Morgan Stanley is proud to congratulate
Jacob Guzman and Robert Biggs
On being named to Forbes’ Top Next-Gen Wealth Advisors
2021 and Forbes’ Best-In-State Wealth Advisors 2022
These awards are a testament to your experience,
professionalism and dedication to your clients.

Thank you for the work you do each day and
for carrying forward the culture of excellence
at our firm.

Jacob Guzman
Senior Vice President
Corporate Client Group Director
Family Wealth Director
Senior Portfolio Manager
Financial Advisor
215-963-3853 jacob.guzman@morganstanley.com
Robert Biggs
Senior Vice President
Corporate Equity Solutions Director
Alternative Investments Director
Senior Portfolio Manager
Financial Advisor
215-963-3827 robert.biggs@morganstanley.com
1 Liberty Place — 1650 Market
Philadelphia, PA 19103
advisor.morganstanley.com/ the-ces-group
Source: Forbes.com (September, 2021). SHOOK considered advisors born in 1981 or later with a minimum 4 years as an advisor. Advisors have: built their own
practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures:
telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria,
such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances
vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, and are not indicative of future
performance or representative of any one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors
pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.

Source: Forbes.com (April, 2022) Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and 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 not indicative of future performance or representative of any
one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research
in exchange for the ranking. For more information: www.SHOOKresearch.com.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

44 CRC 4668564 05/22 CS 325578_2306822 05/22
JUNE 9, 2022 | JEWISHEXPONENT.COM
JOB INFORMATION
PROJ. NO.:
325578_2306822 TRIM SIZE:
SPECIFICATIONS 8.5 x 11”
NOTES