The Detroit Post
Wednesday, 01 December, 2021

What Is The Avalon In Alpharetta Ga

author
Ava Flores
• Tuesday, 10 November, 2020
• 26 min read

Given the circumstances around the recent coronavirus outbreak, we’ve taken precautionary measures to help keep our guests, employees and residents safe. While we are currently open and operating, we’re closely monitoring the situation and will continue to communicate with local health officials to determine the best course of action.

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Contents

Phase I of the 86-acre (35 ha) site includes 500,000 square feet (46,000 m 2) of retail space, a 12-screen Regal Cinemas theater, 105,000 square foot of Class A office space over retail, 101 single-family residences and 250 luxury rental homes. Phase II, with additional business and residential space, opened in April 2017.

The Alpharetta City Council approved the project in April 2012, began construction on January 28, 2013, held the topping out for the project on April 23, 2014, and celebrated grand opening with multiple events October 29-November 2, 2014. Phase II opened in April 2017, adding 90,000 square feet of retail and restaurant space, 550,000 square feet of office space in two buildings, 276 multi-family units, and an Autograph Collection hotel and conference center with 325 rooms and 45,000 square feet of meeting space.

As of January 2015, 98% of the restaurant and retail space has been leased and 89% of the tenants are open for business. Tenants include Whole Foods and Regal Cinemas, Avocado Burger Bar, Pink berry, Dry bar, a new teamed restaurant concept by Chef Ford Fry, The El Felix, Van Michael Veda Salon, Mitchell Gold + Bob Williams, Lululemon, Kong Grill, Destination Maternity, Anthropologist, Marlow's Tavern, Orris, Ted's Montana Grill, Fab'risk, Athlete, Århus, Paper Source, Banana Republic, Everything But Water, Janie & Jack, PNC Bank, CPU Wine Bar, Gap, L'Occitan, Bantam + Biddy, Free People, Sage Boutique, Flywheel, Fezziwig's Candy Factory, Vineyard Vines, Crate & Barrel, Soft Surroundings, West Elm, Antics Pizza Napolitana, Cafe Go, Kendra Scott, Oak Steakhouse, Lou & Grey, Tommy Bahama, Inhuman's Specialty Outfitter, Exhale MINDBODYSPA, BANTU, Columbia, LensCrafters, Mari, American Threads, Francesca's, J.

Crew, Calypso St. Barth, Road Runner Sports, The Cosmetic Market, BBG Max Aria, Sun glass Hut, J. Jill, Goldberg's and J McLaughlin. In Phase, I, Class A office space occupies 105,000 square feet over retail.

Would you send a friend who is visiting for the first time to this place or activity? YesNoUnsure Your Woodlouse Day Spa has been created to give you the ultimate experience of escape and indulgence that you deserve.

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Enjoy the warm ambiance of our quiet room with a cup of herbal tea or fruit infused spa water and heated neck wrap while you prepare to indulge in your choice of over 70 rejuvenating spa treatments. Our team of dedicated professionals possesses a genuine desire for your overall well-being and will make your experience the ultimate retreat.

Succumb to our Swedish, deep tissue, or hot stone massage, or relax while enjoying our expert manicures and pedicures. At the Woodlouse Day Spa- Avalon, we give you the maximum benefits in relaxation and transformation, from head to toe.

As a client of the Avalon Group, you benefit from our longevity, foresight, and steadfast dedication to helping you achieve your goals. A4 Process A4 Process starts with a conversation, to uncover your goals and understand your entire financial picture.

The Avalon Group works with you to assess various scenarios and advise you on the appropriate strategic financial plan and investment proposal designed to meet those goals. We then look across multiple platforms and investment solutions to identify the combination that helps meet spending needs and investtax-efficiently.

Finally, we will conduct a quarterly review of your plan and your goals, with the ability to make adjustments according to your needs, life events and changing market conditions. Steve Malone, a Founding Partner of the Avalon Group at Morgan Stanley, is a 42-year industry veteran.

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Steve began his career at Merrill Lynch in 1976, and over the years has assumed many roles, including management. The “Chairman” of the Avalon Group, Steve builds strong relationships with our clients to understand what matters to them both personally and financially.

A technical dive master and overall ocean enthusiast, Steve enjoys traveling anywhere he can find water, especially the Caribbean. Steve is a graduate cum laude from Oglethorpe University in Atlanta, Georgia, with a major in Psychology and minor in Education.

Securities Agent: MS, VA, IL, OR, WV, PA, CO, NY, SC, NJ, MA, AZ, MO, GA, WI, TX, ID, AR, UT, NC, CT, KS, OH, AL, TN, MI, ND, CA, FL; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed FuturesNMLS#: 544956 He develops the overall financial plan and investment strategy to help clients achieve their goals.

Crawford began his career as a financial advisor in 2013 at Merrill Lynch before coming to Morgan Stanley in 2017 to help form the Avalon Group. Crawford primarily focuses on discovering new clients for the Avalon Group, along with working on the nuts and bolts of the financial plans and executing our investment strategy.

