Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Terms apply. Morgan's family grew to five children and he bought a house in Meyerland. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. 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. William J. Source: planadviser.com (May 2011) awarded in 2011. Nominees must be women retirement plan advisors with their own book of business. 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 the Financial Times during the period from 6/30/15-6/30/17. 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 6/30/17 - 6/30/18. This provider currently accepts 15 insurance plans including Medicare and Medicaid. Send a note, share a story or upload a photo. 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. For more information, see www.SHOOKresearch.com. 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. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015. William has argued before numerous state and federal courts of appeals, including the Supreme Court of the United States. 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. Source: Crains New York Business, December 7, 2020. 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. This ranking is not indicative of the Financial Advisors future performance. 2020,2021,2022 Forbes Best-In- State Wealth Advisors Source: Forbes.com (2020,2021,2022). 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: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. Kinder Morgan Energy Partners is thriving and expanding amid the rising demand for natural gas - and throwing off fat payouts. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. view. 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: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. 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. He also serves on the board of directors. William Morgan, Texas (1,485 matches): Phone Number, Email WebTamesha Morgan Record Date: Feb 08, 2023 Case Type: Others Offense Date: Sep 30, 2006 Offense Code: 48990001 Offense Desc: INTERF W/ DUTIES OF PUB SERVANT Court: TX101403J - COUNTY CRIMINAL COURT AT LAW NUMBER 10 Disposition: COURT DISPOSITION: CONVICTED,,ARREST DISPOSITION: HELD Disposition Date: 2023 Barron's Top 100 Women Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: planadviser.com (May 2016) awarded in 2016. He also struggles with twinges of guilt for the family he left behind his parents and siblings who died at the hands of the Nazis. This ranking is not indicative of the Financial Advisors future performance. 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 SHOOK Research LLC 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. Nominees must be women retirement plan advisors with their own book of business. 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. 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. 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. 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 because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Woodlawn Funeral Home. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. This profile was gathered from multiple public and This ranking is not indicative of the Financial Advisors future performance. 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. Published by Houston Chronicle on Apr. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. 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. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. Refine Your Search Results. Participants attended workshops, 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Rankings are based on the opinions of Barron's 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. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. 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. 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 rating is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/17. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. WebJack C. Morgan is a native Houstonian. UPDATE YOUR PROFILE Find a Lawyer Chat Now 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. Morgan Stanley is not affiliated with Greenwich Associates. At the time, her daughter, a new graduate of Kansas City Art Institute, was looking for studio space in Houston. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. In lieu of customary remembrances, memorial contributions may be directed to the charity of ones choice. She attended school in Smithville and was named Valedictorian of her graduating class. The clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their financial advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. 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. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. William Morgan, MD, is a Family Medicine specialist practicing in Houston, MS with 6 years of experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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 3/31/21 - 3/31/22. William R. Peterson 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. He then attended Fisk University where he obtained a degree in Chemistry and graduated Magna Cum Laude. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. 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. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. 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 advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th 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. 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 the Financial Times during the period from 9/30/12 - 9/30/13. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This award was issued in 2022 and based on the evaluation process below. "At any time, I had to come up with split-second answers and be a great actor, and I still don't know how I managed it. 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. 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 during the period from 1/1/10 12/31/10. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. 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 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. Next year is likely to see weaker growth, less inflation and the end of rate hikes, with the U.S. narrowly missing a recession, Europe contracting and Asia offering green shoots for growth. Source: PLANADVISER.com, January/February 2018. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 2018 Forbes America's Top Women Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. This ranking is not indicative of the Financial Advisors future performance. 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. 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. WebZillow has 2386 homes for sale. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. 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 PLANADVISER or ISS Media to obtain or use the ranking.

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