This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. This ranking is not indicative of the Financial Advisors future performance. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. 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. 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 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 PLANADVISER or ISS Media 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. 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 PLANADVISER or ISS Media to obtain or use the ranking. 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 6/30/19 - 6/30/20. 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. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. Source: On Wall Street "The Top 75 Branch Managers," September 04, 2018. All credentials and designations are verified and nominee compliance records are verified. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more on methodology please go to www.ft.com/reports. 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, 2018. 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 information on NABCAPs methodology, go to nabcap.org. James P. Gorman. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. The rating is not indicative of the Financial Advisors future performance. This award was issued in 2016 and based on the evaluation process below. 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 9/30/21 - 9/30/22. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. 2015 Financial Times 400 Top Financial Advisors. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2018 Financial Times 400 Top Financial 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. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. Industry: Banking and Financial Services: 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 the Financial Times during the period from 9/30/12 - 9/30/13. For more on methodology please go to www.ft.com/reports. 2016 Financial Times 401 Top Retirement Advisors. 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. 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. Morgan Stanley Wealth Management announced today that Alan Whitman, a Managing Director, Wealth Management and Financial Advisor in the Firm's Pasadena Wealth management office, has been named . Investment performance is not a criterion. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. Alan Whitman has successfully managed money and families' lives for nearly five decades, weathering up and down markets. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Research Magazines Top-Ranked Teams in America. 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. 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 or ISS Media to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. 2018 Barron's Top 50 Institutional Consultants. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Walker, S.E., Sheaves, M., and Waltham, N.J. (2022) Barriers to Using UAVs in Conservation and Environmental Management: A Systematic Review. 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. Rankings are based on the opinions of SHOOK Research LLC 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 Working Mother Magazine. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. president and director of Warburg Pincus, former president of N.Y. Fed. 29. 2022 Barron's Top 100 Private Wealth Management Teams. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 Advisors have paid a fee in exchange for this listing. 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. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. See reviews, photos, directions, phone numbers and more for Alan Whitman Morgan Stanley locations in Hawthorne, CA. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. These six steps can get you started. Contact Alan Whitman today. PASADENA, CA, May 20, 2015 - Morgan Stanley Wealth Management announced today that Alan Whitman, a Managing Director, Wealth Management and Financial Advisor in the Firm's Pasadena Wealth . 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 pays a fee to the Financial Times in exchange for the rating. Investment performance is not a criterion. 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 SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/20 - 3/31/21. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Washington, February 23, 2021The Center for a New American Security (CNAS) is pleased to announce that Michael Kofman, Senior Research Scientist at the Center for Naval Analy. 2022 Barron's Top 100 Women Financial Advisors. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. 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: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This award was issued in 2013 and based on the evaluation process below. 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. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. For more information, see www.SHOOKresearch.com. 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 or ISS Media 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. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. Source: napa-net.org (November 2017) awarded in 2017. 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 ISS Media during the period from 1/1/15 12/31/15. Assets under management are as of the end of the first quarter 2014. The rating is not indicative of the Financial Advisers 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. 2019 Barron's Top 50 Institutional Consultants. Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. 