Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking 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. Bill has been serving the financial needs of individuals and families since 1988. An experienced professional, Carol is firmly committed to the continued growth and success of the Brewer Wadsworth Group and the families they proudly represent. 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 the Financial Times in to obtain or use the ranking. Blackstone. It is a small exhibit in a single room just off of the museum's Morgan Great Hall, and the Wadsworth is probably glad it's not larger. 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 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 because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Jack is currently an Advisory Director of Morgan Stanley and Honorary Chairman of Morgan Stanley Asia. Source: Barron's.com (April 2016) 2016 Barron's Top 100 Financial Advisors awarded in 2016. 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 the Financial Times during the period from 12/31/13 - 12/31/15. Previously he served as Chief Financial Officer from 2015 to 2021 . 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). Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. 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 PLANADVISER or ISS Media 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. 2015 Financial Times 400 Top Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 2015 - Dec 2016. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. We listen to you to understand what is most important and provide strategies that are tailored to your particular situation. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Chris works closely with his clients to solve their financial challenges, educating them on how to invest wisely in todays market environment. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. But their relationship is strained to the point where they are both seeing other people. 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. A Conversation with John "Jack" Wadsworth, Jr., Honorary Chairman of Morgan Stanley Asia Zhan Li; Roger Chen; Nicholas Tay; Mike Duffy Journal of Asia Business Studies , Volume 2 (2): 3 - May 1, 2008 Read Article Download PDF Share Full Text for Free 3 pages Article Details Recommended References Bookmark Add to Folder Cite Social Times Cited: 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 9/30/19 - 9/30/20. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Drawing on over 29 years of investment consulting experience, John specializes in providing tailored wealth management strategies for family offices, ultra high-net-worth individuals and charitable foundations. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 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 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. The award is not indicative of the Financial Advisors future performance. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 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. Through leveraging our vast resources, your personalized wealth strategy will be created to help achieve and protect your goals, with the ability to be adapted properly with the forever changing circumstances. Financial Times Top 400 Financial Advisors 2019. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Greenwich Associates, April 25, 2019. 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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. Investment performance is not a criterion. Source: ft.com (Mar 2015) 2015 Financial Times 400 Top Financial Advisors awarded in 2015. 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. Source: Forbes.com (July 2017) 2017 Forbes Top 500 Next Generation Wealth Advisors ranking awarded in 2017. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. 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. Self-nominations are not accepted. For more information, see www.SHOOKresearch.com. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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: 2022 Forbes America's Top Wealth Advisors. 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 9/30/15 - 9/30/16. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. 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 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. 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. 2020 Financial Times 400 Top Financial Advisors. Investment performance is not a criterion. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. Source: napa-net.org (October 2016) awarded in 2016. Investment performance is not a criterion. John and his team joined Morgan Stanley in 2008. Heres one method that provides flexibility and can help maximize your impact. 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. This ranking is not indicative of the Financial Advisors future performance. 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. Allocate funds focused on private enterprises that are structured to deliver specific positive social and/or environmental. 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. 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 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 Working Mother Magazine (the publisher) during the period from 3/31/20 - 3/31/21. 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. Source: napa-net.org (March 2019) awarded in 2019. 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 SHOOK Research LLC to obtain or use the ranking. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. For more information on NABCAPs methodology, go to nabcap.org. 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 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. $25 Early Bird by December 15 Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. She has a love of learning that correlates directly to her desire to listen to her clients and provide recommendations that suit their needs. 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. 2017 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. 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. Phone: 952.215.6196. 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: napa-net.org (October 2015) awarded in 2015. John Mack, Who Led Morgan Stanley Into a Crisis, Regrets Little "I have f---ing killed it," he writes in a new memoir. Mr. Wadsworth also initiated the Firm's high-tech IPO business with the Apple Computer IPO as the first important transaction. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Phone: (413) 736-1122 Email Me Waltham Branch Find a Financial Advisor Branch Address 112 Worcester Street Wellesley, MA 02481 Get Directions Branch: (781) 672-5000 Toll-Free: (800) 344-4495 Fax: (781) 672-5199 Branch Manager David Swartz 2019 NAPA Top DC Advisor Multi-Office 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. Morgan Stanley & Co. 2725 Sand Hill Rd, Suite 200. 2019 Forbes Best-In- State Wealth Advisors. 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 Mar 2017 - Mar 2018. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. 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. representatives to gather wealth manager nominations. Aug 2021 - Jan 20231 year 6 months. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The rating is not indicative of the Financial Advisor's future performance.