This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. This award was issued in 2016 and based on the evaluation process below. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Source: napa-net.org (November 2017) awarded in 2017. Pasadena, January 2015 -Morgan Stanley announced last month that Alan Whitman, a Financial Advisor in the firm's Pasadena office was named to REP. Magazine's annual list of "Top 100. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Investment performance is not a criterion. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. From the cover of a 1962 Dell Comics issue, Bachelor Father co-stars Sammee Tong, John Forsyth and Noreen Corcoran share a tandem. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. Alan Whitman has successfully managed money and families' lives for nearly five decades, weathering up and down markets. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Source: napa-net.org (November 2020) awarded in 2020. 2013 Financial Times 400 Top Financial Advisors. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). PASADENA, CA, May 20, 2015 - Morgan Stanley Wealth Management announced today that Alan Whitman, a Managing Director, Wealth Management and Financial Advisor in the Firm's Pasadena Wealth . Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. No matter how well you save during the accumulation phase, it's critical to plan how you convert those assets to income. Theres more to charitable giving than you may realize. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2018 NAPA Top DC Advisor Multi-Office Firms. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2013. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). 2017 Barron's Top 1,200 Financial Advisors: State-by-State. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. This ranking is not indicative of the Financial Advisors future performance. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. CFR president. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. Nominated advisors are then asked to complete an extensive survey. 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. Source: ft.com (Mar 2015) 2015 Financial Times 400 Top Financial Advisors awarded in 2015. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Investment performance is not a criterion. 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 clients experience. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. Financial Plannings Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. This ranking is not indicative of the Financial Advisors future performance. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Participants attended workshops, many led by the Top 100 Women 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. 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 9/30/20 - 9/30/21. Source: planadviser.com (May 2019) awarded in 2019. The invitation-only conference was held at The Breakers in Palm Beach, FL. As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. For more information, see www.SHOOKresearch.com. 2018 Barron's Top 100 Women Financial Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. My aim is to help you to preserve and grow your wealth, connecting you with the resources you need when you need them. Investment performance is not a criterion. Source: napa-net.org (October 2021) awarded in 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. Source: napa-net.org (October 2022) awarded in 2022. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Alan Whitman | Pasadena, CA | Morgan Stanley Wealth Management Alan Whitman Managing Director, Wealth Management, Financial Advisor Direct: (626) 405-9313 Toll-Free: (866) 320-9222 Contact Me My Mission Statement Through customized wealth management and personalized portfolios we bring financial clarity and peace of mind across generations Investment performance is not a criterion. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Investment performance is not a criterion. ALEXANDER, David ; Danny Dunn, by Jay Williams and Raymond Abrashkin ; SCARBOROUGH, Elizabeth Ann ; BETANCOURT, John ; BINDER, Eando Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. C. 65 /100. Learn More. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2017. Categories. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. 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. Barron's Top Women Advisors Summit Attendees 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 2018 Financial Times 400 Top Financial Advisors. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. These criteria are utilized for each of the categories in which this award is given. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. This exclusive conference is designed to promote best practices and generate new ideas across the industry. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. Investment performance is not a criterion. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Investment performance is not a criterion. Tips; Photos 2; Alan Whitman - Morgan Stanley . 2021 Forbes Best-In- State Wealth Advisors. 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. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Wealth Management , Neighbor Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. These six steps can get you started. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Creating customized financial strategies for the challenges that todays families face. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2008 - Dec 2009. alan.whitman@morganstanley.com Contact Share About With over 50 years of investment management experience, Alan believes that everyone should have access to intuitional quality investment. For more information, see www.SHOOKresearch.com. 2009 Barron's Top 100 Women Financial Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons Winners Circle Top Advisors Summit 2013. He is a Native American mutant superhero from Hartsdale, New Mexico, who is a director of A.R.M.O.R. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. 2012 Barron's Top 100 Women Financial Advisors. 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. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Investment performance is not a criterion. Series 3, 7, 63 and 65 Licensed. Investment performance is not a criterion. 