What Does It Take To Be A Successful Financial Advisor?

Morgan Stanley Wealth Management looks for women with entrepreneurial spirit; who are driven to help people; who have a deep interest in financial products and services; who are competitive, ethical, hard working - and committed to pursuing financial independence for themselves and their clients.

If you fit this description, this site is for you. It's a great way to learn about our Firm; meet some of our people; and connect with others who are considering a career here.


Featured Profiles

Morgan Stanley’s Central Maryland Complex Hosts Inaugural Women & Wealth Summit

Carla Harris and Lisa Cregan, Morgan Stanley Wealth Management

July 2015

Bethesda, MD – Morgan Stanley Wealth Management’s Central Maryland Complex hosted its inaugural Women & Wealth Summit recently featuring inspiring and informative presentations on the importance of having a diverse workforce and how to merge social and political values into an investment strategy.

Five Tips for Growing Your Business from a Perennial Barron’s Top 100 Women Financial Advisor

Marie Moore, Morgan Stanley Wealth Management

July 2015

I was recently asked to provide insights into why my business model is successful. As I reflect over the past 27 years as a financial advisor, I keep coming back to my motivation for being in this business and that is to make a difference in my clients’ lives – not just financially.

Morgan Stanley’s Becky Bridgmon Recognized as “Super Woman” by Memphis Business Journal

Becky Bridgmon, Morgan Stanley Wealth Management

July 2015

The Memphis Business Journal recently took its annual look at the most influential “Super Women” working in Memphis. Morgan Stanley is thrilled to see Becky Bridgmon, CFP — Vice President, financial advisor, investment management consultant and partner at The Bilsky Bridgmon Group at Morgan Stanley, make the list!

Morgan Stanley’s Morgan McReynolds Group Recognized as “Winning Team” by Barron’s

Morgan McReynolds Group, Morgan Stanley Wealth Management

July 2015

Barron’s Magazine, which annually profiles the top Financial Advisors in the industry (including numerous Morgan Stanley advisors) recently decided to take a look at some of the best teams in the industry. Rather than focus on the success of an individual advisor, Barron’s wanted to profile a team, to “show the depth of knowledge and expertise behind the ranked advisors.”

Morgan Stanley and IBM Event Empowers Women to 'Dream Bigger' and 'Be Fearless'

Morgan Stanley Wealth Management, Women Financial Advisors Forum

June 2015

“Dream Bigger and Be Fearless” was the inspiring theme that emerged earlier this month at the Wealth Management and Investment Management Technology Women’s Engagement Network Event held in partnership with IBM. The event featured a candid panel discussion with Sara Furber, Head of Institutional and Strategic Solutions in Wealth Management, and Colleen Arnold, Senior Vice President, Sales and Distribution at IBM.

Recruiting Events: Find a Career Night Near You in July

Morgan Stanley Wealth Management, May Career Nights

Summer is in full swing, and Morgan Stanley is back with another round of recruiting events this July. See below for dates, locations, and times. We hope to see you at one of our upcoming events, and make sure to check again next month to find even more Career Nights!

Morgan Stanley Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer advice and an array of financial solutions to help people meet complex wealth management needs. We take new hires through an intensive 24-month training program specifically designed to help you join this elite group.

Morgan Stanley Wealth Management, Recruitment

Morgan Stanley Head of Field Management Shelley O’Connor Profiled in Forbes Magazine

Shelley O’Connor, Morgan Stanley Wealth Management

Morgan Stanley’s Shelley O’Connor has been with firm for more than 30 years. She was recently profiled by Forbes Magazine and talked about her efforts as an advocate for women in the workplace.

Morgan Stanley Scholarship Recipient One of 700 Announced at Houston Livestock Show and Rodeo

Houston Livestock Show and Rodeo, Morgan Stanley Wealth Management

Houston – The 2015 Houston Livestock Show and Rodeo lived up to that old trope that “everything is bigger in Texas.” Scholarships totaling more than $24.6 million were awarded to nearly 700 high school students this year, including one who received a Morgan Stanley scholarship.

