

Denise Roberts (opens in a new tab)
Newport, RI

Graham Roberts (opens in a new tab)
Atlanta, GA

Andrew Robinson (opens in a new tab)
Omaha, NE

Kathleen Roeser (opens in a new tab)
Chicago, IL

Mark Rogers (opens in a new tab)
Farmington Hills, MI

Adam Rorrer (opens in a new tab)
Bethesda, MD

Robert Runkle (opens in a new tab)
Montgomery, AL

Eric Salmansohn (opens in a new tab)
Philadelphia, PA

Paul Shoemaker (opens in a new tab)
Salt Lake City, UT

Scott Siegel (opens in a new tab)
Boca Raton, FL

David Skid (opens in a new tab)
Atlanta, GA

R. Scot Smith (opens in a new tab)
Dallas, TX

James Spiro (opens in a new tab)
New Orleans, LA

Jeffrey Stewart (opens in a new tab)
Dublin, OH

Tim Stotz (opens in a new tab)
Colchester, VT

Steven Strzelecki (opens in a new tab)
Garden City, NY

David Surofchek (opens in a new tab)
Colorado Springs, CO

Gregg Takara (opens in a new tab)
Honolulu, HI

Ahmet Terzioglu (opens in a new tab)
Rochester, NY

Andrew Thomas (opens in a new tab)
Portland, ME

Jason Thompson (opens in a new tab)
Charleston, WV

Mark Tobias (opens in a new tab)
New Brunswick, NJ

Harold Trischman (opens in a new tab)
Greenwich, CT

Richard Udine (opens in a new tab)
Mount Laurel, NJ

Anthony Valente (opens in a new tab)
Shrewsbury, NJ

Marc Verga (opens in a new tab)
Providence, RI

John Vessa (opens in a new tab)
New York, NY

Donald Whitehead (opens in a new tab)
Houston, TX

Alan Whitman (opens in a new tab)
Pasadena, CA

Chris Wilker (opens in a new tab)
Troy, MI

James Woldert (opens in a new tab)
Houston, TX

Karl Wolfslau (opens in a new tab)
Long Beach, CA

Jack Wong (opens in a new tab)
Mountain View, CA

Alan Yonack (opens in a new tab)
Dallas, TX

John Zitzmann (opens in a new tab)
Providence, RI