Owning our communities for the long-term allows us to build an enduring commitment to our residents and the neighborhoods they call home. Having been influenced by his stepfather, Mark Carroll, Derrick grew up understanding the importance of education and guidance in maintaining financial independence. 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 Barron's to obtain or use the ranking. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. For more information, see www.SHOOKresearch.com. 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. Derrick is the most recent addition to The Carroll Group. 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: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. ~OiN`Q;K8yJ 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. 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. Estate planning is a strategy designed to protect, manage, and distribute your assets during and after your lifetime, while helping to minimize taxation. 2 Park Avenue contains 1 million square feet and is currently 95 percent leased to multiple tenants. View All 1GT: Climate Investing Reinvented, http://www.fitchratings.com/creditdesk/public/ratings_defintions/index.cfm, MPFXX This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. TheUnsubsidized (Unsub.) 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. Underpinning all that we do are five core values. Investment performance is not a criterion. 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. Barron's Top Women Advisors Summit Attendees 2020. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. 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. The fund is located in New York, New York and invests in Northern California, Southern California, Chicago, South Florida, Chicago, Washington D.C., Boston and New York across the United States. Source: Forbes.com (February 2022) 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2022. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. To view Prime Property Fund Asias complete limited partners history, request access, Morningstar Institutional Equity Research. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. - A review of ODA spending departments January 2020 - Publish What You Fund, Invesco Global Consumer Trends Fund - A-Acc shares October 2020, ROCKPOINT REAL ESTATE FUND VI - JULY 30, 2019 - Plymouth County Retirement Association, AVIVA INVESTORS G7 FIXED INCOME FUND - April 2013. 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. This ranking is not indicative of the Financial Advisors future performance. Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. AMLI builds environmentally responsible apartment communities and offers amenities and green initiatives that allow residents to live more sustainably and embrace a healthy lifestyle. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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, 2019. Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. Subject to change daily. Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. Morgan Stanley Distribution, Inc. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Ideas across disciplines uncover novel insights for sharper decision-making. Many investors seek meaningful ways to create a positive impact through the investments they make in their portfolio. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Morgan Stanley Prime Property Fund - Realfin 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 9/30/18 - 9/30/19. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Securely access your Morgan Stanley account from virtually anywhere. 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. AMLI is focused on building mutually beneficial relationships and has earned its reputation based on good business practices conducted with the utmost integrity. 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 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. 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. fbE[B}\w;N0g.x:L7rPO {CM_GoK[EgH"v/ SXC"hf7EF<=~e~J[DPT%VFt>Rm-7D.jG[Bd8xY6(4 PDF Prime Property Fund - Nebraska 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. We are taking advantage of the arbitrage between public and private markets and funds in need of liquidity, Morgan Stanley research analyst Tony Charles wrote in a December note. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/20 - 3/31/21. 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. We believe our greatest asset is our people. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. 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. Money market fund ratings are distinguished from the long-term credit-rating scale by the mmf rating subscript and range from AAAmmf to Bmmf. 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: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. 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. Registered in England and Wales. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. 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.
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