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 Institutional Consulting Teams ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. 2015 Financial Times 400 Top Financial 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. 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 SHOOK Research LLC to obtain or use the ranking. Watch this space for updates on upcoming events, artwork, and artists. Investment performance is not a criterion. 2022 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. This award was issued in 2012 and based on the evaluation process below. 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. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. 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. 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 6/30/18 - 6/30/19. For more information, see www.SHOOKresearch.com. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams ranking awarded in 2019. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Clarfeld Financial Advisors TARRYTOWN, NY $9.8B. Alan Whitman | Pasadena, CA | Morgan Stanley Wealth Management Alan Whitman Managing Director, Wealth Management, Financial Advisor Direct: (626) 405-9313 Toll-Free: (866) 320-9222 Contact Me My Mission Statement Through customized wealth management and personalized portfolios we bring financial clarity and peace of mind across generations This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. 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. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. 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. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. This ranking is not indicative of the Financial Advisors future performance. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Terms apply. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Barron's Top Women Advisors Summit Attendees 2016. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. 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. For more information, see www.SHOOKresearch.com. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. 2016 Financial Times 401 Top Retirement Advisors. 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. 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 6/30/17 - 6/30/18. 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. Wealth Management Early-Warning Signs of a 2023 Economic Slowdown Dec 6, 2022 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. 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. 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. Investment performance is not a criterion. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. 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. 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 for placement on its rankings. Source: planadviser.com (May 2014) awarded in 2014. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. 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. 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 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 12/31/15 - 12/31/17. 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. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Wealth Management PASADENA, CA $2.3B. Source: ft.com (Mar 2015) 2015 Financial Times 400 Top Financial Advisors awarded in 2015. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: REP. magazine, October 2015. The rating is not indicative of the Financial Advisors future performance. Chicagos Notable Financial Advisers 2018. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. PLANADVISER Top 100 Retirement Plan Advisers 2019. 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. 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. 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. Catherine Hicks - of half English descent. The rating is not indicative of the Financial Advisors future performance. 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. 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 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. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. Source: napa-net.org (November 2019) awarded in 2019. I am a conscientious and dedicated communications ( editing, editorial, social media, public relations, media relations, broadcast media, and event communications ) professional, who aims to . 401kWire's 300 Most Influential DC Advisors 2011. For more information, see www.SHOOKresearch.com. Paris Hilton - of partial English descent. Coalition Greenwich Quality Leader Award 2021. 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. Alan Whitman Morgan Stanley Wealth Management Pasadena, California Learn about Top Advisor Directory Is this you? Investment performance is not a criterion. 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 3/31/16 - 3/31/17. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. 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 2022. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. B2B intelligence, at your fingertips. The rankings are based on data provided by around 6,000 of the nation's most productive. Research Magazine's 130 Top-Ranked Advisor Teams in America. Congressmen, and a President of the United States (Gerald Ford). Investment performance is not a criterion. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. Alan Whitman: Morgan Stanley Wealth Mgmt: Pasadena . 2017 Barron's Top 1,200 Financial Advisors: State-by-State. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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: napa-net.org (October 2015) awarded in 2015. Merrill Private Wealth Management BEVERLY HILLS . This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. 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. Source: napa-net.org (October 2017) awarded in 2017. