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2023 Top 100 Financial Advisors - Barron's Jeffrey Lieberman, CFP, CPWA,CIMA - LinkedIn 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 3/31/19 - 3/31/20. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Multi-cap core funds typically have an average price-to-cash flow ratio, price-to-book ratio, and 3-year sales-per-share growth value compared to the S&P/Citigroup World ex-U.S. BMI. 2021 Barron's Top 100 Women Financial Advisors. For more information, see www.SHOOKresearch.com. BARRON'S TOP 100 INSTITUTIONAL CONSULTING TEAMS Unweighted average of weekly auction offering rates of 90-Day Treasury Bills. For more information, see www.SHOOKresearch.com. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. 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. Last updated: February 18, 2023 It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This valuation measure compares a stocks current price to its intrinsicor bookvalue. 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 NAPA during the period from Aug 2018 Aug 2019. 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: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. MSCI ACWI (All Country World) EX US Index. 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. Source: planadviser.com (May 2019) awarded in 2019. Private Wealth Management Institutional Consulting Analyst. Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. 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 Barron's. Career Opportunities Search | Morgan Stanley This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2010 - Mar 2011. 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 3/31/16 - 3/31/17. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. A person or group vested with legal power and responsibilities that are to be used for the benefit of another person or group. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Free float-adjusted market capitalization index that is designed to measure developed market equity performance, excluding the U.S. & Canada. Investment performance is not a criterion. Barron's Top Women Advisors Summit Attendees 2020. For many fixed income securities, it represents the amount that must be repaid by the borrower upon maturity. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2011 - Mar 2012. 2011 Barron's Top 100 Women Financial Advisors. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC 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. Represents the Standard Deviation of the Excess Return. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Unlike Beta, which measures volatility relative to the aggregate market, Standard Deviation measures the absolute volatility. 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 3/31/18 - 3/31/19. 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. Measures the performance of those Russell 2500 companies with higher price-to-book ratios and higher forecasted growth values. 2020 Forbes America's Top Women Wealth Advisors. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. For more information, see www.SHOOKresearch.com. 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. These criteria are utilized for each of the categories in which this award is given. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. We help individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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 the Financial Times in to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Firms review and approve nominations of individuals who match the ASPPA Award criteria. An average of the reinvested performance of funds that invest primarily in U.S. dollar and non-U.S. dollar debt securities located in at least three countries, excluding the United States, except in periods of market weakness. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2018 Forbes Best-In- State Wealth Advisors. For more information, see www.SHOOKresearch.com. 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. 2023 Barron's Top 100 Institutional Consulting Teams. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 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. First Republic deal to fuel JPMorgan wealth management growth plans Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. The lesser of purchases or sales of portfolio securities divided by the funds monthly assets. 2018 Barron's Top 1,200 Financial Advisors: State-by-State. Top Millennial Advisors - Forbes For more information, see www.SHOOKresearch.com. 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. 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. Morgan Stanley Wealth Management and Private Wealth Management roles primarily in NYC and Purchase, NY. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley | Global Leader in Financial Services This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2019 - Mar 2020. Learn about our internships, analyst programs and job openings.

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