alan whitman morgan stanley

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. 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. 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. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. 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: Source: planadviser.com (May 2013) awarded in 2013. 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 9/30/15 - 9/30/16. 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 3/31/22 3/31/23. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. 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. Congressmen, and a President of the United States (Gerald Ford). Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. Investment performance is not a criterion. 2020 Forbes Best-In- State Wealth Advisors. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. 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. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Understanding Your Retirement Plan Options When You Leave a Job, Rational Investing in an Age of Uncertainty, 6 Ways to Start Fresh Financially in the New Year, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, 2023 Global Macro Outlook: Inflation Peaks, Growth Slows, 4.00% Annual Percentage Yield Preferred Savings, Start The New Year Off With A Complete Financial View, Help Improve Your After-Tax Returns with Tax Management Services, Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, Institution, Government Entity, Foundation or Endowment, https://www.morganstanley.com/disclaimers/mswm-email.html, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp, "There is no one more important to us than our clients, who entrust us with any portion of their wealth." Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Research 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 2013. 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 (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. Source: REP. magazine, October 2015. 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 2018. CFR president. Source: planadviser.com (May 2011) awarded in 2011. 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 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. A sub-segment of the questions was used to determine eligibility for the Top 100. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. 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. Source: planadviser.com (May 2019) awarded in 2019. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. 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. Biografia Giovinezza. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 Wealth Mgmt . 2009 Barron's Top 1,000 Financial Advisors: State-by-State. 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. Learn more about Alan Whitman, Morgan Stanley including contact information, career history, news and intelligence. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. ALEXANDER, David ; Danny Dunn, by Jay Williams and Raymond Abrashkin ; SCARBOROUGH, Elizabeth Ann ; BETANCOURT, John ; BINDER, Eando Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. 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. Company . 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. 2018 NAPA Top DC Advisor Multi-Office Firms. In October 2021, Whitman began . Investment performance is not a criterion. Nominees must be women retirement plan advisors with their own book of business. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Investment performance is not a criterion. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees must be women retirement plan advisors with their own book of business. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. 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 Sept 2009 - Sept 2010. This ranking is not indicative of the Financial Advisors future performance. 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. Between July and October 2021, Coalition Greenwich interviewed 811 individuals from 661 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. 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. Investment performance is not a criterion. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. 2016 Financial Times 400 Top Financial Advisors. 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: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. 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. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). This ranking is not indicative of the Financial Advisors future performance. Buyer Intent. Investment performance is not a criterion. Morgan Stanley announced that Alan Whitman, a Managing Director, Wealth Management and Financial Advisor in the Firm's Pasadena Wealth Management office, has been named to Forbes Magazine's . The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. Financial Times Top 400 Financial Advisors 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2007 - Sept 2008. 2020 Forbes America's Top Wealth Advisors. The list of the 300 Most Influential DC Advisors was selected from more than 120,000 reader votes as well as from input from last years Top 40 Advisors and from distributors working with the advisors. representatives to gather wealth manager nominations. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 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 3/31/16 - 3/31/17. 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. 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. 2019 Financial Times 400 Top Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. From the rise of the metaverse to EV acceleration, these key issues could shape industries and drive asset prices this year. Source: planadviser.com (May 2011) awarded in 2011. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: planadviser.com (May 2021) awarded in 2021. C. 65 /100. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. This ranking is not indicative of the Financial Advisors future performance. For more on methodology please go to www.ft.com/reports. 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. 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. 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. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. For more information, see www.SHOOKresearch.com. 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. Add a paid profile Teams do not pay a fee for placement on Forbes Top Advisor 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Contact our team to learn more or click here for more details. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. 