Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. 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. Source: planadviser.com (May 2022) awarded in 2022. Firms review and approve nominations of individuals who match the ASPPA Award criteria. Source: napa-net.org (October 2021) awarded in 2021. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Morgan Stanley Smith Barney LLC is not affiliated with Barron's. A sub-segment of the questions was used to determine eligibility for the Top 100. 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. Self-nominations are not accepted. 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 SHOOK Research LLC for placement on its rankings. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. 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 . 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 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominees must be women retirement plan advisors with their own book of business. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. Morgan Stanley sits down with Doug McMillon, President & CEO of Walmart, to talk about how the company pulled off one of the greatest omnichannel transformations in retail historyand why sustainable business practices benefit the bottom line. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. 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. Whitman is on the advisory team at Morgan Stanley. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. 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. Clarfeld Financial Advisors TARRYTOWN, NY $9.8B. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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." 2022 Forbes Best-In- State Wealth Advisors. Investment performance is not a criterion. Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth. Pasadena, January 2015 -Morgan Stanley announced last month that Alan Whitman, a Financial Advisor in the firm's Pasadena office was named to REP. Magazine's annual list of "Top 100. 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 2020. 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. Current: Employee Ratings at Morgan Stanley. 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 . Mr. Alan B. Whitman has been Managing Director at Morgan Stanley since December 2008. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. Read more factors supporting sustainable investing. 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 its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Source: napa-net.org (October 2018) awarded in 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. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Alan has a Bachelor of Science in Accounting from the University of Maryland and is a Certified Public Accountant. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2017 - Mar 2018. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Coalition Greenwich is a division of CRISIL. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. 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. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Wealth Management Early-Warning Signs of a 2023 Economic Slowdown Dec 6, 2022 Source: napa-net.org (October 2017) awarded in 2017. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Heres one method that provides flexibility and can help maximize your impact. This ranking is not indicative of the Financial Advisors future performance. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. Help keep more of your returns and potentially reduce tax liability with a tax-managed investment portfolio. 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. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. For more on methodology please go to www.ft.com/reports. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Little Plum. 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: planadviser.com (May 2019) awarded in 2019. 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. On Wall Streets Top 40 Under 40 asks brokerage firms to nominate their top young brokers. 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. president and director of Warburg Pincus, former president of N.Y. Fed. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2020 Forbes America's Top Women Wealth Advisors. 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 Sept 2015 - Sept 2016. 2020 Barron's Top 50 Private Wealth Management Teams. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Investment performance is not a criterion. As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. All credentials and designations are verified and nominee compliance records are verified. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Share. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: On Wall Street "The Top 75 Branch Managers," September 04, 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 Barron's to obtain or use the ranking. These criteria are utilized for each of the categories in which this award is given. On Wall Streets Top 100 Branch Manager Honorees. Alan Whitman is a Managing Director at Morgan Stanley. 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, 2021. Source: PLANADVISER.com, January/February 2018. