Francis X. Malone Receives Promotion at Morgan Stanley and Recognition from Financial Publications

LOS ANGELES - June 6, 2014 - PRLog -- Morgan Stanley announced today that Mr. Francis X. Malone has been promoted to Managing Director, Wealth Management, Private Wealth Advisor in the firm’s Wealth Management office in Los Angeles. Additionally, Frank has been named to Barron’s list of America’s Top 1,200 Advisors: 2014 State-by-State and to The Financial Times’ 2014 list of America’s Top 400 Financial Advisors.

“I am extremely proud that Frank Malone is representing Morgan Stanley Wealth Management on these lists,” commented Greg Laetsch, Branch Manager of Morgan Stanley’s Los Angeles office. “This is a well-deserved recognition of Frank’s experience, professionalism and dedication to the needs of his valued clients.” As of April 1, 2014, Frank and his partner Jon Neuhaus lead a 9-person team, manage $2.5 billion in assets, and serve over 120 families.

Frank Malone, who has been with Morgan Stanley Private Wealth Management since 2006, is a native of Palos Verdes Estates, CA.  He holds a bachelor’s degree from the University of Notre Dame and an MBA from Duke University’s Fuqua Graduate School of Management with a Masters credit in International Finance from the University of Leuven in Leuven, Belgium.  Frank currently lives in Palos Verdes Estates with his wife Kathryn and four children.

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 services, annuities and insurance, retirement and trust services.

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.

© 2014 Morgan Stanley Smith Barney LLC, member SIPC.

Source: Barron's “Top 1,200 Advisors,” February 24, 2014, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record and  philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and 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.

Source:The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2014). The FT 400 is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility.  The rating may not be representative of any one client’s experience and 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 The Financial Times in exchange for the rating.