This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. 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. Directory of Profiled Business People: John Wadsworth Wade, Lucy - Wagar, Barry > Wadsworth, Ellie - Wadsworth, Kristi > Wadsworth, John - Wadsworth, Joie > Wadsworth, John 1-25 of 77 Contacts Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2008 Barron's Top 100 Women Financial Advisors. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. In addition to his responsibilities in non-Japan Asia, Mr. Wadsworth had policy and strategic oversight for the Firm's business in Japan. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. 2019 Barron's Top 1,200 Financial Advisors: State-by-State. "The Return of Tobias and the Angel" is on loan from a private collection and is hanging in the . This award was issued in 2014 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. 2009 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. 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. 2021 NAPA Top DC Advisor Multi-Office Firms. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Coalition Greenwich is a division of CRISIL. Prior to joining the firm, John was a portfolio manager in the private equity group of DuPont Capital Management where he was responsible for managing a $2 billion private equity portfolio of partnership, secondary and direct investments. 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. 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. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2015 - Mar 2016. 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. 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. For more information, see www.SHOOKresearch.com. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. 2021 Forbes Best-In- State Wealth Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. 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. Though education costs continue to climb, starting to save early can make a difference. John Ashworth is a Vice President and Financial Advisor with Morgan Stanley in Winter Park, Florida. Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Over the years John's job functions have included human resources . 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 Dec 2013 - Dec 2014. 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 award was issued in 2019 and based on the evaluation process below. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. 20042023 The University of Chicago Booth School of Business. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. Incorporated, Chairman of Morgan Stanley Asia Limited, Chairman of Morgan Stanley India Securities Limited and Chairman of Morgan Stanley Asia Source: Crains New York Business, December 7, 2020. The award is not indicative of participating firms nor their financial advisors past or future performance and may not be representative of any one client's experience because the results represent an average of all experiences of responding clients only. Mr. Wadsworth earned a B.A. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. For more information, see www.SHOOKresearch.com. Source: napa-net.org (November 2018) awarded in 2018. 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. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. 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 (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2020. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Carol combines her prior banking experience with operational excellence to identify service solutions that deepen client relationships and help ensure an excellent client experience. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2011. He has no relief at work, where he's working with the murder investigation team under Detective Superintendent Andy . Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Pruzan is also a member of the Firm's Operating and Management Committees and the Morgan Stanley/MUFG Global Steering Committee. 2020 Barron's Top 50 Private Wealth Management Teams. Her role is to learn about our clients individual circumstances, do the research for them and help prioritize and navigate what decisions fit with their goals, values, fears and needs. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: napa-net.org (October 2017) awarded in 2017. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: napa-net.org (October 2019) awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. Greenwich Associates 2018 Quality Leader Award. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. Investment performance is not a criterion. Ratings are based on the opinion of the Financial Times 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. 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. Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. The Morgan Stanley Blue Cash Preferred American Express Card. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. New York, United States. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. For more on methodology please go to www.ft.com/reports. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2023 Barron's Top 100 Women Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Jack is currently an Advisory Director of Morgan Stanley and Honorary Chairman of Morgan Stanley Asia. 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. All credentials and designations are verified and nominee compliance records are verified. 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. 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. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. Inflation, consumer sentiment and a shift from pandemic norms should define the year ahead for food-related businesses, with packaged foods and pizza delivery expected to fare better than restaurants overall. 2020 Forbes Best-In- State Wealth Advisors. Allocate funds focused on private enterprises that are structured to deliver specific positive social and/or environmental. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/17 - 3/31/18. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. 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. 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. Life styles changed dramatically during and after the First World War and a new generation wanted modern tableware for entertaining. Source: napa-net.org (March 2020) awarded in 2020. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. PLANADVISER Top 100 Retirement Plan Advisers 2020. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Tel: +1 650 234 5500 Fax: +1 610 260 7093.
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