Crawford graduated from the University of South Carolina with a BS in Corporate and Investment Finance. An Atlanta native, Crawford currently lives in Bulkhead and remains active in the community.

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Securities Agent: CT, WI, CA, SC, IL, ID, CO, KS, ND, MO, MS, AZ, NJ, GA, OH, TN, PA, WV, MA, AL, TX, VA, OR, NY, MI, NC, FL; General Securities Representative; Investment Advisor Representativeness#: 1167883 In 2017, Tommy left Merrill to help found the Avalon Group at Morgan Stanley.

Tommy incorporates a financial planning process to help clients reach their life goals. The objective is to help clients become efficient on both sides of the balance sheet, thus giving you the best opportunity to achieve your life goals.

Drawing on more than 40 years of industry experience, Helene is responsible for managing the operations of our group. Before her current role, Helene was a Senior Registered Client Associate at Merrill Lynch since 1978.

Clancy Buckler, a Senior Registered Associate, has 15 years' experience in the financial industry. She came to Atlanta via Florida, graduated from Georgia State University with a BS in Marketing, and now lives in Sandy Springs.

Clancy has two grown children, enjoys traveling, hiking, and is an avid Georgia Tech fan. She is responsible for handling the team's administrative duties and daily operational client requests.

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She moved to Atlanta with her fiancée in 2016 where she started working at Merrill Lynch before coming to Morgan Stanley to help form the Avalon Group. Cybersecurity Resources At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities.

The Morgan Stanley Minute Explore insights on today’s most important investment topics, including green bonds, active management, cybercrime and monetizing small business. Certified Financial Planners Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL Planners and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor.

Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates.

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Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Awards Disclosures opens dialog window#The 401kWire’s 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 401kWire’s editorial staff.

Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors’ practices gathered directly from the nominees. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance.

Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans.

Firms review and approve nominations of individuals who match the ASPCA Award criteria. Individuals are judged based on qualitative information collected from the nomination form, and potentially from interviews with the Award Committee.

Finalists are entitled to receive paid airfare, conference registration, and three nights’ hotel accommodations to The ASPCA 401(k) SUMMIT. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPCA in exchange for the award.

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The award is based upon a recipient’s application and not upon any qualitative or quantitative criteria relating specifically to one’s position as a Financial Advisor. As such, the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance.

Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. The award is based upon a recipient’s application and not upon any qualitative or quantitative criteria relating specifically to one’s position as a Financial Advisor.

As such, the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating.

The award is based upon a recipient’s application and not upon any qualitative or quantitative criteria relating specifically to one’s position as a Financial Advisor. As such, the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance.

Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron's in exchange for the rating.

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Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron’s in exchange for the rating.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron’s in exchange for the rating.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron’s in exchange for the rating.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s Top 100 Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more.

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Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Barron’s “Top 100 Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of 7 years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Barron’s Top 100 Women Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. 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 any of its Financial Advisors pay a fee to Barron’s in exchange for the rating. Barron’s “Top 100 Women Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more.

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Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

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. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Source: Barron’s “Top 50 Private Wealth Advisory Teams,” April 20, 2021 bases its ratings on qualitative criteria: professionals with a minimum of 7 years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Awards as identified by Barron’s Magazine, using quantitative and qualitative criteria and selected from a total annual pool of over 3,000 nominations.

Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance.

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Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.

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Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s Top 100 Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more.

Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Barron’s Top 100 Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s Top 100 Women Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more.

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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 any of its Financial Advisors pay a fee to Barron’s in exchange for the rating.

Barron’s Top 100 Women Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice.

Participants attended workshops, many 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. 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.

The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years’ experience, oversee at least $10 million in assets under advisement and contributions within the industry. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Train’s in exchange for the award.

The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s past or future performance. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing.

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This award does not evaluate the quality of services provided to clients and is not indicative of this advisor's future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

Using quantifiable and objective criteria and selected from a pool of over 400 candidates, financial advisors in the Top 100 Women Financial Advisors are required to have a minimum of 10 years’ experience and at least $200 million assets under management (AUM). 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 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 this advisor’s future performance.

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Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. This award does not evaluate the quality of services provided to clients 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 Financial Advisor's future performance. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor’s future performance.

Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. Five-Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker-dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations.

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. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed.

The ranking of America's Top Wealth Advisors, developed by Forbes' partner SHOOK Research, is based on an algorithm of qualitative and quantitative data rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.

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The rating may not be representative of any one client's experience and is not indicative of the Financial Advisor's future performance. The ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and 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 SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and 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 SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and 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 SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and 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 SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. SHOOK considered Financial Advisors born in 1980 or later with a minimum of four years relevant experience, who have: built their own practices and lead their teams; joined teams and are viewed as future leadership or a combination of both.

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. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance.

