For more information, see www.SHOOKresearch.com. 2020 Barron's Top 50 Private Wealth Management Teams. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. 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. Aug 2021 - Jan 20231 year 6 months. Source: napa-net.org (November 2015) awarded in 2015. For more information, see www.SHOOKresearch.com. Mr. Wadsworth was responsible for developing Morgan Stanley's Asia franchise. Once your assets have been transferred to Morgan Stanley and are aligned with your investment strategy, we walk you through the details of your new statement and introduce all the new tools and resources now available to you. For more information, see www.SHOOKresearch.com. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: PLANADVISER.com, January/February 2018. Investment performance is not a criterion. He began his investment banking career with The First Boston Corporation in 1963, where when he left in 1978 he was Executive Vice President, a member of the Management Committee and the Board of Directors and Co-Head of the Investment Banking Department. For more on methodology please go to www.ft.com/reports. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. 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. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. 2022 Forbes Americas Top Wealth Management Teams. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. On Wall Streets Top 75 Branch Managers 2018. 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 6/30/16 - 6/30/17. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2014) awarded in 2014. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Building a business in a new market is no easy matter. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. Sponsored by Ancestry. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. 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 women advisors. 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. We are a closely-knit advisory team who understands the importance of family and the financial freedom to pursue personal interests. 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. 2020 NAPA Top DC Advisor Multi-Office Firms. 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. For eligible Platinum CashPlus Brokerage Account clients with The Platinum Card from American Express Exclusively for Morgan Stanley. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Mr. Wadsworth earned a B.A. 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. Responsible for maintaining good order and discipline. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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 6/30/16 - 6/30/17. Source: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. 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 3/31/19 - 3/31/20. 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 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. With the addition of Chris and Hollina, the team is focused on providing each client with outstanding service and the finest individually tailored approach to financial and investment strategies. 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. John Wadsworth in MyHeritage family trees (Miller Web Site) view all 25 Immediate Family Sarah Wadsworth wife Sarah Root daughter Samuel Wadsworth, Lieut son John Wadsworth son William Wadsworth, I son Mary (Mercy) Root daughter Thomas Wadsworth son Hezekiah Wadsworth son Hon. 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. Investment performance is not a criterion. Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. Under Art Director John Wadsworth several new styles were tried with varying degrees of success. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. These criteria are utilized for each of the categories in which this award is given. 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 Assets under management are as of the end of the second quarter 2015. This ranking is not indicative of the Financial Advisors future performance. 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. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. Financial Advisors must be under the age of 40 as of August 2013. Heres how our views diverge from the market. 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. Firms review and approve nominations of individuals who match the ASPPA Award criteria. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Mr. Wadsworth is a Trustee of the California College of the Arts; a member of the University of Chicago Booth School of Business Council; a Director of Asia Art Archive; an Advisor to Mission BioCapital, BioInnovation Capital, bioscience affiliates of University of California San Francisco, and Chairman emeritus of the Asia Society of Northern California. We are an experienced family practice offering a caring and personalized approach to financial planning and investment management. 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. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. 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 the Financial Times in to obtain or use the ranking. 2022 Barron's Top 100 Private Wealth Management Teams. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley clients with eligible brokerage accounts can earn 4.25% APY through deposits into our Preferred Savings Program for qualifying cash. 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. We commit to being your single point of contact for all things financially related. GPS is an intuitive and efficient platform to ensure clients will have a successful financial plan. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This award was issued in 2016 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 2018 Barron's Top 50 Institutional Consultants. 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 6/30/20 - 6/30/21. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. 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 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 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 6/30/15 - 6/30/16. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. Advisory Director at Morgan Stanley Dean Witter John S. Wadsworth Jr., left, Chairman, President, and CEO of Federated Department Stores Inc. Terry. 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. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. 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. 2014 Barron's Top 100 Women Financial Advisors. Law Offices of John V. Wadsworth 2010 - Jan 20122 years San Francisco Bay Area Negotiated business transactions; provided advice on various business and legal matters, particularly in the areas. Advertisement. Nominated advisors are then asked to complete an extensive survey. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. So what triggers should you watch for? Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. They were the parents of at least 7 sons and 2 daughters. We then develop a detailed financial plan with recommendations to help you effectively build, preserve and transfer your wealth. Jack is a graduate of Williams College and University of Chicago Booth School of Business. Source: planadviser.com (May 2022) awarded in 2022. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. 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 is not indicative of the Financial Advisors future performance. 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 women advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. 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. Total Wealth View allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App. Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 2016 Barron's Top 30 Institutional Consultants. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 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 women advisors. For more information, see www.SHOOKresearch.com. 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 3/31/22 3/31/23. Our Portfolio Risk Platform is powered by Blackrock's Aladdin engine, a risk management platform that provides comprehensive risk estimation and reporting from a holistic view of your portfolio. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominated advisors are then asked to complete an extensive survey. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2020 Forbes America's Top Wealth Advisors. 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.
