
MENLO PARK, CA, June 22, 2011 –Morgan Stanley Private Wealth Management announced today that Stephanie Twomey, Certified Investment Management Analyst, a Director, Private Wealth Advisor in the Firm’s Menlo Park office, has been named to Barron’s annual list of America’s Top 100 Women Financial Advisors.
The “Barron’s Top 100 Women 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 management, revenue produced for the Firm and quality of service provided to clients. Investment performance is not an explicit criterion.
“I am extremely proud that Stephanie Twomey is representing Morgan Stanley Private Wealth Management on this list,” commented Charles Levy, Manager of Morgan Stanley Private Wealth Management’s Menlo Park office. “This listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”
Find out what's happening in Menlo Park-Athertonfor free with the latest updates from Patch.
Morgan Stanley Smith Barney, a global leader in wealth management, provides a range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.
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 in the United States, Latin America, Europe, the Middle East and Asia.
Find out what's happening in Menlo Park-Athertonfor free with the latest updates from Patch.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,300 offices in 42 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.
Source: Barron’s “Top 100 Women Financial Advisors,” June 6, 2011. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s “Top 100 Women Financial Advisors” bases its rankings on qualitative criteria: professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Advisors are quantitatively ranked 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 ranking focuses on customer satisfaction and quality of advice. For more information on ranking methodology, go to http://online.barrons.com/report/top-financial-advisors or contact Barron’s Associate Editor, Matt Barthel, at matthew.barthel@barrons.com. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the advisor’s clients. The rating is not indicative of the advisor’s future performance. Neither Morgan Stanley Smith Barney nor any of their financial advisors pay a fee to Barron’s in exchange for the rating.
© 2011 Morgan Stanley Smith Barney LLC. Member SIPC. Morgan Stanley Private Wealth Management is a division of Morgan Stanley Smith Barney LLC.
# # #