Morgan Stanley

Morgan Stanley Smith Barney Hosts Private Reception and Investment Symposium: Wealth Planning for Domestic Partners

Jun 3, 2010

New York —

Morgan Stanley Smith Barney today announced that in conjunction with the Gay & Lesbian Alliance Against Defamation (GLAAD), the Williams Institute - UCLA School of Law and The Principal Funds, it will host a private reception and investment symposium on wealth planning for domestic partners on Wednesday, June 9, 2010 at the Philadelphia Marriott Downtown.

"This event provides a forum to highlight the specialized wealth planning needs of the LGBT community, and we're pleased to facilitate this discussion with GLAAD and the Williams Institute," said Stephen Dimodica, Managing Director, Greater Philadelphia Regional Director Wealth Management, Morgan Stanley Smith Barney.

The event will feature findings of two new studies compiled by the Williams Institute on the challenges faced by Lesbian Gay Bisexual or Transgender (LGBT) individuals and their partners under current retirement and Federal Estate Tax laws.  The research will address homeownership rates, income and poverty levels and retirement assets.


  • Joseph Romano, Executive Director, Wealth Advisory Resources, Planning Director - Philadelphia Region, Morgan Stanley Smith Barney
  • Brad Sears, the Williams Institute UCLA School of Law
  • Naomi Goldberg, the Williams Institute - Peter J. Cooper Public Policy Fellow

Jayna Tutino, GLAAD's Associate Director of Individual Philanthropy will deliver special remarks.

"On behalf of GLAAD, we are pleased to partner again with our long-time friends at Morgan Stanley Smith Barney on this symposium," said GLAAD President Jarrett Barrios.  "Wealth planning is critical to protect ourselves and our families, as well as to inspire and engage future generations in the work that is important to each of us." 

The event will take place on Wednesday, June 9, 2010 at 5:30 p.m. at the Philadelphia Marriott Downtown, 1201 Market Street Philadelphia, PA 19107.  Reservations are required for security access and limited seating is available.  Please R.S.V.P. to or by phone at (215) 854-6296.

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