ROBIN SILVER GRACE- FIRST VICE PRESIDENT, AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S WINNER’S CIRCLE TOP WOMEN ADVISORS SUMMIT
Exclusive Conference Hosts Pre-eminent Financial Advisors and Industry Decision Makers
Concord, MA 12/12/2013 – Robin Silver Grace, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barron’s Winner’s Circle Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Breakers in Palm Beach, FL, from December 4 to 6.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Participants attended workshops, led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning.
Also in attendance were approximately 75 of the Top 100 Women Financial Advisors in the U.S., as ranked and published in Barron’s June 10, 2013, issue. The Top 100 Women Financial Advisors, comprising financial advisors from major security firms and independent operations, are chosen based on the volume of assets overseen by the financial advisors and their teams, revenue generated for their firms and the quality of the financial advisors’ practices. This annual ranking is the basis for the Top Women Advisors Summit.
“Financial Advisors who attend this conference are passionate about delivering advice that can help their clients achieve their financial goals. In a challenging economic environment, the dispassionate analysis and well thought-out strategies discussed by some of the industry’s top professionals made this conference particularly valuable,” said Robin Silver Grace.
“Because the Summit brings together key leaders and top decision makers from around the country, it is recognized by the financial advisor community as the industry’s leading event,” said Ed Finn, editor and president of Barron’s. “The ideas and discussions generated here equip attendees to provide the best investment and financial advice to their clients, which is vital given the challenging economic and market conditions of today.”
For more information about Barron’s Winner’s Circle conferences, please go to www.barrons.com/conferences.
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, banking and lending, cash management, annuities and insurance, retirement and trust services.
Morgan Stanley Private Wealth Management, a division of Morgan Stanley, provides a range of investment services to ultra-high net worth individuals, families and their foundations in the United States, Latin America, Europe, the Middle East and Asia. Founded in 1977, Private Wealth Management is committed to helping clients preserve and grow their financial, family and social capital.
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.
Barron’s (www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
Source: Barron’s “Top 100 Women Financial Advisors,” June 10, 2013. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s “America’s Top 100 Women Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of 7 years 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 any of its Financial Advisors pays a fee to Barron’s in exchange for the rating.
© 2013 Morgan Stanley Smith Barney LLC. Member SIPC. Morgan Stanley Private Wealth Management is a division of and Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.
# # #