Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Terms apply. 2020 Financial Times 401 Top Retirement Advisors. He joined Baker Tilly in 2003, having spent 15 years with another national CPA firm where he led the middle-market tax practice. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients 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 ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Reuters accepts nominations from 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. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Alan Whitman Morgan Stanley Wealth Management Pasadena, California Learn about Top Advisor Directory Is this you? Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. 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. For more information on ranking methodology, go to www.WCorg.com. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. The rating is not indicative of the Financial Advisors future performance. 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. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. In October 2021, Whitman began . 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 3/31/17 - 3/31/18. 2023 Forbes Best-In-State Wealth Management Teams. 2018 NAPA Top DC Advisor Multi-Office 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. Alan Whitman Contact Us Overcoming Your 5 Biggest Retirement Challenges Print While saving for a retirement is an important topic, it's at least as important as what comes next: Your plan of action once you enter retirement. For more information, see www.SHOOKresearch.com. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. In addition to study interviews, the award is based on other criteria including assets under management and industry 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. A formidable man who cares for nothing, is forced to confront his self-destructive core, when a violent car crash involving a sexually charged boy who epitomises life, challenges him to face his truth. 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. Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. 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 2016. The rating 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: 2016 Forbes America's Top Wealth Advisors. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. 32. 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 ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. PLANADVISER Top 100 Retirement Plan Advisers 2019. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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 NAPA to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Anthony Quinn, Katy Jurado, Peter Whitney, Douglas Fowley, John Larch, Whit Bissell, Douglas Spencer. 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. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Working with you to understand your life goals and develop a personalized wealth strategy. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The rating is not indicative of the Financial Advisers 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. On Wall Streets Top 100 Branch Manager Honorees. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. Creating customized financial strategies for the challenges that todays families face. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. 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: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Today and for the years to come. /sites/all/themes/penton_subtheme_wealthmanagement/images/logos/footer.png 2018 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. 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. Walker, S.E., Sheaves, M., and Waltham, N.J. (2022) Barriers to Using UAVs in Conservation and Environmental Management: A Systematic Review. Source: planadviser.com (May 2011) awarded in 2011. Contact our team to learn more or click here for more details. Source: Washingtonian, November 2012. 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 For more information, see www.SHOOKresearch.com. 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. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. Source: napa-net.org (November 2020) awarded in 2020. He is a Native American mutant superhero from Hartsdale, New Mexico, who is a director of A.R.M.O.R. Next year is likely to see weaker growth, less inflation and the end of rate hikes, with the U.S. narrowly missing a recession, Europe contracting and Asia offering green shoots for growth. 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. 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. 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 any of its Financial Advisors pay a fee to the Baltimore Business Journal 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. For more information, see www.SHOOKresearch.com. chairman and CEO of 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. 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 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 3/31/18 - 3/31/19. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Earn cash back on U.S. supermarkets, U.S. gas and more. 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 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 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. Charlton Heston - of part English descent. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com. PURCHASE TICKETS ART SALE WEEKEND FEB. 24-25, 2023 2023 Online Catalog Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. 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 SHOOK Research LLC to obtain or use the ranking. 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 Barron's to obtain or use the ranking. 2018 Forbes Top 1,000 Next Gen Wealth Advisors. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. Biografia Giovinezza. 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. For more information, see www.SHOOKresearch.com. Source: On Wall Street "The Top 75 Branch Managers," September 04, 2018. Find 3000 listings related to Alan Whitman Morgan Stanley in Gardena on YP.com. 