All credentials and designations are verified and nominee compliance records are verified. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 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: napa-net.org (November 2015) awarded in 2015. 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 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. For more information, see www.SHOOKresearch.com. 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. 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. This ranking is not indicative of the Financial Advisors future performance. The rating is not indicative of the Financial Advisors future performance. 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: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Elliott and other activists the can't do much without the support of Salesforce's largest investors such as Vanguard, BlackRock, State Street, Fidelity, T. Rowe Price, Geode, Morgan Stanley . 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. From this he developed a wooden stethoscope, which he called Show this thread Brian Elliott MD 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. Morgan Stanley clients with eligible brokerage accounts can earn 4.00% APY through deposits into our Preferred Savings Program for qualifying cash. 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. Investment performance is not a criterion. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. Source: Crains New York Business, December 7, 2020. 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 9/30/21 - 9/30/22. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2016 Financial Times 401 Top Retirement Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. 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 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: 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. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Greenwich Associates 2018 Quality Leader Award. 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. It started in 1816, when Laennec examined a woman "of a great degree of fatness". 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 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. 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 2022. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 9/30/19 - 9/30/20. Brian Elliott Wojcik in 2018 was employed in Chicago Transit Authority and had annual salary of $86,974 according to public records. Investment performance is not a criterion. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Despite making only 1-10% of customers, VIPs represent up to 50% of total revenue. 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. Dr. Brian Elliott is a dentist in Colorado Springs, Colorado. 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. For more information, see www.SHOOKresearch.com. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. 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 Barron's and this ranking may not be representative of any one clients experience. Brian Elliott obtained a bachelor's degree in political science from the University of Waterloo and a law degree from the University of Miami School of Law. Without this consideration, the combination of spending and volatile markets might deal your portfolio a blow from which it may not be able to recover. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in 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. 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. Brian Elliott (born April 9, 1985) is a Canadian professional ice hockey goaltender for the Tampa Bay Lightning of the National Hockey League (NHL). 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 not indicative of the Financial Advisors future performance. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. 2015 Financial Times 400 Top Financial Advisors. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 2015 Aug 2016. 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. These criteria are utilized for each of the categories in which this award is given. This ranking is not indicative of the Financial Advisors future performance. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. The invitation-only conference was held at The Breakers in Palm Beach, FL. 2010 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Eligibility & terms apply. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Investment performance is not a criterion. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Best Match Powered by Whitepages Premium AGE 30s Brian Elliott Silverdale, WA Aliases Brian D Ellott Brian Dwayne Elliot View Full Report Addresses Then Elliott learned something about marijuana. 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 3/31/18 - 3/31/19. For more information, see www.SHOOKresearch.com. $89.99 $149.99. 2015 Barron's Top 30 Institutional Consultants. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Investment performance is not a criterion. 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. 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. He dropped to 9-4-2 with a 3.17 GAA and an .897 save percentage in 15 contests this season. 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. Brian Elliott Financial Advisor | The Stapleton Fox Group at Morgan Stanley Greater Indianapolis 3K followers 500+ connections Join to follow Morgan Stanley Personal Website Contact Brian for. Social Security Administration. For more information on NABCAPs methodology, go to nabcap.org. Investment performance is not a criterion. This award was issued in 2014 and based on the evaluation process below. 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. Upon his retirement in 2010, Elliott acted as an adviser to local fire departments on myriad issues such as annexations and consolidations. Brian Elliott Position: G Catches: Left 6-2, 221lb (188cm, 100kg) Team: Tampa Bay Lightning Born:April 9, 1985in Newmarket, Ontarioca Draft: Ottawa, 9th round (291st overall), 2003 NHL Entry Amateur Teams: Wisconsin Current salary: $900,000 Current cap hit: $900,000 Pronunciation: \BRIGH-uhn EHL-lee-uht\ Twitter:@KidElls1 All investing entails risks that investors should endeavor to understand before then invest. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. 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 ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. For more information, see www.SHOOKresearch.com. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. 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. 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. Nationwide Financial. 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 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. Brian K Elliott, Financial Advisor | Edward Jones United States | English Secure Login Find a Financial Advisor Brian K Elliott 111 Randolph Ave Elkins, WV 26241 (304) 637-1032 Email Me As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Source: planadviser.com (May 2011) awarded in 2011. For more information, see www.SHOOKresearch.com. Earn cash back on U.S. supermarkets, U.S. gas and more. 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 Forbes (the publisher) during the period from 9/30/18 - 9/30/19. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. 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. Source: planadviser.com (May 2015) awarded in 2015. And he and the Ryanair boss will again try to land steeplechasing's Blue Riband with Conflated on St Patrick's Day. As of 2019, he plays for the Philadelphia Flyers of the National Hockey League (NHL). Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Theres more to charitable giving than you may realize. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. Its a good idea to work with your Financial Advisor to take inventory of expenses, identify all sources of income and develop a strategy to maintain your retirement lifestyle for as long as you live. 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. From the resurgence of mega-cap tech stocks to the outlook for private markets and European banks, Morgan Stanleys views differ from the consensus on key issues that could drive stock prices and shape markets in 2023. 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. Nominees must be women retirement plan advisors with their own book of business. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: napa-net.org (November 2021) awarded in 2021. 2020 Barron's Top 100 Women Financial Advisors. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. REP. magazines Top 50 Wirehouse Women, October 1, 2014. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/17. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. Spin: Most of the damage came in the second period when Elliott surrendered six goals on 19 shots. You Apply for Social Security Benefits Too Early. 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. 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. 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. Investment performance is not a criterion. Investment performance is not a criterion. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Investment performance is not a criterion. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. 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. representatives to gather wealth manager nominations. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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 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. 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. 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. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan. Brian Webb began working at Vauxhall in 1946 after visiting his local garage, Gloucester Huff & Whitmore, and asking if he had a job. Investment performance is not a criterion. 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 the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2019 Barron's Top 50 Private Wealth Advisory Teams. This ranking is not indicative of the Financial Advisors future performance. Washingtonian Magazine Wealth Manager Award 2012. 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.
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