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Brian Frank Among “Best of Best” Financial Advisors Attending Barron's Winner's Circle Top Advisors Summit
Brian Frank, Managing Director, Premier Wealth Management Group at Morgan Stanley in Atlanta was one of several hundred financial advisors who were selected by their firms to attend the ninth annual Barron’s Top Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the Waldorf-Astoria, September 25-27 in Orlando, FL.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Participants attended workshops, led by the Top 100 Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and family relationships to portfolio management and retirement planning.
Also in attendance were approximately 75 of the Top 100 Financial Advisors in the U.S., as ranked and published in Barron’s April 15, 2013 issue. The Top 100 Financial Advisors, comprising advisors from major security firms and independent operations, are chosen based on the volume of assets overseen by the advisors and their teams, revenue generated for their firms and the quality of the advisors’ practices. This annual ranking is the basis for the Top Advisors Summit.
“Financial Advisors who attend this conference are passionate about delivering advice that can help their clients achieve their financial goals. In a challenging economic environment, the dispassionate analysis and well thought-out strategies discussed by some of the industry’s top professionals made this conference particularly valuable,” said Brian Frank.
“Because the Summit brings together key leaders and top decision makers from around the country, it is recognized by the financial advisor community as the industry’s leading event,” said Ed Finn, editor and president of Barron’s. “The ideas and discussions generated here equip attendees to provide the best investment and financial advice to their clients, which is vital given the challenging economic and market conditions of today.”
For more information about Barron’s Winner’s Circle conferences, please go to www.barrons.com/conferences
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking and lending, cash management, annuities and insurance, retirement and trust services.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.
Source: Barron's “Top 100 Financial Advisors,” April 15, 2013. Barron’s “Top 100 Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones.
Brian Frank is a Financial Advisor with the Global Wealth Management Division of Morgan Stanley in Atlanta. The information contained in this article is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Wealth Management, or its affiliates. Morgan Stanley Smith Barney, LLC, member SIPC.