NABCAP Premier Wealth Advisors (5-Star Local List). Source: planadviser.com (May 2014) awarded in 2014. 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 Advisor's future performance. 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. 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. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. John Wadsworth Age 85 / Mar 1937 View Profile 313 Summer St, Buffalo, NY 14222 also known as John D Wadsworth has lived in Buffalo, NY Chautauqua, NY 4882 Potter Rd, Mayville, NY 14757 phone number (716) 883-5367 (716) 753-7457 view more Email address johnwadswo***@netzero.net john.wadswo***@webtv.net view more John W Wadsworth View Profile 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. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2007 - Sept 2008. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. For eligible Platinum CashPlus Brokerage Account clients with The Platinum Card from American Express Exclusively for Morgan Stanley. The rating 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. Manitou Ventures has made 14 early stage technology investments half in China and half in US all with a China theme. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. For more on methodology please go to www.ft.com/reports. For more on methodology please go to www.ft.com/reports. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. 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 Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. In 1991, Mr. Wadsworth moved to Hong Kong as Chairman of Morgan Stanley Asia. Investment performance is not a criterion. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 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. He began his investment banking career with The First Boston Corporation in 1963, where when he left in 1978 he was Executive Vice President, a member of the Management Committee and the Board of Directors and Co-Head of the Investment Banking Department. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 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. Incorporated, Chairman of Morgan Stanley Asia Limited, Chairman of Morgan Stanley India Securities Limited and Chairman of Morgan Stanley Asia (Taiwan) Limited until November 30, 2000. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. He's a father to young children - Jack, Ben and Amber - and is married to Amanda. Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. If visiting "Chasing Rembrandt" makes you want to see a real actual Rembrandt, the Wadsworth has one. 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. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. For more information on ranking methodology, go to, Source: Worth magazines 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. Light appetizers will be served and a cash bar will be available. Investment performance is not a criterion. Member SIPC. Source: napa-net.org (November 2014) awarded in 2014. 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 Stanley Smith Barney LLC is not affiliated with Barron's. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Upon your approval, well begin to implement the strategies outlined in your plan. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 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. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. 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. 29,000 per annum/40 hours per week plus. 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. In 1991 Jack moved to Hong Kong as Chairman of Morgan Stanley Asia and proceeded to expand the firm's business in rest of the Asia. 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. Responsible for maintaining good order and discipline. 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. Jack Wadsworth is Honorary Chairman of Morgan Stanley Asia and Advisory Director of Morgan Stanley globally. 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. In 2001, he retired from Morgan Stanley and moved from Hong Kong to San Francisco. 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. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. An evening with Jack Wadsworth, Chicago Booth '63, and former Chairman of Morgan Stanley Asia. 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. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. . Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. 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. As a multigenerational team with diverse life experiences, we offer broad perspectives to address many different challenges and circumstances. Private Bankers are employees of Morgan Stanley Private Bank . This ranking was determined based on an evaluation process conducted by the Financial Times based on data as of 12/31/12. 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. For more information on the award, go to http://www.aspa.org. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 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. For more information on NABCAPs methodology, go to nabcap.org. Morgan Stanley Asia Limited incorporates all of the Firm's businesses for non-Japan Asia and Australia, carried out through offices in Hong Kong, Singapore, Bangkok, Seoul, Taipei, Melbourne, Mumbai, Sydney, Shanghai and Beijing. She has a love of learning that correlates directly to her desire to listen to her clients and provide recommendations that suit their needs. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. He is a Senior Portfolio Manager and holds the CERTIFIED FINANCIAL PLANNER designation and works alongside business owners, executives, and high net worth individuals and families to create and implement comprehensive investment and . This ranking is not 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. Mr. Wadsworth was a Managing Director of Morgan Stanley & Co. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. Source: napa-net.org (October 2017) awarded in 2017. This website uses cookies to ensure the best user 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. Mr. Wadsworth was born in Fort Thomas, Kentucky in 1939. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. The success of this initiative has led to the creation of a new firm called Ceyuan Ventures. As such, the award is not representative of any clients experience nor is it 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. Mr. Wadsworth is also an Emeritus Trustee of Williams College, the Asia Society and the Guggenheim Museum of New York. For more on methodology please go to www.ft.com/reports. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan. This ranking is not indicative of the Financial Advisors future performance. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. 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. Investment performance is not a criterion. When he retired in 2001, the firm had over 2000 people, 11 offices and over a billion dollars in revenue in Asia. John joined the Firm in 2006 with its acquisition of FrontPoint Partners, a large multi-manager hedge fund firm, where he served as Chief Operating Officer and was responsible for all aspects of day-to-day operations. In 1978, he left First Boston to become the first partner of Morgan Stanley to join the firm from a competitor. Bill has been serving the financial needs of individuals and families since 1988. Investment performance is not a criterion. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 not indicative of the Financial Advisors future performance. 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. The invitation-only conference was held virtually. We are a closely-knit advisory team who understands the importance of family and the financial freedom to pursue personal interests. Phone: (413) 736-1122 Email Me Waltham Branch Find a Financial Advisor Branch Address 112 Worcester Street Wellesley, MA 02481 Get Directions Branch: (781) 672-5000 Toll-Free: (800) 344-4495 Fax: (781) 672-5199 Branch Manager David Swartz This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2015 - Mar 2016. 2023 Barron's Top 100 Private Wealth Management Teams. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. The rating is not indicative of the Financial Advisors future performance. New York, United States. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. How did Morgan Stanley get involved in this business in the first place? Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. This ranking is not indicative of the Financial Advisors future performance. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). 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 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 6/30/15 - 6/30/16. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. In 1987, he moved to Japan as President of Morgan Stanley Japan. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. In my role as a Director at MFS, I am available to partner with financial advisors and bankers as a business building specialist, practice management consultant, portfolio construction expert,. Source: planadviser.com (May 2015) awarded in 2015. 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. Terms apply. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Investment performance is not a criterion. Inflation, consumer sentiment and a shift from pandemic norms should define the year ahead for food-related businesses, with packaged foods and pizza delivery expected to fare better than restaurants overall. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 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. The rating is not indicative of the Financial Advisor's future performance. Investment performance is not a criterion. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). 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 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. As the founder and senior advisor of The Brewer Wadsworth Group, he is responsible for shaping the teams strategic vision. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. 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. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 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. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. 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. 2014 Financial Times 400 Top Financial Advisors. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. Rowland Morgan 1900 - 1989. 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 3/31/21 - 3/31/22. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 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 PLANADVISER or ISS Media to obtain or use the ranking. ben alexander actor cause of death,