For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Source: planadviser.com (May 2015) awarded in 2015. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. 2022 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Investment performance is not a criterion. The rating is not indicative of the Financial Advisors future performance. Spin: Most of the damage came in the second period when Elliott surrendered six goals on 19 shots. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. $139.99 $219.99. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). 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. 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 SHOOK Research LLC to obtain or use the ranking. Heres how our views diverge from the market. This ranking is not indicative of the Financial Advisors future performance. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. 2016 Barron's Top 30 Institutional Consultants. 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. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. 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 (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. Source: napa-net.org (October 2021) awarded in 2021. RMDs are generally taxable at your individual tax rate and, if you fail to take them, you are generally subject to a penalty tax. Morgan Stanley is not affiliated with Greenwich Associates. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2009 Barron's Top 100 Women Financial Advisors. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Brian Elliott Hockey Trading Card Values Card Description NM EX/NM EX VG GOOD Search Inventory Selling History By Set By Player By Set By Player Social About Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. This award was issued in 2013 and based on the evaluation process below. This ranking is not indicative of the Financial Advisors future performance. 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. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (November 2014) awarded in 2014. 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. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. 2020 Financial Times 400 Top Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Elliott currently works for Morgan Stanley. 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 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). Oct 2010 - May 20143 years 8 months. 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 young advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2013 Barron's Top 1,000 Financial Advisors: State-by-State. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. 2022 Forbes Americas Top Wealth Management Teams. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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 was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2020. Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. * However, you may have some flexibility as to when you actually have to take the first-year distribution. For more information on the award, go to http://www.aspa.org. Brian Elliott (born April 9, 1985) is a Canadian professional ice hockey goaltender for the Tampa Bay Lightning of the National Hockey League (NHL). Investment performance is not a criterion. 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. 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. This ranking is not 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. This award was issued in 2017 and based on the evaluation process below. 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (March 2021) awarded in 2021. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: napa-net.org (October 2022) awarded in 2022. Lewis Hamilton still has his best ability to compete for world titles ahead of the F1 opener . 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 Plan Advisor in exchange for the rating. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. 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. 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The new RMD requirements are effective for distributions made after December 31, 2022, for individuals who attain age 72 after that date. PLANADVISER Top 100 Retirement Plan Advisers 2019. 2020 Forbes America's Top Wealth Advisors. 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. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. 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. Research Magazine's 130 Top-Ranked Advisor Teams in America. 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 2019 - Dec 2020. The number of individuals contacted varies based on the size of the local market. Developed and launched several internal safety projects and training. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. 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 3/31/19 - 3/31/20. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. This ranking is not indicative of the Financial Advisors future performance. The 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. 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 is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Among them are LOTOTO, a safety initiative ensuring production machinery cannot accidentally energize while being maintained or repaired. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. March 3, 2023. in Homepage Showcase, WTMJ Nights. This ranking is not indicative of the Financial Advisors future performance. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. 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. Michelin. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. Morgan Stanley Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process. This ranking is not indicative of the Financial Advisors future performance. 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. This ranking is not indicative of the Financial Advisors future performance. Brian Lee Elliott, 42 Resides in Orlando, FL Lived InSaint Louis MO, Atlanta GA, Dallas TX, Live Oak FL Related ToBrad Elliott, Kimberly Elliott, Sherri Elliott Also known asElliott Brian Lee, Brian Elliot, Elliott Elliott IncludesAddress(10) Phone(4) Email(16) See Results Brian L Elliott, 58 Resides in Lithia Springs, GA 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. Chicagos Notable Financial Advisers 2018. Talk with a Financial Advisor today and start the conversation on ways to plan for an optimal retirement. A sub-segment of the questions was used to determine eligibility for the Top 100. Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLCs licensed insurance agency affiliates. Brian Elliott obtained a bachelor's degree in political science from the University of Waterloo and a law degree from the University of Miami School of Law. Investment performance is not a criterion. Investment performance is not a criterion. 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 Barron's 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. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. 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. When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, Morgan Stanley) provide investment advice regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (Retirement Account), Morgan Stanley is a fiduciary as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (ERISA), and/or the Internal Revenue Code of 1986 (the Code), as applicable. 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. Investment performance is not a criterion. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. 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. 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. Elliott was injured Friday, March 3. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Rankings are based on the opinions of Barron's 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. Source: Barron's.com (April 2016) 2016 Barron's Top 100 Financial Advisors awarded in 2016. 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. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER to obtain or use the ranking. On Wall Streets Top 75 Branch Managers 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Source: planadviser.com (May 2017) awarded in 2017. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. Source: planadviser.com (May 2018) awarded in 2018. (McLean) Friesen, 92, passed away February 23, 2023, at Sunshine Meadows Retirement Community, Buhler. 2023 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. Helping you on key aspects of your business such as ownership, liquidity and developing opportunities. Source: napa-net.org (October 2020) awarded in 2020. Source: napa-net.org (March 2022) awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. Know how to make the most of your windfall. 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.