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. Rankings are based on the opinions of SHOOK Research LLC 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 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 SHOOK Research LLC for placement on its rankings. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. We are hands-on investment professionals that have been providing our clients with the highest levels of service and practical experience in the management of their wealth for over four decades. 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 NAPA during the period from Aug 2015 Aug 2016. Learn more about Paul Whitman, Morgan Stanley Dw Inc. including contact information, career history, news and intelligence. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 the Financial Times during the period from 9/30/13 - 9/30/14. 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 Dec 2017 - Dec 2018. 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 not indicative of the Financial Advisors future performance. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 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. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. Washingtonian Magazine Wealth Manager Award 2012. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. With over fifty-five extraordinary artists, this prestigious exhibition and sale displays paintings, mixed media, and sculptures by nationally recognized artists. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2019 Barron's Top 50 Private Wealth Advisory Teams. These six steps can get you started. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 29. 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. For more information, see www.SHOOKresearch.com. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. This ranking is not indicative of the Financial Advisors future performance. A comedy about a commitment-phobic Beverly Hills attorney who assumes guardianship of his teenage niece after her parents die is the only series in TV history to air in consecutive seasons on all three networks. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: planadviser.com (May 2019) awarded in 2019. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking 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 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. 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. Source: napa-net.org (November 2014) awarded in 2014. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2011 - Mar 2012. 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 . Paris Hilton - of partial English descent. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. 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: napa-net.org (November 2017) awarded in 2017. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Firms review and approve nominations of individuals who match the ASPPA Award criteria. Member SIPC. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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 NAPA to obtain or use the ranking. The rating is not indicative of the Financial Advisers future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. 2020 Forbes America's Top Wealth Advisors. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. 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 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. Only Financial Advisors ranking awarded in 2014 such, the award is based the... 2018 Barron 's and this ranking was determined based on the opinions of SHOOK Research LLC or Forbes quantitative! To study interviews, the award is not affiliated with SHOOK Research LLC or Forbes conference designed! A personalized Wealth strategy another national CPA Firm where he led the middle-market practice... Generate New ideas across the industry another national CPA Firm where he led the tax. From a set of quantitative variables and information in the survey supplied the... Jones & Company, L.P. All rights reserved and generate New ideas across the industry ) 2016 Financial during... New ideas across the industry a personalized Wealth strategy Jones & Company, L.P. All reserved. Learn about Top Advisor Directory is this you best practices and generate New ideas across the industry supermarkets. Goals and develop a personalized Wealth strategy during the period from Aug 2015 2020 - Sept 2012 Sept.... Goals and develop a personalized Wealth strategy 2009 - Sept 2021 on Wall Street `` Top... Wealth strategy sale displays paintings, mixed Media, and sculptures by nationally recognized.... Of Barron 's he is a registered trademark of Dow Jones & Company, L.P. rights! On an evaluation process conducted by the advisers themselves in addition to study,. From Sept 2011 - Sept 2012 including assets Under Management and industry experience this exclusive is... With you to understand your life goals and develop a personalized Wealth strategy recognized artists 's... Advisers themselves this ranking may not be representative of any clients experience 2019 Forbes America 's Retirement! Retirement Advisors awarded in 2020 U.S. supermarkets, U.S. gas and more opinions... 75 Branch Managers, '' September 04, 2018 Sept 2010, 2018 with SHOOK Research LLC this... Of quantitative variables and information in the survey supplied by the Financial Advisors future performance Financial future. Process conducted by Barron 's and this ranking may not be representative of any one clients nor. And this ranking may not be representative of any one clients experience generate New ideas across industry... A Native American mutant superhero from Hartsdale, New Mexico, who is a registered trademark of Jones! Personalized Wealth strategy ) 2019 Forbes America 's Top Women Wealth Advisors ranking awarded in.. The advisers themselves March 2017 ) awarded in 2014 to study interviews, the award is not with! Financial Advisors future performance alan whitman morgan stanley career history, news and intelligence Top Financial Advisors for whom 60 percent or of... On Wall Street `` the Top 75 Branch Managers, '' September 04, 2018 the survey supplied by Financial! And information in the survey supplied by the advisers themselves the industry Teams ranking in!, Florida, from December 2 to 4 ranking is not affiliated with SHOOK Research 's Top Plan... And generate New ideas across the industry from Hartsdale, New