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 NAPA 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Skilled in Negotiation, Business Planning, Sales, Term Life Insurance, and Life Insurance. 2017 Barron's Top 1,200 Financial Advisors: State-by-State. This award was issued in 2014 and based on the evaluation process below. Your wealth strategy doesn't just consider your investment objectives. 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. I love everything about it! Search by Name, Phone, Address, or Email. 614 followers 500+ connections. Nous sommes dsols pour la gne occasionne. Jennifer graduated from Westminster College, Magna Cum Laude, with a degree in Finance. enva un correo electrnico a This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2010 - Mar 2011. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. Heather is passionate about the world of finance and has had her hand in the arena since the age of 16 when she began doing the bookkeeping and payroll for a family owned business. Greenwich Associates 2018 Quality Leader Award. A beautiful kitchen that is the heart of the home and a huge pantry filled with a plethora of plates and entertaining pieces!
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