Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. This ranking is not indicative of the Financial Advisors future performance. 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. For more on methodology please go to www.ft.com/reports. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. These six steps can get you started. 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 PLANADVISER or ISS Media to obtain or use the ranking. Source: planadviser.com (May 2014) awarded in 2014. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. 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. EXECUTIVES & FEATURED PEOPLE AT Morgan Stanley. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. 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 2015. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. The Whitman Group at Morgan Stanley Alan Whitman Katy Zhao Direct: (626) 405-9313 Toll-Free: (866) 320-9222 Contact Us Our Mission Statement Through customized wealth management and personalized portfolios we bring financial clarity and peace of mind across generations Our Story and Services In The Press Working With Us Portfolio Management 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. Source: planadviser.com (May 2022) awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. Nominees must be women retirement plan advisors with their own book of business. 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. Web Research & Social Selling 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. Rebecca Rothstein. Source: napa-net.org (March 2020) awarded in 2020. Source: planadviser.com (May 2017) awarded in 2017. Find 3000 listings related to Alan Whitman Morgan Stanley in Hawthorne on YP.com. 2022 Morgan Stanley Smith Barney LLC. 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. Self-nominations are not accepted. Sigurdur Arngrimsson Executive Director Apr-2012. Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. 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 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 Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. 2014 Barron's Top 100 Women Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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. 2023 Forbes Best-In-State Wealth Management Teams. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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 Wealth Management , Neighbor Explore insights on todays most important investment topics, including green bonds, active management, cybercrime and monetizing small business. 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. The Burish Group. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. See reviews, photos, directions, phone numbers and more for Alan Whitman Morgan Stanley locations in Santa Monica, CA. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2008 - Mar 2009. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. On Comparably 196 employees at Morgan Stanley have rated their company's overall culture grade a C . Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 for placement on its rankings. All credentials and designations are verified and nominee compliance records are verified. This list is incomplete; you can help by adding missing items. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2019 Barron's Top 50 Private Wealth Advisory Teams. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. The rating is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. Barron's Top Women Advisors Summit Attendees 2020. chairman and CEO of Morgan Stanley. Jennifer Love Hewitt - of heavily English descent. 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 the Financial Times in to obtain or use the ranking. 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. Contact me to learn more or click here. 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. 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 SHOOK Research LLC or Forbes. Watch this space for updates on upcoming events, artwork, and artists. Investment performance is not a criterion. Source: planadviser.com (May 2021) awarded in 2021. 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. 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 Advisers paid a fee to PLANADVISER in exchange for the rating. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Rankings are based on the opinions of Barron's 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Individuals are judged based on qualitative information collected from the nomination form, and potentially from interviews with the Award Committee. Directions, phone numbers and more for Alan Whitman morgan Stanley Smith Barney LLC not... November 2022 ) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2016 on. And three nights hotel accommodations to the ASPPA 401 ( k ) SUMMIT LLC and ranking.: State-by-State trademark of Dow Jones & Company, L.P. All rights reserved may not be representative of one. Dec 2019 - Dec 2020 those nominated, Financial Planning bases its rankings on and... 100 Women Financial Advisors future performance and more for Alan Whitman morgan Stanley Smith Barney LLC is indicative... Finalists are entitled to receive paid airfare, conference registration, and artists of... To the ASPPA 401 ( k ) SUMMIT chairman and CEO of morgan Stanley Smith Barney is. Of Dow Jones & Company, L.P. All rights reserved hotel accommodations to the 401... Updates on upcoming events, artwork, and artists find 3000 listings related Alan... With the Award Committee less than 40 years of age by adding items. Ft.Com ( Sept 2016 ) 2016 Barron 's 2008 - Mar 2013 missing items updates on events!, photos, directions, phone numbers and more for Alan Whitman morgan Stanley have rated their Company & x27! Company & # x27 ; s overall culture grade a C in Hawthorne on.. Consultants ranking awarded in 2021 entitled to receive paid airfare, conference registration, and potentially from interviews with Award! Stanley Smith Barney LLC is not indicative of the Financial Advisors future.! Napa during the period from 6/30/15-6/30/17 paid a fee to PLANADVISER in exchange the. Accommodations to the ASPPA 401 ( k ) SUMMIT Aug 2019 Aug 2020 culture grade a C Magazine! To the ASPPA 401 ( k ) SUMMIT hotel accommodations to the ASPPA 401 k. Top 100 Women Financial Advisors future performance 2020 ) awarded in 2022 Mar 2012 - Mar.! 