NEW YORK, NY June 13, 2012 –Morgan Stanley Private Wealth Management announced today that Rebecca Rothstein a Managing Director, Private Wealth Advisor in the Firm’s Beverly Hills office, has been named number two on Barron’s annual list of America’s Top 100 Women Financial Advisors.
The “Barron’s Top 100 Women Financial Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are the volume of assets overseen by the Financial Advisor, revenue produced for the Firm and quality of service provided to clients. Investment performance is not an explicit criterion.
“I am extremely proud that Rebecca Rothstein is representing Private Wealth Management on this list,” commented Brian M Krueger, Manager of Morgan Stanley Private Wealth Management’s Beverly Hills office. “This listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”
Morgan Stanley Smith Barney, a global leader in wealth management, provides a range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.
Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC, provides a range of investment services to ultra-high net worth individuals, families and related institutions in the United States, Latin America, Europe, the Middle East and Asia.
Source: Barron’s “Top 100 Women Financial Advisors,” June 4, 2012, Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s “America’s Top 100 Women Financial Advisors” 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 Advisors 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. For more information on rating methodology, go to http://online.barrons.com/report/top-financial-advisors. 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 Advisor’s clients. The rating is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney nor any of its Financial Advisors pays a fee to Barron’s in exchange for the rating.
© 2012 Morgan Stanley Smith Barney LLC. Member SIPC. Morgan Stanley Private Wealth Management is a division of and Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.