Morgan Stanley Morgan Stanley is proud to congratulate Wendy Wheeler Named one of Forbes' Top Women Wealth Advisors Being named to Forbes' 2023 Top Women Wealth Advisors Best-In-State list is a testament to your experience, focus, and dedication to your client's financial future. Thank you for the work you do each day, and for carrying forward the standard of excellence at our firm. The Coastal Group at Morgan Stanley Wendy C. Wheeler Senior Vice President, Senior Portfolio Manager Financial Advisor 545 Long Wharf Drive, 7th Floor New Haven, CT 06511 203-786-2181 203-772-3970 advisor.morganstanley.com/the-coastal-group Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/21-9/30/22. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client's experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com. © 2023 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 5994113 10/23 CS 869645 3802058 10/23 Morgan Stanley Morgan Stanley is proud to congratulate Wendy Wheeler Named one of Forbes ' Top Women Wealth Advisors Being named to Forbes ' 2023 Top Women Wealth Advisors Best - In - State list is a testament to your experience , focus , and dedication to your client's financial future . Thank you for the work you do each day , and for carrying forward the standard of excellence at our firm . The Coastal Group at Morgan Stanley Wendy C. Wheeler Senior Vice President , Senior Portfolio Manager Financial Advisor 545 Long Wharf Drive , 7th Floor New Haven , CT 06511 203-786-2181 203-772-3970 advisor.morganstanley.com/the-coastal-group Source : Forbes.com ( February 2023 ) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best - In - State rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC ( the research company ) in partnership with Forbes ( the publisher ) during the period from 9 / 30 / 21-9 / 30 / 22 . Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings . This ranking is based on in - person and telephone due diligence meetings to evaluate each advisor qualitatively , a major component of a ranking algorithm that includes client retention , industry experience , review of compliance records , firm nominations , and quantitative criteria , including assets under management and revenue generated for their firms . Investment performance is not a criterion . Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client's experience ; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence . This ranking is not indicative of the Financial Advisor's future performance . Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes . For more information , see www.SHOOKresearch.com . © 2023 Morgan Stanley Smith Barney LLC . Member SIPC . CRC 5994113 10/23 CS 869645 3802058 10/23