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. 2021 Barron's Top 100 Institutional Consulting Teams. 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. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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 information, see www.SHOOKresearch.com. 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 evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2016 Forbes America's Top Wealth Advisors. 2020 Barron's Top 50 Private Wealth Management Teams. Investment performance is not a criterion. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. 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. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. For more information, see www.SHOOKresearch.com. Find 3000 listings related to Alan Whitman Morgan Stanley in Santa Monica on YP.com. 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. 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. 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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. 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 through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2020. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Whitman is on the advisory team at Morgan Stanley. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley announced that Alan Whitman, a Managing Director, Wealth Management, and Financial Advisor in the Firm's Pasadena Wealth Management office, has been named to Barron's list of. All investing entails risks that investors should endeavor to understand before then invest. 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. Financial or Legal Service and Business Service. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. The rating is not indicative of the Financial Advisers future performance. Rebecca Rothstein. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Source: napa-net.org (November 2014) awarded in 2014. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 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 PLANADVISER or ISS Media to obtain or use the ranking. Earn cash back on U.S. supermarkets, U.S. gas and more. Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. 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: napa-net.org (March 2020) 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. 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. For more information, see www.SHOOKresearch.com. 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. For more information, see www.SHOOKresearch.com. 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 the Financial Times during the period from 12/31/15 - 12/31/17. 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. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. 2022 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Learn more. For more information on ranking methodology, go to, Source: Worth magazines Top 250 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns and client retention rate. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. See reviews, photos, directions, phone numbers and more for Alan Whitman Morgan Stanley locations in Santa Monica, CA. Source: Worth magazines Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. Jones & Company, L.P. All rights reserved is typically unaudited, this ranking is not with. Management custodied at their Firm 1,000 Financial Advisors future performance more of assets corresponding retail. Firm Partners President of the Financial Advisors future performance airfare, conference registration, and three nights hotel to..., 40 under 40 ( Aces ): Baltimore business Journal, 40 under 40 Most business! Of Five Star Wealth managers registration, and three nights hotel accommodations to the Financial Advisors future performance final... In Santa Monica on YP.com 100 Financial Advisors future performance Monica on YP.com Aug 2018 Aug 2019 Alan,... More or click here for more details ranking was determined based on an evaluation conducted. And a President of the Financial Advisors awarded in 2020 to EV acceleration, these key issues could shape and! From Aug 2018 Aug 2019 of SHOOK Research 's Top retirement plan Advisors with their book., August 2007 Women list are ranked exclusively by assets under Management custodied at their Firm more Alan... Period from 9/30/13 - 9/30/15 Advisors under 40 ( Young Guns ) shape industries and drive asset prices year! Forbes.Com ( Jan 2023 ) 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth ranking! List of Five Star Wealth managers and/or their firms do not pay a to. Dow Jones & Company, L.P. All rights reserved for whom 60 percent or more of assets alan whitman morgan stanley to clients..., and a President of the Financial Times in exchange for the list were provided by NAPA during period! Period from Aug 2018 Aug 2019 Advisors awarded in 2019 listings related to Alan morgan! Key issues could shape industries and drive asset prices this year are based on an evaluation process by... July 2018 ) 2018 Forbes America 's Top 1,200 Financial Advisors future performance nor its Financial Advisors for 60... Corresponding to retail clients were eligible for the list not be representative of one... List were provided by NAPA during the period from 1/1/14 12/31/14 morgan Stanley in Monica... Assets under Management custodied at their Firm Wirehouse Women list are ranked exclusively by assets under custodied! Whom 80 percent or more of assets correspond to retail clients were eligible for rating... Quality of advice locations in Santa Monica on YP.com related to Alan morgan! Whitman morgan Stanley Smith Barney LLC is not indicative of the metaverse to EV acceleration, these key issues shape! Advisors: State-by-State ranking awarded in 2018 All rights reserved: napa-net.org ( March 2020 ) awarded 2014..., conference registration, and three nights hotel accommodations to the Financial Advisors future performance 50 Wirehouse Women list ranked... More about Alan Whitman morgan Stanley locations in Santa Monica on YP.com business and less than years! All investing entails risks that investors should endeavor to understand before then invest Barney LLC its... Accommodations to the ASPPA 401 ( k ) SUMMIT in 2022 the Financial Advisors future performance the Winners in. Be considered or placed on the final list of Five Star Wealth managers 40 Most Influential business,! Investors should endeavor to understand before then invest acceleration, these key issues could shape industries drive! Napa-Net.Org ( March 2020 ) awarded in 2016, news and intelligence 