";s:4:"text";s:29868:"2020 Forbes America's Top Women Wealth 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. 33. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. 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 Barron's. Alan has a Bachelor of Science in Accounting from the University of Maryland and is a Certified Public Accountant. Regardez le Salaire Mensuel de Ford Whitman Harris en temps rel. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. 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 ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2021. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. Helping you on key aspects of your business such as ownership, liquidity and developing opportunities. Find 3000 listings related to Alan Whitman Morgan Stanley in Hawthorne on YP.com. A sub-segment of the questions was used to determine eligibility for the Top 100. Nominees must be women retirement plan advisors with their own book of business. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. Source: Barron's.com (April 2019) 2019 Barron's Top 100 Financial Advisors awarded in 2019. The rating is not indicative of the advisors future performance. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. 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 ISS Media during the period from 1/1/18 12/31/18. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. chairman and CEO of Morgan Stanley. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. Creating customized financial strategies for the challenges that todays families face. 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. 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 3/31/19 - 3/31/20. Read more factors supporting sustainable investing. 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. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams ranking awarded in 2019. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. These criteria are utilized for each of the categories in which this award is given. 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 3/31/17 - 3/31/18. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. 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 Sept 2014 - Sept 2015. 2021 Barron's Top 100 Private Wealth Management Teams. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 . 2016 Barron's Top 1,200 Financial Advisors: State-by-State. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. 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 Barron's to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. Source: planadviser.com (May 2018) awarded in 2018. 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 Forbes Magazine'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. We are hands-on investment professionals that have been providing our clients with the highest levels of service and practical experience in the management of their wealth for over four decades. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. 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. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Financial Times Top 400 Financial Advisors 2019. 2019 Forbes Best-In- State Wealth Advisors. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. 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. Nominees must be women retirement plan advisors with their own book of business. 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 2013. 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. 2020 Financial Times 401 Top Retirement Advisors. Terms apply. Nominees must be women retirement plan advisors with their own book of business. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). This ranking is not indicative of the Financial Advisors future performance. This list is incomplete; you can help by adding missing items. 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. 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. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. 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 6/30/15 - 6/30/16. Rob Clarfeld. 32. 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. He has over 20 years of experience in the financial services industry, including serving as a Managing Director at Lehman Brothers and as a Partner at Ernst & Young. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. Copy Credits - Free ebook download as Excel Spreadsheet (.xls / .xlsx), PDF File (.pdf), Text File (.txt) or read book online for free. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources. Investment performance is not a criterion. Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. The Whitman Group at Morgan Stanley helps affluent families grow and preserve their wealth over their lifetimes and beyond. 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. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. 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 6/30/16 - 6/30/17. Contact me to learn more or click here. 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 rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. The list includes over 750 players, including more than 50 All-Americans, three Heisman Trophy winners (Tom Harmon, Desmond Howard and Charles Woodson), six U.S. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. 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 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. Nominees must be women retirement plan advisors with their own book of business. Tips; Photos 2; Alan Whitman - Morgan Stanley . Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. 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 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. 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 2012 - Dec 2013. Source: planadviser.com (May 2018) awarded in 2018. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2018 Forbes America's Top Women Wealth Advisors. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. 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 based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. 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: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. 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: 2022 Forbes America's Top 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. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. Company . Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors ranking awarded in 2019. 2015 Barron's Top 100 Women Financial Advisors. 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 9/30/17 - 9/30/18. 2008 Barron's Top 100 Women Financial Advisors. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. 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 NAPA to obtain or use the ranking. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. This ranking 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. 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. 2019 Barron's Top 50 Private Wealth Advisory Teams. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. 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. 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 Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. 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. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. The rating is not 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. 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. 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 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. 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. Source: planadviser.com (May 2021) awarded in 2021. A sub-segment of the questions was used to determine eligibility for the Top 100. Clarfeld Financial Advisors TARRYTOWN, NY $9.8B. 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: 2017 Forbes Top 500 Next Generation Wealth Advisors. Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. 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. Member SIPC. representatives to gather wealth manager nominations. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. 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. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Lieutenant General Robert P. Ashley, Jr Joins CNAS as Adjunct Senior Fellow. The rating is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 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 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. For more information, see www.SHOOKresearch.com. 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 Barron's during the period from Mar 2018 - Mar 2019. 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. 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 9/30/20 - 9/30/21. 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. 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. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. Investment performance is not a criterion. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Deciding among them is an important step in managing your retirement savings over time. Contact our team to learn more or click here for more details. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2018 Barron's Top 100 Women Financial Advisors. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. 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. 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. Greenwich Associates 2018 Quality Leader Award. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 NAPA during the period from Aug 2014 Aug 2015. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Wealth Management Early-Warning Signs of a 2023 Economic Slowdown Dec 6, 2022 Learn More. 30. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2019 Barron's Top 1,200 Financial Advisors: State-by-State. Source: planadviser.com (May 2017) awarded in 2017. The list of the 300 Most Influential DC Advisors was selected from more than 120,000 reader votes as well as from input from last years Top 40 Advisors and from distributors working with the advisors. For more information, see www.SHOOKresearch.com. 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. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's 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. Environmental Management . Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. 2020 Barron's Top 100 Women Financial Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. 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. ";s:7:"keyword";s:27:"alan whitman morgan stanley";s:5:"links";s:225:"Olalla Lake Campground,
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