Investing in Millennials and Women-Led Companies: Drop by Drop, We Can Fill a Bucket

Morgan Stanley Wealth Management, Black Women: Ready to Lead

It’s billed as the largest single day AIDS fundraising event in the world and this year the AIDS Walk New York held on May 17 raised over $4.88 million for the Gay Men’s Health Crisis (GMHC) and more than 40 tri-state area AIDS service organizations.

Morgan Stanley Employees Participating in AIDS Walks in Cities across America

Morgan Stanley Wealth Management, Black Women: Ready to Lead

It’s billed as the largest single day AIDS fundraising event in the world and this year the AIDS Walk New York held on May 17 raised over $4.88 million for the Gay Men’s Health Crisis (GMHC) and more than 40 tri-state area AIDS service organizations.

Morgan Stanley Co-Sponsors Study Showing Black Women Nearly Three Times More Likely than White Women to Aspire to Powerful Positions

Morgan Stanley Wealth Management, Black Women: Ready to Lead

NEW YORK – A new study by a New York-based global think tank has found that black women are more likely than their white counterparts to strive for powerful positions. At the same time, black women are also more likely to feel stalled in their careers.

Morgan Stanley Berwyn Career Night

Berwyn Career Night, Morgan Stanley Wealth Management

Later this month, Morgan Stanley is hosting an event in Berwyn, PA, to provide the opportunity to meet and speak with management and Financial Advisors. You will have the ability to learn firsthand what the Financial Advisor Associate role entails with Morgan Stanley. If this is something you would like to attend, please make sure to register, as space is limited.

Black-Eyed Susan Day Kicks Off Preakness Weekend in Baltimore with Words of Wisdom from a Morgan Stanley Vice Chairman

Carla Harris, Morgan Stanley Wealth Management

Baltimore – It may have been American Pharoah that led the muddy pack at the Preakness, the middle jewel of horse-racing’s Triple Crown, but it was Morgan Stanley Wealth Management’s Vice Chairman Carla Harris who won the hearts and minds of 400 women at the 2nd annual Morgan Stanley Ultimate Girls Power Luncheon.

The luncheon takes place in Baltimore on the third Friday in May, also known as Black-Eyed Susan Day, which kicks off Preakness weekend, the largest sporting and social event in the Mid-Atlantic.

Morgan Stanley Dallas Event Inspires Women to Take their Business Ideas to the Next Level

Kendra Scott, Girls, Inc., Morgan Stanley Wealth Management

Dallas – The invitation Morgan Stanley Wealth Management clients received from their financial advisors read: “Do some shopping, do some good!” The event turned into so much more, with close to 175 clients, prospects and financial advisors joining Kendra Scott, jewelry designer to the stars, for an inspiring evening at the Ritz Carlton in Dallas on Thursday, April 16. There, they met Kendra and shopped from her collection, with a percentage of the proceeds going to Girls, Inc. of Metropolitan Dallas.

Stars of the TV Hit Scandal Talk about Their Days on the Stage at Wealth Management Event

Darren Walker, Bellamy Young, Joe Morton, Kate Burton, Jeff Perry and Tony Goldwyn, Scandal, Ford Foundation, Second Stage Theatre, Morgan Stanley Wealth Management

Morgan Stanley Wealth Management hosted a star-studded event on May 7th, billed as “Behind the Curtain on Broadway” that included a reception and panel discussion with stars of the TV hit drama, Scandal. The purpose was to raise awareness of Second Stage Theatre, whose mission is to produce new plays by living writers, with a focus on women and diverse playwrights, and attract a new generation of theater-goers.

The Wall Street Journal Tells How a Morgan Stanley Mother Teamed Up With Her Daughter to Serve New Clients

Jane Rojas, Selina Rojas, Morgan Stanley Wealth Management

In a story published on May 8, the Wall Street Journal tells how Morgan Stanley Financial Advisor Jane Larriva Rojas knew it was time to begin thinking of a successor. Jane, 58, often spoke about the shortage of younger advisors in the business and also the need for more women and minorities. These challenges are not unique in the business but Jane’s solution was special: she hired her 26-year-old daughter, Selina Rojas, as a Financial Advisor and junior partner. Click here to read the full Wall Street Journal story about how mother and daughter are making it work.

