He has over 25 years of financial services industry experience of positively impacting clients' lives and net worth. Shawn personally oversees the team’s overall investment strategy, monitors and selects investment managers, coordinates trust and estate planning strategies, analyzes alternative investment strategies and focuses on strategies to support clients’ philanthropic efforts. The Founder and senior member of the Abacus Group, Shawn Rubin leads an exceptional team of dedicated professionals who help create, implement and maintain comprehensive wealth management strategies for financially successful families. Source: ft.com (Awarded Apr 2020) Data compiled by the Financial Times based on time period from 6/30/16 - 6/30/19. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.įinancial Times 400 Top Financial Advisors 2022 Forbes Best-In- State Wealth Advisors Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year the award was issued.Ģ020 Forbes America's Top Wealth Advisors Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.Ģ016 -2017 Forbes America's Top Wealth Advisors Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.Ģ019-2022 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) CRC 5081709 11/2022Ģ010-2018, 2020, 2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Barron’s is a registered trademark of Dow Jones & Company, L.P.
Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisor’s future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. 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. 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 Barron's during the period from Dec 2020 - Dec 2021. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. We look forward to learning more about you and your vision of a successful life, and discussing how we can help you achieve it. We are always thinking about how we can improve our services to better meet their needs, and we never forget that our success is 100% dependent on their trust and satisfaction. Then we add our own talents and network to the global resources of our firm to craft a solution that is theirs and theirs alone. We go all in with every client, working to understand what they need to lead the lives they envision. As a result, they have created extraordinary opportunities for themselves and their families, and they are facing complex wealth management challenges.Īcting as the CFO of their personal financial lives, we work to develop, implement and maintain plans to help our clients protect what they have earned and enjoy the lifestyles they have created. Most come from middle-class families and are in the process of generating serious wealth through their own talent, hard work and willingness to take well-calculated risks. They have built successful businesses, or lucrative Wall Street or entertainment careers. Our clients lead pretty incredible lives.
0 kommentar(er)