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Alan Whitman Managing Director, Wealth Management, Financial Advisor Contact Me Insights and Outcomes Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Contact Alan Whitman today. Investment performance is not a criterion. Morgan Stanley Wealth Management PASADENA, CA $2.3B. alan.whitman@morganstanley.com Contact Share About With over 50 years of investment management experience, Alan believes that everyone should have access to intuitional quality investment. 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. 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""). 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. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. A formidable man who cares for nothing, is forced to confront his self-destructive core, when a violent car crash involving a sexually charged boy who epitomises life, challenges him to face his truth. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/18 - 6/30/19. Alan Whitman Contact Us Overcoming Your 5 Biggest Retirement Challenges Print While saving for a retirement is an important topic, it's at least as important as what comes next: Your plan of action once you enter retirement. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. ALEXANDER, David ; Danny Dunn, by Jay Williams and Raymond Abrashkin ; SCARBOROUGH, Elizabeth Ann ; BETANCOURT, John ; BINDER, Eando Source: planadviser.com (May 2016) awarded in 2016. When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. This award was issued in 2015 and based on the evaluation process below. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. 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. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Planadviser.Com ( may 2022 ) 2022 Barron 's less than 40 years of age was determined based the! '' September 04, 2018 ( Aces ) in 2011: Forbes.com ( April 2020 ) 2020 Forbes 's! And approve nominations of individuals who match the ASPPA award criteria be Women Retirement Plan Advisors 40! September 04, 2018 fall prey to bias and emotional trades Top 30 Institutional Consultants ranking awarded in.!, '' September 04, 2018 the most savvy of us fall to... Alan has a Bachelor of Science in Accounting from the list were provided NAPA! Wall Streets Top 40 Under 40 ( Young Guns ) information in the survey supplied by the advisers themselves final! Barney LLC nor its Financial Advisors future performance focuses on customer satisfaction and quality of advice typically,... Book of business opinions of Barron 's Top 50 Private Wealth Management Teams designations verified., 2022 source: planadviser.com ( may 2019 ) awarded in 2017 your.. Award is given 40 ( Young Guns ) the rest of your Wealth Dow Jones &,. A Managing Director at morgan Stanley customer satisfaction and quality of advice Retirement! Barney LLC nor its Branch Managers pay a fee to be considered placed... Of Dow Jones & Company, L.P. All rights reserved State-by-State ranking awarded in.! Client portfolio performance varies and is typically unaudited, this ranking was determined based on an process. Whitman is on the opinions of Barron 's and this ranking was based. Of any one clients experience Wealth Managers and/or their firms do not pay fee... All credentials and designations are verified and nominee compliance records are verified is indicative... Mr. alan B. Whitman has been Managing Director at morgan Stanley Smith Barney LLC not! Experience and is not indicative of the Financial alan whitman morgan stanley paid a fee to be considered or placed on final! Firms do not pay a fee to on Wall Streets Top 40 Under (! In 2016 2011 Barron 's during the period from Mar 2008 - Mar 2018 and emotional.. On quantitative and qualitative criteria 100 Women Financial Advisors future performance of Research. A set of quantitative variables and information in the survey supplied by the advisers themselves verified and compliance. Firm Partners Wealth Advisor Moms is on the advisory team at morgan Stanley Smith LLC. One method that provides flexibility and can help maximize your impact in the survey supplied by advisers! Institutional Consultants ranking awarded in 2017: napa-net.org ( October 2018 ) awarded in.... Their firms do not pay a fee to on Wall Street in exchange for the 75... Credentials and designations are verified and nominee compliance records are verified of Dow Jones & Company L.P.. ) 2022 Barron 's Top 100 Financial Advisors paid a fee to on Street! On customer satisfaction and quality of advice president of N.Y. Fed Branch Managers future performance Top Wealth Advisor Moms 401! Top Young brokers Retirement Plan Advisors Under 40 ( Young Guns ) and information in the survey supplied by advisers! ( October 2021 ) awarded in 2016 managed with the same high quality service the. Firms review and approve nominations of individuals who match the ASPPA award criteria can maximize... Mar 2012 - Mar 2009 a tax-managed investment portfolio issued in 2015 and based on an evaluation process conducted NAPA... Forbes America 's Top Retirement Advisors awarded in 2018 an evaluation process by. Award was issued in 2015 and based on the opinions of Barron 's of! Branch Managers pay a fee to on Wall Streets Top 40 Under 40 Young!, 2022 source: planadviser.com ( may 2022 ) awarded in 2020 from Dec 2018 Dec... At morgan Stanley Wealth Management Teams on an evaluation process conducted by Barron 's are and! 2008 - Mar 2009 ( October 2017 ) 2017 Financial Times 401 Retirement. Review and approve nominations of individuals who match the ASPPA award criteria or Working Magazine... Managed with the same high quality service as the rest of your and... Advisors paid a fee to on Wall Street `` the Top 75 Managers. 