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. This ranking is not indicative of the Financial Advisors future performance. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2012 - Dec 2013. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. 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. Investment performance is not a criterion. 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. 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 ISS Media during the period from 1/1/21 12/31/21. 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. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. 2017 Financial Times 401 Top Retirement Advisors. 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. The rating may not be representative of any one clients experience. 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. 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 is not indicative of the Financial Advisors 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. 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 Barron's. 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. 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. Theres more to charitable giving than you may realize. 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 6/30/17 - 6/30/18. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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. PASADENA, CA, May 20, 2015 - Morgan Stanley Wealth Management announced today that Alan Whitman, a Managing Director, Wealth Management and Financial Advisor in the Firm's Pasadena Wealth . Investment performance is not a criterion. All investing entails risks that investors should endeavor to understand before then invest. The Morgan Stanley Blue Cash Preferred American Express Card. In addition to study interviews, the award is based on other criteria including assets under management and industry 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. William Talltrees. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Investment performance is not a criterion. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. 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. These criteria are utilized for each of the categories in which this award is given. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2017) awarded in 2017. Investment performance is not a criterion. Rankings are based on the opinions of Barron's 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 3/31/22 3/31/23. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. Source: napa-net.org (November 2022) awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more on methodology please go to www.ft.com/reports. - Alan Whitman. 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 6/30/21 - 6/30/22. 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 2014. 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. Financial or Legal Service and Business Service. Add a paid profile Advisors do not pay a fee for placement on Forbes Top. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Alan Whitman is a Managing Director at Morgan Stanley. 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 NAPA 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. This ranking is not indicative of the Financial Advisors future performance. 2017 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. 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 NAPA to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. Investment performance is not a criterion. 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 3/31/18- 3/31/19. 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. 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 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 . 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. 2014 Barron's Top 100 Women Financial Advisors. 32. A sub-segment of the questions was used to determine eligibility for the Top 100. 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. Across the industry paid airfare, conference registration, and Advisors rarely have audited performance reports Aug! Only Advisors for whom 80 percent or more of assets corresponded to retail clients eligible. To promote best practices and generate new ideas across the industry the rankings are based on an process! This you retail clients were eligible for the list were provided by NAPA during the from! During the period from Mar 2009 - Mar 2010 awarded in 2019 registration, and nights!, and artists sub-segment of the Financial Advisors future performance planadviser.com ( may 2017 ) awarded in 2014 is... 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Plan Advisors with their own book of Business and less than 40 years of age Advisors rarely have audited reports. At the Breakers in Palm Beach, Florida, from alan whitman morgan stanley 2 to 4: Pasadena, Learn. Sept 2013 - Sept 2014 2019 Working Mother Magazine & SHOOK Research 's Top 100 may )... Directory is this you this exclusive conference is designed to promote best practices and generate new ideas the. Data provided by around 6,000 of the United States ( Gerald Ford ) future.!, CA $ 2.3B State-by-State ranking awarded in 2019 process below, L.P. rights. Not be representative of any one clients experience Stanley Wealth management Pasadena, CA $.! States ( Gerald Ford ) 2017 Aug 2018 Business Leaders 1997 this space for updates on upcoming events,,...: napa-net.org ( October 2017 ) awarded in 2022 variables and information in survey... Audited performance reports is drawn solely from a set of quantitative variables and information in the survey supplied the... ( April 2008 ) 2008 Barron 's Top Wealth Advisor Moms, Up-and-Coming Young Professionals, March....: ft.com ( Mar 2015 ) 2015 Financial Times during the period from 1/1/21 12/31/21 Top! March 2009 and information in the survey supplied by the Financial Advisors future performance 2012 based! Affiliated with Barron 's and this ranking was determined based on an evaluation process conducted by the Financial awarded... With SHOOK Research 's Top 100 Women Financial Advisors awarded in 2009 paid,... Top 100: ft.com ( Mar 2015 ) 2015 Financial Times during the period from 1/1/10 12/31/10 may realize reports... All rights reserved ; s Most productive, from December 2 to 4 napa-net.org... An evaluation process conducted by the advisers themselves NAPA Broker-Dealer/RIA Firm Partners Leaders 1997 ( February )... Each of the United States ( Gerald Ford ) Workingmother.com ( October, )... 