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- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Personal Finance
  
  Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Market Trends
  
  From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Technology & Disruption
  
  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Sustainability
  
  Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Diversity & Inclusion
  
  Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.
Featured

Four Standout Investment Themes for 2025

Research

7 Political Trends Investors Should Watch in 2025

Wealth Management

2025 M&A Outlook: 4 Trends Driving an Anticipated Rebound

Investment Banking
What We Do
What We Do
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Morgan Stanley at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive Ventures Group
  
  From our startup lab to our cutting-edge research, we broaden access to capital for entrepreneurs and spotlight their success.
Featured

Get Matched with a Financial Advisor

Wealth Management

Explore What We Offer

E*TRADE from Morgan Stanley
About Us
About Us
- 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.
  
  Core Values
  
  Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
- 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.
  
  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.
- 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.
  
  Locations
  
  The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
- 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.
  
  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.
  
  Sustainability
  
  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
- 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.
  
  Giving Back
  
  At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees.
- 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.
  
  Technology
  
  As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
- 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.
  
  Sponsorships
  
  At Morgan Stanley, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all. We are committed to supporting the next generation of leaders and ensuring that they reflect the diversity of the world they inherit.
Why Us
Why Us
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Why Morgan Stanley
  
  At Morgan Stanley, we focus the expertise of the entire firm—our advice, data, strategies and insights—on creating solutions for our clients, large and small.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  How We Can Help
  
  We have the experience and agility to partner with clients from individual investors to global CEOs. See how we can help you work toward your goals—even as they evolve over years or generations.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Building a Future We Believe In
  
  At Morgan Stanley, we put our beliefs to work. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give back—all to contribute to a future that benefits our clients and communities.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Get Started
  
  Meet one of our Financial Advisors and see how we can help you.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Stay in the Know
  
  Get the latest insights, analyses and market trends in our newsletter, podcasts and videos.
Careers
Careers
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Students & Graduates
  
  A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Professionals
  
  At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Financial Advisors
  
  At Morgan Stanley, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.
Featured

Explore Our Culture

Careers

Yes, You Can Be a Tech Innovator at Morgan Stanley

Technology

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Our Insights
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stay up to date
- Sign Up For Our Newsletter
- Listen To Our Podcasts
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(opens in a new tab)

(opens in a new tab)

(opens in a new tab)

(opens in a new tab)
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Personal Finance
  
  Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Market Trends
  
  From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Technology & Disruption
  
  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Sustainability
  
  Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Diversity & Inclusion
  
  Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.
Featured

Four Standout Investment Themes for 2025

Research

7 Political Trends Investors Should Watch in 2025

Wealth Management

2025 M&A Outlook: 4 Trends Driving an Anticipated Rebound

Investment Banking
What We Do
What We Do
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Morgan Stanley at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive Ventures Group
  
  From our startup lab to our cutting-edge research, we broaden access to capital for entrepreneurs and spotlight their success.
Featured

Get Matched with a Financial Advisor

Wealth Management

Explore What We Offer

E*TRADE from Morgan Stanley
About Us
About Us
- 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.
  
  Core Values
  
  Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
- 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.
  
  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.
- 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.
  
  Locations
  
  The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
- 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.
  
  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.
  
  Sustainability
  
  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
- 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.
  
  Giving Back
  
  At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees.
- 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.
  
  Technology
  
  As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
- 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.
  
  Sponsorships
  
  At Morgan Stanley, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all. We are committed to supporting the next generation of leaders and ensuring that they reflect the diversity of the world they inherit.
Why Us
Why Us
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Why Morgan Stanley
  
  At Morgan Stanley, we focus the expertise of the entire firm—our advice, data, strategies and insights—on creating solutions for our clients, large and small.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  How We Can Help
  
  We have the experience and agility to partner with clients from individual investors to global CEOs. See how we can help you work toward your goals—even as they evolve over years or generations.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Building a Future We Believe In
  
  At Morgan Stanley, we put our beliefs to work. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give back—all to contribute to a future that benefits our clients and communities.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Get Started
  
  Meet one of our Financial Advisors and see how we can help you.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Stay in the Know
  
  Get the latest insights, analyses and market trends in our newsletter, podcasts and videos.
Careers
Careers
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Students & Graduates
  
  A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Professionals
  
  At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Financial Advisors
  
  At Morgan Stanley, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.
Featured

Explore Our Culture

Careers

Yes, You Can Be a Tech Innovator at Morgan Stanley

Technology

Congratulations to Our 2025 Barron’s Top 1,200 Financial Advisors

With our top-ranked Financial Advisors, you get listening more than talking and a personalized plan built on insights and innovative technology. You get access to world-class resources and a high standard of excellence that consistently earn our professionals significant industry accolades.