A New York Financial Advisor Saw the Future in her Daughter’s Eyes

Lily Group: Lily Engelhardt, LiliAnn Stafford, and Natalie Engelhardt, Morgan Stanley Wealth Management

New York -- Lily Engelhardt is in her third decade of providing financial advice. All but five of those years have been with Morgan Stanley, or one of its predecessor firms, and all but five have been with her partner in the Lily Group, LiliAnn Stafford.

Recruiting Events: Find a Career Night Near You in May

Morgan Stanley Wealth Management, May Career Nights

Summer is just around the corner, and so is another new round of recruiting events in May. See below for dates, locations, and times. We hope to see you at one of our upcoming events, and make sure to check again next month to find even more Career Nights!

Morgan Stanley Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer advice and an array of financial solutions to help people meet complex wealth management needs. We take new hires through an intensive 24-month training program specifically designed to help you join this elite group.

Morgan Stanley Wealth Management, Recruitment

Chicago FA Kathy Roeser Credits Her Coaches and Creating a Family Office Client Experience for Success in a Tough Field

Kathy Roeser, Morgan Stanley Wealth Management

Chicago – Kathy Roeser, a Wealth Advisor in the 70 West Madison Street, Chicago office, has been on the Barron’s Top 100 Women Financial Advisors list multiple times, and she says one reason for her success is her belief in coaches who have helped her stay focused throughout her career.

Recruiting Events: Find a Career Night Near You in April

Morgan Stanley Wealth Management, February Career Nights

We’re humming along in 2015, and have another new round of recruiting events in April. See below for dates and locations as we span the country with 7 new events. We hope to see you at one of our upcoming events, and make sure to check again next month to find even more Career Nights!

Morgan Stanley Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer advice and an array of financial solutions to help people meet complex wealth management needs. We take new hires through an intensive 24-month training program specifically designed to help you join this elite group.

Morgan Stanley Wealth Management, Recruitment

Learning How to Develop a Breakthrough Mentality from Vernice “FlyGirl” Armour, the Nation’s First African American Female Combat Pilot

Vernice “FlyGirl” Armour, Women Financial Advisors Forum

New York – Over 220 Morgan Stanley Wealth Management clients and their Financial Advisors took over the ballroom at the Mandarin Hotel in New York recently for a motivational evening of triumph and perseverance featuring the nation’s first African American female combat pilot, Vernice “FlyGirl” Armour, who shared how her experiences in battle prepared her for overcoming life’s obstacles.

Morgan Stanley Wealth Management Hosts Sixth Annual Go Red Women’s Leadership Breakfast to Raise Awareness About What Steps Women Can Take to Prevent Heart Disease

Go Red Women’s Leadership Breakfast, Morgan Stanley Wealth Management

Purchase, NY – For the sixth year in a row, Morgan Stanley Wealth Management hosted the annual Go Red Women’s Leadership Breakfast in partnership with the American Heart Association’s Westchester and Fairfield County chapters at Morgan Stanley’s headquarters in Purchase, NY.

They Pedaled with Purpose for the Morgan Stanley Children’s Hospital

Morgan Stanley Wealth Management, Women Financial Advisors Forum

New York – There is long standing tradition among Morgan Stanley employees to come up with creative ways of giving back to communities in which they live and work. But the fund raising method undertaken recently by the Wealth Management Capital Markets Women’s Committee was as original as it was grueling.

Morgan Stanley Wealth Management Sponsors Designer Tracy Reese And Hosts a Runway Show Event for Clients and Prospects

Sandra Richards, Tracy Reese, Kameeka Shirley, Morgan Stanley Wealth Management

New York – At Fashion Week in New York, Morgan Stanley Wealth Management gave a group of clients and prospects a special look into a world usually reserved for celebrities, media fashion critics, and buyers by hosting a runway show event with Tracy Reese, one of Michelle Obama’s favorite designers.

