Investment performance is not a criterion. 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 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. 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. This ranking is not 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. 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: planadviser.com (May 2022) awarded in 2022. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. 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 9/30/19 - 9/30/20. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2008 - Mar 2009. 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. 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 100. Series 3, 7, 63 and 65 Licensed. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 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. 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 not 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. 2017 Financial Times 400 Top Financial Advisors. 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. 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 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. 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. 2009 Barron's Top 100 Women 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). 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. 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. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. Throughout their career, they have worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. For more information, see www.SHOOKresearch.com. 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. Growth could be within your graspif you can get the right financing. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Wealth Management , Neighbor Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Previously, he served as co-chairman of Morgan Stanley's Director Advisory Group and as president of the Association of Professional Investment Consultants (APIC). Rebecca Rothstein. Source: planadviser.com (May 2015) awarded in 2015. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking is not 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2020 Forbes America's Top Wealth Advisors. 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 Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process. The Burish Group. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Congressmen, and a President of the United States (Gerald Ford). 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. Heres how our views diverge from the market. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. 2012 Barron's Top 100 Women Financial Advisors. The award 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. 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. 2010 Barron's Top 100 Women Financial Advisors. Lieutenant General Robert P. Ashley, Jr Joins CNAS as Adjunct Senior Fellow. 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. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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: 2019 Forbes America's Top Wealth Advisors. Source: On Wall Street "The Top 75 Branch Managers," September 04, 2018. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. 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. 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 SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This award was issued in 2017 and based on the evaluation process below. Working closely with you to guide your wealth and investments through the most challenging market cycles. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. 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. 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. 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 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. Financial or Legal Service and Business Service. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Contact me to learn more or click here. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. Investment performance is not a criterion. 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. This ranking is not indicative of the Financial Advisors future performance. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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 6/30/21 - 6/30/22. 29. 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: Source: napa-net.org (October 2015) awarded in 2015. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2022 Barron's Top 100 Private Wealth Management Teams. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: napa-net.org (October 2016) awarded in 2016. 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 not 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. 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 the Financial Times during the period from 12/31/15 - 12/31/17. A sub-segment of the questions was used to determine eligibility for the Top 100. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. Investment performance is not a criterion. This exclusive conference is designed to promote best practices and generate new ideas across the industry. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. 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. Catherine Hicks - of half English descent. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: napa-net.org (November 2021) awarded in 2021. Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. 2015 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. 2023 Forbes Best-In-State Wealth Management Teams. These criteria are utilized for each of the categories in which this award is given. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. See reviews, photos, directions, phone numbers and more for Alan Whitman Morgan Stanley locations in Hawthorne, CA. 2022 Forbes Americas Top Wealth Management Teams. For more information, see www.SHOOKresearch.com. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The rating is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Coalition Greenwich is a division of CRISIL. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. 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. PLANADVISER Top 100 Retirement Plan Advisers 2019. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors 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. Combien gagne t il d argent ? Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information on ranking methodology, go to www.WCorg.com. 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 must be retirement plan advisors with their own book of business and less than 40 years of age. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2020. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. 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 PLANADVISER or ISS Media to obtain or use the ranking. Investment performance is not a criterion. Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. 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. A sub-segment of the questions was used to determine eligibility for the Top 100. With over 48 years of experience in the investment management area, he has helped high net worth individuals, families, trusts, and foundations enhance and preserve their wealth. Source: planadviser.com (May 2017) awarded in 2017. Investment performance is not a criterion. 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. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. Financial Times Top 400 Financial Advisors 2019. 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. 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