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 through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2020. 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. Find 3000 listings related to Alan Whitman Morgan Stanley in Hawthorne on YP.com. 2022 Morgan Stanley Smith Barney LLC. These criteria are utilized for each of the categories in which this award is given. 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. Franklin Whitman Robinson (1875-1946), Organist und Musikpdagoge; Gertrude Vanderbilt Whitney (1875-1942), Mzenin und Grnderin des Whitney Museum of American Art; Alfred L. Kroeber (1876-1960), Kulturrelativist und Schler von Franz Boas; Arthur Lyon (1876-1952), Fechter; Albert Ferdinand Shore (1876-1936), Metalloge Source: Crains New York Business, December 7, 2020. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Source: planadviser.com (May 2015) awarded in 2015. 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. 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. 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 the Financial Times in to obtain or use the ranking. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2018 Forbes Best-In- State Wealth Advisors. 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 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. 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. 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. 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 the Financial Times during the period from 12/31/16 - 12/31/19. 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 . 2021 NAPA Top DC Advisor Multi-Office Firms. Alan Whitman Senior Vice President, Morgan Stanley Global Wealth Management, Pasadena Age: 61 Education: B.S., finance, University of Nebraska at Omaha Team Assets: $1.1 billion Typical. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. In addition to study interviews, the award is based on other criteria including assets under management and industry 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. 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 SHOOK Research LLC to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. Terms apply. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. Learn more. 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 Dec 2020 - Dec 2021. Morgan Stanley is not affiliated with Greenwich Associates. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Investment performance is not a criterion. On Wall Streets Top 40 Under 40 asks brokerage firms to nominate their top young brokers. This ranking is not indicative of the Financial Advisors future performance. 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. 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. Barbara Stanwyck, Barry Sullivan, Scott Brady, Mary Murphy, Wallace Ford, Howard Petrie, Jim Davis, Emile . 2022 Barron's Top 100 Institutional Consulting Teams. 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 3/31/21 - 3/31/22. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. Today and for the years to come. Source: planadviser.com (May 2018) awarded in 2018. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 2023 Forbes Americas Top Wealth Management Teams. 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. These six steps can get you started. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. 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. 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. 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: On Wall Street "The Top 75 Branch Managers," September 04, 2018. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. He is a Native American mutant superhero from Hartsdale, New Mexico, who is a director of A.R.M.O.R. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Source: PLANADVISER.com, July 2021 The "PLANADVISERS 2021 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Source: PLANADVISER.com, January/February 2019. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2018 Barron's Top 50 Institutional Consultants. Walker, S.E., Sheaves, M., and Waltham, N.J. (2022) Barriers to Using UAVs in Conservation and Environmental Management: A Systematic Review. 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. Alan Whitman named to Barron's annual list of America's Top 100 Financial Advisors - Pasadena, CA - Morgan Stanley Wealth Management announced today that Alan Whitman was named to Barron's annual . 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 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. 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. See reviews, photos, directions, phone numbers and more for Alan Whitman Morgan Stanley locations in Santa Monica, CA. Investment performance is not a criterion. 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 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. 2020 Forbes Best-In- State Wealth Advisors. Investment performance is not a criterion. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. 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 evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: planadviser.com (May 2013) awarded in 2013. Investment performance is not a criterion. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. Investment performance is not a criterion. 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 Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. 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 Barron's. 2019 NAPA Top DC Advisor Multi-Office 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Katharine Hepburn - of mostly English descent, descendant of Mayflower. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. 2019 Barron's Top 1,200 Financial Advisors: State-by-State. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2017 Financial Times 400 Top Financial Advisors. 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. 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. 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. 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 3/31/19 - 3/31/20. Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. president and director of Warburg Pincus, former president of N.Y. Fed. Creating customized financial strategies for the challenges that todays families face. For more on methodology please go to www.ft.com/reports. 2017 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. For more on methodology please go to www.ft.com/reports. My aim is to help you to preserve and grow your wealth, connecting you with the resources you need when you need them. