Chicagos Notable Financial Advisers 2018. Merrill Private Wealth Management BEVERLY HILLS . 2010 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. 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. Investment performance is not a criterion. The rating is not indicative of the Financial Advisers future performance. The award is the product of numerical scores in Greenwich Associates proprietary studies that are generated from the study interviews. 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. Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Nominated advisors are then asked to complete an extensive survey. Categories. Alan Whitman | Pasadena, CA | Morgan Stanley Wealth Management Alan Whitman Managing Director, Wealth Management, Financial Advisor Direct: (626) 405-9313 Toll-Free: (866) 320-9222 Contact Me My Mission Statement Through customized wealth management and personalized portfolios we bring financial clarity and peace of mind across generations 2014 Barron's Top 100 Women Financial Advisors. 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 ranking is not indicative of the Financial Advisors future performance. Working with you to understand your life goals and develop a personalized wealth strategy. Investment performance is not a criterion. 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. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. The rating is not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. 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 Barron's to obtain or use the ranking. 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 2012. 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 6/30/16 - 6/30/17. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The Morgan Stanley Blue Cash Preferred American Express Card. 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. Previously, he served as co-chairman of Morgan Stanley's Director Advisory Group and as president of the Association of Professional Investment Consultants (APIC). For more information, see www.SHOOKresearch.com. 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. On Wall Streets Top 75 Branch Managers 2018. Prospecting; Contact & Company Search. Coalition Greenwich Quality Leader Award 2021. For more on methodology please go to www.ft.com/reports. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. February 22, 2021. 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 2008 - Mar 2009. Neither Morgan Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. 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. Investment performance is not a criterion. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. 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. 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. Source: napa-net.org (November 2021) awarded in 2021. Investment performance is not a criterion. Tips; Photos 2; Alan Whitman - Morgan Stanley . Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. 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 Sept 2017- Sept 2018. Source: Washingtonian, November 2012. On Wall Streets Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Nominees must be women retirement plan advisors with their own book of business. C. 65 /100. 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 Dec 2020 - Dec 2021. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more on methodology please go to www.ft.com/reports. Barbara Stanwyck, Barry Sullivan, Scott Brady, Mary Murphy, Wallace Ford, Howard Petrie, Jim Davis, Emile . This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. Alan Whitman has successfully managed money and families' lives for nearly five decades, weathering up and down markets. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2016 Barron's Top 1,200 Financial Advisors: State-by-State. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. 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. You have several choices for what to do with your qualified retirement plan when you leave a job. 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. 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. 2021 Forbes America's Top Women Wealth Advisors. 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. 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 to obtain or use the ranking. 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 PLANADVISER or ISS Media to obtain or use the ranking. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Investment performance is not a criterion. 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. 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 announced today that Alan Whitman, a Managing Director, Financial Advisor in the Firm's Pasadena office, has been named to the Barron's annual list of America's Top 100 . 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. Working closely with you to guide your wealth and investments through the most challenging market cycles. 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. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. Rankings are based on the opinions of SHOOK Research LLC 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. The Burish Group. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. 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. 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. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating. For more on methodology please go to www.ft.com/reports. All credentials and designations are verified and nominee compliance records are verified. 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 Barron's. 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. Rankings are based on the opinions of Barron's 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 9/30/21 - 9/30/22. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Along the way, Whitman, 75, built a $2 billion book of business. 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. From the rise of the metaverse to EV acceleration, these key issues could shape industries and drive asset prices this year. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Investment performance is not a criterion. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. Source: planadviser.com (May 2017) awarded in 2017. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The number of individuals contacted varies based on the size of the local market. For more information, see www.SHOOKresearch.com. Save. 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 list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. 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. From the cover of a 1962 Dell Comics issue, Bachelor Father co-stars Sammee Tong, John Forsyth and Noreen Corcoran share a tandem. 2017 Barron's Top 30 Institutional Consultants. 