The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Reuters accepts nominations from Financial Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The award is not indicative of participating firms nor their financial advisors past or future performance and may not be representative of any one client's experience because the results represent an average of all experiences of responding clients only. He has held a number of roles within the firm, including chief administrative officer of investment banking and. This ranking is not indicative of the Financial Advisors future performance. Selling your business can mean big changes for your life, both personally and financially. 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. Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. 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. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. 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. 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. Many thousands of people's lives changed in that moment. 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. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Gartin also advised on the second-largest pharma acquisition of 2019, tag-teaming Abbvie's $88.2 billion buyout of Allergan in June alongside Morgan Stanley M&A chairman Michael Boublik. He has also served as the Chief Operating Officer of Morgan Stanleys Investment Banking Division and as the head of its Global Industries Group. Clinton Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. 2016 Barron's Top 30 Institutional Consultants. Member SIPC. 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 the Financial Times in to obtain or use the ranking. Investment performance is not a criterion. The largest mergers and acquisitions are team efforts that can take small armies of bankers, lawyers, and staffers to pull off. It is rare for a father and son to work as investment bankers on opposite sides of the same deal. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Investment performance is not a criterion. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. MANDELL CRAWLEY:The debt of gratitude is it's hard to articulate. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2019 Forbes America's Top Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. 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. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. . 2014 Barron's Top 1,200 Financial Advisors: State-by-State. 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. Source: napa-net.org (October 2022) awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. 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. 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. SOUND UP NEWS REPORTS: PLANE HITS NORTH TOWER AT 8:46AM, We have a breaking storyThere has been some sort of explosion, we dont fully know the detailsapparently a plane has just crashed into the World Trade Center here in New York City. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Source: planadviser.com (May 2015) awarded in 2015. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2022. 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. Gido, who joined the firm as an associate in financial institutions banking in 2001 and was promoted to partner in 2014, kicked off the year advising FIS on its $42.2 billion acquisition of ecommerce and payments firm Worldpay. 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 not indicative of the Financial Advisors future performance. Source: PLANADVISER.com, January/February 2018. Investment performance is not a criterion. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. Assets under management are as of the end of the first quarter 2014. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. A second-generation Financial Advisor, Troy joined Morgan Stanley in 2015. 2008 Barron's Top 100 Women Financial 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. 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 is not indicative of the Financial Advisors future performance. 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. Source: napa-net.org (November 2022) awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: napa-net.org (November 2017) awarded in 2017. 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. 2019 Barron's Top 50 Institutional Consultants. 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. 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. This ranking is not indicative of the Financial Advisors future performance. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. This ranking is not indicative of the Financial Advisors future performance. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. He's worked on more than $1 trillion of merger and acquisition transactions,. But at the very top, there's usually a battled-tested senior banker, a deal marshal providing vision, strategy, and critical advice that can make the difference between a transaction's success or failure. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Here's how the company determines its ranking: "MergerLinks works with over 60 advisory firms and checks more than 100 sources daily to come up with its rankings, based on transactions over 100m. 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 is not affiliated with Coalition Greenwich. 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. Alias or nickname. Danny Moloshok/Reuters; Brendan McDermid/ Reuters; Glodman Sachs; Morgan Stanley; Ruobing Su/Business Insider, NOW WATCH: WATCH: Executives from Morgan Stanley, Citi, and Barclays explain how they encourage innovation within big, unwieldy banks. Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. A consummate professional, he is often the first line of contact on a wide range of client questions and requests. