Terms apply. As such, the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. Contact us to learn more or click here. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron’s Top 1,200 Advisors, March 6, 2017, as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. NABCAP’s evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the "Program"). Investment performance is not a criterion. Top 1,200 Financial Advisors: State-by-State as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. At the Gee and Mahoney Group at Morgan Stanley, our clients' priorities are our own. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who must have a minimum of five years’ experience as an investment adviser representative or other accepted credentials, client retention rates, client assets administered, firm review and a favorable regulatory and complaint history as defined by Five Star. Explore insights on today’s most important investment topics, including green bonds, active management, cybercrime and monetizing small business. Source: Worth magazine’s Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. View Brian Mahoney LFPRIA’S profile on LinkedIn, the world’s largest professional community. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's “Top 1,200 Financial Advisors,” March 16, 2020, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Nominees are asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice. NAPA’s Top DC Advisor Firms recognizes firms, teams or offices for their defined contribution (DC) practice specifically. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. 401kWire's 300 Most Influential DC Advisors 2011. Rankings are based on the opinions of SHOOK Research, LLC. Assets under management are as of the end of the second quarter 2015. This award does not evaluate the quality of services provided to clients and is not indicative of the team’s future performance. Financial Advisors must be under the age of 40 as of August 2013. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. The rating is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to Barron’s in exchange for the rating. View Brian Mahoney, Jr.’s profile on LinkedIn, the world's largest professional community. Finalists are entitled to receive paid airfare, conference registration, and three nights’ hotel accommodations to The ASPPA 401(k) SUMMIT. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. Qualitative factors include, but are not limited to, compliance record and philanthropic work. Barron's Ranking the Institutional Consultants 2019. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. “Coaching allows me to guide our youth in the right direction in life and help them grow into successful young adults, explains Coach Mahoney.”. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. 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. Barron’s Top 50 Private Wealth Teams bases its ranking on a variety of factors, including their size and shape, the regulatory records, and credentials of their members and the resources they have at their disposal to serve their client bases. For more information see, Forbes Top Next Generation Wealth Advisors 2019. NAPA Net’s “Top Women Advisors of 2019,” November 2019 as appearing in NAPA Net or www.Napa-Net.org, is based on nominations by the NAPA members. Shawn E. Eager is a temperate and goal-oriented Financial Advisor with Morgan Stanley. Barron’s Top 1,200 Financial Advisors 2017. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. View Brian Mahoney’s profile on LinkedIn, the world’s largest professional community. Source: NAPA Top DC Advisor Firms, December 2018, as appearing in NAPA Net the Magazine. Barron’s Top 100 Women Financial Advisors 2017. A sub-segment of the questions was used to determine eligibility for the Top 100. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. The rating is not indicative of the Financial Advisor’s future performance. The rating is not indicative of the advisor’s future performance. The rating is not indicative of the Financial Advisor’s past or future performance. You have several choices for what to do with your qualified retirement plan when you leave a job. 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. NAPA Net’s Top Women Advisors of 2017, December 19, 2017, as appearing in NAPA Net or www.NAPA-Net.org, is based on nominations by the NAPA members. The rating is not indicative of the Institutional Consulting Director’s past or future performance. The rating is not indicative of the Institutional Consulting Director’s past or future performance. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Working Mother or SHOOK Research in exchange for the ranking. Source: The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). 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. 1,200 Financial Advisors or their firms selected Financial Advisors pay a fee to NAPA exchange... Opinions of SHOOK Research, LLC 4 years as an Assistant varsity football coach at Roxboro Middle School football,. 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