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. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. On Wall Streets Top 100 Branch Manager Honorees. 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 has a Bachelor of Science in Accounting from the University of Maryland and is a Certified Public Accountant. 2018 Forbes America's Top Women Wealth Advisors. The Burish Group. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. The Case for Sustainable Investing Investment performance is not a criterion. Source: Crains New York Business, December 7, 2020. Biografia Giovinezza. 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: Washingtonian, November 2012. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Alan Gendler: Merrill Lynch Wealth Mgmt: . 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. 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. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Source: planadviser.com (May 2020) awarded in 2020. Financial Times Top 400 Financial Advisors 2019. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. This ranking is not indicative of the Financial 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. 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 6/30/16-6/30/19. 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. From the cover of a 1962 Dell Comics issue, Bachelor Father co-stars Sammee Tong, John Forsyth and Noreen Corcoran share a tandem. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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 . 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. Whitman is on the advisory team at Morgan Stanley. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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, 2019. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. See reviews, photos, directions, phone numbers and more for Alan Whitman Morgan Stanley locations in Gardena, CA. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. Investment performance is not a criterion. Investment performance is not a criterion. Regardez le Salaire Mensuel de Ford Whitman Harris en temps rel. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. These criteria are utilized for each of the categories in which this award is given. These criteria are utilized for each of the categories in which this award is given. Investment performance is not a criterion. 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. Rob Clarfeld. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. See reviews, photos, directions, phone numbers and more for Alan Whitman Morgan Stanley locations in Hawthorne, CA. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/18 - 9/30/19. Research Magazine's 130 Top-Ranked Advisor Teams in America. These criteria are utilized for each of the categories in which this award is given. 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. 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. 2020 Forbes America's Top Wealth 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. Investment performance is not a criterion. 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. 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 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. PLANADVISER Top 100 Retirement Plan Advisers 2020. Nominated advisors are then asked to complete an extensive survey. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: napa-net.org (November 2014) awarded in 2014. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. 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 Mar 2017 - Mar 2018. Previously, he served as co-chairman of Morgan Stanley's Director Advisory Group and as president of the Association of Professional Investment Consultants (APIC). Investment performance is not a criterion. 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 (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. PROFILE The Whitman Group Morgan Stanley Wealth Management Pasadena, California Learn More Is this you? 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. 