Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. A man who is known as "Red Wolf" and is born in modern times in Wolf Point, Montana; the son of the Cheyenne tribal leader, Thomas Talltrees. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. For more on methodology please go to www.ft.com/reports. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. This ranking 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. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan. Environmental Management . 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 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. 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. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley announced today that Alan Whitman, a Managing Director, Financial Advisor in the Firm's Pasadena office, has been named to the Barron's annual list of America's Top 100 . This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Investment performance is not a criterion. Source: planadviser.com (May 2011) awarded in 2011. This ranking is not indicative of the Financial Advisors future performance. Barbara Stanwyck, Barry Sullivan, Scott Brady, Mary Murphy, Wallace Ford, Howard Petrie, Jim Davis, Emile . The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. 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: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2018. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The invitation-only conference was held virtually. Learn more about Paul Whitman, Morgan Stanley Dw Inc. including contact information, career history, news and intelligence. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. 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 NAPA during the period from Aug 2018 Aug 2019. 2019 Forbes America's Top Women Wealth Advisors. Morgan Stanley Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process. Investment performance is not a criterion. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is based on 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 Barron's. 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 2017. 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 Barron's to obtain or use the ranking. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. See reviews, photos, directions, phone numbers and more for Alan Whitman Morgan Stanley locations in Santa Monica, CA. 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. For more information, see www.SHOOKresearch.com. 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. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. 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 3/31/20 - 3/31/21. 2012 Barron's Top 100 Women Financial Advisors. Source: planadviser.com (May 2015) awarded in 2015. Save. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. Financial Times Top 400 Financial Advisors 2019. 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. Research Magazine's 130 Top-Ranked Advisor Teams in America. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. For more information, see www.SHOOKresearch.com. 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. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. 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. The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. He is a graduate of Stanford University with an MBA from UCLA. Walker, S.E., Sheaves, M., and Waltham, N.J. (2022) Barriers to Using UAVs in Conservation and Environmental Management: A Systematic Review. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more on methodology please go to www.ft.com/reports. 2022 PLANADVISER Retirement Plan Adviser of the Year. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Source: planadviser.com (May 2011) awarded in 2011. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. 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; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. 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. Morgan Stanley Wealth Management announced that Alan Whitman, a Managing Director, Wealth Management, and Financial Advisor in the Firm's Pasadena office, has been named to Barron's annual . 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. REP. Magazine Top 50 Wirehouse Women 2014. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. B2B intelligence, at your fingertips. Nominees must be women retirement plan advisors with their own book of business. 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. 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. 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. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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. 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 The rating is not indicative of the Financial Advisors future performance. EXECUTIVES & FEATURED PEOPLE AT Morgan Stanley Dw Inc. Sigurdur Arngrimsson Executive Director Apr-2012. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. 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. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Neither Morgan Stanley Smith Barney 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. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Investment performance is not a criterion. The rating is not indicative of the Financial Advisers future performance. Helping you on key aspects of your business such as ownership, liquidity and developing opportunities. 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. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. Paris Hilton - of partial English descent. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. Coalition Greenwich Quality Leader Award 2021. Barron's Top Women Advisors Summit Attendees 2016. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. 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. Spending + Budgeting allows you to manage your everyday spending across all your accounts - both at Morgan Stanley and at outside financial institutions all in one place. The 2019 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. 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 Barron's during the period from Dec 2019 - Dec 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. Source: planadviser.com (May 2019) awarded in 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 SHOOK Research LLC or Working Mother Magazine. 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. The invitation-only conference was held at The Breakers in Palm Beach, FL. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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 not indicative of the Financial Advisors future performance. 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