We are proud that they have been recognized by Barron’s as among the top Financial Advisors in the country. Connect with a Ranked Advisor on the list below.

BARRON’S TOP 1,200 FINANCIAL ADVISORS

PRIVATE WEALTH MANAGEMENT

Brian Acarregui
Seattle, WA

Brett Anthony
Washington, D.C.

Eric Applewhite
Boca Raton, FL

Jack Almo
Seattle, WA

Brent Anderson
Houston, TX

Rod Aronson
Palm Beach, FL

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

Brian Brice
Birmingham, MI

Timothy Brice
Birmingham, MI

Shane Brisbin
San Francisco, CA

Maxwell Bull
Denver, CO

Mike Burbank
San Francisco, CA

Bruce Burrows
Garden City, NY

Adam Carlin
Coral Gables, FL

Andy Chase
Menlo Park, CA

Devin Condron
Boston, MA

Richard Corcoran
West Conshohocken, PA

Dennis Cutrone
New York, NY

Anthony Dertouzos
New York, NY

Mary DiChristofano
Chicago, IL

Kevin Dickey
Dallas, TX

Mark Douglass
Menlo Park, CA

Darren Edwards
Los Angeles, CA

Tim Emanuels
San Francisco, CA

Catherine Fang
Menlo Park, CA

Todd Forman
New York, NY

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

Jonathan Harris
San Francisco, CA

Andrew Hart
New York, NY

Kimberley Hatchett
New York, NY

Crystal Ho
New York, NY

Darren Hugo
Morristown, NJ

Dana Jackson
Menlo Park, CA

Paul Jackson
Bellevue, WA

James Johnson
Oklahoma City, OK

Kevin Johnson
Naples, FL

Anthony Jones
San Francisco, CA

Joseph Karas
Palm Beach Gardens, FL

Joseph Kartheiser
Chicago, IL

Susan Kingsolver
New York, NY

James Klein
Los Angeles, CA

John Lechner
Boston, MA

Grant Lee
San Francisco, CA

Jonathan Legg
Washington, D.C.

Joseph Lerner
New York, NY

Steve Levine
Miami, FL

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.

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, Utah

Max Sanel
Scottsdale, AZ

Michael Sawyer
Miami, FL

Andrew Schultz
Miami Beach, FL

Frank Seminara
Palm Beach, FL

John Shadden
Long Beach, CA

Ted Smith
Baltimore, MD

Evan Steinberg
New York, NY

Robert Stolar
New York, NY

Brian Strachan
Boston, MA

Jeffrey Traum
Menlo Park, CA

Kristina Van Liew
Chicago, IL

Gregory Vaughan
Menlo Park, CA

Ron Vinder
New York, NY

Dexter Walker
Washington, D.C.

Michael Warr
Tuscaloosa, AL

Lowry West
Seattle, WA

James Whitney
Chicago, IL

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
Palm Beach, FL

Wealth Management

Brian Acarregui
Seattle, WA

Brett Anthony
Washington, D.C.

