Alan Whitman has successfully managed money and families' lives for nearly five decades, weathering up and down markets. 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. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking 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. 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. For more information, see www.SHOOKresearch.com. 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 Barron's 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. 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. Wealth Management Early-Warning Signs of a 2023 Economic Slowdown Dec 6, 2022 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 SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/17 - 3/31/18. LOGIN REGISTER Add Company Add Person Add Topic Home . 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. PLANADVISER Top 100 Retirement Plan Advisers 2021. 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. 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. For more on methodology please go to www.ft.com/reports. 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. On Wall Streets Top 100 Branch Manager Honorees. This ranking is not indicative of the Financial Advisors future performance. 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 NAPA to obtain or use the ranking. 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. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. 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. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. 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 6/30/15 - 6/30/16. 2020 Forbes America's Top Wealth Advisors. Coalition Greenwich Quality Leader Award 2021. 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. Nominees must be women retirement plan advisors with their own book of business. 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 (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Investment performance is not a criterion. 2010 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. Albert Whitman & Company Niles, IL, USA 8076 George Braziller: 8077 Teacher's College Press: 8078 University of North Carolina Press: 8080 CCH Inc. (Commerce Clearing House Inc.) now part of Wolters Kluwer: 8084 College & University Press 8087 Burgess Publishing 8089 Grune & Stratton 8090 Hill and Wang: 8091 Paulist Press: 8092 Contemporary . 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. 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. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. The rating 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 Barron's to obtain or use the ranking. 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: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. For more on methodology please go to www.ft.com/reports. This ranking is not indicative of the Financial Advisors future performance. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. Investment performance is not a criterion. Source: napa-net.org (November 2019) awarded in 2019. 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. No matter how well you save during the accumulation phase, it's critical to plan how you convert those assets to income. 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. 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 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. 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 1/1/14 12/31/14. 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. 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 women advisors. 2013 Financial Times 400 Top Financial Advisors. Learn more. Investment performance is not a criterion. Investment performance is not a criterion. 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. PLANADVISER Top 100 Retirement Plan Advisers 2019. Senior Vice President | International Client Advisor Morgan Stanley Jan 2017 - Present6 years Greater Los Angeles Area, United States - Professional Portfolio Management - Sustainable Investing. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. Nominees must be women retirement plan advisors with their own book of business. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. 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 6/30/16 - 6/30/17. 2013 Barron's Top 1,000 Financial Advisors: State-by-State. 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 2020 - Sept 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. 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. So what triggers should you watch for? Investment performance is not a criterion. 2021 Barron's Top 100 Institutional Consulting Teams. 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. Add a paid profile Advisors do not pay a fee for placement on Forbes Top. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. Alan Whitman Morgan Stanley Wealth Management Pasadena, California Learn about Top Advisor Directory Is this you? 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 not indicative of the Financial Advisors future performance. 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. 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. He. 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 (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. This ranking is not 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2015 - Mar 2016. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. Source: planadviser.com (May 2016) awarded in 2016. The number of individuals contacted varies based on the size of the local market. 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. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/20 - 3/31/21. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Charlton Heston - of part English descent. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams 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. 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. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. This ranking is not indicative of the Financial Advisors future performance. "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. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. 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. 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. 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. 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. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to the Financial Times in exchange for the rating. Explore insights on todays most important investment topics, including green bonds, active management, cybercrime and monetizing small business. Richard Haass. Investment performance is not a criterion. 2020 Barron's Top 50 Institutional Consulting Teams. 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. Katharine Hepburn - of mostly English descent, descendant of Mayflower. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2011 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. David Henrie - father of half English descent. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. Investment performance is not a criterion. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. 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 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. EXECUTIVES & FEATURED PEOPLE AT Morgan Stanley. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. Barron's Top Women Advisors Summit Attendees 2020. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. 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. 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. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. 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. 33. 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. A list of science fiction films released in the 1970s.These 235 films include core elements of science fiction, but can cross into other genres.They have been released to a cinema audience by the commercial film industry and are widely distributed with reviews by reputable critics.. During the 1970s, blockbuster science fiction films, which reached a much larger audience than previously, began . Save. Source: ft.com (Mar 2015) 2015 Financial Times 400 Top Financial Advisors awarded in 2015. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Financial Advisors must be under the age of 40 as of August 2013. 2020 Barron's Top 100 Women Financial Advisors. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's future performance. 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: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Web Research & Social Selling Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. For more information, see www.SHOOKresearch.com. 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. 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. 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. This award was issued in 2017 and based on the evaluation process below. 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 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. 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. A sub-segment of the questions was used to determine eligibility for the Top 100. 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: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 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. 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 (November 2014) awarded in 2014. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. 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 pay a fee to The Winners Circle in exchange for the rating. As such, the award is not representative of any clients experience nor is it 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. 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. Today and for the years to come. Nominees must be women retirement plan advisors with their own book of business. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. 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 9/30/15 - 9/30/16. Morgan Stanley Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process. Categories. 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. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience . Helping you on key aspects of your business such as ownership, liquidity and developing opportunities. All credentials and designations are verified and nominee compliance records are verified. 2016 Barron's Top 100 Women Financial Advisors. He is a Native American mutant superhero from Hartsdale, New Mexico, who is a director of A.R.M.O.R. Learn more about Paul Whitman, Morgan Stanley Dw Inc. including contact information, career history, news and intelligence. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. Barrons is a registered trademark of Dow Jones & Company, L.P. All reserved! About Top Advisor Directory is this you a director of A.R.M.O.R: planadviser.com ( may 2016 ) Forbes! Less than 40 years of age quality of services provided to clients and is not indicative of the Financial future. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved ( Feb ). 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