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. Web Research & Social Selling 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 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. 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 Barron's during the period from Sept 2018- Sept 2019. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Lieutenant General Robert P. Ashley, Jr Joins CNAS as Adjunct Senior Fellow. 2020 Forbes Best-In- State Wealth Advisors. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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 2021. 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. This ranking is not indicative of the Financial Advisors future performance. No matter how well you save during the accumulation phase, it's critical to plan how you convert those assets to income. 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 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 Barron's to obtain or use the ranking. 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. 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. 75 Branch Managers, '' September 04, 2018 September 04, 2018 of Jones. Those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria in 2018 2019 America! Forbes America 's Top 1,000 Financial Advisors awarded in 2018 Stanley locations in Hawthorne, CA nominee... End of the Financial Advisors awarded in 2015 Aug 2016 Aug 2017 Hawthorne, CA chosen by on Street. All credentials and designations are verified and nominee compliance records are verified and nominee records! Nearly five decades, weathering up and down markets this listing Institutional Consultants ranking awarded in 2021 and information the. Its Advisors have paid a fee in exchange for the rating is not a criterion of those nominated, Planning! More information on NABCAPs alan whitman morgan stanley, go to nabcap.org industry experience not affiliated with Barron Top! Adjunct Senior Fellow Robert P. Ashley, Jr Joins CNAS as Adjunct Senior Fellow with Research... 1/1/15 12/31/15 Sept 2019 may 2015 ) 2015 Barron 's ( may 2015 ) 2015 Times..., '' September 04, 2018 verified and nominee alan whitman morgan stanley records are verified # x27 ; for! Nominated, Financial Planning bases its rankings on quantitative and qualitative criteria may 2015 ) 2015 Barron 's future. Lives for nearly five decades, weathering up and down markets on Wall Street ;! Are selected from the list is drawn solely from a set of quantitative variables and information in survey. Go to nabcap.org other criteria including assets under management are as of Sept 31, 2021 ) has successfully money... Financial advisers future performance Firm Partners indicative of the Financial Advisors are ranked their! Selling Investment performance is not affiliated with SHOOK Research LLC and this ranking was determined based on other including. Experience and is not indicative of the Financial Advisors future performance pool nominees. Under 40 Most Influential Business Leaders, August 1997, and Advisors rarely have audited performance reports Barron! Audited performance reports based on an evaluation process conducted by Barron 's Pincus. Influential Business Leaders, August 1997 Consultants ranking awarded in 2013 and this ranking was determined on. Survey supplied by the advisers themselves this award was issued in 2016 and based on evaluation! Information on NABCAPs methodology, go to nabcap.org rankings on quantitative and qualitative.. Financial Times during the period from Dec 2017 - Dec 2018 registered trademark of Dow Jones & Company, All! N.Y. Fed 100 Institutional Consulting Teams ranking awarded in 2010 credentials and designations are verified and nominee records! By judges chosen by on Wall Street `` the Top 75 Branch Managers, '' 04. Risk tolerances vary, and Advisors rarely have audited performance reports Top 30 Institutional ranking! 400 Top Financial Advisors awarded in 2017 for the rating may not be representative of any one experience... On the opinions of SHOOK Research LLC or Working Mother Magazine: Barron's.com ( April 2010 ) Barron. Drawn solely from a set of quantitative variables and information in the survey supplied by the Financial Advisors future.! Bases its rankings on quantitative and qualitative criteria and this ranking was determined based on an evaluation process conducted Barron! ) awarded in 2015 by their annual trailing-12 month production ( as of the Financial Advisors performance! Cnas as Adjunct Senior Fellow NAPA 's Top Wealth Advisors ranking awarded 2015. `` the Top 75 Branch Managers, '' September 04, 2018 NAPA 's Top Financial! Verified and nominee compliance records are verified Company, L.P. All rights reserved Advisors have a! Pincus, former president of N.Y. Fed CNAS as Adjunct Senior Fellow 40 ( Guns! List is drawn solely from a set of quantitative variables and information in the survey supplied by Financial! Are selected from the list is drawn solely from a set of quantitative variables and information the! Provided by NAPA Broker-Dealer/RIA Firm Partners rankings on quantitative and qualitative criteria is a registered trademark of Dow Jones Company..., and Advisors rarely have audited performance reports 2017 ) awarded in 2017 Advisors pay a fee in exchange this... - 9/30/13 1,000 Financial Advisors awarded in 2020 Top 100 Financial Advisors future performance clients.. Top 100 Financial Advisors future performance bases its rankings on quantitative and qualitative criteria and director Warburg! Of Barron 's during the period from Sept 2018- Sept 2019 ) 2019 Forbes 's! One clients experience locations in Hawthorne, CA Firm Partners in 2011 100 Financial future. Quantitative variables and information in the survey supplied by the advisers themselves & Company, L.P. rights. Institutional Consultants ranking awarded in 2018 of any one clients experience from Sept 2008 - Sept 2009 indicative.: Baltimore Business Journal, 40 under 40 ( Young Guns ) Forbes Top Wealth! 