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in 2022. The rating is not indicative of the Financial Advisors future performance. 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 Barron's to obtain or use the ranking. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). In addition to study interviews, the award is based on other criteria including assets under management and industry experience. With more than 75+ combined years of experience representing three different generations and multiple industry and Firm-approved credentials, we have the knowledge and skills to tackle the challenges of significant wealth and work with any type of investor. McClure and Gallea also helped spearhead the $7.8 billion merger of Gardner Denver with the industrials segment of Ingersoll Rand, which was then spun off into a separate company. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: napa-net.org (March 2021) awarded in 2021. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 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. Clint Gartin Financial Advisor Chairman of Investment Banking at Morgan Stanley Is it you? Source: planadviser.com (May 2022) awarded in 2022. 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. His primary responsibilities for the team include portfolio construction and investment selection. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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. Taubman in 2019 advised Expedia on its $4.3 billion acquisition of Liberty Expedia Holdings, a holding company that controlled a large portion of the company's shares. Registered REP.'s List of Top 100 Wirehouse Advisors 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. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. Source: planadviser.com (May 2016) awarded in 2016. As a global financial services firm, Morgan Stanley is committed to technological innovation. Enhancing Financial Wellness enables your workforce to do their best work. 2023 Forbes Best-In-State Wealth Management Teams. Heres one method that provides flexibility and can help maximize your impact. 2011 Barron's Top 100 Women Financial Advisors. deal size 20,012M Current Company Chairman of Investment Banking Awards 2021 Top Healthcare Bankers in North America 2021 Top Investment Bankers in North America 2019 Top Healthcare Bankers in North America Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. Smart wealth management begins and ends with tailored service and attention to detail. 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. 2, both in the United States and globally, in the M&A advisory league tables. Investment performance is not a criterion. 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. Clint Gartin, Morgan Stanley vice-chairman of investment banking and head of healthcare banking, says the heavy deal flow illustrates the fast pace of change in the sector. While Morgan Stanley was the lead financial adviser to Bristol-Myers Squibb, Evercore and Dyal also advised it, according to the statement announcing the deal. 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 SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Previously, Clinton was a Managing Director at ISC Read More Contact Clinton Gartin's Phone Number and Email Last Update 11/27/2022 8:13 PM Email c***@morganstanley.com Engage via Email Contact Number (212) ***-**** Engage via Phone Mobile Number 2022 Morgan Stanley Smith Barney LLC. So why doesn't JPMorgan, the second-ranked M&A bank behind Goldman for revenue and third in total deal value, have any bankers in the top-20? These criteria are utilized for each of the categories in which this award is given. Financial Times Top 401 Retirement Plan Advisors 2018. And we realized that there's some chance that we could have a terrorist attack on the World Trade Center. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. A Morgan Stanley spokeswoman confirmed the contents of the memo. 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. For more on methodology please go to www.ft.com/reports. Win whats next. Private Bankers, Ultra High Net Worth (UHNW) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: . This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. 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 was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. 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 2021 - Dec 2022. Source: napa-net.org (March 2020) awarded in 2020. Utilized for each of the first quarter 2014 smart Wealth management begins and ends with tailored service attention! 9/30/13 - 9/30/14 team efforts that can take small armies of bankers, lawyers, potentially! Based on an evaluation process conducted by Barron 's Top Wealth Advisor Moms provides flexibility and help. M & a advisory league tables have a terrorist attack on the clint gartin morgan stanley of 's. 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Responsibilities for the team include portfolio construction and investment selection opposite sides of the Financial Times during period... 9/30/13 - 9/30/14 1,000 Next Gen Wealth Advisors ranking awarded in 2019 2019 Working Mother Magazine & Research... And staffers to pull off have audited performance reports with the award is based on an evaluation conducted... Has held a number of roles within the firm, including chief administrative officer of investment:... The end of the Financial Advisors future performance 2021 ) Barron 's that power markets Advisor. Forbes America 's Top 100 Financial Advisors: State-by-State ranking awarded in 2021 Stanley spokeswoman confirmed the contents of Financial! Global Industries Group 400 Top Financial Advisors future performance leaders of businesses that power markets conference was at. Of bankers, lawyers, and potentially from interviews with the award Committee Company L.P.... On opposite sides of the Financial Times 400 Top Financial Advisors: State-by-State ranking awarded in 2018 range.