Morgan Stanley

Morgan Stanley Launches Major Redesign of Women’s and Multicultural Financial Advisor Forums Website

May 11, 2016

New Look and Feel Celebrate Women’s Leadership Summit in Dallas, May 11-13

New York —

Morgan Stanley (NYSE: MS) today announced that the Women’s Financial Advisor Forum and Multicultural Financial Advisor Forum will mark an approaching seven-year anniversary of continual web publication with a major redesign and in-depth coverage of its Wealth Management Women’s Leadership Summit in Dallas, May 11-13.

“The two forums have done a remarkable job of spreading the word about Morgan Stanley’s commitment to diversity,” said Kara Underwood, Managing Director of Diversity and Inclusion. “We’re proud of the job they’ve done and the example they are setting in the financial services industry.

“This July, the websites will mark a seven-year anniversary of showcasing the opportunities a career in wealth management can present to women and individuals with diverse backgrounds.  By displaying the many faces of success at Morgan Stanley, we are working to encourage diverse and talented people to consider a career here,” she added.

The Forums will display a new graphic look while retaining their emphasis on recruiting events and in-depth profiles of Morgan Stanley Financial Advisors and other professionals who excel in business and community endeavors.  

One of the first missions of the new Women’s Financial Advisor Forum will be to provide extensive coverage of Morgan Stanley Financial Advisors attending the Women’s Leadership Summit in Dallas, May 11 through May 13.  The conference will be led by Shelley O’Connor, Co-Head of Wealth Management, and Kara Underwood.

The Summit is designed to inspire collaboration, learning and achievement among successful women Financial Advisors by bringing them together with senior Morgan Stanley executives and distinguished achievers in finance, science, entertainment and technology. 

The Women’s Financial Advisor Forum will begin social media and web posts of the event on the evening of May 11 and continue the coverage through May 13.  Follow event coverage using #MSevents and on the Forum website.

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. 

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.  With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.  For further information about Morgan Stanley, please visit

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Media Relations, Christy Jockle, 914-225-6827

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