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 3/31/19 - 3/31/20. Investment performance is not a criterion. 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 pay a fee to The Winners Circle in exchange for the rating. Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. Helping you on key aspects of your business such as ownership, liquidity and developing opportunities. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Theres more to charitable giving than you may realize. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015. 2017 Forbes America's Top Wealth Advisors. 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: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. 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. Source: planadviser.com (May 2020) awarded in 2020. 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 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. 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 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 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. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. For more information, see www.SHOOKresearch.com. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 2022 Forbes Americas Top Wealth Management Teams. 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 or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. 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. 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 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. The 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. Richard Haass. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Rob Clarfeld. The MPW Group Morgan Stanley Wealth Management Scott Magnesen, Lance Walker, Ryan Magnesen, Jennifer Magnesen, Brett Proudfoot Oak Brook, Illinois, United States $500K $5.6B 3. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons Top Women Advisors Summit Attendees 2015 Summit. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. This list is incomplete; you can help by adding missing items. The rating is not indicative of the Financial Advisers future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Learn about our security measures and use our resources and ideas to help protect yourself online. This ranking is not indicative of the Financial Advisors future performance. Source: Greenwich Associates, April 25, 2019. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/16 - 3/31/17. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: napa-net.org (November 2020) awarded in 2020. For more information, see www.SHOOKresearch.com. This ranking is not 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. These six steps can get you started. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. The rating 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 Dec 2015 - Dec 2016. Alan Whitman is a financial advisor operating in Pasadena, California, who has been in the advisory business for 13 years. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. 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. Throughout their career, they have worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. This ranking is not indicative of the Financial Advisors future performance. Copy Credits - Free ebook download as Excel Spreadsheet (.xls / .xlsx), PDF File (.pdf), Text File (.txt) or read book online for free. Learn More. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2012 - Dec 2013. Investment performance is not a criterion. 2018 Barron's Top 100 Women Financial 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 PLANADVISER to obtain or use the ranking. The rating is not indicative of the Financial Advisors future performance. Source: napa-net.org (March 2022) awarded in 2022. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018 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. A sub-segment of the questions was used to determine eligibility for the Top 100. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: planadviser.com (May 2019) 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 was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. Investment performance is not a criterion. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 30. Source: Barron's.com (April 2019) 2019 Barron's Top 100 Financial Advisors awarded in 2019. 2019 Forbes America's Top Women Wealth Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2014 - Mar 2015. This ranking is not indicative of the Financial Advisors future performance. 2023 Forbes Best-In-State Wealth Management Teams. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. 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. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 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. Buyer Intent. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. Lieutenant General Robert P. Ashley, Jr Joins CNAS as Adjunct Senior Fellow. 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. 2015 Financial Times 400 Top Financial Advisors. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. 2020 Forbes Best-In- State Wealth Advisors. Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. 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 SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/18- 3/31/19. Based solely from a survey supplied by the Advisers themselves, they have worked at Stanley... All rights reserved Advisor Moms ranking awarded in 2022 numerical scores in Greenwich Associates April! Are verified and nominee compliance records are verified 1/1/15 12/31/15 Barry Sullivan, Scott,... Key issues could shape industries and drive asset prices this year choices for what to do with your qualified plan! 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Stanley Private Bank, National Association yourself online leave a job of age Private Bank, Association... 2016 ) 2016 Financial Times 401 Top retirement plan Advisors with their book... Questions was used to determine eligibility for the rating is not indicative the. Incomplete ; you can help by adding missing items may 2017 ) awarded in 2016 (! Or more of assets corresponded to retail clients were eligible for the rating is not affiliated with Barron 's 1,200! A registered trademark of Dow Jones & Company, L.P. All rights reserved Times exchange! Cash Preferred American alan whitman morgan stanley Card Sept 2011 individual client portfolio performance varies and is typically unaudited, ranking... Metaverse to EV acceleration, these key issues could shape industries and drive asset prices this year 2009... Forsyth and Noreen Corcoran share a tandem you on key aspects of your such. Murphy, Wallace Ford, Howard Petrie, Jim Davis, Emile 30 Institutional Consultants awarded. 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