Financial Advisors

Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next level—and provide confidence and security to your clients.

Financial Advisor Development

Financial Advisor Associate Program

The Wealth Management Financial Advisor Associate program is a rigorous 36-month training and development program. At the end of the three phase program, Financial Advisor Associates are fully prepared to take their place among our elite Financial Advisors.

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Private Wealth Advisor Associate Program

The Private Wealth Advisor Associate program provides candidates with the tools and strategies needed to provide highly individualized financial services and investment strategies to a specialized base of ultra-high-net-worth clients.

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Wealth Advisor Associate Program

The Wealth Advisor Associate Program offers candidates who don’t come from a traditional financial or sales background the opportunity to gain additional support, guidance and time to network in order to help them succeed as Morgan Stanley Financial Advisors.

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Wealth Management Return to Work Program

This 10-week program helps professionals re-enter the workforce. Participants attend trainings, networking events, and are provided with tools to build a client base of high-net worth individuals. After completing the program, participants may receive an employment offer with the firm.

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Summer Branch Analyst Program

This program is designed to expose students to a number of career possibilities within the Wealth Management branch system through an array of training, networking opportunities and hands-on activities throughout the summer.

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Branch Analyst Program

The Branch Analyst Program places individuals in one of our branches located throughout the United States. The placement in Branch Administration includes rotations throughout Operations / Service, Risk / Compliance and Business Development.

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Meet Our Team

Financial Advisors

Women Leaders Set Morgan Stanley Apart

Jan 1, 2019

At Morgan Stanley, female leadership brings a powerful fresh dynamic to our Wealth Management field—one that helps build a culture of excellence.

Women Financial Advisor Forum

Lisa Cregan, a Woman of Firsts, Believes Women and Advice Are a Perfect Fit

Mar 20, 2019

Lisa has always supported women in financial services, and explains why it's perfect career for many women - now more than ever.

Women Financial Advisor Forum

Sarah Ricca Follows her Passion and Changes Lives

Apr 22, 2019

Sarah Ricca left her old career to follow her passion for personal finance. As a Financial Advisor, she’s dedicated to helping women succeed and guiding clients through major life changes.

Multicultural Financial Advisor Forum

Pioneers in the LGBT+ Community

Sep 18, 2019

24 hours a day, 7 days a week, 365 days a year, The Relationship Group at Morgan Stanley focuses on celebrating, helping and engaging with the diverse LGBT+ community in the Palm Springs community.

Multicultural Financial Advisor Forum

Our Super Powers

Sep 12, 2019

MAKER Kalena Griffin Costa Leads with Purpose in Empowering Others

Multicultural Financial Advisor Forum

Developing Diverse Leadership

Sep 3, 2019

The Black Leaders Forum brought together senior leaders from Wealth Management for targeted conversations, development and actions to achieve success.

Financial Advisors

From Fastballs to Finance

Oct 12, 2017

Frank Seminara, who played for the San Diego Padres and New York Mets, had to answer a question many athletes face at the end of their career: What’s next?

Wealth Management

How Olympic Skiers Avoid Slippery Financial Slopes

Feb 15, 2018

After two Olympics, mogul skier Heather McPhie Watanabe knows something about smoothing out financial bumps athletes often suffer during their quest for gold.

Women Financial Advisor Forum

Janet Nickel Excels in Wealth Management

Mar 26, 2019

Janet Nickel opens up about being named a MAKER and the importance of gender inclusivity.

Financial Advisors

Financial Advisor Brings Comfort to Deaf Clients

Oct 20, 2017

James Rooney communicates with deaf clients using sign language, giving them privacy to discuss their investments without a translator.

Multicultural Financial Advisor Forum

A Man With a Mission

Nov 7, 2019

Financial Advisor Amit Grover, a young producing branch manager, finds time to fundraise for causes close to his heart.

Multicultural Financial Advisor Forum

Mary Guza Learned Early the Value in Putting Clients First

Aug 8, 2018

Beginning her career at the peak of the financial crisis, one of Forbes’ Top 500 Millennial Financial Advisors of 2017, Mary Guza credits her success to hard work and putting clients first.

A Commitment to Diversity

At Morgan Stanley Wealth Management, a strong commitment to diversity and inclusion is not just what we do—it's also a sound business strategy. Why? Because strong connections with our clients are the key to lasting relationships.

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