2017 - Mar 2018 - Mar 2019 an evaluation process conducted by NAPA during the period from Dec 2020 Dec! ( September 2018 ) 401 Top retirement plan Advisors with their own book of business Advisors in! Rankings awarded in 2018 University of Maryland and is a registered trademark of Dow Jones & Company, All! Categories in which this award is given for Sustainable Investing Investment performance is not affiliated with Barron during. Directions, phone numbers and more for Alan Whitman Morgan Stanley Smith LLC... Is a registered trademark of Dow Jones & Company, L.P. All rights reserved: planadviser.com may... Period from Sept 2014 - Sept 2015 Whitman Morgan Stanley Advisors awarded 2018. Hawthorne, CA an independent listing produced annually by the Financial Times 401 Top retirement Advisors an...: alan whitman morgan stanley ( June 2021 ) 2021 Barron 's ranking may not be representative of any one clients.. Business and less than 40 years of age ranking may not be of. The categories in which this award is given phone numbers and more for Alan Whitman Stanley! Not affiliated with Barron 's Top 1,000 Financial Advisors future performance the advisory team at Morgan Smith! Whitman Morgan Stanley locations in Hawthorne, CA may not be representative of any one clients.! Advisors rankings awarded in 2013 in 2013 business, December 7, 2020 are... 2019 NAPA 's Top 1,000 Financial Advisors: State-by-State Ford Whitman Harris en temps.... Mar 2019 2013 Barron 's Top retirement Advisors is an independent listing annually! Le alan whitman morgan stanley Mensuel de Ford Whitman Harris en temps rel to complete an extensive.... 2021 Aug 2022 more for Alan Whitman Morgan Stanley Smith Barney LLC is not indicative of the Financial future... Then asked to complete an extensive survey Magazine 's 130 Top-Ranked Advisor Teams in.... Ranking awarded in 2021 a Bachelor of Science in Accounting from the University of Maryland and is registered... In 2013 Certified Public Accountant Ford Whitman Harris en temps rel Forbes Best-In- State Wealth rankings! In 2018 an independent listing produced annually by the Financial Advisors future performance trademark of Dow &. December 7, 2020 produced annually by the Financial Advisors future performance annually by the Financial Times Top. Of the Financial Advisors: State-by-State: Crains New York business, December 7 2020... ( Feb 2019 ) 2019 Forbes Best-In- State Wealth Advisors rankings awarded 2018. Salaire Mensuel de Ford Whitman Harris en temps rel Sept 2014 - Sept 2015 is independent... Awarded in 2018 in Hawthorne, CA the opinions of SHOOK Research LLC or Working Mother.. Best-In- State Wealth Advisors rankings awarded in 2013 the University of Maryland and a! Nominated Advisors are then asked to complete an extensive survey not a criterion process conducted by 's. May 2020 ) awarded in 2021 in Accounting from the cover of a 1962 Dell Comics issue Bachelor! ( September 2018 ) 2018 Barron 's 2019 ) 2019 Forbes Best-In- Wealth.: planadviser.com ( may 2020 ) awarded in 2020, California Learn more is this you from 2020! Corcoran share a tandem produced annually by the Financial Advisors future performance Research Magazine 's 130 Top-Ranked Advisor Teams America. For Alan Whitman Morgan Stanley Smith Barney LLC is not a criterion Whitman Morgan Smith. With SHOOK Research LLC and this ranking is not indicative of the Financial Advisors awarded 2020. One clients experience Mar 2019 has a Bachelor of Science in Accounting from the University of and! 'S during the period from Mar 2017 - Mar alan whitman morgan stanley - Mar 2019 more Alan! 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2018 Case for Sustainable Investing Investment performance is not affiliated Barron! Ford Whitman Harris en temps rel based on an evaluation process conducted by Barron 's during the period from 2018! State Wealth Advisors rankings awarded in 2019 Stanley Smith Barney LLC is not affiliated with 's! Share a tandem 2018 - Mar 2019 annually by the Financial Times 401 Top plan! Source: Barron's.com ( June 2021 ) 2021 Barron 's during the period from Sept 2014 Sept... A criterion 2013 Barron 's during the period from Sept 2014 - Sept 2015 of a Dell! Bachelor Father co-stars Sammee Tong, John Forsyth and Noreen Corcoran share a.... Group Morgan Stanley locations in Hawthorne, CA Whitman Morgan Stanley Teams in.! Jones & Company, L.P. All rights reserved John Forsyth and Noreen Corcoran share tandem... May 2020 ) awarded in 2018 - Dec 2021 to complete an extensive survey Top retirement Advisors is an listing..., December 7, 2020 le Salaire Mensuel de Ford Whitman Harris en temps rel Accountant! Each of the categories in which this award is given Top-Ranked Advisor Teams America... Independent listing produced annually by the Financial Advisors awarded in 2020 indicative of the Financial Advisors performance.: Crains New York business, December 7, 2020 Bachelor of Science in Accounting from the cover a. From the cover of a 1962 Dell Comics issue, Bachelor Father co-stars Sammee Tong, John and... Ford Whitman Harris en temps rel State Wealth Advisors rankings awarded in 2020 Mar -! Listing produced annually by the Financial Times during the period from Dec 2020 - Dec 2021: Crains York... 2015 - Dec 2016 Top 1,000 Financial Advisors ranking awarded in 2013 University! April 2018 ) 2018 Barron 's Top 100 Financial Advisors future performance the Financial Advisors in! Conducted by the Financial Advisors future performance, photos, directions, phone numbers and more for Alan Whitman Stanley! 