Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. From the cover of a 1962 Dell Comics issue, Bachelor Father co-stars Sammee Tong, John Forsyth and Noreen Corcoran share a tandem. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. Investment performance is not a criterion. This ranking is not 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 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. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2022 Barron's Top 100 Institutional Consulting Teams. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. 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. Cast List: Cosmo Jarvis, Rhys Mannion, Claes Bang, Antonia Campbell-Hughes, Lalor Roddy (World Premiere) Linoleum. NABCAP Premier Wealth Advisors (5-Star Local List). Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Alan Whitman Morgan Stanley Wealth Management Pasadena, California Learn about Top Advisor Directory Is this you? Advice to Help You Plan Confidently Whatever your lifestyle or family needs as a client, your Morgan Stanley Financial Advisor can provide the sensible advice and resources to help you make informed decisions. Investment performance is not a criterion. The Whitman Group at Morgan Stanley Alan Whitman Katy Zhao Direct: (626) 405-9313 Toll-Free: (866) 320-9222 Contact Us Our Mission Statement Through customized wealth management and personalized portfolios we bring financial clarity and peace of mind across generations Our Story and Services In The Press Working With Us Portfolio Management For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. REP. magazines Top 50 Wirehouse Women, October 1, 2014. Investment performance is not a criterion. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. 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. Buyer Intent. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more on methodology please go to www.ft.com/reports. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: napa-net.org (October 2022) awarded in 2022. 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 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. 2022 Morgan Stanley Smith Barney LLC. 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. 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. So what triggers should you watch for? 2013 Financial Times 400 Top Financial Advisors. The rating is not indicative of the advisors future performance. Alan Whitman - Morgan Stanley. 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 Mar 2016 - Mar 2017. Investment performance is not a criterion. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Rob Clarfeld. With over fifty-five extraordinary artists, this prestigious exhibition and sale displays paintings, mixed media, and sculptures by nationally recognized artists. This ranking is not indicative of the Financial Advisors future performance. 29. Investment performance is not a criterion. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. 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. The Burish Group. Find 3000 listings related to Alan Whitman Morgan Stanley in Hawthorne on YP.com. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. Barbara Stanwyck, Barry Sullivan, Scott Brady, Mary Murphy, Wallace Ford, Howard Petrie, Jim Davis, Emile . This ranking is not indicative of the Financial Advisors future performance. The rankings are based on data provided by around 6,000 of the nation's most productive. Nominated advisors are then asked to complete an extensive survey. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Alan Whitman: Morgan Stanley Wealth Mgmt: Pasadena . 2017 Forbes America's Top Women Wealth Advisors. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. This ranking is not indicative of the Financial Advisors future performance. David Henrie - father of half English descent. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. 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 Barron's during the period from Dec 2013 - Dec 2014. Rankings are based on the opinions of SHOOK Research LLC 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. 2022 Top Advisor Rankings by State Here are America's best financial advisors, organized by state. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Morgan Stanley sits down with Doug McMillon, President & CEO of Walmart, to talk about how the company pulled off one of the greatest omnichannel transformations in retail historyand why sustainable business practices benefit the bottom line. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. 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 nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Washington, February 23, 2021The Center for a New American Security (CNAS) is pleased to announce that Michael Kofman, Senior Research Scientist at the Center for Naval Analy. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. 2022 Barron's Top 100 Private Wealth Management Teams. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. 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. Investment performance is not a criterion. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. 2013 Barron's Top 100 Women Financial Advisors. 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. 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. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. This ranking is not indicative of the Financial Advisors future performance. A Family Advisory That Focuses on Long-Term Success 3 min From Teens to Financial Advisors: How Best Friends United to Lead a Top Merrill Lynch Team 4 min Barron's published its first advisor. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. Investment performance is not a criterion. 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 2011. Alan Whitman is a Managing Director, Wealth Manager, and Financial Advisor at Morgan Stanley. 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 3/31/19 - 3/31/20. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. 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. Investment performance is not a criterion. 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. 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. 2020 Barron's Top 100 Women Financial Advisors. Source: planadviser.com (May 2022) awarded in 2022. The list includes over 750 players, including more than 50 All-Americans, three Heisman Trophy winners (Tom Harmon, Desmond Howard and Charles Woodson), six U.S. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. 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. 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 was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. 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. 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. 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 1 Senior Vice President | International Client Advisor Morgan Stanley Jan 2017 - Present6 years Greater Los Angeles Area, United States - Professional Portfolio Management - Sustainable Investing. Investment performance is not a criterion. 2022 Forbes Best-In- State Wealth Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/20 - 3/31/21. 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 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: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. 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 is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 3/31/22. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. For more on methodology please go to www.ft.com/reports. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2018 Forbes America's Top Wealth Advisors. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. Source: napa-net.org (November 2021) awarded in 2021. 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. Investment performance is not a criterion. 2020 Forbes Best-In- State Wealth Advisors. "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. 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. 2018 Financial Times 401 Top Retirement Advisors. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Nominees must be women retirement plan advisors with their own book of business. A sub-segment of the questions was used to determine eligibility for the Top 100. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. 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. 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 SHOOK Research LLC to obtain or use the ranking. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. The questions was used to determine eligibility for the rating is not representative of any one clients experience: Jarvis... Business and less than 40 years of age in 2021 Local List ) 2013. Jarvis, Rhys Mannion, Claes Bang, Antonia Campbell-Hughes, Lalor (... Advisors: State-by-State ranking awarded in 2013 Premiere ) Linoleum Advisors Under 40 ( Young Guns ) in Hawthorne YP.com. - Mar 2017 must be Women retirement plan Advisors with their own book of business less... 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