At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. Venus Wong 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 2019 - Dec 2020. 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. This ranking is not indicative of the Financial Advisors future performance. 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. Jonathan Sharbani | New York, NY | Morgan Stanley Wealth Management Jonathan Sharbani Vice President, Financial Advisor, Investment Management Consultant Direct: (212) 883-8159 Toll-Free: (800) 995-4635 Contact Me My Mission Statement Experience, intellectual capital and dedicated personal service to help you meet your life goals Colton Sissons Warren Foegele; NSH: Team: EDM: C: Position: L: 137: GP: 129: 1644:18: TOI: 1496:25 2011 PLANSPONSOR Retirement Plan Adviser of the Year. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. 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 3/31/17 - 3/31/18. 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 6/30/20 - 6/30/21. REP. Magazine Top 50 Wirehouse Women 2014. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. Source: PLANADVISER.com, July 2021 The "PLANADVISERS 2021 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Assets under management are as of the end of the first quarter 2014. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. 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.