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Andy Chase Named to Barron’s 2014 “Top 100 Financial Advisors”

Andy Chase
Andy Chase

Menlo Park, CA, May 2, 2014 – Morgan Stanley Private Wealth Management announced today that Andy Chase, a Private Wealth Advisor in the Firm’s Menlo Park office, has been named to Barron’s annual list of America’s Top 100 Financial Advisors.

 

The “Barron’s Top 100 Financial 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. Investment performance is not an explicit criterion.

 

”As a firm, we take pride in the integrity and professionalism of our Private Wealth Advisors and we congratulate Andy Chase on being named to this prestigious list,” commented Scott Rash, Manager of Morgan Stanley’s Menlo Park office. “The listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”

 

Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC, provides a range of investment services to ultra-high net worth individuals, families and related institutions in the United States, Latin America, Europe, the Middle East and Asia.

 

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 21, 2014. Barron’s “Top 100 Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of 7 years of 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  pay 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.

© 2014 Morgan Stanley Smith Barney LLC. Member SIPC.  Morgan Stanley Private Wealth Management is a division of Morgan Stanley Smith Barney LLC. 

 

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