Congratulations to all of our Financial Advisors who made this year’s Barron’s Top 100 Financial Advisors list and Barron's Top 30 Institutional Consultants.
Congratulations to our Financial Advisors who consistently demonstrate the core values that make us who we are—leading with exceptional ideas, doing the right thing, giving back and ensuring clients’ best interests are always the top priority. Their level of excellence makes us proud.
And congratulations to our outstanding Graystone Consulting Institutional Consulting Directors who made the Barron's Top 30 Institutional Consultants. You are a shining example of the culture of excellence at our firm.
Source: Barron's “Top 100 Financial Advisors,” April 18, 2016. Barron’s “Top 100 Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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