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

by The Editors on 20 May 2013, 15:01 0 comments , 798 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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Special Event & Panel Discussion: Marriage Before the Court

by The Editors on 16 May 2013, 09:51 0 comments , 1957 views
Tags: purchase, ny, morgan stanley wealth management, special events, panel discussion, brad sears, david codell, rose saxe, kenji yoshino, the williams institute
Date of Last Edit: 5/16/2013
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...
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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 , 4750 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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Recruiting Event & Speaker Series with Featured Speaker David M. Darst

by The Editors on 10 April 2013, 13:27 0 comments , 10701 views
Topics: Special Events, Career Development, Networking
Tags: women, career, business, financial advisor, finance, financial planning, houston, morgan stanley wealth management, tx, recruiting event, speaker series, david m. darst
Date of Last Edit: 4/10/2013
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...
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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 , 3891 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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New Recruitment Event: Conversation & Cocktails - An evening with Shonda Rhimes, Kerry Washington and Tony Goldwyn

by The Editors on 03 April 2013, 13:17 0 comments , 2696 views
Tags: women, career, business, financial advisor, finance, financial planning, beverly hills, ca, morgan stanley wealth management, recruitment event
Date of Last Edit: 4/3/2013

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.

by The Editors on 27 March 2013, 14:30 0 comments , 3830 views
Tags: women, career, business, industry, financial advisor, morgan stanley smith barney, finance, financial planning, relationships, susan fry mamis, susan gnall
Date of Last Edit: 3/27/2013
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...
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Recruiting Event and Women’s Heritage Month Celebration: Life’s Essentials with Ruby Dee

by The Editors on 15 March 2013, 09:32 0 comments , 5772 views
Tags: women, career, business, financial advisor, finance, financial planning, morgan stanley wealth management, recruitment, women's heritage month celebration, ruby dee
Date of Last Edit: 3/15/2013


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

by The Editors on 13 March 2013, 14:56 0 comments , 3817 views
Topics: Career Development
Tags: women, career, business, financial advisor, finance, financial planning, sheryl sandberg, morgan stanley wealth management, lean in
Date of Last Edit: 3/13/2013

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...

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

by The Editors on 13 March 2013, 10:16 0 comments , 4525 views
Tags: women, career, business, financial advisor, finance, financial planning, carla harris, morgan stanley wealth management, cnbc
Date of Last Edit: 3/13/2013

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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