Eric Applewhite
Boca Raton, FL

Michael Beers
Columbus, OH

James Bennett
Honolulu, HI

Gary Bergeron
Portland, ME

David Beyer
New York, NY

Francis Bitterly
Red Bank, NJ

Michael Blackwell
Albuquerque, NM

Bryan Boesen
West Des Moines, IA

Jesse Bromberg
San Francisco, CA

Jeremiah Burns
Portland, ME

Michael Butt
Scottsdale, AZ

Elizabeth Carson
Tulsa, OK

J.B. Champion
Kirkland, WA

Peter Chieco
Greenwich, CT

Yash Dalal
Paramus, NJ

Ted Davis
Chicago, IL

Melanie Dowell
Ridgeland, MS

Thomas Drees
Bloomington, MN

Christopher Dubie
Colchester, VT

John Duffy
Indianapolis, IN

Brian Edwards
Columbus, OH

John Elwaw
Miami, FL

Chad Evans
Newport Beach, CA

Sean Fetterman
Boca Raton, FL

Richard Fielder
Dallas, TX

TC Ford
Mandeville, LA

Trevor Fried
Fort Lauderdale, FL

Mark Fudold
Troy, MI

Michael Gallagher
Chicago, IL

Jeff Galvin
Tulsa, OK

Matthew Gimmelli
Scottsdale, AZ

David Giulieri
Bethesda, MD

William Gouldin
Houston, TX

Kathleen Grasmeder
Glens Falls, NY

Andrew Griffo
Chicago, IL

Mary Guza
Morristown, NJ

Alistair Harding-Smith
Birmingham, AL

Seth Haye
Westlake Village, CA

David Himich
Toledo, OH

Jim Holzapfel
Hagerstown, MD

David Javaheri
Wellesley, MA

Jeff Jensen
Colorado Springs, CO

Anupam Johri
Dallas, TX

Nicholas Kavallieratos
New York, NY

Teri Kelley
Scottsdale, AZ

Inna Kelly
San Francisco, CA

Jonathan Klausner
Indianapolis, IN

Bobby Kolev
Aventura, FL

Wang Kar Lee
Honolulu, HI

Saul Levy
Atlanta, GA

Tony Maddalena
Purchase, NY

Scott Magnesen
Oak Brook, IL

Charles Malamut
Northfield, NJ

Michael Malz
Allentown, PA

Vincent Mancuso
Greenwich, CT

Mark Mantooth
Huntsville, AL

Domenic Marinelli
Boston, MA

Ira Mark
Jericho, NY

Trevor Mathias
Chicago, IL

Kapil Mathur
Sugar Land, TX

Scott McEwan
Newport Beach, CA

Patrick McGrath
Fargo, ND

Dorian McKelvy
Menlo Park, CA

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

Tim Metcalf
Scottsdale, AZ

Lewis Metzger
Houston, TX

Lee Morris
Raleigh, NC

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
Morristown, NJ

Denise Roberts
Newport, RI

Andrew Robinson
Omaha, NE

Kathleen Roeser
Deerfield, IL

Mark Rogers
Farmington Hills, MI

Adam Rorrer
Bethesda, MD

Robert Runkle
Montgomery, AL

Eric Salmansohn
Philadelphia, PA

Paul Shoemaker
Salt Lake City, Utah

Scott Siegel
Boca Raton, FL

David Skid
Atlanta, GA

R. Scot Smith
Dallas, TX

James Spiro
New Orleans, LA

Tim Stotz
Colchester, VT

M. Kent Strosnider
Baltimore, MD

Steven Strzelecki
Garden City, NY

Jason Thompson
Charleston, WV

Mark Tobias
New Brunswick, NJ

Harold Trischman
Greenwich, CT

Richard Udine
Mount Laurel, NJ

Anthony Valente
Shrewsbury, NJ

John Vessa
New York, NY

Alan Whitman
Pasadena, CA

James Woldert
Houston, TX

Karl Wolfslau
Long Beach, CA

Jack Wong
Mountain View, CA

Andy Young
Charlotte, NC

John Zitzmann
Providence, RI

Graystone Consulting

Ross Charkatz
Potomac, MD

Mark T. Curtis
Palo Alto, CA

John Dawson
Charleston, WV

Jim Detterick
Greenwood Village, CO

Wm. Craig Dobbs
Indianapolis, IN

Marc Fischer
Naples, FL

Andrew Harbour
Atlanta, GA

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

William Sammons
San Antonio, TX

Robert Scherer
Potomac, MD

Joshua Ulmer
Portland, OR

Andrew Wilshinsky
Scranton, PA

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Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. 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 an 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 assessment of Barron's and 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.

CRC#4295673 (03/2025)