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Graham Roberts Named to Barron’s “Top 1000 Financial Advisors”
Morgan Stanley announced today that Graham Roberts, an Executive Director, with the RM Compass Group in the Firm’s Atlanta Wealth Management office, has been named to Barron’s annual list of America’s Top 1000 Advisors: 2013 State-by-State.
The “Barron’s Top 1000 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients.
“I am extremely proud that Graham Roberts is representing Morgan Stanley Wealth Management on this list,” commented Michael Outlaw, Branch Manager of Morgan Stanley’s Atlanta office. “This listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”
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, credit 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 1,000 Advisors,” February 18, 2013, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. 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 or Private Wealth Advisors pays 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.
© 2013 Morgan Stanley Smith Barney LLC. Member SIPC.
# # #
The “Barron’s Top 1000 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients.
“I am extremely proud that Graham Roberts is representing Morgan Stanley Wealth Management on this list,” commented Michael Outlaw, Branch Manager of Morgan Stanley’s Atlanta office. “This listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”
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, credit 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 1,000 Advisors,” February 18, 2013, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. 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 or Private Wealth Advisors pays 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.
© 2013 Morgan Stanley Smith Barney LLC. Member SIPC.
# # #
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