Andrew Schultz of Morgan Stanley in Miami Beach At Barron's “Top 100” Financial Advisors Summit

MIAMI BEACH, Fla. - Nov. 21, 2013 - PRLog -- Andrew Schultz (http://www.morganstanleyfa.com/theschultzgroup/story.htm), Managing Director of Wealth Management at Morgan Stanley in Miami Beach (http://www.morganstanleyfa.com/theschultzgroup/), attended the annual Barron’s Top 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 recently at the Waldorf Astoria in Orlando.

Sixty-six of the Top 100 Financial Advisors in the U.S., as ranked and published in Barron’s April 15, 2013, issue, were in attendance at the event.  This annual ranking is the basis for the Top Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams, revenue generated for the firms and the quality of the advisors’ practices.  The top 100 are comprised of advisors from major security firms and independent operations.

“It’s always great to compare notes with such a terrific brain trust,” said Schultz, who has worked with the same investment team for 22 years. “The events of recent weeks prove yet again that we are living in fast-moving, unpredictable times, and people are starting to agree how important smart diversity and original thinking are only growing more important in preserving individuals’ and families’ wealth.”

         This exclusive conference is designed to promote best practices and generate new ideas across the industry.  Attendees conducted workshops led by the Top 100 Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.

“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.”

Schultz was one of approximately 500 financial advisors who was selected

by their firm to attend and participate in the conference. Participating firms included:

Ameriprise Financial Services Inc., Bank of America-Merrill Lynch, Credit Suisse Securities

(USA) LLC, Deutsche Bank Alex. Brown, LPL Financial, Morgan Stanley,

RBC Wealth Management, Robert W. Baird & Co., UBS Financial Services Inc.

and Wells Fargo Advisors.

For more information about Barron’s conferences, please go to www.barrons.com/conferences

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About the Schultz Group at Morgan Stanley

The Schultz Group at Morgan Stanley strives to protect and grow the wealth of its clients and their families – now and for generations to come.. The Group’s offices are at 1691 Michigan Avenue, Suite 550, Miami Beach, 33139. Call 305-695-6116, or toll-free at 800-642-7715. To learn more, visit: http://www.morganstanleyfa.com/theschultzgroup/

About Morgan Stanley

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.

About Barron’s

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.

The “Barron’s Top 100 Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.

Attendees of the Barron’s Conference were comprised of the 100 advisors listed in Barron’s “Top 100 Financial Advisors”, (April 15, 2013) as well as 500 financial advisors designated as the top 1% producers of their firms.