We're always impressed by the accomplishments of our Financial Advisors. Barron's seems to agree.

Congratulations to our Financial Advisors who made the Barron's Top 100 list this year. Your integrity, intellect and dedication to clients make us proud.

Private Wealth Management


Ron Basu
New York, NY
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Andy Chase
Menlo Park, CA
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Mark Douglass
Menlo Park, CA
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Troy Griepp
San Francisco, CA
Victor Livingstone
Boston, MA
Brian Pfeifler
New York, NY
Lyon Polk
New York, NY
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Gus Roessler
New York, NY
Michael Sawyer
New York, NY
Brian Strachan
Boston, MA
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Gregory Vaughan
Menlo Park, CA
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Scott Wilson
New York, NY
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Drew Zager
Los Angeles, CA
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Wealth Management


Shelley Bergman
New York, NY


David Bieber
New York, NY
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Roger Coleman
Garden City, NY
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Richard F. Connolly
Boston, MA
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Don d'Adesky
Boca Raton, FL
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James Hansberger
Atlanta, GA
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Scott Magnesen
Oak Brook, IL
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Karen McDonald
Palo Alto, CA
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Marvin McIntyre
Washington, DC
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J. Dorian McKelvy
Menlo Park, CA
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Kevin Peters
Purchase, NY
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Peter Princi
Boston, MA
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Alan Whitman
Pasadena, CA
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Graystone Consulting


Mark T. Curtis
Palo Alto, CA
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Wm. Craig Dobbs
Indianapolis, IN
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Thomas Parks
Milwaukee, WI
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Robert Scherer
Washington, DC
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Phil Shaffer
Columbus, OH
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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 seven 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 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.

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