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

Communication is the Key to Sandy Poon-Wing’s Success

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...

Special Event & Panel Discussion: Marriage Before the Court

Morgan Stanley Wealth Management, Marriage Before the Court

On Thursday, May 23, the Morgan Stanley Wealth Management is hosting a special event in partnership with The Williams Institute, “Marriage Before the Court – The Future of the Defense of Marriage Act and CA Proposition 8”.

The event is set up for a dynamic and interactive discussion with various legal and research experts on the topic.

To learn more about this event and how to attend, please click here to visit the Multicultural Financial Advisors...

For the Mother-Daughter Team of Nadine and Jessica Miller, the Family that Works Together, Succeeds Together

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...

Recruiting Event & Speaker Series with Featured Speaker David M. Darst

Morgan Stanley Wealth Management, Recruiting Event

Morgan Stanley Wealth Management is pleased to announce a new
recruitment event with featured speaker David M. Darst.

To learn more about this event and how to attend, please click here to visit the Multicultural Financial Advisors Forum.

© 2013 Morgan Stanley Smith Barney LLC. Member SIPC...

How Growing Up in Russia Taught Anna Zalesskiy the Value of Finance

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...

New Recruitment Event: Conversation & Cocktails - An evening with Shonda Rhimes, Kerry Washington and Tony Goldwyn

Morgan Stanley Wealth Management, Recruitment Event

Morgan Stanley Wealth Management is pleased to announce a new recruitment event:

Conversation & Cocktails: An evening with Shonda Rhimes, Kerry Washington and Tony Goldwyn

To learn more about this event and how to attend, please click here to visit the Multicultural Financial Advisors Forum.

© 2013 Morgan Stanley Smith Barney LLC. Member SIPC

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Two Susans, One Remarkable Practice: Susan Fry Mamis & Susan Gnall Discuss How Their Different Paths Lead to A Successful Partnership.

Susan Fry Mamis and Susan Gnall, Morgan Stanley Wealth Management, Financial Advisor
 L-R: Susan Fry Mamis, Susan Gnall

When Susan Fry Mamis and Susan Gnall joined forces in 2003, they created a rare breed:   a pairing of two successful female financial advisors creating a remarkably successful practice.  The Mamis/Gnall Group at Morgan Stanley Wealth Management in Morristown, New Jersey, services the affluent multi-generational families and “women in transition.”  The two Susans joined Morgan Stanley Wealth Management in 2...

Recruiting Event and Women’s Heritage Month Celebration: Life’s Essentials with Ruby Dee


Please join us for a Recruiting Event and Women’s Heritage Month Celebration: Life’s Essentials with Ruby Dee

Wednesday, March 27, 2013
5:30 p.m. – 7:00 p.m. Financial Advisor Recruiting Event
7:00 p.m. – 8:00 p.m. Life’s Essentials with Ruby Dee

Purchase, New York

About Life’s Essentials with Ruby Dee
Life’s Essentials with Ruby Dee, a documentary style film about love, art
and activism, tells the story of Ossie Davis & Ruby Dee. Ossie & Ruby’s 
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Morgan Stanley Partners with Sheryl Sandberg and Lean In

Sheryl Sandberg, Lean In, Morgan Stanley
Image via www.modernmom.com

Morgan Stanley is a corporate launch partner of the site leanin.org, which provides educational tools on career skills such as negotiation, team dynamics and harnessing the power of stories. 

Lean In is a global community committed to offering women the encouragement and support to Lean In to their ambitions.  You can join the Lean In Community, share your story, watch online lectures on topics critical to success and...

Morgan Stanley Managing Director and Senior Client Advisor, Carla Harris, Talks to CNBC about Women in the Workplace

Carla Harris, Morgan Stanley

Carla Harris, Managing Director and Senior Client Advisor at Morgan Stanley, stopped by "Street Signs" on CNBC to discuss Sheryl Sandberg’s new book “Lean In” and the role of women in the workplace. Carla shared her thoughts on whether she believed women can sometimes be their own worst enemy in the workplace, and why it’s important to have both a mentor and a sponsor.

You can watch the entire video below:

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