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

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...

The Impact of Giving Back in the Global Village

Valencia Tuitt, Morgan Stanley Wealth Management

New York, NY – The long tradition at Morgan Stanley of giving back to the community is one of the Firm’s greatest strengths, and can reach halfway around the world and begin with just one person’s volunteer work. 

Valencia “Val” Tuitt is a Consulting Group Analyst in the Wealth Management complex at 101 Park Avenue in New York City. Earlier this year, Val spent two weeks as a volunteer helping pre-school children and abused women living in imp...

Top Financial Advisor Marie Moore Blazed Her Own Trail in Dallas

Marie Moore, Morgan Stanley Wealth Management

Dallas, TX – Morgan Stanley Financial Advisor Marie Moore did not follow an orthodox path. In fact, she flunked most of the screening tests thrown at her and accumulated 200 job rejection letters.

This “failure” is offset by years of success and most recently being named by Barron’s to the magazine’s list of Top 100 Women Advisors in the nation.*

The rejection letters came back in 1988 when she was working in mergers and acquisitions at a large ...

New Recruitment Event: New York Career Night

Morgan Stanley Wealth Management, March Career Nights

Morgan Stanley is pleased to announce a great new Career Night in June. We'll be in New York later this month, and hope to see you at our upcoming event.

You can find the full listing of location, date, and time for our upcoming New York Career Night over on the Multicultural Financial Advisors Forum.

To find out more about career opportunities and to apply, visit www.morganstanley.com/wealth/careers

© 2014 Morgan Stanley & Co. LLC. and Morgan Sta...

The Irony of Mumbo Jumbo – How Women View Financial Advisors

Suzanne Sheuerman, Morgan Stanley Wealth Management
This guest blog post was written by Suzanne Sheuerman, Senior Vice President, Portfolio Management Director and Financial Advisor at Morgan Stanley Wealth Management in San Jose, CA." Formerly she was a Managing Director at Household International where she worked for 18 years. Formerly she was a Managing Director at Household International where she worked for 18 years.

The term “Mumbo Jumbo” originated in the 1700’s to describe tribal men who...

Recruiting Events: Find a Career Night Near You in May!

Morgan Stanley Wealth Management, March Career Nights

Morgan Stanley is pleased to announce another new round of Career Nights in May. Once again we’ll be spanning the country, and hope to see you at one of our events in May.

You can find the full listing of all the locations, dates, and times for all the upcoming May career nights over on the Multicultural Financial Advisors Forum.

To find out more about career opportunities and to apply, visit www.morganstanley.com/wealth/careers

© 2014 Morgan Sta...

Financial Advisor Team Creates a “Gender Lens” Portfolio

Eve Ellis, Morgan Stanley Wealth Management

Morgan Stanley Financial Advisor Eve Ellis has always supported the causes of women in the workplace. Now she is taking a more active role in promoting gender equity in corporate board rooms.

Eve was on summer vacation in the Berkshires in 2012, reading research on the performance of corporations with strong female board representation, when a light bulb went off: data seemed to show that companies with the most gender equality performed much b.....

Recruiting Events: Find a Career Night Near You in April!

Morgan Stanley Wealth Management, March Career Nights

Morgan Stanley is pleased to announce another new round of Career Nights in April. Once again we’ll be spanning the country, and hope to see you as we kick off the new year with a new slate of events one of our events in April, including two special events with "Expect to Win" author, Carla Harris.

You can find the full listing of all the locations, dates, and times for all the upcoming April career nights over on the Multicultural Financial Advi...

Joe Soranno and Marcy Rose: Investing In The Community They Serve

Joe Soranno, Marcy Rose, Morgan Stanley Wealth Management

Using their combined 30 years of experience, Joe Soranno and Marcy Rose are promoting their business, fighting inequality and developing
strategies to help LGBT clients—individuals, couples and families—to overcome the same obstacles they have.

Ever since the federal law known as the Defense of Marriage Act (generally prohibiting recognition of legal unions between same-sex couples for purposes of federal law) was ruled unconstitutional by the ...

Lisa M. Cregan Named Mid-Atlantic Regional Director For Morgan Stanley Wealth Management

Morgan Stanley Weatlh Management, Lisa Cregan

NEW YORK, March 11, 2014 – Morgan Stanley (NYSE: MS) today announced that Lisa M. Cregan has been appointed Mid-Atlantic Regional Director for Morgan Stanley Wealth Management, based in Washington, D.C.

The region, one of 12 nationwide, includes six complexes and 40 branch offices stretching from northern Virginia to Northern Ohio.  It encompasses the Washington, D.C./Annapolis, Baltimore, Pittsburgh and Cleveland metropolitan areas.  Clients o...