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Investment performance is not a criterion.

She resides in Long Island with her husband and two children.

Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.

Neither Morgan Stanley, Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron's in exchange for the rating.

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.

Rankings are based on the opinions of SHOOK Research, LLC.

The ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and 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 FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT's research.

Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each.