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Drew Zager Named to Barron's 2015 "Top 100 Financial Advisors"

Morgan Stanley Private Wealth Management announced that Drew Zager was named to Barron's annual list of America's Top 100 Financial Advisors

Los Angeles, CA, May 15, 2015 – Morgan Stanley Private Wealth Management announced today that Drew Zager, a Managing Director, Wealth Management, and Private Wealth Advisor in the Firm’s Los Angeles office, has been named to Barron’s annual list of America’s Top 100 Financial Advisors.

The “Barron’s Top 100 Financial Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under administration, revenue produced for the Firm and quality of service provided to clients. Investment performance is not an explicit criterion.

“As a firm, we take pride in the integrity and professionalism of our Private Wealth Advisors and we congratulate Drew Zager on being named to this prestigious list,” commented Devon Baranski, Regional Manager of Morgan Stanley Private Wealth Management’s Los Angeles office. “The listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional services.”

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Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC, provides a range of investment services to ultra-high net worth individuals, families and related institutions.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.

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Source: Barron’s “Top 100 Financial Advisors,” April 20, 2015. Barron’s “Top 100 Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of 7 years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s past or future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. © 2015 Morgan Stanley Smith Barney LLC. Member SIPC. Morgan Stanley Private Wealth Management is a division of Morgan Stanley Smith Barney LLC.


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Contact: Regional Manager

Devon Baranski

(310) 788 2102

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