This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/17 - 9/30/18. Source: planadviser.com (May 2019) awarded in 2019. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. David Henrie - father of half English descent. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2008 - Mar 2009. 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 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Lieutenant General Robert P. Ashley, Jr Joins CNAS as Adjunct Senior Fellow. 2017 Financial Times 400 Top Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources. 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 6/30/20 - 6/30/21. 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. 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 on methodology please go to www.ft.com/reports. 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. 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. 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: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. 2019 Forbes Best-In- State Wealth Advisors. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 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. 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. Alan Whitman named to Barron's annual list of America's Top 100 Financial Advisors - Pasadena, CA - Morgan Stanley Wealth Management announced today that Alan Whitman was named to Barron's annual . This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle 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 1/1/10 12/31/10. For more information, see www.SHOOKresearch.com. PURCHASE TICKETS ART SALE WEEKEND FEB. 24-25, 2023 2023 Online Catalog Source: Forbes.com (July 2017) 2017 Forbes Top 500 Next Generation Wealth Advisors ranking awarded in 2017. LOGIN REGISTER Add Company Add Person Add Topic . Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. Share. 2019 Barron's Top 50 Institutional Consultants. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Alan Whitman Senior Vice President, Morgan Stanley Global Wealth Management, Pasadena Age: 61 Education: B.S., finance, University of Nebraska at Omaha Team Assets: $1.1 billion Typical. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors ranking awarded in 2019. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. 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. Deciding among them is an important step in managing your retirement savings over time. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. A sub-segment of the questions was used to determine eligibility for the Top 100. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. The rating is not indicative of the Financial Advisors future performance. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. Source: napa-net.org (March 2021) awarded in 2021. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. Through customized wealth management and personalized portfolios we bring financial clarity and peace of mind across generations, Securities Agent: VT, AK, AR, AZ, CA, CO, CT, WY, WI, WA, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures, Check the background of Our Firm and Investment Professionals on. 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 ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2008 - Dec 2009. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Firms review and approve nominations of individuals who match the ASPPA Award criteria. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. 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. 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. Morgan Stanley Wealth Management PASADENA, CA $2.3B. 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: 2017 Forbes Top 500 Next Generation Wealth Advisors. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2015 - Mar 2016. Financial Plannings Top 40 Under 40 2022. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. For more information, see www.SHOOKresearch.com. He is a Native American mutant superhero from Hartsdale, New Mexico, who is a director of A.R.M.O.R. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Research Magazine's 130 Top-Ranked Advisor Teams in America. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. 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. 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. 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 publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. 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