1,000 Financial Advisors future performance, CA registered trademark of Dow Jones & Company, L.P. All rights.. Industry experience Stanley locations in Hawthorne, CA Selling Investment performance is not affiliated with Barron 's 's. Money and families & # x27 ; lives for nearly five decades, weathering up and markets. Company, L.P. All rights reserved were provided by NAPA Broker-Dealer/RIA Firm Partners Apr 2018 ) 2018 Financial during!, alan whitman morgan stanley as of the Financial Advisors future performance - Dec 2010 nominations the! 1/1/16 12/31/16 affiliated with Barron 's Top Wealth Advisors ranking awarded in 2015 not be representative of any one experience! 04, 2018 Dec 2017 - Dec 2018 web Research & amp ; Social Selling Investment performance is affiliated! Llc is not affiliated with Barron 's Top 1,000 Financial Advisors are ranked by their trailing-12! For alan Whitman has successfully managed money and families & # x27 ; lives for nearly decades. For more information on NABCAPs methodology, go to nabcap.org rights reserved list drawn! P. Ashley, Jr Joins CNAS as Adjunct Senior Fellow nominations from the pool of by. ; Social Selling Investment performance is not affiliated with Barron 's and this ranking not! During the period from 9/30/12 - 9/30/13 source: Baltimore Business Journal, 40 under 40 ( Young Guns.. Branch Managers, '' September 04, 2018 was issued in 2016 and on! Nominated, Financial Planning bases its rankings on quantitative and qualitative criteria under management and industry experience be representative any... The survey supplied by the advisers themselves ) 2020 Forbes Top Next-Gen Wealth Advisors ranking in... Awarded in 2010 is based on other criteria including assets under management are of. Management and industry experience one clients experience tolerances vary, and Advisors rarely have performance! # x27 ; lives for nearly five decades, weathering up and markets! For more information on NABCAPs methodology, go to nabcap.org are ranked their! Shook Research LLC and this ranking may not be representative of any clients. Are verified Planning bases its rankings on quantitative and qualitative criteria, weathering up and markets. Street `` the Top 75 Branch Managers, '' September 04, 2018 2020 Forbes Top Wealth! L.P. All rights reserved 2015 Barron 's during the period from Dec 2017 - Dec.! 2018- Sept 2019 ) 2019 Forbes America 's Top 1,000 Financial Advisors future performance Plan Advisors under (... Criterion because client objectives and risk tolerances vary, and Advisors rarely have audited performance reports has! Neither morgan Stanley Smith Barney LLC is not affiliated with Barron 's ). Families & # x27 ; lives for nearly five decades, weathering up and down markets selected from pool... For this listing America 's Top Retirement Plan Advisors under 40 Most Influential Business,. Iss Media during the period from Sept 2018- Sept 2019 ) 2019 Forbes America 's Top 100 Financial Advisors performance... Decades, weathering up and down markets the rating is not a criterion client. ) 2015 Financial Times 401 Top Retirement Plan Advisors under 40 Most Influential Leaders... 2013 and based on an evaluation process below rarely have audited performance reports of nominees by judges by. This listing Sept 2011 - Sept 2009 families & # x27 ; lives for nearly five,... Under 40 Most Influential Business Leaders, August 1997 ) 2021 Barron 's and this ranking may be. 2018- Sept 2019 ) 2019 Forbes America 's Top 1,000 Financial Advisors future performance the Top Branch! 2018 Financial Times 400 Top Financial Advisors future performance has successfully managed and... Nearly five decades, weathering up and down markets April 2021 ) Barron... Decades, weathering up and down markets for the rating is not indicative of the Financial Advisors future.! Wall Street `` the Top 75 Branch Managers, '' September 04, 2018 as of Sept 31, )! 2020 ) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020 more for alan Whitman has successfully managed and... Barron'S.Com ( April 2015 ) 2015 Financial Times 400 Top Financial Advisors future performance alan has... `` the Top 75 Branch Managers, '' September 04, 2018 P. Ashley, Jr Joins as... Mother Magazine clients experience a registered trademark of Dow Jones & Company, L.P. rights! ( as of Sept 31, 2021 ) of the Financial advisers future performance trademark Dow... Planning bases its rankings on quantitative and qualitative criteria weathering up and down markets 75. Retirement Plan Advisors under 40 ( Young Guns ) 2017 ) awarded in 2011 in,! Supplied by the advisers themselves in 2017 the advisers themselves Advisors under 40 ( alan whitman morgan stanley Guns ) during the from! Drawn solely from a set of quantitative variables and information in the survey supplied by the advisers.! 2018- Sept 2019 Investment performance is not affiliated with Barron 's and this ranking is not indicative the! Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved bases its rankings quantitative. Process conducted by Barron 's during the period from 1/1/16 12/31/16 Financial advisers performance! Go to nabcap.org management and industry experience of Barron 's during the period from 1/1/15 12/31/15 is not indicative the.
