; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Branch Manager’s clients nor may it be indicative of future performance. Investment performance is not a criterion. Barron’s “Top 100 Women 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. Source: ASPPA’s ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. Source: Research magazine’s Top-Ranked Teams in America, as identified by Research magazine, uses quantitative and qualitative criteria and selects from a pool of over 3,000 nominations. The rating is not indicative of the Financial Adviser team’s future performance. Advisors who are selected have a minimum of seven years of financial services experience. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. On Wall Street’s Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. Barron’s Top Institutional Consulting Teams 2021. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. The rating is not indicative of the Institutional Consulting Director’s past or future performance. PLANADVISER Top 100 Retirement Plan Advisers 2019. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and 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. Salaries, reviews, and more - all posted by employees working at Graystone. Barron’s Top 100 Women Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. 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 ranking is based on the team’s defined contributions assets under management. With over 30 years of experience in commercial real estate finance, Greystone delivers problem-solving, creativity, and expertise. Qualitative factors include, but are not limited to, compliance record and philanthropic work. Advisors on the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. Adviser nominations for Retirement Plan Adviser Team of the Year were solicited from retirement plan advisers (self-nominations are not permitted), employers and/or broker-dealers and from plan sponsors, as well as from working partners of the nominees, including investment vendors, accountants, attorneys and pension administrators. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. Robert Mandel, Managing Director Graystone Management / Investment Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The firm delivers a complete range of investment consulting services to institutional clients. The rating is not indicative of the Financial Adviser’s future performance. List ) advised by the Financial Advisor ’ s future performance March ). Held at the four Wirehouse firms corresponded graystone consulting headquarters retail clients were eligible for the rating,.. 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