How a Former Art History Major Became an Investment Banker and Leveraged Her Corporate Relationships to Become One of the Firms’ Most Successful Women Financial Advisors

Deborah Montaperto, Morgan Stanley Wealth Management

New York, NY – Deborah Montaperto wouldn’t be the first financial advisor to build a practice on relationships made as an investment banker, but she is definitely one of the most successful.

Silicon Valley FA Cheryl Young Says Being "a Little on the Geeky Side" Helped Her Start a Great Practice in Start-up Country

Cheryl Young, Morgan Stanley Wealth Management

Los Gatos, CA – Cheryl Young never planned on becoming a Financial Advisor. Raised in a family of engineers, she studied engineering in college. She didn’t even know what a financial advisor was until she became one. Yet, today, Cheryl is one of “Barron’s Top 100 Women Financial Advisors” in the country and she’ll be the first to admit that having an engineering background didn’t hurt.

Educating Younger Generations about Wealth

Theresa Chacopulos, Morgan Stanley Wealth Management

By Theresa Chacopulos, Private Wealth Advisor, Morgan Stanley Wealth Management

One of my favorite aspects of working with families is watching the younger generation grow up and start to make their own financial decisions. I’m pleased to say that they are making great choices, thanks to both the financial wisdom they’ve received from their parents and from participating in financial planning meetings I hold with their families.

Recruiting Events: Find a Career Night Near You in February

Morgan Stanley Wealth Management, February Career Nights

We’re keeping the ball rolling in 2015 with another new round of recruiting events in February. See below for dates and locations as we span the country from coast to coast. We hope to see you at one of our upcoming events, and make sure to check again next month to find even more Career Nights!

Morgan Stanley Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer advice and an array of financial solutions to help people meet complex wealth management needs. We take new hires through an intensive 24-month training program specifically designed to help you join this elite group.

Morgan Stanley Wealth Management, Recruitment

Women Wealth and Wellness


Financial Advisor, Marie Moore, shared her strategies and tactics to help women plan for their financial future and retirement recently on the Women Financial Advisors Forum. She focused on getting women out of the dark so they can be prepared to handle family financial affairs if and when their spouses pass.


A Surviving Wife Needs to Know How to Survive Financially

Marie Moore, Morgan Stanley Wealth Management

Statistics indicate that most women are going to outlive their spouse. From a financial point of view this has many ramifications, but perhaps most importantly it means that eventually many women may be left with the responsibility of making investment and asset allocation decisions, something for which many women have not prepared themselves. While wives often control the purse strings for spending, in many families the husband has control of the invested family capital, according to a recent US study. In my experience, if the wife makes inquiries or shows an interest in the family investments this can sometimes be threatening to her spouse. This can make it difficult for her to learn about the risk and status of their investments but also inquiries of a mate can appear confrontational.


The Art of Managing Clients and Their Expectations

Robin Krasny, Morgan Stanley Wealth Management

There's a common misconception about what a Financial Advisor really does. Many people outside our industry think all we do is buy stocks and bonds, but in our practice we often hire independent portfolio managers for that. What many of us actually spend most of our time doing is managing our clients and their expectations.

When we talk about "managing clients," we're talking about helping them..


A Few Lessons Our Clients Have Taught Us

Robin Krasny, Morgan Stanley Wealth Management

As Financial Advisors we often learn as much from our clients about the client/advisor relationship as we teach them. Here are a few lessons my clients have taught me...


In Alabama, a Client and Financial Advisors Reach Out to Cancer Survivors

Robin Krasny, Morgan Stanley Wealth Management

Morgan Stanley Client Service Associate Wendy Magnuson remembers hearing the sirens in the distance and that they were getting louder and louder and closer and closer.

But there was no sign of fire in the Morgan Stanley Wealth Management complex in Birmingham, Alabama, where Wendy worked so she thought maybe there was a bad wreck nearby.

“The next thing I know...

New York Wealth Manager Attributes Her Success and Being Named to Barron’s Top 100 Women Financial Advisors to Finding Good Partners

Robin Krasny, Morgan Stanley Wealth Management

New York – Financial Adviser Robin Krasny of the New York Wealth Management team, KL Wealth Management, will be the first to admit that while some prefer to have solo practices, she believes the key to her success has been finding a good partner.

