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. He married Sarah Stanley in 1656, in Braintree, Essex, England, United Kingdom. 2020 NAPA Top DC Advisor Multi-Office Firms. 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 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. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. Source: napa-net.org (November 2020) awarded in 2020. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients. She has a love of learning that correlates directly to her desire to listen to her clients and provide recommendations that suit their needs. This analysis serves as the foundation for your initial plan, as well as future wealth management decisions. Allocate funds focused on private enterprises that are structured to deliver specific positive social and/or environmental. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. John Wadsworth (1630 - 1689) - Genealogy 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: 2016 Forbes America's Top Wealth Advisors. 2018 Financial Times 400 Top Financial Advisors. Investment performance is not a criterion. 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. 2020 Financial Times 400 Top Financial Advisors. 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. 2018 NAPA Top DC Advisor Multi-Office Firms. 1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. John Wadsworth - Senior Regional Consultant - MFS Investment Management Securities Agent: PA, OR, NY, NV, NM, NE, NC, MI, MD, IL, ID, HI, GA, FL, CT, CO, CA, AZ, WA, VT, VA, UT, OH, TX, TN; General Securities Representative; Investment Advisor Representative. 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. 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. Rational Investing in an Age of Uncertainty, 529 Plans: A Powerful Tool to Save for Education, 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. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Source: On Wall Street "The Top 75 Branch Managers," September 04, 2018. use tab and shift-tab to navigate once expanded, Experiential Learning & Community Engagement, Center for Development Economics Phone Number. We listen to you to understand what is most important and provide strategies that are tailored to your particular situation. 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 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. This ranking is not indicative of the Financial Advisors future performance. A former Director of University of California San Francisco Foundation, the Pacific Pension Institute and Pixar. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. As your personal wealth grows, so does your ability to create positive change for the organizations and causes important to you. 2015 Barron's Top 30 Institutional Consultants. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. United States: Office Locations | Morgan Stanley Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Drawing on over 29 years of investment consulting experience, John specializes in providing tailored wealth management strategies for family offices, ultra high-net-worth individuals and charitable foundations. All these experiences have given Mr. Wadsworth a An evening with Jack Wadsworth, Chicago Booth '63, and former Chairman of Morgan Stanley Asia. 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 is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. Accept Cookies, MBA MA Eastern European Russian Eurasian Studies, MBA Master of Arts in International Relations, MBA Master of Arts in Middle Eastern Studies, Management Science and Operations Management, Contact Employer Relations and Corporate Relations, University Club800 Powell StSan Francisco, California, Driving Directions:Directions and Parking: 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. Barron's Top Women Advisors Summit Attendees 2016. For more information, see www.SHOOKresearch.com. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Our Leadership | Morgan Stanley Investment performance is not a criterion. In our initial conversations, we talk about your family and personal aspirations. In addition, the firm had a healthy private equity activity based in Hong Kong and had created two joint venture investment banks one in China and one in India. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Chris works closely with his clients to solve their financial challenges, educating them on how to invest wisely in todays market environment. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. The rating is not indicative of the Financial Advisors future performance. 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 is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. Light appetizers will be served and a cash bar will be available. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 2018 Financial Times 401 Top Retirement Advisors. Source: napa-net.org (October 2017) awarded in 2017. John Carty Jr. 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 information, see www.SHOOKresearch.com. 2016 Barron's Top 100 Women Financial 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Between July and October 2021, Coalition Greenwich interviewed 811 individuals from 661 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. +0.13 +0.70%. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. 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. Nominees must be women retirement plan advisors with their own book of business. This ranking 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. This ranking is not indicative of the Financial Advisors future performance. REP. Magazine Top 50 Wirehouse Women 2014. Investment performance is not a criterion. We learn about the hopes and dreams you have for your future and the legacy youd like to leave. A Conversation with John "Jack" Wadsworth, Jr., Honorary Chairman of This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2007 - Dec 2008. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Milestones like buying and selling a home, retirement, or starting or selling a business can all have a significant impact on your overall wealth. 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. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. Investment performance is not a criterion. 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. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Registered REP.'s List of Top 100 Wirehouse Advisors 2015. Self-nominations are not accepted. All credentials and designations are verified and nominee compliance records are verified. PLANADVISER Top 100 Retirement Plan Advisers 2019. This ranking is not indicative of the Financial Advisors future performance. For more on methodology please go to www.ft.com/reports. He began his career at the First Boston Corporation in New York City in 1963. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. We commit to being your single point of contact for all things financially related. 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. Mr. Wadsworth is a Trustee of the California College of the Arts; a member of the University of Chicago Booth School of Business Council; a Director of Asia Art Archive; an Advisor to Mission BioCapital, BioInnovation Capital, bioscience affiliates of University of California San Francisco, and Chairman emeritus of the Asia Society of Northern California. 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 ISS Media and may not be representative of any one clients experience nor 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. For eligible Platinum CashPlus Brokerage Account clients with The Platinum Card from American Express Exclusively for Morgan Stanley. 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. For more information, see www.SHOOKresearch.com. 2018 Forbes Top 1,000 Next Gen Wealth Advisors. 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 Barron's during the period from Mar 2020 - Mar 2021. For more information on ranking methodology, go to, Source: Worth magazines Top 250 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. The 2019 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. 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. 2015 Financial Times 401 Top Retirement Advisors. In 1991 Jack moved to Hong Kong as Chairman of Morgan Stanley Asia and proceeded to expand the firm's business in rest of the Asia. 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. For more on methodology please go to www.ft.com/reports. 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. 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 NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. Between February and November 2022, Coalition Greenwich interviewed 727 individuals from 590 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. 401kWire's 300 Most Influential DC Advisors 2011. The Brewer Wadsworth Group at Morgan Stanley Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. 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. 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 NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. 2017 Barron's Top 100 Women Financial Advisors. Nominees must be women retirement plan advisors with their own book of business. For more information, see www.SHOOKresearch.com. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. 2019 Financial Times 401 Top Retirement Advisors. 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 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 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 SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/18- 3/31/19. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. John Wadsworth (1632-1689) FamilySearch Is Your Portfolio Ready for Your Retirement? Ready to start a conversation? 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. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2019 Financial Times 400 Top Financial Advisors. 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 PLANADVISER or ISS Media to obtain or use the ranking. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2017 Barron's Top 1,200 Financial Advisors: State-by-State. Learn how to help protect your nest egg, including the potential role of annuities in retirement. By incorporating sustainable investments into your overall financial plan, you can align your personal finances with your family values. The Rockville Bridge Group at Morgan Stanley 2023 Barron's Top 100 Private Wealth Management Teams. This tenure gives us all a deep appreciation for the challenges our clients face. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. PLANADVISER Top 100 Retirement Plan Advisers 2018. Source: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. 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 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. The rating is not indicative of the Financial Advisor's 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 3/31/19 - 3/31/20. Building a business in a new market is no easy matter. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking 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.
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