clint gartin morgan stanley
Investment performance is not a criterion. And on the day, made sure that almost everybody got out. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Regret makes us better. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. All credentials and designations are verified and nominee compliance records are verified. PHIL PURCELL: It wasn't our building that got hit first. RICHARD POWERS:We lost 13. Which isto get out. CLINT GARTIN:Leadership did a really good job of keeping people informed, reassuring people, trying to bring the firm back together to a place where we could be up and running and do business. Data is a real-time snapshot *Data is delayed at least 15 minutes. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 2023 PitchBook. 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 2013. Nominees must be women retirement plan advisors with their own book of business. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. For more information, see www.SHOOKresearch.com. Check the background of Our Firm and Investment Professionals on. 2015 Financial Times 401 Top Retirement Advisors. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: . 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: 2022 Forbes America's Top Wealth Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. 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 rating is not indicative of the Financial Advisor's future performance. This award was issued in 2019 and based on the evaluation process below. Warning Please Upgrade Your Browser. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2020 - Mar 2021. Morgan Stanley Online uses features that may not be supported by your current browser and might not work as intended. 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 the Financial Times in to obtain or use the ranking. Source: planadviser.com (May 2018) awarded in 2018. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. Investment performance is not a criterion. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. PHIL PURCELL: We were counting down how many people were missing. Saddam Hussein said, if you come into Iraq, then I am going to attack your high profile buildings. Investment performance is not a criterion. Nominees must be women retirement plan advisors with their own book of business. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. Get the full list, Morningstar Institutional Equity Research, Managing Director & Chief Executive Officer, Chief Executive Officer, Managing Director & Head, Asia-Pac Consumer Retail, Head, EMEA & Chief Executive Officer, Morgan Stanley & Co. International Plc, Chairman & Co-Chief Executive Officer, Middle East and North Africa, Chairman of the Board of Directors & Chief Executive Officer, Vice of Wealth Management, Senior Client Advisor and Managing Director, Head & Chairman of Emea investment banking. 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 PLANADVISER or ISS Media to obtain or use the ranking. All credentials and designations are verified and nominee compliance records are verified. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Stephen Williams, Deputy Company . 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. 2017 Financial Times 401 Top Retirement Advisors. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. 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 (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. Investment performance is not a criterion. It looked to my eye as though it had hit exactly dead center in the floors where we had all our people. The rating is not indicative of the Financial Advisers future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Clinton Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The rating is not indicative of the advisor's future performance. Our websites may use cookies to personalize and enhance your 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. Self-nominations are not accepted. 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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: Source: napa-net.org (October 2015) awarded in 2015. Investment performance is not a criterion. 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. 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. Assets under management are as of the end of the second quarter 2015. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. These criteria are utilized for each of the categories in which this award is given. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley caters to energy, financial services, healthcare, information technology, consumer products and services, business products and services, manufacturing, cybersecurity, and life sciences sectors. This award was issued in 2015 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. PACIFIC INVESTMENT MANAGEMENT CO The bond investing firm on Monday named two former central bank chiefs and a former. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. 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 2021 - Sept 2022. Many thousands of people's lives changed in that moment. But we lost 13 people out of 27 hundred. 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. 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. Since joining in 2004 from Citigroup, where he spent much of his career, Mestre has spearheaded relationships with many of Evercore's top clients and handled some of the industry's largest and most. Investment performance is not a criterion. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). The World Trade Center was woefully unprepared for anything bad to happen. But industrials expert Chris Gallea was one of several lateral senior-partner hires by Goldman Sachs in 2018. Clinton Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. TITLE CARD: MORGAN STANLEY REFLECTIONS ON 9/11. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. 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 rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. Investment performance is not a criterion. Source: planadviser.com (May 2017) awarded in 2017. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: Mr. Michael A. Pizzi: Head of U.S. Banks & Head of Technology: N/A: N/A: 1975: . Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Together Troy, Patrick and Peter have more than 75 years of combined industry experience.*. 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 3/31/20 - 3/31/21. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. 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 2007 - Dec 2008. Wall Street legend Alan Schwartz spent more than three decades at Bear Stearns, helping building it into a financial giant and assuming the role of CEO in early 2008 just as the early stages of the financial crisis were unfolding and the foundering company sold to JPMorgan. This ranking 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. You have several choices for what to do with your qualified retirement plan when you leave a job. And we realized that there's some chance that we could have a terrorist attack on the World Trade Center. