Featured Profiles

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Caroline Gundeck, Managing Director And Founder Of The Women's Employee Networking Group, Talks About Its Activities

by The Editors on 11 May 2012, 11:26 0 comments , 585 views

Date of Last Edit: 5/11/2012




Want to know more about Morgan Stanley Smith Barney's commitment to women?  Meet Managing Director Caroline Gundeck, who founded the Women's Employee Networking Group soon after she arrived at Morgan Stanley in 2006.  Head of the VIP Client Briefing & Strategy Group for U.S. Wealth Management and Private Wealth Management, Caroline is also the Chair of the MSSB Women's Networking group which she re-launched in early 2010.

Caroline has been a pa...

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Sharon Cunningham's Strong Affinity For People Keeps Her Motivated

by The Editors on 07 May 2012, 11:51 0 comments , 671 views

Date of Last Edit: 5/7/2012


Sharon Cunningham’s 22-year career as a Portfolio Manager and Financial Advisor has been dedicated to creating a successful and diverse practice at Morgan Stanley Smith Barney in midtown Manhattan.  Her success was recently honored by the Greater New York Chamber of Commerce for her outstanding contribution within the financial industry, as part of their Women's History Month programming. The Chamber also recognized Sharon for her financial serv...
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Robin Hamilton Knows The Key To Success Is Focusing On The Long-Term Needs Of Her Clients

by admin on 01 May 2012, 14:22 0 comments , 1142 views

Date of Last Edit: 5/1/2012


Robin Hamilton, Financial Advisor and First Vice President at Morgan Stanley Smith Barney, has worked in the financial industry for more than 17 years in Pittsburgh and Naples, Fla. Prior to that, she worked in the hospitality industry, which she says was good experience for her financial advisor role because the job taught her how to listen to clients and put in as much time as necessary to get the job done.

Robin is also an active member o...

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MSSB Leads Barron's Top 100 FAs List With 30 Spots

by The Editors on 24 April 2012, 15:48 0 comments , 1458 views
Tags: morgan stanley smith barney, barron's, top 100 financial advisors, fas
Date of Last Edit: 4/24/2012

Morgan Stanley Smith Barney led Barron's 2012 "Top 100 Financial Advisors" list, earning 30 spots, including six in the top 10. The Firm claimed the No. 1 and No. 2 advisors and nearly half of the top 25.

The list, which appears in the April 16 issue of the weekly, ranks advisors according to assets under management, revenue produced for the firm, regulatory record.

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Our Diversity Initiatives In The Spotlight

by The Editors on 23 April 2012, 10:15 0 comments , 325 views
Topics: Career Development, Client Development
Tags: clients, morgan stanley smith barney, diversity, inclusion, investment news, multicultural networking group, multicultural financial advisors forum, mentoring
Date of Last Edit: 4/23/2012
Kerry Piercy, head of diversity and inclusion at Morgan Stanley Smith Barney, is quoted in Investment News

Kerry Piercy, head of diversity and inclusion at Morgan Stanley Smith Barney, is quoted in an article for Investment News on the Firm’s diversity initiatives. 

Piercy cites the Firm’s Multicultural Networking Group as well as the Multicultural Financial Advisors Forum which aims to encourage mentoring and idea sharing.

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Pari Hashemi Tells Us How She's Built A Successful Business In A Little Over Two Years

by The Editors on 23 April 2012, 09:21 0 comments , 222 views
Tags: women, career, business, industry, financial advisor, morgan stanley smith barney, finance, financial planning, relationships, multicultural, pari hashemi, seminars, public speaking
Date of Last Edit: 4/23/2012
Pari Hashemi is a Financial Advisor with the McFadden Group at Morgan Stanley Smith Barney located in the Market Street office in Philadelphia

Pari Hashemi is a Financial Advisor with the McFadden Group at Morgan Stanley Smith Barney located in the Market Street office in Philadelphia. She has only been in production since late 2009, yet she has already amassed an impressive list of accomplishments. With an ever-expanding Rolodex that she frequently uses for business referrals, Pari says her goal is to help women reach the top echelons of their business by being financially responsible...
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Special Event

by The Editors on 17 April 2012, 10:26 0 comments , 1349 views
Tags: women, career, business, industry, financial advisor, morgan stanley smith barney, finance, financial planning, relationships, conference, irelaunch, return to work conference
Date of Last Edit: 4/17/2012
iRelaunch Return to Work Conference in Chicago, sponsored by Morgan Stanley Smith Barney

Chicago, IL

Want to learn how to get back to work after a career break? 

Come to the April 27 iRelaunch Return to Work Conference, sponsored by Morgan Stanley Smith Barney, and other employers, and hosted by Kellogg School of Management in the Chicago suburbs. 
 
The iRelaunch Return to Work Conference is an exciting day of networking, career assessment, and search strategies from career re-entry experts, successful relaunchers, and employers. Inclu...
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Melody Foti, From Kid In The Boardroom To Financial Architect

by The Editors on 16 April 2012, 08:08 0 comments , 501 views
Tags: women, career, business, industry, financial advisor, morgan stanley smith barney, finance, financial planning, relationships, melody foti, entrepreneur, harvard divinity school, spritualism, guanyin
Date of Last Edit: 4/16/2012
Financial Advisor, First Vice President and Senior Investment Management Consultant at Morgan Stanley Smith Barney, Melody Foti, who started her career in the financial industry over three decades ago.

Melody Foti – a Financial Advisor, First Vice President and Senior Investment Management Consultant at Morgan Stanley Smith Barney – started her career in the financial industry over three decades ago, a time when it was rare for women to enter the business. Melody says her father, who was an entrepreneur, planted the seed when he took her as a child to his business meetings. 

Melody joined Morgan Stanley Smith Barney in 1999 when she took a posi...
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Morgan Stanley Chairman and CEO James Gorman on Charlie Rose

by The Editors on 12 April 2012, 12:35 0 comments , 823 views
Tags: business, james gorman, charlie rose, morgan stanley, global economy, television
Date of Last Edit: 4/12/2012
Morgan Stanley Chairman and CEO James Gorman on Charlie Rose

In a wide-ranging interview, Morgan Stanley Chairman and CEO James Gorman on Charlie Rose about how Morgan Stanley is evolving to a lower-risk, more client-focused business model, and sizes-up the strengths and weaknesses of the global economy.
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According To Evelyn Garcia's Father, "La Suerte Es Cuando Preparación Cumple Oportunidad." We Think She's Proven Him Right.

by The Editors on 09 April 2012, 13:58 0 comments , 674 views
Tags: clients, women, career, business, industry, financial advisor, morgan stanley smith barney, finance, financial planning, relationships, international, spain, dominican republic
Date of Last Edit: 4/9/2012
Financial Advisor Evelyn Garcia

Evelyn Garcia spent many years in private banking, and it was a natural transition to work as a Financial Advisor. She’s now a Senior Vice President in the Wealth Management Group. Garcia talked to us about her career path and how, as the daughter of immigrants from Spain and the Dominican Republic, her familiarity with Spanish helped her build relationships with international clients. Read more of her story.


© 2012 Morgan Stanley Smith Barney LL...
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