Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. 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. 2019 Barron's Top 50 Institutional Consultants. WebSheryl J Steinhart - Morgan Stanley at 7500 Old Georgetown Rd 10th, Fl Bethesda, MD 20814. 2023 Forbes Americas Top Wealth Management Teams. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. 2017 Barron's Top 30 Institutional Consultants. This ranking is not indicative of the Financial Advisors future performance. 2023 Barron's Top 1,200 Financial Advisors: State-by-State. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. WebMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Morgan Stanley is not affiliated with Greenwich Associates. 29d ago. 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. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors 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. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). WebMorgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. 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 3/31/17 - 3/31/18. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2022 Morgan Stanley Smith Barney LLC. We Are Morgan Stanley | We Are Central Maryland | Dedicated to giving back to the communities where we live and work. 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. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. 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: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. 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. 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 not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. For more information, see www.SHOOKresearch.com. 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 3/31/18- 3/31/19. 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. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. 2022 Barron's Top 100 Institutional Consulting Teams. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 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 any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. Source: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Search for other Investments on The Real Yellow Pages. 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 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 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 PLANADVISER or ISS Media to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 6/30/17 - 6/30/18. Investment performance is not a criterion. Investment performance is not a criterion. Investment performance is not a criterion. 2018 Barron's Top 50 Institutional Consultants. 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 is not affiliated with Coalition Greenwich. This ranking is not indicative of the Financial Advisors future performance. WebGet directions, reviews and information for Morgan Stanley in Bethesda, MD. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Researched stocks, mutual funds, and other securities with Hypothetical Investment II, Morningstar, S&P Stock Reports. 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. At Morgan Stanley, we know that the diversity of our people is one of our greatest strengths. Investment performance is not a criterion. 29d ago. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. 2020 Barron's Top 50 Private Wealth Management Teams. 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. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. 2022 Forbes Americas Top Wealth Management Teams. The number of individuals contacted varies based on the size of the local market. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). 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. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Individuals are judged based on qualitative information collected from the nomination form, and potentially from interviews with the Award Committee. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. Source: napa-net.org (November 2018) awarded in 2018. 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. 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 3/31/21 - 3/31/22. representatives to gather wealth manager nominations. Investment performance is not a criterion. Get Sheryl J Steinhart - Morgan Stanley can be contacted at (301) 657-6329. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. Source: napa-net.org (November 2022) awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. 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. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. 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 9/30/20 - 9/30/21. Investment performance is not a criterion. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: PLANADVISER.com, January/February 2019. These criteria are utilized for each of the categories in which this award is given. 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 paid a fee to SHOOK Research LLC to obtain or use the ranking. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2008 - Dec 2009. $99k-119k yearly est. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 women advisors. 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. WebMorgan Stanley. 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. 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. 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. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Salaries posted anonymously by Morgan Stanley employees in Bethesda, MD. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. For more information, see www.SHOOKresearch.com. 2019 Forbes Best-In- State Wealth Advisors. 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. Food. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. 2018 Forbes Best-In- State Wealth Advisors. Colleen S. Campbell is a Senior Vice President and Branch Manager with Morgan Stanley in Rockville, Md. 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. WebThe DiMaio Group | Bethesda, MD | Morgan Stanley Wealth Management The DiMaio Group at Morgan Stanley Richard DiMaio, CFP Franklin Newby Direct: (301) 951-1171 Toll-Free: (800) 455-6622 Contact Us Our Mission Statement Experience, intellectual capital and dedicated personal service to help you meet your life goals Our Story and Services 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2019 Financial Times 400 Top Financial Advisors. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. 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 consummate team player, she has been with Morgan Stanley for two decades, Starting with Smith Barney, a predecessor company, and has served in her current position since 2019. 2018 Financial Times 400 Top Financial Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: napa-net.org (March 2022) awarded in 2022. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. 2020 Forbes America's Top Women Wealth Advisors. 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. Investment performance is not a criterion. WebMorgan Stanley. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Hotels. 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