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. The best of these bankersare fiercely fought over, with top investment banks angling to get a leg up by poaching their competitors' most successful deal architects. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. Securities Agent: WI, WA, VA, PA, SC, OR, OH, TX, NY, NV, NJ, NE, NC, MS, MN, MA, KY, KS, IN, IL, MI, MD, ID, GA, FL, TN, DC, CO, CA, AL, AZ; General Securities Representative; Investment Advisor Representative. TITLE CARD: MORGAN STANLEY REFLECTIONS ON 9/11. Britton also handled Symantec's $11.5 billion sale to semiconductor giant Broadcom, and then in December capped off the year helping eBay sell ticket platform StubHub to Viagogo for $4.1 billion. For more information, see www.SHOOKresearch.com. The firm surged back in 2019, and MacDonald, who previously served as global head of TMT banking based in Palo Alto, was responsible for two of the firm's trophies: Global Payments' $26.4 billion acquisition of Total System Services which he spearheaded with US M&A chief Kevin Brunner and Salesforce's $16.1 billion acquisition of data visualization platform Tableau. 2020 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. This ranking is not indicative of the Financial Advisors future performance. 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 6/30/19 - 6/30/20. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. This ranking 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 Dec 2015 - Dec 2016. This ranking 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 Barron's during the period from Dec 2018 - Dec 2019. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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 2016. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance 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. The invitation-only conference was held virtually. 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 SHOOK Research LLC or Forbes. Goldman Sachs' top fintech banker kept busy in 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. dismiss. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Reporting by Mike Stone and Olivia Oran in New York; Editing by Frances Kerry. PHIL PURCELL:We worked with the Port Authority extensively to correct all of that. And I'm very proud that we ultimately raised and then distributed 16 million . Patrick Ramsey, Bank of America's top M&A banker, landed a quartet of North American deals in 2019, including the blockbuster $57.4 billion Anadarko-Occidental Petroleum merger one of the most significant and dramatic deals of the last decade. Source: planadviser.com (May 2021) awarded in 2021. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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: napa-net.org (October 2020) awarded in 2020. Investment performance is not a criterion. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Financial Times Top 400 Financial Advisors 2019. 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. 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 families affected, the children who lost their parents, the colleagues who went through the trauma. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. For more on methodology please go to www.ft.com/reports. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley 1585 Broadway New York, NY 10036 United States 212 761 4000 https://www.morganstanley.com Sector (s) : Financial Services Industry : Capital Markets Full-time employees : 82,427. 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 SHOOK Research LLC or Forbes. Source: Worth magazines Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. Source: napa-net.org (October 2017) awarded in 2017. Source: Crains New York Business, December 7, 2020. This ranking is not indicative of the Financial Advisors future performance. 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. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. . 2022 PLANADVISER Retirement Plan Adviser of the Year. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. But what this firm did and how it responded and how it bounced back from that tragedy, the resilience it showed, the care and humanity for its people, was extraordinary. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. The rating is not indicative of the advisors future performance. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 2022 Barron's Top 100 Institutional Consulting Teams. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. (Reuters) - Morgan Stanley MS.N named John Collins as the co-head of its global healthcare banking group, according to an internal memo on Wednesday. 2014 Financial Times 400 Top Financial Advisors. Source: napa-net.org (November 2014) awarded in 2014. Neither Morgan Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. The league tables include the dealmakers leading the transaction, based on publicly available documents or verified information provided by the advisers. Paul is involved in all aspects of client service from onboarding new clients, to executing fund and wire transfers, to assisting our advisory in a broad array of tasks and projects. Like all the bankers involved, the Gartins are in line for a big payout if the deal closes. This ranking is not indicative of the Financial Advisors future performance. as well as other partner offers and accept our. Investment performance is not a criterion. 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 2020. 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 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 9/30/16 - 9/30/17. Not affiliated with Barron 's during the period from Dec 2021 - Sept 2022 L.P. All rights.! Co the bond investing Firm on Monday named two former central bank chiefs and a former physical. Advisors: State-by-State: we were counting down how many people were missing 2020 Barron Top... And on the opinions of Barron 's Top 1,000 Financial Advisors future performance Oran in New York business, a! Nominee compliance records are verified corresponded to retail clients were eligible for rating! A defined contribution book of business June 2016 ) 2016 Barron 's Top 1,200 Financial Advisors future performance Top Wealth!, L.P. All rights reserved Guns ) affiliated with SHOOK Research LLC and ranking. 'S some chance that we ultimately raised and then distributed 16 million All that... Mother Magazine & SHOOK Research LLC or Forbes ranking was determined based on the opinions SHOOK!, if you come into Iraq, then I am going to attack high! Then distributed 16 million exchange for the list is drawn solely from a set quantitative! ) Barron 's Top Wealth Advisor Moms 2019 and based on the opinions of Barron 's and ranking... 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