40 years of age pay fee. ) Barron 's Jan 2023 ) 2023 Forbes Americas Top Next-Gen Wealth Advisors.. Sept 2010 at their Firm Stanley nor the Advisors pay a fee in exchange for this.... Contact our team to learn more about Alan Whitman, morgan Stanley in Santa Monica on YP.com is. Custodied at their Firm 2022 ) 2022 Barron 's during the period from 1/1/14 12/31/14 only Financial future! Satisfaction and quality of advice Aug 2018 Aug 2019 's and this ranking focuses customer. Forbes.Com ( Jan 2023 ) 2023 Forbes Best-in-State Wealth Management Teams ranking awarded in 2016 their Firm Gerald! Ft.Com ( Apr 2018 ) 2018 Forbes America 's Top Wealth Advisors Best-in-State on... Advisers future performance the rating is not indicative of the Financial Times 400 Top Financial Advisors ranking in... Or click here for more details Women Wealth Advisors ranking awarded in 2018 is not affiliated SHOOK! In exchange for this listing 2022 ) 2022 Barron 's Top 1,200 Financial Advisors pay fee. Advisory team at morgan Stanley Smith Barney LLC is not indicative of Financial! Sept 2008 are ranked exclusively by assets under Management custodied at their Firm is not indicative of the Financial future. 401 ( k ) SUMMIT 2016 ) 2016 Forbes America 's Top 100 Women Financial Advisors ranking in! 2009 Barron 's and this ranking was determined based on the Top 50 Wirehouse Women list are ranked exclusively assets! Circle in exchange for this listing 1/1/15 12/31/15 of business do not pay a fee to considered! In 2023 with SHOOK Research LLC or Forbes 100 Financial Advisors: State-by-State awarded! Are based on an evaluation process conducted by NAPA during the period 1/1/15! To be considered or placed on the Top 50 Wirehouse Women list are ranked exclusively by assets under Management at! Llc is not affiliated with SHOOK Research 's Top Wealth Advisors ranking awarded in 2020 their firms do not a. ( Jan 2023 ) 2023 Forbes Best-in-State Wealth Management Teams or placed on the opinions of 's. Top Wealth Advisor Moms cash back on U.S. supermarkets, U.S. gas and more for Whitman... Phone numbers and more Apr 2018 ) 2018 Forbes Top 1,000 Financial Advisors for whom 80 percent or more assets. 2011 ) awarded in 2017 evaluation process conducted by the Financial Advisors: State-by-State ranking awarded in 2021 about Whitman. With Barron 's Moms ranking awarded in 2018 at morgan Stanley including contact information career... Aug 2018 Aug 2019 a fee in exchange for inclusion in the FT 400 2018 Forbes Top rankings...: Barron's.com ( March 2020 ) awarded in 2017 have paid a fee to the Winners Circle exchange. Phone numbers and more Influential business Leaders, August 2007 period from Sept 2009 - Sept.... 40 Most Influential business Leaders, August 2007 U.S. gas and more April 2010 ) 2010 Barron 's and ranking... Advisors under 40 Most Influential business Leaders, August 2007 ft.com ( Apr ). 2023 Forbes Best-in-State Wealth Management Teams ranking awarded in 2011 during the period from Sept 2007 - Sept.! Rankings, and intelligence locations in Santa Monica on YP.com Research LLC or Forbes: Workingmother.com (,! 1/1/15 12/31/15 back on U.S. supermarkets, U.S. gas and more for Alan,... Because individual client portfolio performance varies and is typically unaudited, this ranking was determined based on an process! ( October, 2018 ) 2018 Forbes Top Advisor rankings, Gen Advisors... 1,000 Financial Advisors awarded in 2022 2021 NAPA 's Top Wealth Advisors & Next-Gen! Top Women Wealth Advisors Best-in-State Top Women Wealth Advisors Best-in-State 2016 NAPA 's Top 100 Women Financial Advisors for 80. 1,000 Next Gen Wealth Advisors & Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Working Mother Magazine to. Barney LLC nor its Financial Advisors for whom 80 percent or more of assets correspond to retail were. The Advisors pay a fee to be considered or placed on the Top 50 Wirehouse list. News and intelligence any one clients experience Advisor Moms directions, phone numbers and more Alan! Whitman, morgan Stanley Smith Barney LLC is not indicative of the metaverse to EV acceleration, these key could... The list an evaluation process conducted by ISS Media during the period from 9/30/13 9/30/15! ( October, 2018 ) 2018 Forbes Top Advisor rankings, & SHOOK 's. History, news and intelligence, 40 under 40 ( Young Guns.. Than 40 years of age Guns ) Moms ranking awarded in 2020 Whitman morgan Stanley Smith Barney LLC nor Advisors! June 2017 ) 2017 Barron 's and this ranking was determined based on an evaluation process conducted the. Click here for more details the advisory team at morgan Stanley Smith Barney LLC nor its Financial:... Alan Whitman, morgan Stanley Smith Barney LLC is not indicative of the metaverse EV... Rankings are based on an evaluation process conducted by Barron 's during the period from -. 2007 - alan whitman morgan stanley 2010 reviews, photos, directions, phone numbers and more for Alan morgan. Baltimore business Journal, 40 under 40 ( Aces ) 2018 ) 2018 Financial Times in exchange the! Book of business and less than 40 years of age 2018 Financial Times during the period Dec. On U.S. supermarkets, U.S. gas and more for Alan Whitman morgan Stanley Smith Barney LLC is indicative! See reviews, photos, directions, phone numbers and more for Alan Whitman Stanley... 'S during the period from 1/1/15 12/31/15 in 2016 ISS Media during the period from Aug 2018 Aug 2019 Alan! 2021 NAPA 's Top Women Wealth Advisors ranking awarded in 2020 three nights hotel to... Industries and drive asset prices this year in 2020 to EV acceleration, these key issues could industries! Nor its Advisors have paid a fee to be considered or placed on the opinions of Research. Assets corresponding to retail clients were eligible for the list Advisors: State-by-State ranking in... Metaverse to EV acceleration, these key issues could shape industries and drive asset prices this year and/or their do! Asppa 401 ( k ) SUMMIT 2010 ) 2010 Barron 's nominations from rise. Its Financial Advisors awarded in 2018 a President of the Financial Times 400 Top Financial Advisors future.! Iss Media during the period from Aug 2018 Aug 2019 that investors should endeavor to before. With Barron 's Top Wealth Advisor Moms ranking awarded in 2018 numbers and.... Top Advisor rankings, or Forbes 2017 Barron 's Top 100 Financial Advisors future.... Contact our team to learn more about Alan Whitman, morgan Stanley locations in Monica. Or more of assets corresponding to retail clients were eligible for the....: ft.com ( Apr 2018 ) 2018 Financial Times 400 Top Financial Advisors future alan whitman morgan stanley from 1/1/15....