SHOOK considered Financial Advisors born in 1980 or later with a minimum 4 years relevant experience, who have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. 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.

The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. The Best-In-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and 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 SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. America’s Best-In-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and 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 SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and 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 SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and 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 SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Top Women Wealth Advisors ranking was developed by SHOOK Research and 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 SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The ranking of America’s Top 200 Women Wealth Advisors, developed by Forbes’ partner SHOOK Research, is based on a ranking algorithm that includes telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.

The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. America's Top 250 Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and 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 SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. SHOOK considered Financial Advisors born in 1980 or later with a minimum four years relevant experience, who have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both.

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. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance.

SHOOK considered Financial Advisors born in 1980 or later with a minimum of four years relevant experience, who have: built their own practices and lead their teams; joined teams and are viewed as future leadership or a combination of both. 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.

The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Ranking algorithm is based on qualitative measures: telephone and unperson 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.

Rankings are based on the opinions of SHOOK Research, LLC, and not indicative of future performance or representative of any one client’s experience. America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and 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 SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and 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 SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. In addition to study interviews, the award is based on other criteria including assets under management and industry experience.

The award is based upon a recipient’s application and not upon any qualitative and quantitative criteria relating specifically to one’s position as a Financial Advisor. As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance.

The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. 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: NAB CAP: 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. NAB CAP’s evaluation and ranking program (including the evaluation and validation process and the list of NAB CAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the “Program”).

The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. Nominees are asked to respond to a series of questions, both quantitative and qualitative, about their experience and practices.

Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to NAPA-Net in exchange for the rating. Nominees are asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice.

A panel of judges reviewed the anonymized questionnaires and selected the women honored in three separate categories, including All-Star, Captains and Rising Stars. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to NAPA-Net in exchange for the rating.

Nominees are asked to respond to a series of questions, both quantitative and qualitative, about their experience and practices. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to NAPA-Net in exchange for the rating.

Nominees are asked to respond to a series of questions, both quantitative and qualitative, about their experience and practices. Neither Morgan Stanley Smith Barney LLC or its Financial Advisors paid a fee to NAPA-Net in exchange for the rating.

Nominees are asked to respond to a series of questions, both quantitative and qualitative, about their experience and practices. Neither Morgan Stanley Smith Barney LLC or its Financial Advisors paid a fee to NAPA-Net in exchange for the rating.

This award does not evaluate the quality of services provided to clients and is not indicative of the team’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.

This award does not evaluate the quality of services provided to clients and is not indicative of the team’s future performance. Final selection is based on a review of quantitative and qualitative data provided by the Financial Advisor.

Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to NAPA Net in exchange for the rating On Wall Street’s Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service.

The rating may not be representative of any one client’s experience and is not indicative of the Branch Manager’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating.

Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. 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.

Neither the Financial Adviser team nor Morgan Stanley Smith Barney LLC pay a fee to PLANSPONSOR in exchange for the ranking. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves.

Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves.

Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves.

Neither the Financial Adviser team nor Morgan Stanley Smith Barney LLC pay a fee to PLANSPONSOR in exchange for the ranking. REP. Magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings.

Advisors on the Top 50 Warehouse Women list are ranked exclusively by assets under management customized at their firm. REP. Magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings.

Selected Financial Advisors are ranked exclusively by assets under management customized at their firm. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list.

Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. Magazine in exchange for the ranking. Source: Research Magazine’s 130 Top-Ranked Advisor Teams in America, as identified by The Winner’s Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years’ financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more.

Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winner’s Circle in exchange for the rating.

Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance.

Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record.

Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. Washingtonian’s They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications.

The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor. The Winner’s Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years’ financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more.

Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winner’s Circle in exchange for the rating.

The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.

Shook Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures that include: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.

Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Source: Workingmother.com (October 2020) SHOOK Research considered women advisors with children living at home under 21 years old.

Ranking algorithm is based on qualitative measures derived from telephone and in- person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. 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.

Morgan Stanley Smith Barney LLC does not pay a fee to Worth magazine in exchange for the rating. Source: Worth magazine’s Top 250 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.

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Sources
1 www.bbb.org - https://www.bbb.org/us/wi/milwaukee/profile/real-estate/lyon-realty-inc-0694-1003280
2 www.facebook.com - https://www.facebook.com/lyonrealtyMKE/
3 www.yellowpages.com - https://www.yellowpages.com/milwaukee-wi/lyon-real-estate-llc
4 www.point2homes.com - https://www.point2homes.com/US/Real-Estate-Listings/WI/Greater-Milwaukee/Lyons.html
5 www.zillow.com - https://www.zillow.com/profile/Gabrielle%20Davidson
6 shorelinerealestate.com - https://shorelinerealestate.com/apartments/van-buren/
7 www.avisonyoung.us - https://www.avisonyoung.us/
8 www.justia.com - https://www.justia.com/lawyers/consumer-law/wisconsin/milwaukee