2013 Barron's Top 1,000 Financial Advisors: State-by-State. For more information, see www.SHOOKresearch.com. Participants attended workshops, many 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. Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley. 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. (919) 877-2402 Contact Me Lee Morris is a founding member of Graystone Consulting and is a Managing Director- Wealth Management in the Raleigh, North Carolina office. 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 (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barrons Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by 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. Investment performance is not a criterion. 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. 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. 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 9/30/21 - 9/30/22. Source: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. For more information, see www.SHOOKresearch.com. With a full suite of services, our objective is to deliver the resources that can best accomplish each clients unique goals. Raleigh, NC 27607-6376. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Investments Financial Planners Financial Planning Consultants Services 88 YEARS IN BUSINESS (919) 493-5559 2501 Blue Ridge Rd Ste 190 Raleigh, NC 27607 3. Visitation: 11:30 AM - 12:00 PM, preceding the funeral service at the chapel. 2020 Forbes America's Top Wealth Advisors. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The invitation-only conference was held at The Breakers in Palm Beach, FL. 2019 NAPA Top DC Advisor Multi-Office Firms. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. Source: napa-net.org (November 2014) awarded in 2014. Access the headquarters listing for Morgan Stanley. 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. Participants attended workshops, many 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. 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. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. 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. Morgan Rielly had . Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Find Tickets. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more on methodology please go to www.ft.com/reports. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. 1 Fave for Morgan Stanley from neighbors in Raleigh, NC. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Investment performance is not a criterion. 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. Source: On Wall Street "The Top 75 Branch Managers," September 04, 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 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 evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2014 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. Investment performance is not a criterion. Investment performance is not a criterion. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Buy TLC Parking in Raleigh passes from Vivid Seats for the concert on 06/07/2023 and shop with confidence thanks to our 100% Buyer Guarantee. Opportunities for Students and Graduates Ready to launch your career with us? 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: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Investment performance is not a criterion. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. 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. Chris joined CAPTRUST in 2022 as a senior director of advice and wellness and brings more than two decades of experience in the industry. 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 the Financial Times during the period from 9/30/12 - 9/30/13. 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 was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. 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. 26 Financial Advisor Associate jobs in Durham, NC, Apply for Registered Client Service Associate careers near Durham with JobSearcher.com. This ranking is not indicative of the Financial Advisors future performance. Chris Whitlow is a senior director of advice and wellness based in Raleigh, NC. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2019. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 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. Member SIPC. Headquarters 1585 Broadway, New York, NY 10036-8200. Barron's Top Women Advisors Summit Attendees 2016. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 SHOOK Research LLC or Forbes. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. 2022 Barron's Top 100 Private Wealth Management Teams. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This award was issued in 2015 and based on the evaluation process below. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2022 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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/17. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. These criteria are utilized for each of the categories in which this award is given. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. 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. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. All investing entails risks that investors should endeavor to understand before then invest. 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. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. 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 (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. 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. 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