What Does It Take To Be A Successful Financial Advisor?

Morgan Stanley Wealth Management looks for women with entrepreneurial spirit; who are driven to help people; who have a deep interest in financial products and services; who are competitive, ethical, hard working - and committed to pursuing financial independence for themselves and their clients.

If you fit this description, this site is for you. It's a great way to learn about our Firm; meet some of our people; and connect with others who are considering a career here.


Featured Profiles

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Sheri Wright Wants To See More Financial Empowerment For Women AND Greater Diversity

by The Editors on 17 June 2013, 11:11 0 comments , 159 views
Tags: women, career, business, financial advisor, finance, financial planning, maryland, sheri wright, bethesda, morgan stanley weatlh management
Date of Last Edit: 6/17/2013
Sheri Wright, Morgan Stanley Smith Barney Financial Advisor

Sheri Wright, Senior Vice President of Wealth Management and Branch Manager of the Bethesda, MD office, came to the Firm in 1998 after she made a career change from the cosmetics industry. She enrolled with the Firm's Financial Advisor Training Program, and now -- as a Branch Manager in Bethesda, MD, -- speaks passionately about opportunities for women in management

How did you get interested in the financial business?
I spent 15 years in the cosm...
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Morgan Stanley takes 17 Spots on Barron's Top 100 Women Financial Advisors 2013 List

by The Editors on 12 June 2013, 11:25 0 comments , 1530 views
Topics: Special Events, Client Development, Client Relationship Skills
Tags: women, career, business, financial advisor, finance, financial planning, morgan stanley wealth management, barron's magazine, top 100 women financial advisors
Date of Last Edit: 6/12/2013

Morgan Stanley Wealth Management, Barron's Top 100 Women Financial Advisors

On June 8, 2013, Barron’s Magazine announced their annual listing of the Top 100 Women Financial Advisors. 17 Morgan Stanley Financial Advisors were on this year’s Top 100 list. This is another very strong showing by the talented women who bring great credit to our Firm and lead by their example.

Click here to read the entire list, and you can learn more about some of our Financial Advisors who made the list by clicking on their name below.

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Recruiting Event: State College Career Night

by The Editors on 05 June 2013, 15:02 0 comments , 4593 views
Topics: Special Events, Career Development, Networking
Tags: women, career, business, financial advisor, finance, financial planning, morgan stanley wealth management, recruitment, career night, state college, pa
Date of Last Edit: 6/5/2013

Morgan Stanley Wealth Management, Recruitment

State College Career Night
Tuesday, June 25, 2013
6:00PM
State College, PA

Morgan Stanley Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer advice and an array of financial solutions to help people meet complex wealth management needs. We take new hires through an intensive 36-month training program specifically designed to help you join this elite group.

Morgan Stanley Wealth Management

To submit your request to attend, please cli...

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Recruiting Event: Chattanooga Career Luncheon

by The Editors on 05 June 2013, 14:53 0 comments , 435 views
Topics: Special Events, Career Development, Networking
Tags: women, career, business, financial advisor, finance, financial planning, morgan stanley wealth management, recruitment, career luncheon, chattanooga, tn

Morgan Stanley Wealth Management, Recruitment

Chattanooga Career Luncheon
Tuesday, June 25, 2013
12:00PM
Chattanooga, TN

Morgan Stanley Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer advice and an array of financial solutions to help people meet complex wealth management needs. We take new hires through an intensive 36-month training program specifically designed to help you join this elite group.

Morgan Stanley Wealth Management

To submit your request to attend, please cli...

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Recruiting Event: Atlanta Career Night

by The Editors on 05 June 2013, 14:18 0 comments , 543 views
Tags: women, career, business, financial advisor, finance, financial planning, atlanta, morgan stanley wealth management, ga, recruitment, career night
Date of Last Edit: 6/5/2013

Morgan Stanley Wealth Management, Recruitment

Atlanta Career Night
Thursday, June 20, 2013
5:30PM
Atlanta, GA

Morgan Stanley Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer advice and an array of financial solutions to help people meet complex wealth management needs. We take new hires through an intensive 36-month training program specifically designed to help you join this elite group.

Morgan Stanley Wealth Management

To submit your request to attend, please click here.

T...