As for being named to Barron’s Top 100 Women Financial Advisors, Robin credits her partner, Mark Lewis, whom she met when they both worked for UBS, for playing a major role in that achievement.

“From t...

New Recruiting Event: Paramus Career Night

Morgan Stanley Wealth Management, Paramus Career Night

Paramus Career Night
Thursday, October 16, 2014
7:00 pm
Paramus, NJ

Morgan Stanley Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer advice and an array of financial solutions to help people meet complex wealth management needs. We take new hires through an intensive 36-month training program specifically designed to help you join this elite group.

Morgan Stanley Wealth Management, Recruitment

To submit your request to attend, please click he...

A Canadian-born Orange County California Financial Advisor Attributes Being Named to Barron’s Top 100 Women Financial Advisors to Her Ability to Connect Deeply with Clients

Anouchka Balog, Women Financial Advisors Forum

Laguna Niguel, CA – When Anouchka Balog first started in financial services over 24 years ago, she saw that most of her colleagues were doing transactional business.

“Transactional business just wasn’t for me,” recalls Anouchka. “It just seemed very superficial. So I decided to go with a process that was more holistic. I’m a really good listener…preferring to listen more than I talk, which is probably why I connect so well with clients. I like...

Sounding Board: The Key to Your Client Relationship

Mary Deatherage, Morgan Stanley Wealth Management

By Mary Deatherage
Managing Director, Wealth Advisor and Senior Investment
Management Consultant

As a Wealth Advisor for nearly three decades, I’ve played a variety of roles for my clients, from investment consultant to financial therapist. But the one role that seems to resonate louder than all the others is that of “sounding board.” It’s a role that manifests itself throughout all my client relationships from the day they first walk through the d...

Financial Advisor Uses Social Media to Rally Friends and Colleagues for Arkansas Tornado Victims

/Morgan Stanley Wealth Management, Volunteer Effort

Financial Advisor Lindsay Carter woke up that Monday grateful that the path of the tornado that hit the night before had missed Little Rock where she lived and worked, but the news of its devastation nearby compelled her to change her plans for the day. She called her stepfather (Casey Huie of the Huie Carter Group) and told him she wasn’t coming in to work that day; she was going to do something to help in the relief effort.

Within hours she ...

California FA Emily Bach Says Providing Exceptional Service and Going the Extra Mile Contributed to her being Named to Barron’s 100 Top Women Financial Advisors

Emily Bach, Morgan Stanley Wealth Management

Orinda, CA – This is the ninth year in a row that Emily Bach, Executive Director and Wealth Advisor in the Orinda, CA office, has been named to the Barron’s Top 100 Women Financial Advisors in America, and she attributes this to her team’s ability to make every client feel special.

“For us, it’s all about service and the client experience,” says Emily. “We really focus on making the client feel special. Even though we have eight hundred client...

From Drive-Thru Teller to Private Wealth Advisor, Theresa Chacopulos Leverages Morgan Stanley for Her Clients

Theresa Chacopulos, Morgan Stanley Wealth Management

Private Wealth Advisor Theresa Chacopulos began working in financial services 30-years ago as a drive-thru teller at a retail bank. Perseverance and a willingness to take on new challenges has enabled her to build a $1 billion book that made her one of the FT Top 400 Financial Advisors nationwide in 2014, according to The Financial Times in March.

“Morgan Stanley offers so many resources, it’s really an investment firm catering to private bank...

New Jersey Private Wealth Advisor Mary Deatherage Says the Secret to Being Named To Barron’s Top 100 Women Financial Advisors Is Staying “Client Focused”

Mary Deatherage, Morgan Stanley Wealth Management

Little Falls, NJ -- Mary Deatherage, Managing Director and Private Wealth Advisor in the Little Falls, New Jersey office, has been in the top 20 of Barron’s Top 100 Women Financial Advisors nine years in a row -- which is every year since the influential weekly investment publication began publishing its annual ranking survey in 2006.

This year, with nearly $2 billion in assets under her team’s management, Mary came in at number 19. She att...