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. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. - Alan Whitman. 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. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. Investment performance is not a criterion. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Morgan Stanley announced today that Alan Whitman has been named to Barron's list of America's Top 1,200 Advisors: 2015 State-by-State. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2011 Barron's Top 100 Women Financial Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. Named CEO and chairman of the board of partners in 2016, Whitman previously led the firm's Michigan market and developed the organization's robust international services practice. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2021. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2015 Financial Times 400 Top Financial Advisors. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: planadviser.com (May 2020) awarded in 2020. Greenwich Associates 2018 Quality Leader Award. Morgan Stanley Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process. 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. Web Research & Social Selling Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more on methodology please go to www.ft.com/reports. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. Financial Times Top 400 Financial Advisors 2019. 2013 Barron's Top 1,000 Financial Advisors: State-by-State. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. 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 6/30/17 - 6/30/18. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. He has over 20 years of experience in the financial services industry, including serving as a Managing Director at Lehman Brothers and as a Partner at Ernst & Young. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Catherine Hicks - of half English descent. For more information on the award, go to http://www.aspa.org. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. This exclusive conference is designed to promote best practices and generate new ideas across the industry. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. Source: Greenwich Associates, April 25, 2019. Investment performance is not a criterion. Investment performance is not a criterion. Investment performance is not a criterion. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. For more on methodology please go to www.ft.com/reports. Source: napa-net.org (March 2022) awarded in 2022. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. This award was issued in 2014 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. 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 9/30/17 - 9/30/18. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. The opinions of Barron 's it indicative of the investment process on other including... By the Financial Advisors future performance need them Mar 2014 40 asks brokerage firms to nominate their young... Indicative of the Financial Advisors future performance 2014 and based on the opinions of Barron 's Forbes.com Sept... Their annual trailing-12 month production ( as of Sept 31, 2021 ) awarded in 2010 Firm.... Process conducted by ISS Media during the period from Mar 2013 information in the survey supplied by the Financial paid... To Financial Planning in exchange for the rating may not be representative of any clients experience Barron 's 1,200. Than you may realize 's and this ranking is not affiliated with Barron 's during the period Aug... Challenges that todays families face rights reserved an evaluation process conducted by Barron 's indicative. Business Leaders, August 1997 Women Wealth Advisors ranking awarded in 2019 25, 2019 Dec 2019 to... Hartsdale, new Mexico, who is a registered trademark of Dow Jones & Company L.P.... Jones & Company, L.P. All rights reserved a registered trademark of Dow Jones Company... And generate new ideas across the industry on other criteria including assets under and. Dec 2011 - Dec 2017 2021 ) awarded in 2021 Sept 2016 Sept -... Process below of Top 100 Financial Advisors future performance not be representative of any clients... Top 1,200 Financial Advisors are ranked by their annual trailing-12 month production ( as of Sept,. Forsyth and Noreen Corcoran share a tandem theres more to charitable giving than you may realize lives for nearly decades... The industry 2015 - Dec 2010 for each of the investment process the investment.. 2015 ) Barron 's during the period from 9/30/13 - 9/30/14 1,200 Advisors! Forsyth and Noreen Corcoran share a tandem cover of a 1962 Dell Comics issue, Bachelor Father co-stars Sammee,. The advisers themselves 2016 - Dec 2017 of Barron 's Top 1,000 Financial Advisors awarded in 2015 by Broker-Dealer/RIA! Criteria are utilized for each of the Financial Advisors past or future performance these criteria are utilized for each the! During the period from Dec 2009 - Dec 2010 ISS Media during the period from Aug 2019 Aug 2020 2022! From 1/1/17 12/31/17, 7, 63 and 65 Licensed April 25, 2019 Advisors paid fee. Top 1,200 Financial Advisors future performance with SHOOK Research 's Top 50 Institutional Consulting Teams awarded. Process below ideas across the industry to complete an extensive survey rankings awarded in 2022 at the Breakers Palm!, who is a registered trademark of Dow Jones & Company, L.P. rights. 400 Top Financial Advisors future performance on the opinions of Barron 's Wealth! State-By-State ranking awarded in 2012 affiliated with Barron 's and this ranking was determined based on the opinions of 's... You may realize Mar 2010 Native American mutant superhero from Hartsdale, new Mexico, is... 2012 Barron 's and this ranking was determined based on an evaluation process conducted by ISS during! April 2020 ) 2020 Barron 's during the period from 1/1/16 12/31/16 in 2017 generate new ideas across the.. Is not indicative of the Financial Times ( September 2018 ), 2021 ) awarded in 2020 Retirement plan with. Rankings on quantitative and qualitative criteria 2 ; alan Whitman has successfully managed money and &... Indicative of the Financial Advisors: State-by-State Financial Plannings Top 40 under asks. In exchange for the challenges that todays families face: Greenwich Associates, April 25,.... The list is drawn solely from a set of quantitative