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Living A Generous Life: A Women's Donor Retreat

by The Editors on 28 September 2009, 17:04 0 comments , 1074 views
Story Topics: Work-Life Balance, Community Outreach

Date of Last Edit: 9/28/2009

Many Morgan Stanley Smith Barney clients are charitably inclined and active in their communities, but many struggle to find more balance in their lives, to learn how to say “no” to causes that are outside of their priority areas and to make their gifts and involvement more meaningful and lasting. 

To help women clients explore how philanthropic giving can add meaning and balance to their lives, the firm recently sponsored a Women’s Donor Re...

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Erna Morgan McReynolds' Investment in Life And Business Has Given Her Many Happy Returns

by The Editors on 20 September 2009, 13:12 0 comments , 1503 views
Story Topics: Northeastern, Teamwork, Career Development, Client Development, Client Relationship Skills, Community Outreach, Networking, Changing Careers

Date of Last Edit: 4/20/2010


Erna Morgan McReynolds’ professional life (thus far) may have started and returned her to a small town in Upstate New York but it’s been anything but circumscribed.

She’s had successful careers in newspapers, radio and TV—as both a reporter and broadcast producer. Lived on three continents. Raised a family. Advised foreign governments. And been named a Barron’s Top 100 Women Financial Advisor (for two years running*).

“I’m my father’s only son,” i...
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Richard Lindquist Has Got Your Back

by The Editors on 14 September 2009, 10:24 0 comments , 1305 views
Story Topics: Teamwork, Community Outreach, Networking

Date of Last Edit: 9/14/2009


Richard Lindquist is a Regional Business Development Manager in the Morgan Stanley Smith Barney Heartland Region—nine Midwestern states that are home to over 900 Financial Advisors. Lindquist also takes a leading role in moving Diversity forward in his region as a local advocate for women and minority Financial Advisors within the Firm.

Lindquist [pictured here with Judy Halabrin, SVP, Wealth Advisor (l) and Karen Myers, VP, Financial Advisor .....
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Introducing Carol Fishman Cohen And Vivian Steir Rabin

by The Editors on 08 September 2009, 10:48 0 comments , 3717 views
Story Topics: Relaunching A Career, Work-Life Balance, Networking

Date of Last Edit: 9/8/2009


Nine years ago, stay-at-home moms Carol Fishman Cohen (top left) and Vivian Steir Rabin (bottom right) faced a common challenge:  after years out of the full time labor force, they both wanted to return to work.  They didn’t know each other at the time, yet they had similar backgrounds in finance and similar outlooks about their prospects.  Namely, they felt incredibly intimidated and wondered who in the world would hire them. Perhaps most impor...
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Climbing The Ladder With Drive And Determination

by The Editors on 02 September 2009, 08:03 0 comments , 1045 views
Story Topics: Northeastern

Date of Last Edit: 4/20/2010


Kit Ching Ng did not let her dislike of math and lack of knowledge of the stock market stand in the way of making a good income and so when an opportunity at Dean Witter presented itself in 1982, Kit Ching Ng ran with it.  "I was aware of the many benefits to be gained from a career in the financial industry and I figured if I worked hard and tried my best, eventually I would become great at what I did," she said. And that's exactly what has hap...
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