Valerie Dugan Named to Forbes Magazine’s “Top 200 Women Financial Advisors”

Hartford, CT., April 18, 2017 – Morgan Stanley announced today that Valerie Dugan, a Senior Vice President, Financial Advisor in the Firm’s Hartford, CT., Wealth Management office, has been named to Forbes Magazine’s inaugural list of America’s Top 200 Women Financial Advisors, listed on forbes.com.

Forbes’ “Top 200 Women Financial Advisors” is a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.

“I am pleased that Valerie Dugan is representing Morgan Stanley,” commented Diane Pacuk, Branch Manager of Morgan Stanley’s Hartford office. “To be named to this inaugural list recognizes Valerie’s experience, professionalism and dedication to the needs of her valued clients.”

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

Source: Forbes.com (February 2017). The ranking of America’s Top Women Wealth Advisors, developed by Forbes’ partner SHOOK Research, is based on a ranking algorithm that includes telephone and in-person interviews, 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 because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Forbes or SHOOK Research in exchange for the ranking. For the full list and more visit: www.forbes.com.

©2017 Morgan Stanley Smith Barney LLC. Member SIPC.

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