Stephen M. Parlier Named to Chicago Magazine FIVE STAR: Best in Client Satisfaction Wealth Manager Listing

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Morgan Stanley wealth advisor recognized as one of the top Wealth Managers in the Chicago area in providing exceptional wealth management services to clients.

Morgan Stanley Smith Barney announced today that Stephen Parlier in the Firm’s Chicago office has been named to Chicago Magazine 2011 FIVE STAR: Best in Client Satisfaction Wealth Manager listing.

In conjunction with Crescendo Business Services, an independent research firm, Chicago Magazine identified the “best in client satisfaction” wealth managers serving the Chicago area. This feature recognizes a select group of wealth managers who represent less than 7 percent of the wealth managers in the Chicago area.

“I am extremely proud that Mr. Parlier is representing Morgan Stanley Smith Barney on this list,” commented Jeff Adams, Illinois Regional Director. “This listing recognizes the top wealth managers in the Chicago area who are committed to providing exceptional wealth management services to clients.”

Morgan Stanley Smith Barney, a global leader in wealth management, 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, credit and lending, cash management, annuities and insurance, retirement and trust services. For further information about Morgan Stanley Smith Barney, please visit http://www.morganstanleysmithbarney.com.

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 1,300 offices in 42 countries. For further information about Morgan Stanley, please visit http://www.morganstanley.com.

©2011 Morgan Stanley Smith Barney.
Source: Chicago Magazine November, 2011, “2011 FIVE STAR: Best in Client Satisfaction Wealth Managers,” as identified in conjunction with Crescendo Business Services, an independent research firm. Over 32,000 high net worth residents were surveyed (along with 3,750 financial services professionals) and asked to evaluate wealth managers they knew. In addition to survey results, wealth advisors evaluation criteria included: a minimum of five years’ financial services experience, acceptable compliance records, and evaluation results by a panel of local industry experts are incorporated into the overall evaluation process. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. For more information on the rating methodology, go to http://www.fivestarprofessional.com.

  • The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Best in Client Satisfaction Wealth Managers.
  • The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
  • The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Crescendo or Westchester Magazine.
  • The rating is not indicative of the advisor’s future performance.

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