What Does It Take To Be A Successful Financial Advisor?

Morgan Stanley Wealth Management looks for diverse men and 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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As a Financial Advisor, Jeffery Won Still Uses the Skills he Learned from his 22 Years of Service in the US Military

by The Editors on 20 May 2013, 14:37 0 comments , 7 views
Tags: career, financial advisor, business, finance, financial planning, ca, jeffrey won, sacramento, morgan stanley wealth management
Date of Last Edit: 5/20/2013
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Special Event & Panel Discussion: Marriage Before the Court

by The Editors on 16 May 2013, 09:27 0 comments , 626 views
Tags: purchase, ny, special events, morgan stanley wealth management, 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

Please join us for a panel discussion, during which speakers will explain the primary arguments before the Court, comment on their merits, and outline possible outcomes of the two cases.

EVENT DETAILS
Thursday, May 23, 2013
6:00 p.m. Cocktail Reception
7:00 p.m. Panel Discussion followed by Q&A

Morgan Stanley
2000 Westchester Avenue
Purchase, NY 10577

MODERATOR
Brad Sears
Executive Director, The Williams Institute
Roberta A. Conroy Scholar of La...
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Communication is the Key to Sandy Poon-Wing’s Success

by The Editors on 06 May 2013, 08:57 0 comments , 1335 views
Tags: financial advisor, business, finance, financial planning, ny, morgan stanley wealth management, sandy poon-wing, navigator group, melville
Date of Last Edit: 5/6/2013
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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Morgan Stanley Financial Advisor Takes Top Spot on Barron’s 2013 Top 100 FAs List

by The Editors on 16 April 2013, 10:47 0 comments , 7277 views
Topics: Special Events, The Firm's Resources, Career Development
Tags: financial advisor, business, finance, financial planning, barron's, morgan stanley wealth management
Date of Last Edit: 4/16/2013

Barron's Top 100 FAs List, Morgan Stanley Wealth Management

Morgan Stanley Wealth Management led Barron's 2013 "Top 100 Financial Advisors" list, earning 27 spots, including five in the top ten and half of the top 20.

The Firm claimed the No. 1, No. 3 and No. 4 spots, with Greg Vaughan of Menlo Park, CA placing No.1 for the third consecutive year. Brian Pfeifler, based in New York, NY, and Andy Chase, based in Menlo Park, CA, placed third and fourth.

Click here to view Barron's 2013 Top 100 FAs list in t...

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Recruiting Event & Speaker Series

by The Editors on 10 April 2013, 13:17 0 comments , 5070 views
Tags: career, financial advisor, business, finance, financial planning, morgan stanley wealth management, recruitment event, david m. darst, houston, tx
Date of Last Edit: 4/10/2013
Morgan Stanley Wealth Management, Recruitment Event

DATE
Thursday, April 25, 2013
5:30 p.m. – 6:30 p.m. Financial Advisor Recruiting Event
6:30 p.m. – 7:45 p.m. Featured Speaker and Panel Discussion

LOCATION
Houston, Texas

FEATURED SPEAKER
David M. Darst, CFA
Managing Director and Chief Investment Strategist
Morgan Stanley
Author, "The Little Book That Saves Your Assets," which has ranked on the bestseller lists of the New York Times and Business Week.

Morgan Stanley Wealth Management (MSWM) is a...
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Recruiting Event and Conversation & Cocktails: An Evening with Shonda Rhimes, Kerry Washington and Tony Goldwyn

by The Editors on 03 April 2013, 12:51 0 comments , 6293 views
Tags: career, financial advisor, business, finance, financial planning, ca, morgan stanley wealth management, recruitment event, beverly hills
Date of Last Edit: 4/3/2013

Morgan Stanley Wealth Management, Recruitment Event

DATE
Thursday, April 25, 2013
6:00 p.m. — 7:00 p.m. Financial Advisor Recruiting Event
7:00 p.m. Cocktail Reception
7:45 p.m. Program Begins
9:00 p.m. Dessert Reception

LOCATION
Beverly Hills, CA

FINANCIAL ADVISOR RECRUITING
Morgan Stanley Wealth Management (“Morgan Stanley”) is actively searching for individuals interested in financial advisory roles. Qualified candidates will possess a minimum of two years’ experience, preferably in sales, manageme...

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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 03 April 2013, 11:45 0 comments , 1525 views
Tags: career, financial advisor, business, finance, financial planning, women, morgan stanley wealth management, evelyn garcia
Date of Last Edit: 4/3/2013
Evelyn Garcia, Morgan Stanley Wealth Management

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.

Can you tell us how you got started?

While I was a student at ...
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Special Event: Morgan Stanley Wealth Management Diversity Open House

by The Editors on 22 March 2013, 15:33 0 comments , 5996 views
Tags: career, financial advisor, business, finance, financial planning, purchase, new york, diversity, morgan stanley wealth management, special event
Date of Last Edit: 4/3/2013

Morgan Stanley Wealth Management

**UPDATE: The Morgan Stanley Diversity Open House has been moved to May 8, 2013  to accommodate for more candidates and the application deadline is now April 11**

Morgan Stanley Wealth Management is hosting a Diversity Open House on Wednesday, May 8, 2013 in Purchase, New York.  This event will  give diverse talent in the New York  Metro area an opportunity to learn more about career opportunities at Morgan Stanley Wealth Management. 

Participants...

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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, 10:43 0 comments , 4357 views
Tags: career, financial advisor, business, finance, financial planning, morgan stanley wealth management, recruitment, women's heritage month celebration, ruby dee
Date of Last Edit: 3/15/2013

Morgan Stanley Wealth Management
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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Barron's Ranks 209 Firm FAs Among Top 1,000

by The Editors on 07 March 2013, 14:07 0 comments , 8460 views
Tags: career, financial advisor, business, finance, financial planning, morgan stanley wealth management, barron's magazine
Date of Last Edit: 3/7/2013



Morgan Stanley Wealth Management took 209 spots on Barron's Top 1,000 Advisors list, with five of the Firm's Financial Advisors coming in at No. 1 in their respective states.

"The following MSWM Financial Advisors ranked No. 1 in their respective states. Their profiles are available here.

  • Marvin McIntyre, Washington, D.C.
  • Ami Forte, Florida
  • Keith Swanson, Iowa
  • Michael Dowell, Mississippi
  • Roger Coleman, New York

Barron's ranks ...

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