This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. A list of science fiction films released in the 1970s.These 235 films include core elements of science fiction, but can cross into other genres.They have been released to a cinema audience by the commercial film industry and are widely distributed with reviews by reputable critics.. During the 1970s, blockbuster science fiction films, which reached a much larger audience than previously, began . 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. 2015 Financial Times 401 Top Retirement Advisors. This award was issued in 2013 and based on the evaluation process below. Investment performance is not a criterion. Morgan Stanley announced that Alan Whitman, a Managing Director, Wealth Management, and Financial Advisor in the Firm's Pasadena Wealth Management office, has been named to Barron's list of. Financial Plannings Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. Investment performance is not a criterion. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. For more information, see www.SHOOKresearch.com. 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. From the cover of a 1962 Dell Comics issue, Bachelor Father co-stars Sammee Tong, John Forsyth and Noreen Corcoran share a tandem. Investment performance is not a criterion. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. With over fifty-five extraordinary artists, this prestigious exhibition and sale displays paintings, mixed media, and sculptures by nationally recognized artists. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Source: napa-net.org (November 2022) awarded in 2022. 2018 Barron's Top 50 Institutional Consultants. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. Source: napa-net.org (March 2020) awarded in 2020. 2017 Forbes America's Top Women Wealth Advisors. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. These six steps can get you started. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. He is a graduate of Stanford University with an MBA from UCLA. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Today and for the years to come. Alan Gendler: Merrill Lynch Wealth Mgmt: . This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. 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. 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. Richard Haass. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Understanding Your Retirement Plan Options When You Leave a Job, Rational Investing in an Age of Uncertainty, 6 Ways to Start Fresh Financially in the New Year, Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving, 2023 Global Macro Outlook: Inflation Peaks, Growth Slows, 4.00% Annual Percentage Yield Preferred Savings, Start The New Year Off With A Complete Financial View, Help Improve Your After-Tax Returns with Tax Management Services, Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, Institution, Government Entity, Foundation or Endowment, https://www.morganstanley.com/disclaimers/mswm-email.html, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp, "There is no one more important to us than our clients, who entrust us with any portion of their wealth." 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. These criteria are utilized for each of the categories in which this award is given. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. 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 Dec 2019 - Dec 2020. This ranking is not indicative of the Financial Advisors future performance. 2019 Barron's Top 50 Private Wealth Advisory Teams. 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 This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. Wealth Management Early-Warning Signs of a 2023 Economic Slowdown Dec 6, 2022 Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. 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 any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. Source: planadviser.com (May 2022) awarded in 2022. 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. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. Earn cash back on U.S. supermarkets, U.S. gas and more. 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. See all 2 photos taken at Alan Whitman - Morgan Stanley by 0 visitors. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. For more on methodology please go to www.ft.com/reports. 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