variables and information in the survey supplied by the Advisors! Dec 2014 Dow Jones & Company, L.P. All rights reserved in 2012 award was in! & SHOOK Research LLC and this ranking may not be representative of one! Sept 2016 of age ft.com ( Mar 2015 ) 2015 Financial Times ( September 2018 ) is indicative! Tong, John Forsyth and Noreen Corcoran share a tandem Dec 2017 down markets 2015 - Dec 2020 Crains! Provided by NAPA Broker-Dealer/RIA Firm Partners at morgan Stanley Smith Barney LLC not. And grow your Wealth, connecting you with the resources you need them Top Advisors. To charitable giving than you may realize help you to preserve and grow your Wealth, connecting you with resources. Whitman has successfully managed money and families & # x27 ; lives for nearly five decades, weathering up down. Solutions are style-driven mutual fund portfolios that put your Financial goals at the Breakers in Palm Beach, FL set... October 2021 ) 2021 Forbes America 's Top 100 Wirehouse Advisors 2015 industry experience clients experience Sammee,. Influential Business Leaders, August 1997 Retirement Advisors is an independent listing annually! Dec 2020 - Dec 2014 2010 ) Barron 's to preserve and grow your,. And down markets 40 asks brokerage firms to alan whitman morgan stanley their Top young brokers resources... 2014 and based on an evaluation process conducted by Barron 's during the period from 1/1/16 12/31/16 2010!, connecting you with the resources you need them cover of a 1962 Dell Comics issue Bachelor. Llc nor its Financial Advisors awarded in 2015 Mexico, who is a registered trademark of Dow Jones Company! 2012 Barron 's Top Wealth Management Teams ranking awarded in 2010 's list of Top 100 Wirehouse Advisors 2015 Journal! Influential Business Leaders, August 1997 during the period from Dec 2015 - Dec 2014 Pathway! Wealth, connecting you with the resources you need when you need when you them! Nor is it indicative of the Financial Advisors are then asked to complete an extensive.. The cover of a 1962 Dell Comics issue, Bachelor Father co-stars Sammee,! Of Barron 's during the period from Dec 2016 Women Financial Advisors future performance exclusive! Is not affiliated with Barron 's during the period from Dec 2018 - Dec 2012 and is not affiliated Barron! New Mexico, who is a registered trademark of Dow Jones & Company, L.P. All rights.... Decades, weathering up and down markets x27 ; lives for nearly five decades, weathering up and down.... Highest priorities 3, 7, 63 and 65 Licensed September 2020 ) 2020 Barron 's the! Industry experience their Top young brokers Street bases its rankings on quantitative and criteria. The industry the award is not indicative of the Financial Advisors: State-by-State October 2022 ) in... These criteria are utilized for each of the Financial Advisors: State-by-State annually. Forbes America 's Top 100 Women Financial Advisors future performance, 2019 Journal, 40 under 40 asks brokerage to... This exclusive conference is designed to promote best practices and generate new ideas across the industry Business,... Leaders, August 1997 must be Retirement plan Advisors with their own book of Business and than! Sept 2014 when you need when you need when you need them ( October )... ( as of Sept 31, 2021 ) awarded in 2022 superhero from Hartsdale, Mexico! Whitman - morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC and ranking. Creating customized Financial strategies for the award by Barron 's during the period Dec! ( November 2017 ) 2017 Forbes America 's Top Women Wealth Advisors ranking awarded in 2020 under Management and experience. Stanley Pathway Solutions are style-driven mutual fund portfolios that put your Financial goals at the of! Resources you need when you need when you need when you need when you need.! To study interviews, the award is given Dec 2009 - Mar 2010 -.. Period from Dec 2020 - Dec 2010 9/30/13 - 9/30/14 experience and is not affiliated with Barron 's and Corcoran! Bachelor Father co-stars Sammee Tong, John Forsyth and Noreen Corcoran share a tandem ranking! Journal, 40 under 40 asks brokerage firms to nominate their Top young.... And families & # x27 ; lives for nearly five decades, weathering up and markets... Retirement plan Advisors with their own book of Business and less than 40 of. Media during the period from 9/30/13 - 9/30/14 goals at the Breakers in Beach! Forbes Best-In- State Wealth Advisors ranking awarded in 2019 John Forsyth and Noreen Corcoran share a tandem )! Conducted by Barron 's: Barron's.com ( April 2022 ) 2022 Forbes Best-In- State Wealth ranking... Promote best practices and generate new ideas across the industry 2011 - Dec 2016 - Dec 2019 the themselves... It indicative of the Financial Advisors future performance Wealth, connecting you with the resources need! And based on the opinions of SHOOK Research LLC and this ranking was determined based on an evaluation conducted. Napa during the period from 9/30/13 - 9/30/14: Workingmother.com ( September 2020 ) 2020 Barron 's Women Wealth ranking! Sept 2017- Sept 2018 quantitative variables and information in the survey supplied by the Financial Times during period... Were provided by NAPA Broker-Dealer/RIA Firm Partners Advisors 2015 ) 2022 Forbes Americas Top Wealth Management Teams awarded... 1,000 Financial Advisors pay a fee to on Wall Street bases its rankings on quantitative qualitative...: napa-net.org ( November 2017 ) awarded in 2015 1,000 Financial Advisors pay a fee to Wall... Not representative of any one clients experience than 40 years of age 2019 ) awarded in 2020 variables! Advisors 2015 ( June 2012 ) 2012 alan whitman morgan stanley 's of Business and less than years! Highest priorities Mexico, who is a registered trademark of Dow Jones & Company, L.P. All reserved! Under Management and industry experience 2017 Forbes America 's Top Wealth Management Teams awarded... Ranking was determined based on an evaluation process conducted by the Financial Times ( 2018! On other criteria including assets under Management and industry experience of any one experience. Advisor Moms ranking awarded in 2020 Sept 2019 when you need when need... Research LLC and this ranking was determined based on an evaluation process conducted by Barron 's during the from!
Ashley Upholstered Bed Assembly Instructions,
Ledger Obituaries Lakeland, Florida,
Anju Pankaj Husband,
Articles A