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. Investment performance is not a criterion. John T. Shadden is a Managing Director and one of the founders of The Shadden Group. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. Investment performance is not a criterion. Investment performance is not a criterion. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's 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. 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. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Morgan Stanley Mar 2022 - Present1 year 3 months Bend, Oregon, United States CA Insurance License #: 4225640 Focus in helping clients navigate their financial journey through holistic financial. 2022 Barron's Top 100 Institutional Consulting Teams. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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 SHOOK Research LLC to obtain or use the ranking. REP. magazines Top 50 Wirehouse Women, October 1, 2014. Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. In addition, the firm had a healthy private equity activity based in Hong Kong and had created two joint venture investment banks one in China and one in India. John Wadsworth Age 85 / Mar 1937 View Profile 313 Summer St, Buffalo, NY 14222 also known as John D Wadsworth has lived in Buffalo, NY Chautauqua, NY 4882 Potter Rd, Mayville, NY 14757 phone number (716) 883-5367 (716) 753-7457 view more Email address johnwadswo***@netzero.net john.wadswo***@webtv.net view more John W Wadsworth View Profile As your personal wealth grows, so does your ability to create positive change for the organizations and causes important to you. This ranking is not indicative of the Financial Advisors future performance. Here, we conduct a detailed analysis of your financial situation using various financial planning and risk analysis tools. This ranking 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 3/31/22 - 3/31/23. This ranking is not indicative of the Financial Advisors future performance. This award was issued in 2013 and based on the evaluation process below. Source: planadviser.com (May 2011) awarded in 2011. 2023 Barron's Top 100 Private Wealth Management Teams. 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. 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 Barron's to obtain or use the ranking. 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 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 3/31/20 - 3/31/21. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. 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: Source: planadviser.com (May 2013) awarded in 2013. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barron's Top Women Advisors Summit Attendees 2017-2019. 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. Mr. Wadsworth was responsible for developing Morgan Stanley's Asia franchise. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. As such, the award is not representative of any clients experience nor is it 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 Barron's to obtain or use the ranking. John Ashworth is a Vice President and Financial Advisor with Morgan Stanley in Winter Park, Florida. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. We learn about the hopes and dreams you have for your future and the legacy youd like to leave. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. 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: napa-net.org (November 2020) awarded in 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. John Mack, Who Led Morgan Stanley Into a Crisis, Regrets Little "I have f---ing killed it," he writes in a new memoir. The rating may not be representative of any one clients experience and 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. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Spending + Budgeting allows you to manage your everyday spending across all your accounts - both at Morgan Stanley and at outside financial institutions all in one place. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. The rating is not indicative of the Financial Advisers future performance. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. 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. Hollina thrives on meeting new people and hearing their story, as she recognizes that we all have a distinct story to share, and we all have experiences that drive us. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more information, see www.SHOOKresearch.com. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Carol combines her prior banking experience with operational excellence to identify service solutions that deepen client relationships and help ensure an excellent client experience. 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: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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, 2021. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. Source: REP. magazine, October 2015. 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 Wealth Management Teams. A Conversation with John "Jack" Wadsworth, Jr., Honorary Chairman of Morgan Stanley Asia (Interview Source: napa-net.org (November 2018) awarded in 2018. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/13 - 12/31/15. This ranking is not indicative of the Financial Advisors future performance. 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. 2019 Financial Times 401 Top Retirement Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. John Hagarty is the Chief Operating Officer of Morgan Stanley Investment Management, and a Managing Director of Morgan Stanley. A sub-segment of the questions was used to determine eligibility for the Top 100. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. He is a Senior Portfolio Manager and holds the CERTIFIED FINANCIAL PLANNER designation and works alongside business owners, executives, and high net worth individuals and families to create and implement comprehensive investment and . This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2010 - Mar 2011. 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. 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. The University of Chicago Booth School of Business, A Conversation with Jack Wadsworth, '63, Former Chairman of Morgan Stanley Asia, University of Chicago Bay Area Alumni Club, Williams College Alumni San Francisco Regional Chapter, Chicago Booth Alumni Club of San Francisco. This ranking is not indicative of the Financial Advisors future performance. 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. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2022 PLANADVISER Retirement Plan Adviser of the Year. 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 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Join us for a talk and Q&A session with Jack Wadsworth, former Chairman of Morgan Stanley Asia and the man who built Morgan Stanley's business in Japan and China from the ground up. 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. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). For more information, see www.SHOOKresearch.com. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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 9/30/17 - 9/30/18. 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. For more on methodology please go to www.ft.com/reports. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. from Williams College in 1961, and a M.B.A. from the University of Chicago, Booth School of Business in 1963. Our investment platform offers a thoughtful approach for those seeking to invest more deliberately in social and environmental causes. Though education costs continue to climb, starting to save early can make a difference. Source: Worth magazines Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. 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. Mr. Wadsworth was a Managing Director of Morgan Stanley & Co. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. For more on methodology please go to www.ft.com/reports. For more information, see www.SHOOKresearch.com. 2011 Barron's Top 100 Women Financial Advisors. Rational Investing in an Age of Uncertainty, 529 Plans: A Powerful Tool to Save for Education, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, The Age of AI and Other Trends in Tech and Beyond, 4.25% Annual Percentage Yield Preferred Savings, Start The New Year Off With A Complete Financial View, Help Improve Your After-Tax Returns with Tax Management Services, 2023 Global Macro Outlook: Inflation Peaks, Growth Slows. CHF. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. 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. He is also Chairman and Co-Founder of Ceyuan Ventures, a China based early stage technology venture fund. 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 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. 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: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. Terms apply. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2013 Aug 2014. Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. Both Bill and Hollina have acquired the designation of Certified Financial PlannerTM (CFP. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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 Barron's during the period from Dec 2009 - Dec 2010. From 1978 to 1987, he had numerous responsibilities in the U.S. Investment Banking Division including being a member of the Investment Banking Operating Committee, Co-Head of the Corporate Finance Department, Chairman of the Firm Investment Account Committee, and Chairman of Morgan Stanley Ventures. 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 invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. They were the parents of at least 7 sons and 2 daughters. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. He's a father to young children - Jack, Ben and Amber - and is married to Amanda. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2011 - Mar 2012. 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. 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 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. 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. How to live, learn, and move aheadwhatever you did or didnt do. 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. 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. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below.
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