Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to NAPA-Net in exchange for the rating.NAPA Net’s Top Women Advisors of 2018, November 28, 2018, as appearing in NAPA Net or www.NAPA-Net.org, is based on nominations by the NAPAmembers.
A sub-segment of the questions was used to determine eligibility for the Top 100. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.Financial Times Top 100 Women Financial Advisors 2014Source: Financial Times Top 100 Women Financial Advisors, November 19, 2014.
Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. The rating is not indicative of the Financial Advisors’ 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.
Qualitative factors include, but are not limited to, compliance record and philanthropic work. FREE Background Report. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating.Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007Source: Baltimore Business Journal, “40 under 40 Most Influential Business Leaders”, August 2007. Here’s how to have an impactWe believe your philanthropic dollars should be managed and allocated as strategically as the rest of your wealth.Learn tips on how you can engage in philanthropy as a family.Organizations seeking to align their capital with their mission can consider the following process as a guide for their goals.Assistance defining philanthropic goals, articulating your mission, evaluating potential charities and utilizing a variety of trusts, charitable vehicles and wealth management tools.A broad range of services designed to help nonprofit organizations (ranging from family foundations to some of the nation’s largest nonprofits) refine and implement their strategies.Helping clients uncover investment opportunities in companies, organizations and funds focused on the goal of generating social and environmental change alongside a financial return.Helping clients understand how to use a variety of financial management tools for philanthropic strategy such as charitable remainder trusts, donor advised funds and charitable gift annuities.Ready to start a conversation? Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. The rating is not indicative of the Financial Advisor’s future performance. The rating is not indicative of the Financial Advisor’s past or future performance. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The top city of residence is Houston, followed by Red Oak. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. No posts found. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.Source: Barron’s Top 100 Financial Advisors, April 17, 2017. View Michele Roberts’ profile on LinkedIn, the world's largest professional community. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. For more information: Source: Forbes.com (February 2019). The Honorees are selected from the pool of nominees by judges chosen by On Wall Street.
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