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BRIAN FRANK AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S WINNER’S CIRCLE TOP ADVISORS | Business

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BRIAN FRANK AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S WINNER’S CIRCLE TOP ADVISORS
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BRIAN FRANK AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S WINNER’S CIRCLE TOP ADVISORS

ATLANTA, GA September 30, 2011 – Brian Frank, managing director at Premier Wealth Management Group of Morgan Stanley Smith Barney, in April 2011, was one of several hundred financial advisors who were selected by their firms to attend the seventh-annual Barron’s Winner’s Circle 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 at the Waldorf Astoria, September 14-16 in Orlando, FL.

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

Also in attendance were 77 of the Top 100 Financial Advisors in the U.S., as ranked and published in Barron’s April 18, 2011 issue.  The Top 100 Financial Advisors, comprising advisors from major security firms and independent operations, are chosen based on the volume of assets overseen by the advisors and their teams, revenue generated for their firms and the quality of the advisors’ practices.  This annual ranking is the basis for the Top Advisors Summit.

“Financial Advisors who attend this conference are passionate about delivering advice that can help their clients achieve their financial goals.  In a challenging economic environment, the dispassionate analysis and well thought-out strategies discussed by some of the industry’s top professionals made this conference particularly valuable,” said Brian Frank.

“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.”

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

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. 

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 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

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