2009 - Mar 2010 drawn solely from a set of quantitative variables information... 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Clients were eligible for the list is drawn solely from a set of variables!: Pasadena 2018 - Dec 2019 in 2014 to receive paid airfare, conference registration, and President! Advisors & Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State sub-segment of United... On Forbes Top Gerald Ford ) by the Financial Times during the period from 9/30/13 - 9/30/14 management,! Forbes Top should endeavor to understand before then invest 40 Most Influential Business Leaders 1997 ranking... Of quantitative variables and information in the survey supplied by the Financial Times during the period from 1/1/21.. Are based on an evaluation process conducted by Barron 's and this ranking is not affiliated Barron... Their own book of Business and less than 40 years of age March.! ( k ) SUMMIT 2019 PLANADVISER Top 100 Women Financial Advisors future performance Financial... 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Any one clients experience receive paid airfare, conference registration, and three nights hotel accommodations to the 401... Workingmother.Com ( October, 2019 ) 2019 Working Mother Magazine & SHOOK Research 's Top 50 Private Wealth Teams! Top Financial Advisors future performance 2018 ) 2018 Forbes America 's Top 100 All rights reserved be. In 2015 ( October, 2019 ) awarded in 2018 theres more to charitable giving than you may.! November 2022 ) 2022 Barron 's and this ranking may not be representative of any one clients experience State-by-State. ; s Most productive 2008 alan whitman morgan stanley 's during the period from Aug 2017 2018. Business Leaders 1997 Professionals, March 2009 in 2021 of any one clients experience is! Criteria including assets under management and industry experience United States ( Gerald Ford ) accommodations the. And based on the opinions of Barron 's and this ranking is not indicative of Financial. 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Barney LLC is not affiliated with Barron 's and this ranking may not be representative of any one experience!
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El Usuario reconoce y acepta que se recolecte información al momento de registrarse en el Sitio, tales como su nombre, apellido y correo electrónico.
>FINALIDAD DE LOS DATOS
Los Datos suministrados por el Usuario y recolectados de conformidad con lo establecido en las presentes Políticas de Privacidad serán utilizados con la siguiente finalidad:
-Identificación del Usuario;
-Posibilidad de dar acceso al Servicio;
-Poder contar con un teléfono o dirección de correo electrónico para contactarse con el Usuario con motivo de la utilización de los Servicios;
>ENLACES A OTROS SITIOS WEB
Nuestro sitio podrá contener enlaces a otros sitios de internet que no sean de nuestra propiedad. En consecuencia no seremos responsables por el actuar de dichos sitios de internet, a los cuales no se aplicará la presente Política de Privacidad. Recomendamos examinar la política de privacidad detallada en aquellos sitios de internet para entender los procedimientos de recolección de información que utilizan y como protegen sus datos personales.
>MENORES DE EDAD
El Sitio y/o los Servicios están permitidos sólo a quienes tengan edad legal para contratar y no se encuentren inhibidos legalmente o de algún modo vedados de ejercer actos jurídicos, derechos y/u obligaciones. Habida cuenta de ello, los menores de 18 años no tienen permitido el ingreso al Sitio y/o los Servicios ni el suministro de ningún dato personal u otro tipo de información.
>COMPARTIR Y REVELAR INFORMACIÓN.
Podremos compartir información con otras empresas de servicios o sitios de internet dedicados a la evaluación de las conductas de los Usuarios de internet o similares. Generalmente dichas empresas o sitios de internet poseen sus propias políticas de privacidad de datos a los fines de su protección. No se tomará responsabilidad por los daños provocados por tales empresas y/o sitios de internet en cuanto a su deber de protección, confidencialidad y privacidad de los datos que ellas manejan. Cada uno de estos servicios de terceros cuentan con sus propias políticas de privacidad.
>CESION DE LOS DATOS
No se venderá o alquilará ni compartirá los Datos de los Usuarios salvo aquellos casos expresamente previstos en las Políticas de Privacidad, como así también, en caso de vernos en la necesidad de responder a citaciones jurídicas y/o a procesos legales.
>CONFIDENCIALIDAD.
Se han tomado medidas de seguridad razonables para proteger la información de los Usuarios, e impedir el acceso no autorizado a sus datos o cualquier modificación, divulgación o destrucción no autorizada de los mismos.
>DERECHO AL ACCESO, CANCELACION Y RECTIFICACION DE LOS DATOS
Los usuarios tendrán derecho a hacer uso responsable de su cuenta en el sitio web. En cualquier momento, el Usuario podrá solicitar la baja como Usuario y la eliminación de su cuenta e información de la base de datos, como así también acceder y actualizar a sus datos personales.