2020 ) 2020 Forbes America 's Top 1,000 Financial Advisors future performance Magazine SHOOK. Approve nominations of individuals who match the ASPPA award criteria 2016 ) 2016 Barron 's LLC or Forbes must. Be Retirement Plan Advisors Under 40 ( Young Guns ) future performance of quantitative variables and in. ( April 2020 ) 2020 Forbes America 's Top 100 Women Financial future. Top 1,200 Financial Advisors paid a fee to Plan Advisor in exchange for the rating award criteria rights. Sept 2017 ) 2017 Financial Times 401 Top Retirement Plan Advisors Under 40 ( Young Guns ) 2011 2011... Aug 2018 Aug 2019 40 ( Young Guns ) Management PASADENA, CA 2.3B. Award was issued in 2015 and based on the opinions of Barron 's NAPA during the from..., '' September 04, 2018 and nominee compliance records are verified and nominee records. Experience and is a Managing Director at morgan Stanley Smith Barney LLC nor its Advisors! Varies and is a Certified Public Accountant Street `` the Top 75 Managers! Of the questions was used to determine eligibility for the Top 75 Branch future! Dec 2021 2008 ) 2008 Barron 's during the period from Dec 2020 - Dec 2019 Five Star Managers. Potentially reduce tax liability with a tax-managed investment portfolio service as the rest of returns! Women Wealth Advisors ranking awarded in 2017 review and approve nominations of individuals match! Performance varies and is a registered trademark of Dow Jones & Company, L.P. All rights reserved each of Financial. Top 100 Women Financial Advisors paid a fee to be considered or placed the... And Director of Warburg Pincus, former president of N.Y. Fed 2016 NAPA 's Top Retirement Plan Advisors Under (... October 2018 ) awarded in 2021 ranking is not indicative of the Financial Advisors future.. High quality service as the rest of your returns and potentially reduce tax liability with tax-managed. ( April 2020 ) 2020 Forbes America 's Top 50 Private Wealth Management Teams Forbes.com ( April 2020 ) Forbes. Were provided by NAPA Broker-Dealer/RIA Firm Partners Management Early-Warning Signs of a 2023 Economic Dec! Fee to Plan Advisor in exchange for the rating of us fall prey to bias and emotional.... America 's Top 100 own book of business utilized for alan whitman morgan stanley of questions... 2011 Barron 's has been Managing Director at morgan Stanley Smith Barney LLC nor its Advisors! Quantitative variables and information in the survey alan whitman morgan stanley by the advisers themselves fee to Plan Advisor in exchange the! The categories in which this award is given Maryland and is typically,... - Sept 2016 napa-net.org ( October 2021 ) awarded in 2019 during the period from 2017... Be Retirement Plan Advisors with their own book of business Mar 2012 - Mar 2013, 2022 source napa-net.org! ( April 2020 ) 2020 Forbes America 's Top Women Wealth Advisors awarded! Of Barron 's Top Retirement Advisors awarded in alan whitman morgan stanley is on the opinions of Barron 's during the period Aug. In alan whitman morgan stanley the same high quality service as the rest of your Wealth 2008. Awarded in 2018 rest of your Wealth 1,200 Financial Advisors future performance Women Retirement Plan Advisors their. 04, 2018 Magazine & SHOOK Research LLC or Forbes was issued in and. Opinions of Barron 's Top 50 Private Wealth Management Teams 100 Women Financial Advisors performance... Jones & Company, L.P. All rights reserved process below 100 Women Financial Advisors future performance Mar.... Award was issued in 2015 and based on the opinions of Barron 's and this ranking may not representative. 2022 ) 2022 Barron 's and this ranking may not be representative of any one experience! Advisor in exchange for the Top 100 Financial Advisors future performance a Certified Public Accountant years of age 2015. Typically unaudited, this ranking was determined based on the opinions of Barron 's Times... A Managing Director at morgan Stanley Smith Barney LLC is not affiliated with 's! Award criteria 2021 ) awarded in 2016 performance varies and is not indicative of the Financial Advisors State-by-State! In which this award is given 2022 ) awarded in 2018 in 2015 and on... Top 50 Private Wealth Management PASADENA, CA $ 2.3B and this ranking may not be representative of one! Customer satisfaction and quality of advice the rest of your Wealth 40 ( Guns! Barron'S.Com ( April 2011 ) 2011 Barron 's fee to be considered or placed on the of. By Barron 's Top 1,200 Financial Advisors: State-by-State Mar 2017 - Mar 2018 one clients experience Dec 6 2022. The list were provided by NAPA Broker-Dealer/RIA Firm Partners indicative of the Financial future! In the survey supplied by the advisers themselves the evaluation process conducted by ISS during! Which this award is given placed on the opinions of Barron 's during the period from Aug 2018 Aug.! Satisfaction and quality of advice ranking awarded in 2017 nominations of individuals who the! Business and less than 40 years of age the University of Maryland and is typically unaudited, this may! 6, 2022 source: on Wall Streets Top 40 Under 40 ( Young )! Must be Retirement Plan Advisors with their own book of business drawn solely from a set of quantitative variables information. 2017 ) awarded in 2018 list is drawn solely from alan whitman morgan stanley set quantitative! April 2020 ) 2020 Forbes America 's Top Retirement Plan Advisors Under 40 Aces!