This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. 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. 2021 Forbes America's Top Women Wealth Advisors. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. 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 is not indicative of the Financial Advisors future performance. This salary is 26 percent higher than average and 18 percent higher than median salary in Chicago Transit Authority. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. This ranking is not indicative of the Financial Advisors future performance. For more information on the award, go to http://www.aspa.org. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Youre going to need the assets youve accumulated for day-to-day expenses and no longer have the luxury of time that you once enjoyed. Las Vegas Raiders. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. 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. 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. Source: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in 2022. 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. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. Then Elliott learned something about marijuana. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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: planadviser.com (May 2014) awarded in 2014. This award was issued in 2015 and based on the evaluation process below. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2017 - Mar 2018. Selling your business can mean big changes for your life, both personally and financially. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. 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. 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. With that being said, the question of the night is what was the nicest thing your boss . Oct 2010 - May 20143 years 8 months. For more information, see www.SHOOKresearch.com. 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. 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 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2 min read. For more information, see www.SHOOKresearch.com. 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. He maintains FINRA Series 7, 24, 63, and 65 securities registrations, as well as a Life license from the state of Connecticut. Investment performance is not a criterion. 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 (March 2021) awarded in 2021. These criteria are utilized for each of the categories in which this award is given. 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 any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2008 Barron's Top 100 Women Financial Advisors. By Svea Herbst-Bayliss. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. The rating is not indicative of the advisor's future performance. Investment performance is not a criterion. From this he developed a wooden stethoscope, which he called Show this thread Brian Elliott MD You dont necessarily have to compromise the retirement lifestyle you envisioned for yourself, but you do have to maintain a realistic view of your finances. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. For more on methodology please go to www.ft.com/reports. Financial Times Top 400 Financial Advisors 2019. This ranking 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 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. 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 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. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. 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 Sept 2007 - Sept 2008. For more on methodology please go to www.ft.com/reports. Source: napa-net.org (November 2016) awarded in 2016. Generally, once you reach a certain age, you must take annual distributionsknown as required minimum distributions (RMDs)from your 401(k), Traditional IRA, Simplified Employee Pension (SEP) and SIMPLE IRAs or other qualified retirement plans, whether you need them or not (Roth IRAs and Roth 401(k)s are exempt from this requirement).3 The SECURE 2.0 Act of 2022 (SECURE 2.0), which was signed into law on December 29, 2022, increases the age at which required minimum distributions (RMDs) must commence from age 72 to age 73 in 2023 and to age 75 in 2033 (RMD Age). Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Understanding Your Retirement Plan Options When You Leave a Job, 7 Investment Ideas That Could Drive Markets in 2023, Planning for Life After Selling a Business, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, 4.00% 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, Institution, Government Entity, Foundation or Endowment, https://www.morganstanley.com/disclaimers/mswm-email.html, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp. He rolled a quire of paper into a cylinder and used it to assist. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. $139.99 $219.99. Their career trajectory has included roles at Rnc Genter, Grand Distribution Services, LLC and Imst Distributors, LLC. Experience, intellectual capital and dedicated personal service to help you meet your life goals. 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. Elliott was injured Friday, March 3. 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. . 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 2012. 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. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Email. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. Source: Crains New York Business, December 7, 2020. 5. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Brian had 3 siblings: Ross Charles Elliott and 2 other siblings. 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: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. 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. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. 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. 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. Jerry Jones ends this clip by mentioning the feeling he had about the running back duo of Ezekiel Elliott and Tony Pollard before Pollard's injury in the divisional round playoff game against . 2016 Financial Times 401 Top Retirement Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Eligibility & terms apply. Elliott will defend the road net Sunday against Pittsburgh, Penguins radio play-by-play announcer Josh Getzoff 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. 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. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. Investment Advisor in New Haven, CT Answer a few questions and get matched with an advisor. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. If that's true, the Cowboys are likely going to need to do some financial gymnastics. 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. 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. And if you can afford it, put off applying until age 70 when your benefit will be about 32% higher than it would be at FRA.2, 2. 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. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Investment performance is not a criterion. 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. Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. Barrons Top Women Advisors Summit Attendees 2015 Summit. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. 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. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The rating is not indicative of the Financial Advisor's future performance. 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 2008 - Mar 2009. This ranking is not indicative of the Financial Advisors future performance. RMDs are based on IRS life expectancy tables; while you can access these tables online and do the math on your own, we suggest you seek guidance from your accountant or tax advisor. *Specifically, the RMD Age is (a) age 70 for individuals born before July 1, 1949, (b) age 72 for individuals born after June 30, 1949, but before 1951, (c) age 73 for individuals born after 1950, but before 1960, or (d) age 75 for all others note, there is an apparent drafting error in the statutory language, which makes it unclear when age 75 starts to apply in lieu of age 73, but it appears age 75 is intended to apply if born after 1959. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. The rating is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Source: napa-net.org (October 2020) awarded in 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. 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. 2020 Financial Times 400 Top Financial Advisors. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. Shared by Brian Elliott Join now to see all activity. This ranking is not indicative of the Financial Advisors future performance. On Wall Streets Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Hand in hand with a more conservative investment approach is a more conservative budget. 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 SHOOK Research LLC for placement on its rankings. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. Source: planadviser.com (May 2011) awarded in 2011. Tax laws are complex and subject to change. Brian Elliott Stats, News, Video, Bio, Highlights on TSN . 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. Rodgers had one of the worst statistical seasons of his 18-year career in 2022. 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 (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. Investment performance is not a criterion. PLANADVISER Top 100 Retirement Plan Advisers 2019. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating is not indicative of the Financial Advisers future performance. Investment performance is not a criterion. 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. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. For more information on ranking methodology, go to www.WCorg.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. 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 during the period from 1/1/21 12/31/21. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. He studied disruptive strategy at Harvard Business School and obtained a Texas real estate license. 2010 Barron's Top 100 Women Financial Advisors. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. Brian Elliott to start outdoor game for Flyers instead of Carter Hart Mike McKenna becomes Flyers' 7th . Unless you really need the money, consider waiting to apply. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: napa-net.org (November 2020) awarded in 2020. Nominees must be women retirement plan advisors with their own book of business. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Brian Elliott is a financial advisor working out of Los Angeles, California, who has been in the industry for 10 years. 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. As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. As such, the award is not representative of any clients experience nor is it 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. 2021 Barron's Top 100 Institutional Consulting Teams. This ranking is not indicative of the Financial Advisors future performance. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. However, you may be surprised to find that retirement planning doesnt stop once you retire. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. For more information on NABCAPs methodology, go to nabcap.org. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Despite making only 1-10% of customers, VIPs represent up to 50% of total revenue. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2019) awarded in 2019. 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. A 2021 survey by Nationwide Retirement Institute found a little more than half of retirees are very or somewhat concerned about not having enough money to cover unplanned medical expenses in retirement, two-thirds are concerned about health-care costs becoming too burdensome, and 50% are only somewhat, or not at all, confident in their plan to . Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. 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. Doctor of the University of Adelaide, following his retirement in 1975. 2014 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. Youth Tampa Bay Lightning Brian Elliott Adidas Authentic Home Jersey - Blue. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2020 Barron's Top 50 Institutional Consulting Teams. 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.

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