The Whitman Group at Morgan Stanley

With over 53 years of investment management experience, Alan takes great pride in helping individuals, families and foundations enhance and preserve their wealth by providing his clients with clear, easy to understand explanations of financial options that put them, and their future’s security, first. He believes that everyone should have access to intuitional quality investment advice that empowers them to co-create a customized and personalized portfolio focused on investment decisions and market strategies that match their own unique interests and individual goals. Today, many of Alan’s clients are the children, and even grandchildren, of those he advised earlier in his career.

Alan is among the few financial advisors who have been consistently named to the Barron’s magazine Top 100 Financial Advisors* in the United States list since its inception in 2004. Alan has also been named to the Forbes “America’s Top 100 Wealth Advisors” list each year since its inception in 2016. While having appeared on ABC and CBS television, he has also been interviewed on several radio stations such as KFWB, KNX and KFI. Additionally, Alan has been featured and frequently quoted by:

-Barron’s Magazine
-The Wall Street Journal
-The Pasadena Star News
-Los Angeles Times
-The L.A. Business Journal
Alan serves as a member of the Council of Philatelists of the Smithsonian National Postal Museum; past Chairman and current Board Member of the USC Methodist Hospital Foundation of Southern California; Board Member of the Arcadia Performing Arts Foundation; Board Member of the Midgley Foundation; Member of the Board of Trustees of the University of Nebraska Foundation and Member of the Board of Trustees of the Autry Museum of the American West. He has also served as President and member of the Board of Governors of the Jewish Federation of the Greater San Gabriel and Pomona Valleys.

Graduating with a Bachelor of Science in Finance from the University of Nebraska at Omaha, Alan served in the Army after completing his college degree.

Recognitions:
2004-2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2004-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

2016-2023 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2016-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year the award was issued.

With over 24 years of experience in the financial services industry, Erin joined the Whitman Group in 2004 as the Group Director and operational lead on portfolio management relationships, overseeing every aspect from inception to servicing to oversight. Renowned for providing exceptional client service, Erin is also the team specialist in insurance and serves as a Notary Public. Her meticulous attention to detail and prior experience as a Financial Advisor make her the perfect advocate for our clients.

Erin lives locally in Pasadena, where she enjoys gardening and spending time with her dog, Enzo.

FINRA Series 7 and 66 licensed. California Insurance License #0D35649

Jason assists the team by providing investment and trading support. He helps Alan Whitman in executing trades for clients in multiple asset classes and assists the team by conducting client and investment research. He also works directly with our clients - helping with their investment portfolios, facilitating transactions and coordinating all administrative aspects of their financial affairs. His vast investment product knowledge combined with his desire to gain a true understanding of each client’s circumstance and goals make him adept at cultivating meaningful relationships and providing invaluable support to our clients. To further add to his resume, Jason is the team's authority on anything technologically, digital or systems related.

Jason has over 12 years of experience in the industry and joined the Whitman Group in 2016. Prior to joining the Whitman Group, Jason was a Financial Advisor here in Pasadena with a focus on commodities, currencies and options trading. He is currently Series 7, 66 and 3 licensed and is fluent in Mandarin Chinese.

Outside of work, Jason is an avid traveler with a penchant for discovering the craziest and most unique culinary experiences around the world. A true foodie, he delights in exploring diverse cuisines. As a dedicated basketball enthusiast and loyal Lakers fan, he brings the same passion to the court as he does to his professional career. He is also a techie at heart, he enjoys experimenting with new gadgets and technology, always eager to stay on the cutting edge.

FINRA Series 7, 66 and 3 Licensed

California Insurance License #: 0146766

NMLS #: 1369338

Virginia Tello embarked on her career in the financial industry in 2000, as a service associate in Morgan Stanley's Downtown Los Angeles office. In 2002, she transitioned to the Torrance branch, continuing as a service associate before moving into a client service role, where she supported various Financial Advisors. Finally, in 2007 - after gaining a plethora of experience- Virginia joined our team, here in Pasadena.

Throughout her career, Virginia has earned several licenses, including the FINRA Series 7 and 66. Through her vast experience, Virginia understands the importance of ensuring clients feel valued and supported. She strives to provide a positive experience and foster strong relationships with every client. In her primary role on the team, Virginia provides essential administrative support and assists clients with any issues they may encounter in their financial lives.

Outside of the office, Virginia enjoys visiting Disneyland and volunteering with her church. She also loves traveling with her two daughters and friends.

Cindy is a skilled Wealth Management Associate with a keen eye for detail and a passion for helping clients navigate their financial needs. She excels in supporting clients through meticulous data management, client communications, and administrative tasks. Her proactive approach ensures smooth operations and high client satisfaction. A seasoned Wealth Management Associate with 17 years of experience. She was previously a trader of the Options, Futures and Forex desks assessing leverage risk. She has obtained her Series 3, 4, 7, 30, 63 and 65 licenses.

Outside of the office, Cindy enjoys spending time with her daughter adventuring Disney parks, and is an avid USMNT, and Dodger baseball enthusiast.

Steve Winchell began his career in the financial industry with a dedication to providing exceptional client service. He joined the Whitman Group at Morgan Stanley as a Client Service Associate, bringing with him a wealth of experience and a passion for helping clients achieve their financial goals.

Steve's career is marked by his commitment to understanding the unique needs of each client and providing tailored solutions. His role involves offering comprehensive support, addressing any issues clients may face and ensuring their financial journey is smooth and successful. Steve's approachable nature and strong problem-solving skills make him a valuable asset to our team.

Outside the office, Steve enjoys spending time with his family and engaging in outdoor activities. He is actively involved in his community, often participating in local events and volunteer work. Steve's dedication to both his professional and personal life reflects his well-rounded character and commitment to excellence in all he does.

With a focus on building strong relationships and providing top-notch client service, Steve Winchell continues to contribute significantly to the success of the Whitman Group.

Julie Nhan is a dedicated Senior Registered Client Service Associate at the Whitman Group, where she expertly manages processing and administration tasks. Her responsibilities include setting up new accounts and handling money movements, ensuring these functions operate smoothly to provide clients with efficient, accurate and timely service.

Before joining Morgan Stanley in 2022, Julie amassed two decades of client service experience at Wells Fargo, where she in a role similar to her current position. She began her career in the financial services industry at American Express in its financial advisor program. Julie holds her Series 7, 66, and California Life and Health insurance licenses, allowing her to directly handle a wide range of services for the team’s clients.

Outside the office, Julie enjoys traveling and exploring diverse cuisines and is actively involved with the Junior League of Pasadena.

Julie believes in making the administrative elements of the client experience seamless. "When clients make a request that requires any type of processing, I try to fulfill it without any delays or difficulties. From the clients’ perspective, I want it to appear as if it happens automatically," she says.