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Special Event

by The Editors on 25 May 2010, 15:22 0 comments , 360 views

Date of Last Edit: 5/25/2010
Please join us for a private reception and investment symposium:
Wealth Planning for Domestic Partners

Wednesday, June 9, 2010
5:30 p.m.–8:00 p.m.

Philadelphia Marriot Downtown
1201 Market Street
Philadelphia, PA 19107

RSVP by June 2 to lauren.m.damm@mssb.com or by phone at 215-854-6296

See details [here]...
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When Corinne McNally Changed Careers She Found Her True Calling

by The Editors on 24 May 2010, 09:10 0 comments , 647 views
Story Topics: Central, Teamwork, Client Development, Client Relationship Skills, Networking, Changing Careers

Date of Last Edit: 5/24/2010


Corinne McNally spent most of her professional life in corporate finance and management, largely in the telecommunications industry. But, when the business experienced a severe downturn in the early 2000’s, she decided to become a Financial Advisor at Morgan Stanley Smith Barney. Now, she’s a successful Investment Management Consultant in the Cincinnati area, thanks in part to her focus on helping clients going through a divorce and some savvy m...
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Even Confident Investors Need Help After Major Life Changes

by The Editors on 20 May 2010, 09:55 0 comments , 470 views
Story Topics: Northeastern, Client Development, Client Relationship Skills

Date of Last Edit: 5/20/2010


A lack of liquidity and diversification are one matter - when it's compounded by college expenses and an unexpected death, it's a different matter entirely
By Wendy W. Murphy

I love my job! It is such a privilege to get to help people figure out what they want their lives to look like in one year, five years, and in retirement, and how they are going to get there.

A few years ago, I met a vibrant gentleman in his 50’s. He had real estate investme...
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Caring For Clients Is In Kathleen Youngerman's DNA

by The Editors on 17 May 2010, 09:21 0 comments , 484 views
Story Topics: Central, Career Development, Work-Life Balance, Client Relationship Skills

Date of Last Edit: 5/17/2010


Kathleen Youngerman comes from a long line of doctors and nurses. But, in her role as Senior Vice President, Family Wealth Director and an Investment Management Consultant, Youngerman sees herself as carrying on the family tradition. Only, instead of tending to clients’ physical health, she advises them on matters related to their financial well-being. “I see many similarities between the ability to provide healthcare and financial advice,” says...
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Former College Roommates, Valerie Dugan and Suzanne Akian, Have Shared A Remarkably Similar Path In Life

by The Editors on 10 May 2010, 11:03 0 comments , 468 views

Date of Last Edit: 5/10/2010


By anyone's definition, the Financial Advisors Valerie Dugan (r) and Suzanne Akian (l) have led astonishingly parallel lives. Back when they were college roommates at a Connecticut University, they majored in finance, won coveted internships at E. F. Hutton, and worked as part-time waitresses to put themselves through school. Later, they both married entrepreneurs and had three children, born within months of each other. Although their career...
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Women's Management Forum Convened To Discuss Leadership And Change

by The Editors on 05 May 2010, 12:51 0 comments , 487 views

Date of Last Edit: 5/5/2010


Last month, Morgan Stanley Smith Barney's bi-annual Women's Management Forum convened to discuss leadership and change at MSSB's Westchester headquarters in Purchase, New York. The two-day event featured Monica McGrath, a professor in the Management Department at the Wharton School.

The participants were selected based on their managerial and leadership roles in the field.  The focus of the event was on networking, team-building, and leadership t...
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Special Event

by The Editors on 05 May 2010, 09:34 0 comments , 236 views
Story Topics: Special Events

Date of Last Edit: 5/5/2010
Please join us, in partnership with Women's Executive Circle of NY, for the:
Women's Leadership Breakfast

Tuesday, May 18, 2010
8:00 a.m.–10:00 a.m.
1585 Broadway
Westside Auditorium, 41st Floor
New York City

RSVP by May 11 MSSB.NBD.Events@mssb.com

See details [here]......
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Special Event

by The Editors on 04 May 2010, 10:27 0 comments , 218 views
Story Topics: Special Events

Date of Last Edit: 5/5/2010
Please join us for a Private Reception & Investment Symposium:
Wealth Planning for Domestic Partners

Tuesday, May 11, 2010
6:00 p.m.–8:00 p.m.
399 Park Avenue Auditorium
New York City

RSVP by May 6 to your Financial Advisor or to MSSB.NBD.Events@morganstanley.com or 914-225-8305

See details [here]...
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For Tracy Chen It's A Combination Of Hard Work And Good Networking Skills

by The Editors on 03 May 2010, 10:03 0 comments , 574 views
Story Topics: Western, Teamwork, Work-Life Balance, Client Relationship Skills, Community Outreach, Networking

Date of Last Edit: 5/3/2010


Since 1994, Financial Advisor Tracy Chen has been providing her high net-worth clients with comprehensive wealth and retirement planning solutions. Now principal of The Chen Group at Morgan Stanley Smith Barney in Brea, California, she focuses on creating and implementing investment strategies that focus on helping her clients achieve their goals.

How did you get interested in finance?

I put myself through college at Cal State Fullerton. I work...
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