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. 2020 Forbes America's Top Women Wealth Advisors. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: napa-net.org (October 2021) awarded in 2021. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. 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. 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. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. Financial Times Top 401 Retirement Plan Advisors 2018. Explore insights on todays most important investment topics, including green bonds, active management, cybercrime and monetizing small business. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. Investment performance is not a criterion. 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. 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. Oct 2010 - May 20143 years 8 months. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. How you plan your finances in retirement is just as important as your journey to save for retirement. For more information, see www.SHOOKresearch.com. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2020 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. Source: napa-net.org (March 2021) awarded in 2021. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Investment performance is not a criterion. The rating is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, Morgan Stanley) provide investment advice regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (Retirement Account), Morgan Stanley is a fiduciary as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (ERISA), and/or the Internal Revenue Code of 1986 (the Code), as applicable. 2022 Barron's Top 100 Private Wealth Management Teams. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Investment performance is not a criterion. 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. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media 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. Source: Washingtonian, November 2012. $139.99 $219.99. Investment performance is not a criterion. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. 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. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. Coalition Greenwich is a division of CRISIL. These criteria are utilized for each of the categories in which this award is given. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. Unless you really need the money, consider waiting to apply. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. From this he developed a wooden stethoscope, which he called Show this thread Brian Elliott MD 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. 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: 2021 Forbes America's Top Wealth Advisors. The rating is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. However, you may be surprised to find that retirement planning doesnt stop once you retire. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2012 - Dec 2013. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. 18 overall. Source: planadviser.com (May 2016) awarded in 2016. Investment performance is not a criterion. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Brian J. Elliott | Indianapolis, IN | Morgan Stanley Wealth Management Brian J. Elliott Financial Advisor Direct: (317) 263-8754 Contact Me Schedule Meeting My Mission Statement Experience, intellectual capital and dedicated personal service to help you meet your life goals My Story and Services My Story and Services 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. Ready to start a conversation? Nominated advisors are then asked to complete an extensive survey. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. She was born May . 2019 Barron's Top 1,200 Financial Advisors: State-by-State. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Its crucial to understand the available options to help protect the assets youve spent a lifetime accumulating. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. 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. Brian Elliott Stats, News, Video, Bio, Highlights on TSN . This ranking is not indicative of the Financial Advisors future performance. Heres how our views diverge from the market. He has signed 10 contracts worth a total value of $26,084,800. For more information, see www.SHOOKresearch.com. Theres more to charitable giving than you may realize. Best Match Powered by Whitepages Premium AGE 30s Brian Elliott Silverdale, WA Aliases Brian D Ellott Brian Dwayne Elliot View Full Report Addresses This ranking is not indicative of the Financial Advisors future performance. Talk with a Financial Advisor today and start the conversation on ways to plan for an optimal retirement. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Financial Plannings Top 40 Under 40 2022. You can apply for benefits at age 62, but the benefit you receive will be up to 30% less than it would be if you waited until what the Social Security Administration deems full retirement age (FRA). Investment performance is not a criterion. Credit Cards. FEB 24 WILSON BOMBSHELL And now we know more about why so many people dislike Russell Wilson. 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. You have several choices for what to do with your qualified retirement plan when you leave a job. Investment performance is not a criterion. 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 SHOOK Research LLC to obtain or use the ranking. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State 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 SHOOK Research LLC to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. A sub-segment of the questions was used to determine eligibility for the Top 100. Safety Specialist. Investment performance is not a criterion. 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. For more on methodology please go to www.ft.com/reports. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. These criteria are utilized for each of the categories in which this award is given. A tag for Pollard would hit Dallas for another $10.1MM. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. Source: planadviser.com (May 2017) awarded in 2017. Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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 Barron's during the period from Sept 2007 - Sept 2008. Source: planadviser.com (May 2018) awarded in 2018. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. The rating is not indicative of the advisors future performance. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. Share. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. 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. 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. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Rankings are based on the opinions of Barron's 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. Brian A Elliott (2020) Brian A Elliott (2020) Environmental Impact Analysis Manager I State of Alaska. Investment performance is not a criterion. Investment performance is not a criterion. 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. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. 2021 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. 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. Individuals are judged based on qualitative information collected from the nomination form, and potentially from interviews with the Award Committee. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. 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. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. This award was issued in 2017 and based on the evaluation process below. This award was issued in 2012 and based on the evaluation process below. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. Barrons Winners Circle Top Advisors Summit 2013. Brian Lee Elliott, 42 Resides in Orlando, FL Lived InSaint Louis MO, Atlanta GA, Dallas TX, Live Oak FL Related ToBrad Elliott, Kimberly Elliott, Sherri Elliott Also known asElliott Brian Lee, Brian Elliot, Elliott Elliott IncludesAddress(10) Phone(4) Email(16) See Results Brian L Elliott, 58 Resides in Lithia Springs, GA This ranking is not indicative of the Financial Advisors future performance. Find an Advisor or call us now at 1-888-467-5419 About this Advisor Brian Elliott is a financial advisor based out of New Haven, Connecticut, who has 13 years of professional experience. Michelin. Categories. 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 3/31/22 3/31/23.