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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 Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. 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. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. to see possibly who they are and full class lists found from school records and public sources. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. This ranking is not indicative of the Financial Advisors future performance. I still cherish all the memories you provided. Nancy Ladipo, from left, Jose Lopez and Lauren Levy of the Morgan Group working in property management at Pearl 21 Eleven, at 2119 Westheimer, on October 3, 2019. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Understanding Your Retirement Plan Options When You Leave a Job, Rational Investing in an Age of Uncertainty, 529 Plans: A Powerful Tool to Save for Education, Planning for Life After Selling a Business, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, The Age of AI and Other Trends in Tech and Beyond, 4.25% Annual Percentage Yield Preferred Savings, Start The New Year Off With A Complete Financial View, Help Improve Your After-Tax Returns with Tax Management Services, 2023 Global Macro Outlook: Inflation Peaks, Growth Slows. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 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 6/30/21 - 6/30/22. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. 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: napa-net.org (October 2017) awarded in 2017. 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. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. 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. 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. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. We found 206 records for people named William Morgan in 64 cities in Texas throughout Houston, Dallas, and 62 more cities! Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Learn more. This ranking is not indicative of the Financial Advisors future performance. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. The award 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 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 12/31/15 - 12/31/18. 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. Though education costs continue to climb, starting to save early can make a difference. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. There was very little craft being shown.. 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: 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. 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. 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. 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. But I will always have guilt for my family who died, wondering why I survived and they didn't. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. You were my favorite Dad! Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2014 Barron's Top 100 Women Financial Advisors. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. 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. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. To plant trees in memory, please visit the, Dad, I think of you everyday and I Love you and miss you, but I know you are better off because there is no more hurt or confusion. 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. 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 Barron's. Research Magazines Top-Ranked Teams in America. I will be with you again someday! For more information, see www.SHOOKresearch.com. She was a full-time mother, volunteer, math tutor to many, and an avid bridge player. 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 its Branch Managers pay a fee to On Wall Street 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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: 2017 Forbes Top 500 Next Generation Wealth Advisors. Ask the hologram about his wife, and hell sigh jokingly. Extended Profile Education Admissions Clerkships Awards and Affiliations Publications News Events william.peterson@morganlewis.com Houston 1000 Louisiana St., Suite 4000 Houston, TX 77002-5006 United States Phone In the 21st century, it's not just urns and gravestones anymore. Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. Source: planadviser.com (May 2020) awarded in 2020. 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: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. Investment performance is not a criterion. 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. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Neither Morgan Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. The family would like to express their grateful appreciation to Emma Lees wonderful caregivers: American Bojorquez, Martha Garcia, Ofelia Diaz Mendez, and Beatrice Cerna, and a special thank you to Sue Schwartz. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. Investment performance is not a criterion. View listing photos, review sales history, and use our detailed real estate filters to find the perfect place. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. 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. Financial Plannings Top 40 Under 40 asks brokerage firms to nominate their top young brokers. 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 was an unsuccessful candidate for election in 1832 to the Twenty-third Congress. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. 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 its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. If youre in charge of handling the affairs for a recently deceased loved one, this guide offers a helpful checklist. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. Reuters accepts nominations from Financial Advisors. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. 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. 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 Barron's. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (November 2014) awarded in 2014. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. Our culture is based on family values., TOP WORKPLACES:See all the winners, all the stories from Top Workplaces 2019. Dr. Jack C. Morgan For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. 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 SHOOK Research LLC for placement on its rankings. From there, Jews not in the work force died regularly of starvation and illness. By using our site, you agree to our use of cookies. For more on methodology please go to www.ft.com/reports. 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 Barron's to obtain or use the ranking. AKA: william galager morga, william galager morgan, william g morgan. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. North of Katy Freeway. 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. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Stephen A. Morgan fought with the 31st Virginia Infantry as well as served in the Virginia House of Delegates, and was captured near the war's end. Source: Research magazines Top-Ranked Teams in America, as identified by Research magazine, uses quantitative and qualitative criteria and selects from a pool of over 3,000 nominations. Source: Barron's.com (April 2017) 2017 Barron's Top 100 Financial Advisors awarded in 2017. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. - Houston, TX Law Firm | Lawyers.com Lawyers.com Find a US Lawyer Texas Houston Williams Morgan, P.C. Abbott, FBI announce rewards for info on Cleveland mass shooter, Massive ranch up for sale near Texas next big state park, 3,800-acre San Antonio-area property to become Texas state park, Texas man catches giant alligator snapping turtle, releases it, Uber ranks Houston among most 'forgetful' U.S. cities, Former KPRC 2 anchor Dominique Sachse to launch podcast Monday, Texas to host national hot air balloon championship this summer, Report: Texas man took break from dinner date to kill man outside, You can own your own cave system for a cool $875k, home included, J.J. Watt tweets the 2 things he doesn't miss about Houston, One of Houston's tallest skyscrapers to become apartment complex, Texas college baseball player hit by stray bullet mid-game. Investment performance is not a criterion. The rating is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. 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 NAPA during the period from Aug 2014 Aug 2015. Source: planadviser.com (May 2019) awarded in 2019. Investment performance is not a criterion. Refine Your Search Results All Filters 1 William S Morgan, 92 Resides in Florence, TX Lived In Kingsland TX Related To Annie Morgan Includes Address (3) Phone (1) 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 paid a fee to Plan Advisor in exchange for the rating. Before entering private practice, he served as a law clerk to Judge Edith Jones of the U S Court of Appeals for the Fifth Circuit and to Justice Clarence Thomas of the Supreme Court. This is a carousel. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. 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: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Source: planadviser.com (May 2022) awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. William S. Morgan - Wikipedia Investment performance is not a criterion. He is survived by his children, Kathi Townsend, William "Butch" Mead, Jr. and Tim Mead; their mother, Lois Mead; grandchildren, Lisa Maples, Kris Townsend, Marshall Mead, Maria Hruska, William Mead, III, Lisa Mead, Joseph Mead and Thomas Mead; seven great-grandchildren; his brother , Dewey Mead, of Wayne Co., West Virginia; numerous nieces, nephews and other relatives, among them, his daughter-in-law, Dina Mead. 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. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. This may contain information such as company name, job title, address, and time period of service. 2016 Financial Times 401 Top Retirement Advisors. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. WebRight now, William Morgan lives in Houston, TX.Other names that William uses includes William S Margen and William S Morgan. 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 young advisors. Nominees must be women retirement plan advisors with their own book of business. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Source: napa-net.org (November 2015) awarded in 2015. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. 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 Barron's during the period from Dec 2006 - Dec 2007. Sign up for service and obituary updates. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 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. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. 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. His association with the Inns includes active membership in the Garland R. Walker American Inn of Court, receipt of the Temple Bar Scholarship in 2011, and subsequent participation on the Temple Bar Scholar selection committee. 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. REP. Magazine Top 50 Wirehouse Women 2014. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. "I married the right girl, Shirley, and she gave me a beautiful family," he said. Morgan Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. 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. For more information, see www.SHOOKresearch.com. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. Source: planadviser.com (May 2016) awarded in 2016. 2021 Barron's Top 100 Private Wealth Management Teams. 2018 NAPA Top DC Advisor Multi-Office 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. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. 2012 Barron's Top 100 Women Financial Advisors. Right now, William Morgan lives in Houston, TX. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). WebRussell Morgan in Texas We found 64 records for Russell Morgan in Houston, Plano and 33 other cities in Texas. Investment performance is not a criterion. Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. Investment performance is not a criterion. 2013 Financial Times 400 Top Financial Advisors. Check all background information that MyLife has gathered. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. Read more factors supporting sustainable investing. 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. 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. 2019 Barron's Top 50 Private Wealth Advisory Teams. 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. Your entry has exceeded the maximum character limit. 2017 Forbes America's Top Wealth Advisors. 1 midsize: Morgan Group builds on a family legacy. William Morgan Following her mother's example, who earned a degree in 1904, she graduated from Northwest Missouri State in 1939 with a double major in Commerce and Mathematics. Transferred as a clerk to the legislature of Virginia. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. However, this Morgan's four sons enlisted in the Confederate States Army, most already having drilled with the Marion Guards. WebWilliam Stephen Morgan (September 7, 1801 September 3, 1878) was a U.S. Representative from Virginia. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Interment to follow in Woodlawn Garden of Memories. For more information, see www.SHOOKresearch.com. The 2023 NFL Draft runs April 2729 live from Kansas City, Missouri. For more information, see www.SHOOKresearch.com. Financial Plannings Top 40 Under 40 2022. JavaScript is turned off in your web browser. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. 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.

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william morgan houston, texas