Morgan Stanley

Morgan Stanley Smith Barney Hosts Private Reception and Investment Symposium: Wealth Planning for LGBT Couples

Oct 8, 2010

Ft. Lauderdale —

Morgan Stanley Smith Barney today announced that in conjunction with the Gay & Lesbian Alliance Against Defamation (GLAAD) and the Williams Institute - UCLA School of Law, it will host a private reception and investment symposium on wealth planning for domestic partners on Thursday, October 14, 2010 at the Tower Club, Fort Lauderdale.

"We're pleased to once again facilitate this discussion with GLAAD and the Williams Institute, said Gregg Stupinski, Regional Business Development Officer - South Florida, Morgan Stanley Smith Barney.  "We've had tremendous feedback on this program in other markets and are happy to offer this forum to highlight our wealth planning expertise with focused need of the LGBT community."

The event will feature findings of two new studies compiled by the Williams Institute on the challenges faced by 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.


  • Lisa Hutter,  Vice President, Wealth Advisory Resources - South Florida Region, Morgan Stanley Smith Barney
  • Naomi Goldberg, 2008-2010 Peter J. Cooper Public Policy Fellow, The Williams Institute

Jim Walker from GLAAD's National Board of Directors 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 Thursday, October 14, 2010 at 5:30 p.m. at the Tower Club - Fort Lauderdale, 100 Southeast Third Ave One Financial Plaza Fort Lauderdale, Florida 33394.  Reservations are required for security access and limited seating is available.  Please R.S.V.P. to Emma Gagnon at or (954) 267-5604.

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