• Women Financial Advisor Forum

Morgan Stanley Complex Continues Tradition of Championing Women Employees

The 2nd annual CEPAC W@MS Summit was a chance for women employees to receive professional training and advancement.

Morgan Stanley recently hosted the second annual Central Eastern Pennsylvania Complex Women at Morgan Stanley (CEPAC W@MS) Summit at the Hershey Country Club in Hershey, Pennsylvania. The day was filled with tactical lessons for attendees to increase their business, opportunities for idea sharing and networking, and multiple moments for CEPAC’s Corporate Partners to share their thoughts with members.

CEPAC W@MS was founded in January 2015 to connect Morgan Stanley women with the communities where they work and live in the Pennsylvania area. CEPAC’s main goal is to help these women unlock all their hidden potentials, so that they can better serve the society in which they depend upon, while advancing both their professional and philanthropic goals.

Tracy M. Varano- Garrison, Vice-President, Financial Advisor, Portfolio Manager, Dana C. Rosewag, First Vice President, Associate Complex Manager, Joy Dougherty, First Vice President, Financial Advisor, Morgan Stanley Wealth Management

Pictured: Tracy M. Varano- Garrison, Vice-President, Financial Advisor, Portfolio Manager, Dana C. Rosewag, First Vice President, Associate Complex Manager, Joy Dougherty, First Vice President, Financial Advisor, Morgan Stanley Wealth Management

The summit was a chance for Morgan Stanley Financial Advisors to receive professional training and advancement at an all-day meeting. The day started off with welcoming remarks from Dana Rosewag and Tracey Varano-Garrison, both the Vice Presidents and Co-Chairs of CEPAC W@MS. Afterward, there was a series of breakout conversations including “Diversity- A Call to Action” and “Technology- E-Sign Stands for Efficiency,” each led by different leaders in their industries. In between conversations like “Managing Retiree Risks” and “Wealth Transfer Through the Generations,” there were numerous networking opportunities for attendees to get to know one another while sharing their ideas and thoughts. There was even a Zumba break during the day to get the women active!

“The Complex covers such a wide geographic area – from Allentown to State College to Wilkes Barre – that the women appreciate the opportunities to exchange ideas and work together on projects,” said Rosewag and Varano.

To highlight on the philanthropic goals of CEPAC, Morgan Stanley employees that attended the June 10th event were asked to collect toiletries and personal hygiene items to donate for local, homeless women and deliver to charity. The CEPAC W@MS installed collection bins for the items in every branch in the complex.

“Giving back to the community is one of Morgan Stanley’s key principles,” said Rich Franchella, complex manager. “This group exemplifies how Morgan Stanley employees put this principle into action.”