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Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria.

Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.

Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each.

Greenwich Associates does not receive compensation from the participating firms in exchange for the award.

Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.

Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site.

All electronic communications are subject to terms available at the following link:.

Qualitative factors include, but are not limited to, compliance record and philanthropic work.

Jodi graduated magna cum laude from Boston University with a B.