Although Susan M. Wolford has been in the business for thirty-eight years, she says she happened on it by accident. Four years out of college, she was planning to go to law school in Los Angeles when a friend talked her into trying out Dean Witter for a year. She is now a Wealth Advisor and CEO of the Wolford Group at the same branch, now Morgan Stanley Smith Barney in Beverly Hills. Last year, she was asked to chair the company's new Diversi...
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 During her 22-year career at Morgan Stanley, Carla Harris executed a host of high-profile initial public offerings, all the while still finding time to pursue her other career, as a gospel singer, and to serve on numerous boards. Now, Harris, Managing Director in the Strategic Client Group at Morgan Stanley Investment Management, is embarking on a new, ambitious mission as head of the recently launched Emerging Managers Platform at Morgan Stanl...
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By Linda Basch, PhD, President, National Council for Research on Women I recently tuned into a forum on reform in the financial sector organized by 85 Broads. It was reaffirming to hear women experts outline their well-developed views on the proposed Consumer Financial Protection Agency. Unsurprisingly, women are playing key roles in so many of today’s critical discussions around reform and regulation. The speakers included Elizabeth Vale...
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 Troy A. Mooyoung is a Senior Vice President, Branch Manager of the LaSalle Street office in Chicago, IL. He works closely with the Chicago Regional Management team to recruit and develop new Financial Advisors and maintain Morgan Stanley Smith Barney's commitment to diversity. Previously, Troy was the Regional Business Development Manager based in Chicago where he supervised a team of Complex Business Development Officers.Mooyoung started out...
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 Industry veteran Sheila Terry Cromwell joined Morgan Stanley Smith Barney in August, 2008. She was a trailblazer for women not only in the financial services industry, but in other industries, as well. She talked to us about her background, the importance of good client communication, and why she loves her work as a Financial Advisor.How did you get started in the profession?I got started in the financial services profession quite by accident, ...
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 The key to success lies in reinvention. Just ask Mary Kay Kluge. For Kluge, Senior Vice President, Wealth Advisor and Portfolio Manager in Naperville, Il, that’s involved making some gutsy moves—and seizing the opportunity posed by a number of market crises. “The more challenging the market, the more the client needs us,” says Kluge. Mary Kay’s first jobs out of college involved selling software and consulting services to the financial services i...
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 Gwen Cohen is all about mentorship. For her, a First Vice President, Investment Consultant and Wealth Advisor at Morgan Stanley Smith Barney in Chicago, that means providing guidance both to her advisory clients and a host of young adults—and really knowing how to listen. Cohen hadn’t planned on becoming a Financial Advisor originally. After receiving an MBA from Northwestern’s Kellogg School of Management, a colleague with the local MBA associ...
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 This past October 30 at Seton Hall University in South Orange, N.J., over 150 people attended the Career Relaunch Forum for mid-career professionals on career break looking to return to work. Morgan Stanley Smith Barney joined several other firms and organizations in sponsoring the event, which was produced by career reentry programming company iRelaunch. iRelaunch was founded by Carol Fishman Cohen (r) and Vivian Steir Rabin (l); co-authors of...
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 Two years ago, Gwen Pacarro entered the ranks of management as Complex Manager in Hawaii for Morgan Stanley Smith Barney. It was a big change for Pacarro, who had been a Financial Advisor for more than 20 years, including nine as a Wealth Advisor. But it’s an experience she’s relished--and a job she’s mastered with characteristic energy and enthusiasm.Why did you decide to enter the profession?I worked in management for an airline company for n...
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 For Stephanie Twomey, who became a Financial Advisor in 1983 right after obtaining an MBA from the Stanford Graduate School of Business, the real satisfaction from her work comes from thoroughly understanding her clients’ goals—and helping to make them a reality. Twomey, Director, Morgan Stanley Private Wealth Management, and founding partner of the Twomey Zell Group, started her professional life as a teacher, and it shows. She excels at clearl...
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