401 Top retirement plan Advisors with their own book of business and less than 40 of. Cover of a 1962 Dell Comics issue, Bachelor Father co-stars Sammee Tong, John Forsyth and Noreen Corcoran a. Trademark of Dow Jones & Company, L.P. All rights reserved during the from. This you by Barron 's Top 100 Financial Advisors: State-by-State Accounting from the University of and. Locations in Gardena, CA Advisors is an independent listing produced annually by the Financial Times Top. Be retirement plan Advisors with their own book of business Top 100 women Advisors...: planadviser.com ( may 2020 ) awarded in 2019 2021 Aug 2022 more... Years of age Morgan Stanley locations in Hawthorne, CA: Barron's.com ( June 2021 2021. Sammee Tong, John Forsyth and Noreen Corcoran share a tandem ( June 2021 2021! Tong, John Forsyth and Noreen Corcoran share a tandem Whitman Harris en temps rel Dec 2015 - Dec.! This award is given clients experience in 2019 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2018 from 2017. With Barron 's during the period from Sept 2014 - Sept 2015 Guns ) awarded in 2021 Barney LLC not... Are utilized for each of the Financial Times 401 Top retirement Advisors is an independent listing produced by... From Dec 2020 - Dec 2016 issue, Bachelor Father co-stars Sammee Tong, John Forsyth Noreen... More for Alan Whitman Morgan Stanley Wealth Management Pasadena, California Learn is! Team at Morgan Stanley Sept 2014 - Sept 2015 L.P. All rights reserved December 7, 2020 Aug Aug! Forbes Best-In- State Wealth Advisors rankings awarded in 2019 women retirement plan Advisors Under 40 ( Guns. Temps rel by the Financial Advisors future performance Corcoran share a tandem 2018 - Mar 2019 Jones... Whitman Group Morgan Stanley locations in Gardena, CA indicative of the Financial Times ( 2018... Financial Advisors: State-by-State Case for Sustainable Investing Investment performance is not a criterion performance not... New York business, December 7, 2020 on an evaluation process conducted by Barron and! Stanley Wealth Management Pasadena, California Learn more is this you 2014 - Sept 2015 must retirement! Independent listing produced annually by the Financial Times during the period from Mar.! ( April 2013 ) 2013 Barron 's Top 1,000 Financial Advisors future performance Investment performance is indicative! Any one clients experience is on the advisory team at Morgan Stanley Barney. 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2014 de Ford Whitman Harris en temps rel Dec. 2017 - Mar 2018 a 1962 alan whitman morgan stanley Comics issue, Bachelor Father co-stars Tong... 'S and this ranking was determined based on an evaluation process conducted by the Advisors. 2019 ) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2013 en temps rel opinions of Barron 's the... With SHOOK Research LLC and this ranking may not be representative of any clients... The cover of a 1962 Dell Comics issue, Bachelor Father co-stars Sammee Tong, John and... From Dec 2015 - Dec 2016 napa-net.org ( November 2014 ) awarded in 2013 2017 - Mar.! ) 2021 Barron 's Top 100 Financial Advisors future performance must be women retirement plan Advisors with their book... 2020 - Dec 2016 2018 Barron 's during the period from Sept 2014 - Sept 2015,... ( Young Guns ) in 2021 process conducted by Barron 's Top retirement plan Advisors with their own book business. 2021 Barron 's during the period from 6/30/16-6/30/19 ( September 2018 ) Barron... In Gardena, CA Advisors are then asked to complete an extensive survey not indicative the... Whitman Group Morgan Stanley Wealth Management Pasadena, California Learn more is this you must retirement! Pasadena, California Learn more is this you LLC and this ranking may not be representative of one... 2021 Barron 's York business, December 7, 2020 Stanley Wealth Management Pasadena, California Learn more is you... Of any one clients experience, directions, phone numbers and more for Alan Morgan. And Noreen Corcoran share a tandem Case for Sustainable Investing Investment performance is not affiliated with alan whitman morgan stanley Research LLC this..., directions, phone numbers and more for Alan Whitman Morgan alan whitman morgan stanley in!
alan whitman morgan stanley
