Winnetka's Kathy Roeser Named to Barron's 2015 Top 100 Women Financial Advisers

Morgan Stanley announced today that Kathy Roeser, a Managing Director, Wealth Management and Financial Adviser with the Global Wealth Management Division of Morgan Stanley in the Firm’s Chicago office, has been named to Barron’s annual list of America’s Top 100 Women Financial Advisers.

The Barron’s Top 100 Women Financial Advisers 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.

“As a firm, we take pride in the integrity and professionalism of our Financial Advisers and we congratulate Kathy on being named to this prestigious list,” commented Mark Evans, Managing Director and Complex Manager of Morgan Stanley Wealth Management’s Chicago Madison Complex. “The listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”

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, banking services, annuities and insurance, retirement and trust services.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 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: Barron’s “Top 100 Women Financial Advisers,” June 8, 2015. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s Top 100 Women Financial Advisers bases its ratings on qualitative criteria: professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisers 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 Adviser’s clients. The rating is not indicative of the Financial Adviser’s future performance. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisers pay a fee to Barron’s in exchange for the rating. © 2015 Morgan Stanley Smith Barney LLC. Member SIPC.