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. Morgan 2022 Barron's Top 100 Women Financial Advisors. Find William Morgan in Houston, Texas | FREE People Finder Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. The rating is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. 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. Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Gary Fountain, Houston Chronicle / Contributor, Sunday vigil, expanded manhunt and more on Cleveland shooting, FBI briefly releases photo of wrong Francisco Oropeza, Shooting survivors: San Jacinto family only sought small favor, 5 found shot 'execution style' in home in San Jacinto County, Houston nurses sentenced to federal prison over Medicare scheme, Oxy details its first carbon capture project in West Texas, MLB Network's Mark DeRosa hilariously apologizes to Astros, $3.3M PPP loan scam covers private jets, land man 9-year term, Some Galveston County residents 'fed up' with property appraisals, Breaking down the Texans' team-record 8 draft-day trades, See all the winners, all the stories from Top Workplaces 2019, Get the top business news each weekday with the Texas Inc. newsletter, Tomlinson: Property tax cuts risky for schools, Crude outlook murky as OPEC production cuts kick in, Why these Houstonians think its not the worst time to buy a home, EPA could require Houston-area coal plant to cut sulfur emissions. 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. Source: napa-net.org (October 2022) awarded in 2022. Investment performance is not a criterion. 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. Terms apply. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Stephen A. Morgan fought with the 31st Virginia Infantry as well as served in the Virginia House of Delegates, and was captured near the war's end. On Wall Streets Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Source: Barron's.com (April 2023) Barron's Top 100 Private 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 NAPA to obtain or use the ranking. He leaves his loving wife of 62 years, Mayme Morgan; son, William L.H. This ranking is not indicative of the Financial Advisors future performance. 1101 Antoine Drive. A sub-segment of the questions was used to determine eligibility for the Top 100. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. Source: planadviser.com (May 2015) awarded in 2015. 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 3/31/19 - 3/31/20.

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