For more information: Source: Forbes.com (April, 2019). Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating.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. The listing reflects each advisor's status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. For more information see Source: Forbes Magazine (July 2019). NAPA’s Top DC Advisor Firms recognizes firms, teams or offices for their defined contribution (DC) practice specifically. She has a stunning body measurement of 33-23-34 inches which is quite suitable for modeling. The rating is not indicative of the Financial Advisor’s future performance. ; and quantitative criteria, such as assets under management and revenue generated for their firms. The teams in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members and their regulatory records. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron’s in exchange for the rating. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron’s in exchange for the rating.
The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to the Financial Times in exchange for the rating. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's in exchange for the rating. Advisors who are selected have a minimum of seven years of financial services experience. 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 more information see www.SHOOKresearch.comSource: Forbes.com (February 2018). Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.Source: Barron’s Top 100 Financial Advisors, April 17, 2017. The ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Participants attended workshops, led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high net worth accounts and families to portfolio management and retirement planning.Chicago’s Notable Financial Advisors 2018, October 22, 2018, as appearing in Crain’s Chicago Business, is based on nominations made to Crain’s. The listing reflects each advisor’s status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. The rating is not indicative of the Financial Advisor’s future performance. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. 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. View Lauren Esposito’s profile on LinkedIn, the world's largest professional community. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. This award does not evaluate the quality of services provided to clients and is not indicative of the team’s future performance. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Contact Me. Lauren has 7 jobs listed on their profile. The rating is not indicative of the Institutional Consulting Director’s past or future performance.