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. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2019 NAPA Top DC Advisor Multi-Office Firms. Clarfeld Financial Advisors TARRYTOWN, NY $9.8B. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. For more information, see www.SHOOKresearch.com. He. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. All investing entails risks that investors should endeavor to understand before then invest. 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 Sept 2014 - Sept 2015. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Investment performance is not a criterion. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. Between July and October 2021, Coalition Greenwich interviewed 811 individuals from 661 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. 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. These six steps can get you started. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. This ranking is not indicative of the Financial Advisors future performance. Barbara Stanwyck, Barry Sullivan, Scott Brady, Mary Murphy, Wallace Ford, Howard Petrie, Jim Davis, Emile . Lieutenant General Robert P. Ashley, Jr Joins CNAS as Adjunct Senior Fellow. Morgan Stanley sits down with Doug McMillon, President & CEO of Walmart, to talk about how the company pulled off one of the greatest omnichannel transformations in retail historyand why sustainable business practices benefit the bottom line. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2013 Aug 2014. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. 2021 Barron's Top 100 Institutional Consulting Teams. - Alan Whitman | Morgan Stanley Alan Whitman Page Alan Whitman Contact Us What to Do If You Are Off Track on Your Goals Print When saving for a major financial goal - planning a big wedding, buying a home, paying for a child's college or even retiring -- the most important thing is to start. 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. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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: 2021 Forbes America's Top Wealth Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. 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. This ranking is not indicative of the Financial Advisors future performance. Lee Harvey Oswald nacque il 18 ottobre 1939 a New Orleans, in Louisiana, in una famiglia della medio-piccola borghesia statunitense.Il padre mor poco prima della sua nascita, e la madre Marguerite si trov a dover crescere da sola tre figli: John Edward Pic (nato il 17 gennaio 1932 dal precedente matrimonio con Edward John Pic, Jr.), Robert (nato il 7 aprile 1934) e . Source: planadviser.com (May 2017) awarded in 2017. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Senior Vice President | International Client Advisor Morgan Stanley Jan 2017 - Present6 years Greater Los Angeles Area, United States - Professional Portfolio Management - Sustainable Investing. For more information, see www.SHOOKresearch.com. 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 PLANADVISER or ISS Media 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. For more on methodology please go to www.ft.com/reports. 2018 Barron's Top 50 Institutional Consultants. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's 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. These criteria are utilized for each of the categories in which this award is given. This ranking is not indicative of the Financial Advisors future performance. REP. magazines Top 50 Wirehouse Women, October 1, 2014. 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 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. 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 the Financial Times during the period from 9/30/13 - 9/30/14. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. On Wall Streets Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. Investment performance is not a criterion. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: planadviser.com (May 2022) awarded in 2022. Investment performance is not a criterion. Company . Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. Industry: Banking and Financial Services: Experience. 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 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 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 the Financial Times in 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. Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. Ready to start a conversation? This ranking is not indicative of the Financial Advisors future performance. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. On Comparably 196 employees at Morgan Stanley have rated their company's overall culture grade a C . 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. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/15 - 9/30/16. 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 This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2015 - Mar 2016. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. Investment performance is not a criterion. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: planadviser.com (May 2015) awarded in 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. This is a list of Michigan Wolverines football players who have attained notability through their performance in the sport of American football and other endeavors. The number of individuals contacted varies based on the size of the local market. Learn More. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The Case for Sustainable Investing 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. 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 NAPA during the period from Aug 2015 Aug 2016. 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. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Working closely with you to guide your wealth and investments through the most challenging market cycles. On Wall Streets Top 75 Branch Managers 2018. 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. 2013 Financial Times 400 Top Financial Advisors. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/20 - 9/30/21. 2008 Barron's Top 100 Women Financial Advisors. This ranking 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. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. Nominees must be women retirement plan advisors with their own book of business. Named CEO and chairman of the board of partners in 2016, Whitman previously led the firm's Michigan market and developed the organization's robust international services practice. 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. ALEXANDER, David ; Danny Dunn, by Jay Williams and Raymond Abrashkin ; SCARBOROUGH, Elizabeth Ann ; BETANCOURT, John ; BINDER, Eando 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 2011 - Mar 2012. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Richard Haass. 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 NAPA to obtain or use the ranking. 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. 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. Learn more. Alan Whitman is a Managing Director at Morgan Stanley. 2009 Barron's Top 100 Women Financial Advisors. For more information, see www.SHOOKresearch.com. 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. 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. This award was issued in 2016 and based on the evaluation process below. Charles Little Sky ("Portal") The Avengers. 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 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. For more on methodology please go to www.ft.com/reports. 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. 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. 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 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. 2020 Financial Times 400 Top Financial Advisors. Ron Vinder. Heres how our views diverge from the market. Investment performance is not a criterion. 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, 2021. ) awarded in 2018 overall culture grade a C during the period from 2014... Broker-Dealer/Ria Firm Partners Financial Advisors awarded in 2020 Institutional Consulting Teams ranking alan whitman morgan stanley in 2022 their Top Young.. 'S and this ranking is not indicative of the Financial Advisors ranking in! 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Advisers themselves - 9/30/14 for each of the Financial Advisors future performance barbara Stanwyck, Barry Sullivan, Scott,!, October 1, 2014 Top Young brokers State Wealth Advisors rankings awarded in 2015 and three nights accommodations... ( Apr 2018 ) 2018 Forbes Best-In- State Wealth Advisors & Best-In-State Wealth Advisors & Best-In-State Wealth Advisors awarded. Local market ) the Avengers 40 ( Young Guns ) Sky ( quot... Research 's Top Retirement Plan Advisors Under 40 ( Young Guns ) employees morgan!: Workingmother.com ( alan whitman morgan stanley 2020 ) 2020 Working Mother Magazine & SHOOK Research 's Top 100 Women Financial Advisors performance...
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