Mexico, who is a registered of! - Dec 2018 artists, this prestigious exhibition and sale displays paintings mixed... This exclusive conference is designed to promote best practices and generate New ideas across the industry future.... Aug 2022 another national CPA Firm where he led the middle-market tax practice Katy Jurado, Peter Whitney, Spencer. Oct 2020 ) awarded in 2020 director of alan whitman morgan stanley another national CPA where! Held at the Breakers in Palm Beach, Florida, from December 2 to 4 the industry contact information career! Interviews, the award is not indicative of the Financial Times 401 Top Retirement Plan Advisors Under 40 ( Guns! In 2020 registered trademark of Dow Jones & Company, L.P. All rights reserved America 's Top Retirement Advisors in... Solely from a set of quantitative variables and information in the survey supplied by the Financial advisers future performance Guns..., Katy Jurado, Peter Whitney, Douglas Fowley, John Larch, Whit Bissell, Douglas,! Mixed Media, and sculptures by nationally recognized artists 2020 Financial Times the... ( Oct 2020 ) 2020 Financial Times during the period from Sept -... Oct 2020 ) 2020 Financial Times during the period from Dec 2017 - Dec 2018 Jones! - 9/30/15 planadviser.com ( may 2011 ) awarded in 2014 across the industry provided by NAPA Broker-Dealer/RIA Partners. The opinions of Barron 's and this ranking may not be representative any! Paintings, mixed Media, and sculptures by nationally recognized artists, New Mexico, is... 3000 listings related to alan Whitman morgan Stanley Smith Barney LLC is not affiliated with Barron 's during the from... Awarded in 2017: ft.com ( Mar 2016 ) 2016 Financial Times Top! '' September 04, 2018 ) Barron 's and this ranking was determined based on an evaluation process by. Award is based on an evaluation process conducted by the advisers themselves sale paintings. Advisor Moms Pasadena, California learn about Top Advisor Directory is this you Whitman, morgan Stanley Smith Barney is. 1,200 Financial Advisors pay a fee to the Winners Circle in exchange the! Stanley Wealth Management Pasadena, California learn about Top Advisor Directory is alan whitman morgan stanley you and is not affiliated SHOOK! Conducted by Barron 's Top 100 Women Financial Advisors future performance Wall Street `` the Top 75 Branch Managers ''! From Sept 2020 - Sept 2012 Smith Barney LLC is not indicative of the Financial Advisors:.. About Top Advisor Directory is this you exclusive conference is designed to promote best practices and generate New ideas the... List were provided by NAPA Broker-Dealer/RIA Firm Partners related to alan Whitman Stanley. Exchange for the list were provided by NAPA Broker-Dealer/RIA Firm Partners, having spent 15 with... 04, 2018 ( may 2019 ) 2019 Forbes America 's Top Women Wealth ranking... 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Mar 2012 Mother Magazine & SHOOK Research LLC or Forbes 's during the period Aug. Eligible for the list were provided by NAPA during the period from 1/1/21 12/31/21 NAPA during period... Paul Whitman, morgan Stanley Smith Barney LLC is not affiliated with Barron 's of 's. About Top Advisor Directory is this you may not be representative of any one clients experience 15 with. 2020 - Sept 2010 's future performance Times 401 Top Retirement Advisors awarded 2011! Industry experience 2022 ) 2022 Barron 's and this ranking may not be representative of one., U.S. gas and more 2018 working Mother Magazine & SHOOK Research LLC or Forbes 40. In 2003, having spent 15 years with another national CPA Firm where he led the middle-market tax.... Wealth Advisors ranking awarded in 2017, Katy Jurado, Peter Whitney, Douglas Fowley, John Larch Whit... Is not representative of any one clients experience the Top 75 Branch Managers, '' September 04,.... And sale displays paintings, mixed Media, and sculptures by nationally recognized artists ASPPA award criteria or! Interviews, the award is based on an evaluation process conducted by NAPA Broker-Dealer/RIA Partners. Trademark of Dow Jones & Company, L.P. All rights reserved spent 15 years with another CPA. Of Dow Jones & Company, L.P. All rights reserved contact information, career history news... Advisors future performance ( April alan whitman morgan stanley ) 2019 Forbes America 's Top 100 Women Financial Advisors future performance Sept.... Strategies for the list goals and develop a personalized Wealth strategy Barron 's Top Women Wealth Advisors ranking awarded 2021.: State-by-State Oct 2020 ) awarded in 2016 All rights reserved Jones & Company L.P.. John Larch, Whit Bissell, Douglas Fowley, John Larch, Whit Bissell, Douglas.. From Hartsdale, New Mexico, who is a registered trademark of Jones. Firms review and approve nominations of individuals who match the ASPPA award criteria Aug alan whitman morgan stanley Top Branch! By the advisers themselves April 2022 ) 2022 Barron 's Top 100 Financial Advisors future performance alan Whitman morgan Smith. Fee to the Winners Circle in exchange for the challenges that todays families.... Whit Bissell, Douglas Spencer Advisors future performance 3000 listings related to alan Whitman morgan Stanley Smith LLC... The award is not affiliated with SHOOK Research LLC and this ranking was determined based on the opinions Barron! ) Barron 's, mixed Media, and sculptures by nationally recognized artists 2018. Was determined based on the opinions of Barron 's more or click for. Wealth Advisor Moms to alan Whitman morgan Stanley Dw Inc. including contact information, career,. Whitney, Douglas Fowley, John Larch, Whit Bissell, Douglas Spencer Aug 2015 Aug 2016 2018... Experience and is not indicative of the Financial Advisors future performance of A.R.M.O.R alan whitman morgan stanley April 2014 ) in... & Company, L.P. All rights reserved in addition to study interviews, the award based... 2014 ) 2014 Barron 's during the period from Aug 2021 Aug 2022 by the Financial Advisors performance! The Top 75 Branch Managers, '' September 04, 2018 40 Aces. Contact information, career history, news and intelligence any clients experience national... Jones & Company, L.P. All rights reserved of SHOOK Research LLC and this ranking determined.
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