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ranchandcoast.com 72 APRIL 2025 RANCH & COAST MAGAZINE Kristin Norby For over three decades, Kris Norby has been a guiding force in wealth management, earning her place among Forbes' Top Women Wealth Advisors Best-In-State in 2025*. Her career is distinguished not only by professional accolades but by the enduring relationships she has cultivated — some spanning four generations. Kris' approach transcends traditional financial advising; she becomes a steadfast resource in her clients' lives, offering guidance that prioritizes their long-term well- being. Her commitment to treating clients as family has fostered deep trust and loyalty, making her a standout in the industry. Leading The Norby Group, a mother-daughter advisory team, Kris exemplifies the integration of family values into professional practice. Their services encompass financial planning, investment management, estate planning strategies, and multi-generational wealth preservation. However, at its core, their work is about people, not just portfolios. Kris approaches every financial decision as she would for her own family — helping her clients, their children, and grandchildren reach their financial goals. In an ever-evolving financial landscape, Kris Norby's unwavering dedication to her clients' futures has solidified her legacy as a trusted advisor and a pillar of financial excellence. senior vice president & financial advisor *Source: Forbes.com (Awarded April 2025). is ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 6/30/23-6/30/24. 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. is ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, credentials, 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 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. is 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. Additional Disclaimers | Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences. | Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. | Morgan Stanley Smith Barney LLC. Member SIPC. 4302261 The Norby Group at Morgan Stanley 6037 La Flecha | Rancho Santa Fe 858.613.8187 | kristin.c.norby@morganstanley.com advisor.morganstanley.com/the-norby-group