Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA 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. Later that month, Boublik partnered with fellow Morgan Stanley dealmaker Clint Gartin, the chairman of investment banking, to handle pharma giant Abbvie's $88.2 billion buyout of Allergan. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: planadviser.com (May 2018) awarded in 2018. Morgan Stanley ranks No. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. We have a concentration of experience and education that is rare in one group advisors (please see Tab 5 of our website). Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Research Magazines Top-Ranked Teams in America. Meet one of our Financial Advisors and see how we can help you. Weinberger has spent almost all of his career, apart from a one-year detour with Lazard in the late 1990s, at Credit Suisse. 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. 2 M&A banker in North America for 2019. He also advised Mellanox Technologies on its $6.9 billion sale to Nvidia. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Financial Plannings Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. Source: planadviser.com (May 2017) awarded in 2017. Regret makes us human. 2023Morgan Stanley. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. 2019 Forbes Best-In- State Wealth Advisors. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Source: Barron's.com (April 2016) 2016 Barron's Top 100 Financial Advisors awarded in 2016. For more on methodology please go to www.ft.com/reports. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 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. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. This ranking is not indicative of the Financial Advisors future performance. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. The rating is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 3/31/22. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Clinton Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. I was standing at the podium, when all of a sudden there was a loud noise and the building shook. CLINT GARTIN: 9/11 was obviously a horrible day. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. And the World Trade Center people said stay in the south tower because it's dangerous to be out on the street. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Investment performance is not a criterion. In January 2019, Carr advised Newmont Mining Corporation on its $12.9 billion acquisition of Goldcorp, a Canadian gold production operation. JAMES GORMAN: It's very hard to have been in America in 2001, let alone in New York City, and not be deeply affected by what happened on September 11. Ingrassia handled two major deals in 2019: He advised fiber network provider Zayo Group on its $14.2 billion sale to dual bidders EQT and Digital Colony over the summer, and then in October he helped orchestrate Tiffany & Co.'s $16.9 billion sale to LVMH, combining two of the world's most prestigious luxury brands. 2021 Forbes America's Top Women Wealth Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The rating is not indicative of the Financial Advisor's future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Alongside many other companies who had offices in the World Trade Center, Morgan Stanley suffered personal losses that day. Participants attended workshops, led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high net worth accounts and families to portfolio management and retirement planning. Source: napa-net.org (March 2022) awarded in 2022. Nominees must be women retirement plan advisors with their own book of business. 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. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Source: napa-net.org (October 2020) awarded in 2020. Previously, Clinton was a Managing Director at ISC Read More Contact Clinton Gartin's Phone Number and Email Last Update 11/27/2022 8:13 PM Email c***@morganstanley.com Engage via Email Contact Number (212) ***-**** Engage via Phone Mobile Number Investment performance is not a criterion. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. 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. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Coalition Greenwich is a division of CRISIL. Firms review and approve nominations of individuals who match the ASPPA Award criteria. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking is not indicative of the Financial Advisors future performance. All Rights Reserved. Investment performance is not a criterion. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. I went back to my office and we all started calling, making sure everybody did what they're trained to do. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Source: On Wall Street "The Top 75 Branch Managers," September 04, 2018. 2020 Forbes America's Top Wealth Advisors. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Start Today. Investment performance is not a criterion. Our clients are much more than a portfolio of assets they are successful professionals, families and business owners with active lives, who seek a team of trusted advisors who will provide them with tailored and objective guidance on a full range of financial topics, using easy-to-understand language and common sense investment tactics. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Wyeth chose Morgan Stanley--where global head of investment banking Paul J. Taubman, Vice Chairman Clint Gartin and mergers-and-acquisitions managing director Susan Huang did the honors--as well . Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Nominations of individuals who match the ASPPA Award criteria evaluation process conducted by Barron 's and this ranking determined... 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