Featured Profiles

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Barbara Jaffe Tells Us How Her Family Wealth Advisory Group Became A Family Business

by The Editors on 14 February 2012, 16:46 0 comments , 832 views

Date of Last Edit: 2/14/2012


Barbara G. Jaffe is the senior partner of the Jaffe Group in the Jacksonville, Florida, office.  Now a Family Wealth Advisor and a Director at Morgan Stanley Smith Barney, she started out at Bache, Halesey, Stuart Shields 33 years ago and remained through all its successor companies, including Prudential-Bache, Prudential Securities, and Wachovia Securities, before moving her group to Smith Barney in 2008.

During her long career, Barbara has rece...
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Special Event

by The Editors on 13 February 2012, 12:09 0 comments , 206 views

Date of Last Edit: 2/13/2012


New York, NY (Midtown)

Tuesday, March 27, 2012
5:45 p.m. Registration
6:00 p.m. – 8:00 p.m. Event

Morgan Stanley Smith Barney (MSSB) is actively searching for women interested in Financial Advisory roles. Qualified candidates will possess a minimum of two years experience; preferably in sales, management or within an entrepreneurial endeavor. Qualified candidates will be invited to an exclusive event which will provide an overview of financial advis...
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Special Event

by The Editors on 13 February 2012, 11:48 0 comments , 96 views
Topics: Special Events, Career Development, Networking, Changing Careers

Date of Last Edit: 2/13/2012

Santa Barbara, CA

Wednesday, March 14, 2012
5:45 p.m. Registration
6:00 p.m. – 8:00 p.m. Event

Morgan Stanley Smith Barney (MSSB) is actively searching for women interested in Financial Advisory roles. Qualified candidates will possess a minimum of two years experience; preferably in sales, management or within an entrepreneurial endeavor. Qualified candidates will be invited to an exclusive event which will provide an overview of financial advisor...
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Special Event

by The Editors on 13 February 2012, 11:31 0 comments , 122 views

Date of Last Edit: 2/13/2012


New York, NY (Midtown)

Tuesday, March 13, 2012
5:45 p.m. Registration
6:00 p.m. – 8:00 p.m. Event

Morgan Stanley Smith Barney (MSSB) is actively searching for women interested in Financial Advisory roles. Qualified candidates will possess a minimum of two years experience; preferably in sales, management or within an entrepreneurial endeavor. Qualified candidates will be invited to an exclusive event which will provide an overview of financial advis...
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Special Event

by The Editors on 10 February 2012, 10:31 0 comments , 478 views
Topics: Special Events, Career Development, Networking

Date of Last Edit: 2/13/2012


New York, NY

Monday,  March 5, 2012
4:45 p.m. – 6:00 p.m.     Financial Advisor Recruiting Event

6:00 p.m. – 9:00 p.m.     Inspiration: Profiles of Black Women Changing Our World Reception

Morgan Stanley Smith Barney (MSSB) is actively searching for women interested in Financial Advisory roles. Qualified candidates will possess a minimum of two years experience; preferably in sales, management or within an entrepreneurial endeavor. Qualified candida...
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Leigh Parks Believes In The Long-Lasting Value Of A Face-To-Face

by The Editors on 05 February 2012, 23:36 0 comments , 714 views
Tags: clients, women
Date of Last Edit: 2/14/2012


Financial Advisor Leigh Parks still believes in the value of a face-to-face meeting. A self-described "people person," Parks says it's tough to uncover the essence of a client over the phone or by reading an email. Moreover, an in-person conversation builds trust, which Parks believes is crucial to long-lasting success.

You recently celebrated your 26th anniversary with the Firm. 
I did! I started out at the bottom and worked as an assistant for t...
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Registered Rep magazine's "Top 50 Wirehouse Women"

by admin on 27 January 2012, 18:56 0 comments , 1332 views

Date of Last Edit: 1/27/2012

The January 2012 issue of Registered Rep magazine released their annual listing of the "Top 50 Wirehouse Women," and we're pleased to report that Morgan Stanley Smith Barney dominated the list –securing 17 spots, including four out of the top five.

Lisa Cregan, managing director and complex manager of MSSB's Post Oak complex in Houston, an advocate throughout her career for the professional advancement of women, was interviewed in an accompanying...

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Special Event - Go Red Leadership Breakfast

by admin on 23 January 2012, 12:59 0 comments , 1069 views
Topics: Special Events

Date of Last Edit: 1/23/2012


Friday, February 3, 2012
8:00 a.m. – 10:00 a.m.    Go Red Leadership Breakfast
10:00 a.m. – 11:00 a.m.  Financial Advisor Recruiting Event

Purchase, New York

Morgan Stanley Smith Barney (MSSB) is actively searching for women interested in Financial Advisory roles. Qualified candidates will possess a minimum of two years experience; preferably in sales, management or within an entrepreneurial endeavor. Qualified candidates will be invited to an exclu...
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Jeffrey Reiss Talks To Us About Creating Internal FA Support As A Way To Empower MSSB Financial Advisors

by The Editors on 28 November 2011, 11:07 0 comments , 21786 views
Topics: Special Events, Teamwork, Career Development, Client Development, Client Relationship Skills, Community Outreach, Networking

Date of Last Edit: 11/28/2011


Over a year ago, Complex Manager Jeffrey Reiss decided he wanted to help women in his complex accomplish their goals and grow their business, so he teamed up with a group of individuals in the North Shore Complex to create a council for women. Today, the council is comprised of a strong cohort of women who meet weekly to network, foster teamwork and, in Reiss's words -- "have fun." Additionally, the group executed on monthly even......
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Kathryn Castelli Says This Is A Great Business For Women … And Women Are Great For This Business

by The Editors on 16 November 2011, 11:14 0 comments , 5883 views

Date of Last Edit: 11/16/2011


Kathryn Castelli is a Financial Advisor and Assistant Vice President in Jericho, NY and came to Morgan Stanley Smith Barney six months ago after 10 years at Merrill Lynch. Here she talks about why she made the move and some important things she’s learned since coming here.

What is your background and how did you get started?
My first job during college was working on Wall Street as a legal assistant at Prudential Securities just before the ’87 cra...
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