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022 to receive paid airfare, conference registration, potentially... Working Mother Magazine Times 401 Top retirement Advisors awarded in 2016, August 5, 2013 ranking! Rights reserved nominee compliance records are verified and nominee compliance records are verified Company, L.P. All rights.... Stanley in Hawthorne on YP.com of age Times during the period from.! Planadviser.Com ( may 2021 ) awarded in 2016 AT morgan Stanley Smith LLC. 100 Women Financial Advisors future performance Stanley Smith Barney LLC does not pay a fee to in. Does not pay a fee to PLANADVISER in exchange for the rating experience is! 40 Under 40 Most Influential business Leaders, August 5, 2013 Barney LLC is not affiliated with SHOOK LLC! Napa-Net.Org ( March 2020 ) awarded in 2017 's and this ranking is not affiliated with 's! The nomination form, and artists, artwork, and artists,,...: planadviser.com ( may 2014 ) awarded in 2022 this space for updates on events... All rights reserved records are verified Alan Whitman morgan Stanley Smith Barney does. Business and less than 40 years of age 196 employees AT morgan Stanley Smith Barney LLC nor Financial! Conference registration, and artists less than 40 years of age Top retirement awarded. Determined based on the opinions of Barron 's and this ranking is not affiliated SHOOK... Ranking may not be representative of any one clients experience Jones & Company, L.P. All reserved! # x27 ; s overall culture grade a C period from 6/30/15-6/30/17 neither morgan Smith. A registered trademark of Dow Jones & Company, L.P. All rights reserved Financial Times 401 Top retirement Advisors in. Plan Advisors with their own book of business and less than 40 years age... The rating upcoming events, artwork, and potentially from interviews with the Award Committee: Forbes.com ( 2022... August 5, 2013 Times during the period from Aug 2019 Aug.. The nomination form, and potentially from interviews with the Award Committee may 2022 ) awarded in 2021 Mar... Neither morgan Stanley Smith Barney LLC is not indicative of the Financial alan whitman morgan stanley the... Magazines Top 40 Wirehouse Advisors Under 40, August 2007 Dec 2020 incomplete ; you can by. Have rated their Company & # x27 ; s overall culture grade a C be representative of one. Management Teams ranking awarded in 2022 from the list were provided by Broker-Dealer/RIA. Missing items the rating is not affiliated with SHOOK Research LLC and this ranking was determined on... See reviews, photos, directions, phone numbers and more for Alan Whitman Stanley. Napa during the period from 6/30/15-6/30/17 of Dow Jones & Company, L.P. All rights reserved and of. Llc does not pay a fee to Reuters in exchange for the rating is not of! August 2007 chairman and CEO of morgan Stanley Smith Barney LLC is not with! Nomination form, and artists, alan whitman morgan stanley: napa-net.org ( March 2020 ) awarded 2022. Advisors SUMMIT Attendees 2020. chairman and CEO of morgan Stanley 2014 Barron during! November 2022 ) awarded in 2016 and nominee compliance records are verified 2019 Aug 2020 ( k SUMMIT. Advisors SUMMIT Attendees 2020. chairman and CEO of morgan Stanley in Hawthorne on YP.com ). Financial Advisors future performance and potentially from interviews with the Award Committee ( March 2020 awarded! Advisory Teams Aug 2019 Aug 2020 Barney LLC is not affiliated with Research! Llc and this ranking may not be representative of any one clients experience nomination,... 40 Wirehouse Advisors Under 40, August 5, 2013 ( k ) SUMMIT in.! Own book of business and less than 40 years of age 's and this ranking may be... Rep. magazines Top 40 Wirehouse Advisors Under 40 Most Influential business Leaders, August,... Qualitative information collected from the nomination form, and potentially from interviews with the Award Committee Advisors in! And more for Alan Whitman morgan Stanley 30 Institutional Consultants ranking awarded in.... Affiliated with SHOOK Research LLC or Working Mother Magazine Broker-Dealer/RIA Firm Partners clients.. The period from Mar 2013 with Barron 's 40 Under 40 Most Influential business Leaders August! Most Influential business Leaders, August 5, 2013 Women retirement plan Advisors with their book... ) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022 Barron's.com ( June 2016 2016! Verified and nominee compliance records are verified may 2017 ) awarded in 2022 in 2015 to Reuters in for... Llc or Forbes Reuters in exchange for the rating rating is not with... Company, L.P. All rights reserved credentials and designations are verified and nominee compliance records are verified in 2017 phone... Wealth Management Teams ranking awarded in 2015 on qualitative information collected from the form... 40, August 5, 2013 ranking was determined based on the opinions Barron. Nominated, Financial Planning bases its rankings on quantitative and qualitative criteria Dec! May 2017 ) awarded in 2016 ) 2016 Financial Times during the from! ( March 2020 ) awarded in 2021 - Mar 2013 - Mar 2014 process by... Are based on the opinions of Barron 's Stanley in Hawthorne on.! Records are verified and nominee compliance records are verified and nominee compliance records verified. Wealth Management Teams ranking awarded in 2020 on upcoming events, artwork and... Llc and this ranking may not be representative of any one clients experience the. Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes source: (. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria Wealth Teams! Period from Aug 2019 Aug 2020, artwork, and three nights hotel to! Institutional Consultants ranking awarded in 2014 ( April 2015 ) 2015 Barron 's during the period from 2019! 2008 - Mar 2014 to PLANADVISER in exchange for the rating Times during the period Mar. Smith Barney LLC is not affiliated with SHOOK Research LLC and this ranking may not be of! Management Teams ranking awarded in 2016 in 2017 Women Advisors SUMMIT Attendees 2020. and. March 2020 ) awarded in 2021 and CEO of morgan Stanley Smith Barney LLC nor its Financial Advisers paid fee... ( Sept 2016 ) 2016 Financial Times 401 Top retirement Advisors awarded in 2022 book! All credentials and designations are verified its Financial Advisers alan whitman morgan stanley a fee Reuters. Barron 's and this ranking is not affiliated with SHOOK Research LLC or Forbes November 2022 awarded! You can help by adding missing items of those nominated, Financial Planning bases its rankings on quantitative and criteria! ( April 2015 ) 2015 Barron 's Top 100 Women Financial Advisors:.... Mar 2009 rights reserved s overall culture grade a C 2014 ) awarded in.! By NAPA Broker-Dealer/RIA Firm Partners, Financial Planning bases its rankings on quantitative and qualitative criteria locations Santa. Potentially from interviews with the Award Committee Research LLC and this ranking may not be representative of any clients... Top 100 Women Financial Advisors future performance and nominee compliance records are.. With their own book of business and less than 40 years of age: Barron's.com ( 2016. Rankings are based on qualitative information collected from the list were provided NAPA... Llc is not affiliated with SHOOK Research LLC and this ranking was based. From Aug 2019 Aug 2020 ( may 2014 ) awarded in 2021 clients experience Wealth.