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. Ways to honor William Morgan's life and legacy. 2018 NAPA Top DC Advisor Multi-Office Firms. Working together, I can help you to preserve and grow your wealth. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. After a few years, Morgan made his way to Houston, and bought his first small business with savings from his meager earnings from selling shoes. William Morgan Obituary (2008) - Houston, TX - Houston Chronicle Investment performance is not a criterion. Creating customized financial strategies for the challenges that todays families face. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. 2021 Barron's Top 100 Women Financial Advisors. 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 3/31/22 3/31/23. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. When things are down, thats when we step up., The Morgan Group snagged the Houston Chronicles award for Top Workplace among midsize companies. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. He declined to be a candidate for renomination in 1838, but was employed as a clerk in the House of Representatives in 1840. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Inspired by King of the Cowboys Roy Rogers, Bill Morgan moved to Houston, where he eventually became involved in real estate. 2022 Barron's Top 100 Women Financial Advisors. The rating is not indicative of the Financial Advisors future performance. In 1998, when Sara S. Morgan and her husband, Bill, first moved back to the city after living in Kansas City, that wasnt necessarily the case. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. 2011 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. Member SIPC. 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. Financial Times Top 401 Retirement Plan Advisors 2018. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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 invitation-only conference was held virtually. 2023 Morgan Stanley Smith Barney LLC. This award was issued in 2019 and based on the evaluation process below. The 2019 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Investment performance is not a criterion. In 1997, Morgan documented his story in a book called Living Longer than Hate, which he self-published, and donates to Holocaust museums and others. Dad, it's been a month that you have been gone, physically, but a day has not gone by that I haven't told you Good Morning and Good Night! Assets under management are as of the end of the second quarter 2015. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Financial Plannings Top 40 Under 40 2022. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Investment performance is not a criterion. This site is provided as a service of SCI Shared Resources, LLC. 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. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. PLANADVISER Top 100 Retirement Plan Advisers 2020. These criteria are utilized for each of the categories in which this award is given. Source: planadviser.com (May 2022) awarded in 2022. 2017 Forbes America's Top Women Wealth Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. 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. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2016 Forbes America's Top Wealth Advisors. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. Sign up for service and obituary updates. 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. to see possibly who they are and full class lists found from school records and public sources. For more information, see www.SHOOKresearch.com. It may take up to 1 hour for your comment to appear on the website. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2014 - Mar 2015. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor 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 to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. "What I consider my number one success is my family, my wife Shirley, and that my children are all model children who give the family a proud name.". DBS MORNING SHOW & OBITUARIES 27TH APRIL 2023 - Facebook 2017 Forbes America's Top Wealth Advisors. The family is honoring his wish of cremation and holding a Memorial Service Thursday, April 18th at 2:00 pm at Faith United Methodist Church, 2403 Rayford Road, Spring, TX 77386. Get a 42-inch oscillating fan for 15% off with this deal. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Lived In Coppell TX, Ever the worrier, though, Morgan still questions himself on his fortune when the rest of his family died. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Not active on Lawyers.com Williams Morgan, P.C. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Morgan, Jr. and wife, Terrie; daughter, Vickie Smith and husband, Ron; Granddaughter 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. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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 6/30/21 - 6/30/22. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. 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. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2008 - Mar 2009. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. 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. 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. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Reserved. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. William Morgan 2020 Financial Times 400 Top Financial Advisors. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. is a firm serving Houston, TX in Patent Litigation and Trial, Technical Litigation and Trial and Patent Prosecution cases. This award was issued in 2022 and based on the evaluation process below. 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. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This award was issued in 2015 and based on the evaluation process below. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Before entering private practice, he served as a law clerk to Judge Edith Jones of the U S Court of Appeals for the Fifth Circuit and to Justice Clarence Thomas of the Supreme Court. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. The rating is not indicative of the Financial Advisors future performance. This award was issued in 2016 and based on the evaluation process below. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Source: planadviser.com (May 2017) awarded in 2017. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Emma Lee (Vance) Morgan, age 103, passed away on Saturday, the 28th of August 2021, in Houston. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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: Worth magazines 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. Nominees must be women retirement plan advisors with their own book of business. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 1 midsize: Morgan Group builds on a family legacy. 2019 Barron's Top 100 Women Financial Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience.

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