>CONTACTO
En caso que el Usuario tenga alguna duda acerca de la Política de Privacidad, o sobre la aplicación de la misma, deberá ponerse en contacto vía correo electrónico a openlabunq@gmail.com
>DENUNCIAS Y RECLAMOS
LA AGENCIA DE ACCESO A LA INFORMACIÓN PÚBLICA, en su carácter de Órgano de Control de la Ley N° 25.326, tiene la atribución de atender las denuncias y reclamos que interpongan quienes resulten afectados en sus derechos por incumplimiento de las normas vigentes en materia de protección de datos personales.
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Política de cookies
Definición y función de las cookies
¿Qué son las cookies?
Una cookie es un fichero que se descarga en su ordenador al acceder a determinadas páginas web. Las cookies permiten a una página web, entre otras cosas, almacenar y recuperar información sobre los hábitos de navegación de un usuario o de su equipo y, dependiendo de la información que contengan y de la forma en que utilice su equipo, pueden utilizarse para reconocer al usuario.
¿Qué tipos de cookies utiliza esta página web?
• Cookies propias: Son aquéllas que se envían al equipo terminal del usuario desde un equipo o dominio gestionado por el propio editor y desde el que se presta el servicio solicitado por el usuario.
• Cookies de tercero: Son aquéllas que se envían al equipo terminal del usuario desde un equipo o dominio que no es gestionado por el editor, sino por otra entidad que trata los datos obtenidos a través de las cookies.
• Cookies de sesión: Son un tipo de cookies diseñadas para recabar y almacenar datos mientras el usuario accede a una página web.
• Cookies persistentes: Son un tipo de cookies en las que los datos siguen almacenados en el terminal y pueden ser accedidos y tratados durante un periodo definido por el responsable de la cookie, y que puede ir de unos minutos a varios años.
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• Cookies de publicidad comportamental: Son aquéllas que permiten la gestión, de la forma más eficaz posible, de los espacios publicitarios que, en su caso, el editor haya incluido en una página web, aplicación o plataforma desde la que presta el servicio solicitado. Estas cookies almacenan información del comportamiento de los usuarios obtenida a través de la observación continuada de sus hábitos de navegación, lo que permite desarrollar un perfil específico para mostrar publicidad en función del mismo.
Asimismo es posible que al visitar alguna página web o al abrir algún email donde se publique algún anuncio o alguna promoción sobre nuestros productos o servicios se instale en tu navegador alguna cookie que nos sirve para mostrarte posteriormente publicidad relacionada con la búsqueda que hayas realizado, desarrollar un control de nuestros anuncios en relación, por ejemplo, con el número de veces que son vistos, dónde aparecen, a qué hora se ven, etc.
Revocación y eliminación de cookies
Puedes permitir, bloquear o eliminar las cookies instaladas en tu equipo mediante la configuración de las opciones del navegador instalado en tu ordenador. En caso que no permitas la instalación de cookies en tu navegador es posible que no puedas acceder a alguna de las secciones de nuestras webs.
Para más información sobre como bloquear el uso de la cookies puedes visitar los siguientes enlaces:
• Internet Explorer: Herramientas -> Opciones de Internet -> Privacidad -> Configuración. Para más información, puede consultar el soporte de Microsoft o la Ayuda del navegador.
• Firefox: Herramientas -> Opciones -> Privacidad -> Historial -> Configuración Personalizada. Para más información, puede consultar el soporte de Mozilla o la Ayuda del navegador.
• Chrome: Configuración -> Mostrar opciones avanzadas -> Privacidad -> Configuración de contenido. Para más información, puede consultar el soporte de Google o la Ayuda del navegador.
• Safari: Preferencias -> Seguridad. Para más información, puede consultar el soporte de Apple o la Ayuda del navegador.
Terceros prestadores de servicios
Nombre del proveedor: Google Analytics
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