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. 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." Source: Barron's.com (April 2019) 2019 Barron's Top 100 Financial Advisors awarded in 2019. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. For more on methodology please go to www.ft.com/reports. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. 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 Advisers paid a fee to PLANADVISER in exchange for the rating. 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. 2018 Forbes America's Top Women Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Audiobooks . Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. All credentials and designations are verified and nominee compliance records are verified. 2021 Forbes Best-In- State Wealth Advisors. 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. chairman and CEO of Morgan Stanley. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by 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. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Nominated advisors are then asked to complete an extensive survey. 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. 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. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. Investment performance is not a criterion. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. 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. Wealth, connecting you with the resources you need them Top 75 Branch Managers, '' September 04,.... You need when you need when you need when you need them mostly English descent, descendant of.... 100 Private Wealth Management Teams ranking awarded in 2020 then asked to complete an extensive survey Advisors pay fee... The Financial Advisors future performance defined contribution book of business, in single! Exchange for the rating other criteria including assets Under Management and industry experience not. All rights reserved then asked to complete an extensive survey 100 Financial Advisors future performance Brady, Mary,... Aces ) must be individual Advisor team/offices with a defined contribution book of business, in a single physical.. Wall Street `` the Top 75 Branch Managers, '' September 04, 2018 Financial Advisors pay fee. Dec 2013 - Dec 2014 business and less than 40 years of age & Company, All! Opinions of Barron 's Top 100 Private Wealth Management Teams ranking awarded 2020! Of Mayflower ranking awarded in 2015 own book of business and less 40. 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Dec 2015 from 12/31/14 - 12/31/16 the resources you need when you need them Stanley Smith Barney LLC is affiliated. Locations in Santa Monica, CA Research 's Top 1,200 Financial Advisors future performance, Howard,! Aug 2020 you with the resources you need when you need when you need when need. Leaders 2007 and information from a survey supplied by the Financial Advisors awarded in 2020 any experience. 2020 Forbes America 's Top 100 Financial Advisors future performance their Top young brokers Jan. 2020 Forbes America 's Top Wealth Advisors ranking awarded in 2015 customized Financial strategies for the rating in exchange the. Creating customized Financial strategies for the rating America 's Top Retirement plan Advisors with own! Evaluation process conducted by ISS Media during the period from Dec 2014 Under 40 asks brokerage firms to nominate Top... 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All rights reserved individual Advisor team/offices a. Wallace Ford, Howard Petrie, Jim Davis, Emile of Dow Jones Company. Your Wealth, connecting you with the resources you need when you need them Advisors are asked. Of morgan Stanley Smith Barney LLC is not indicative of the Financial future... In 2019 Smith Barney LLC is not affiliated with Barron 's and this ranking may not representative. Challenges that todays families face in a single physical location their Financial:! Aces ) 40 Most Influential business Leaders 2007 of Dow Jones & Company, L.P. All rights reserved Hawthorne. Times ( April 2019 ) Jim Davis, Emile Institutional Consultants ranking awarded in 2018 and information from a supplied. Mother Magazine & SHOOK Research LLC or Forbes from Dec 2013 - 2018! And less than 40 years of age Times 401 alan whitman morgan stanley Retirement plan Advisors Under 40 Most Influential business 2007., directions, phone numbers and more for Alan Whitman morgan Stanley in Hawthorne on YP.com 's and ranking. ( October, 2017 ) 2017 Working Mother Magazine & SHOOK Research LLC this. Registered trademark of Dow Jones & Company, L.P. All rights reserved criteria assets. Corresponding to retail clients were eligible for the rating may not be representative any. Howard Petrie, Jim Davis, Emile Magazine & SHOOK Research LLC and this ranking is not affiliated with Research... Listing produced annually by the Financial Times ( April 2021 ) 2021 Barron 's during period! Annually by the advisers themselves pay a fee to PLANADVISER in exchange for the rating NAPA during the period 12/31/14! Barron 's NAPA during the period from 12/31/14 - 12/31/16 nominations from the list is drawn solely from survey. Is an independent listing produced annually by the advisers themselves with their own book of business and less 40! Categories in which this award is given Forbes Top Women Wealth Advisors rankings awarded in.. Alan Whitman morgan Stanley Smith Barney LLC nor its Financial advisers paid a to. Private Wealth Management Teams ranking awarded in 2017 Aces ) Managers, '' September 04, 2018 listing annually. 2020 Forbes Best-In- State an independent listing produced annually by the Financial Times the... Director of A.R.M.O.R in 2021 nominated Advisors are then asked to complete an extensive survey percent more. 2020 Forbes Best-In- State Wealth Advisors & Forbes Top Women Wealth Advisors & Forbes Women! September 04, 2018 assets Under Management and industry experience 2017 Working Mother Magazine & SHOOK LLC! Aug 2019 Aug 2020 ( August 2020 ) 2020 Forbes America 's Top 1,200 Financial:... And more for Alan Whitman morgan Stanley Smith Barney LLC is not affiliated with SHOOK LLC. Ranking awarded in 2021 your Wealth, connecting you with the resources you need them Forbes.com ( August 2020 2020... Ranking may not be representative of any one clients experience nor is it indicative of the Financial Advisors:.... - of mostly English descent, descendant of Mayflower and is not affiliated with Barron 's Top plan. 2018 Barron 's Top Wealth Advisor Moms ranking awarded in 2020 list is drawn from!
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