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Recruiting Event and Speaker Series

by The Editors on 31 May 2013, 09:50 0 comments , 3434 views
Tags: women, career, business, financial advisor, finance, financial planning, expect to win, carla harris, beverly hills, ca, morgan stanley wealth management, recruiting event
Date of Last Edit: 5/31/2013
Morgan Stanley Wealth Management, Carla Harris

DATE
Monday, June 17, 2013
5:30 p.m. – 6:30 p.m. Financial Advisor Associate Recruiting Event
6:30 p.m. – 7:00 p.m. Reception
7:00 p.m. – Featured Guest Speaker: Carla Harris

LOCATION
Beverly Hills, California

FEATURED SPEAKER
Carla Harris
Managing Director
Morgan Stanley Investment Management
Author, Expect to Win

FINANCIAL ADVISOR ASSOCIATE RECRUITING EVENT
Morgan Stanley Wealth Management (MSWM) is actively searching for individuals interested in fi...

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Eve Ellis Advances From Wimbledon to the Parity Portfolio

by The Editors on 28 May 2013, 06:53 0 comments , 1571 views
Tags: women, career, business, financial advisor, finance, financial planning, morgan stanley wealth management, eve ellis, wimbledon, yale, parity portfolio, cap, chartered advisor in philanthropy
Date of Last Edit: 5/28/2013
Eve Ellis Morgan Stanley Wealth Management Financial Advisor

Eve Ellis’s career began on the tennis courts of Yale and eventually Wimbledon, but moving into a financial advisor role as a mid-life career move has offered  her, and her clients, the possibility of additional personal and financial rewards.

As a co-creator of the newly launched “Parity Portfolio,” Eve and her partner, Nikolay Djibenkov have set out to prove that the potential for financial success and social awareness are not mutually exclusiv...
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Communication is the Key to Sandy Poon-Wing’s Success

by The Editors on 20 May 2013, 15:01 0 comments , 4140 views
Tags: women, career, business, financial advisor, finance, financial planning, ny, morgan stanley wealth management, sandy poon-wing, melville, the navigator group
Date of Last Edit: 5/20/2013
Sandy Poon-Wing, Morgan Stanley Wealth Management

Sandy Poon-Wing is a Morgan Stanley Financial Advisor who came to the business as a mother looking for flexibility. With two young children, she found it too difficult to commute into Manhattan, but by becoming a Financial Advisor at a local branch near her home on Long Island, she was able to set her own schedule and meet the demands of her work and home life.

Sandy also has an interesting background. Born in Hong Kong, she speaks Cantonese and...
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For the Mother-Daughter Team of Nadine and Jessica Miller, the Family that Works Together, Succeeds Together

by The Editors on 06 May 2013, 09:02 0 comments , 9708 views
Tags: women, career, business, financial advisor, finance, financial planning, morgan stanley wealth management, nadine miller, jessica miller, the miller group, miami, fl
Date of Last Edit: 5/6/2013
Nadine and Jessica Miller, Morgan Stanley Wealth Management

When Jessica Miller Osteen graduated with a Bachelors in Economics & Finance from the University of Miami and joined her mother, Nadine Miller in the business, she became a third-generation Financial Advisor at the practice started by her grandfather over 40 years ago.

The Miller-Miller Group in Miami feel their strong commitment to building lasting relationships and providing continuity for their clients seems key to their success. Many of Jess...
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How Growing Up in Russia Taught Anna Zalesskiy the Value of Finance

by The Editors on 04 April 2013, 09:54 0 comments , 4766 views
Topics: Teamwork, Career Development, Client Development
Tags: women, career, business, financial advisor, finance, financial planning, ny, new york city, morgan stanley wealth management, anna zalesskiy
Date of Last Edit: 4/4/2013
Anna Zalesskiy, Morgan Stanley Wealth Management

Given her humble beginnings in central Russia, many could be surprised by Anna Zalesskiy’s swift rise to Vice President and co-portfolio manager for Fundamental Equity Advisors at Morgan Stanley. Considering Anna’s father was an economist in the old Soviet Union, it may also appear more than a bit ironic that she’s now climbing the ladder in the bastion of capitalism.  But, since moving to the United States at the age of 11, Anna was destined fo...
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