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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Kamesh Nagarajan Says If You Really Want To Help People And Are Willing To Work Hard, This Is The Business For You

by The Editors on 17 June 2013, 10:30 0 comments , 293 views
Topics: Power of Diversity, Teamwork, Changing Careers, Career Development
Tags: career, industry, financial advisor, relationships, business, finance, financial planning, multicultural, new york city, kamesh nagarajan, morgan stanley weatlh management, prandara group
Date of Last Edit: 6/17/2013
Kamesh Nagarajan Multicultural Financial Advisor Forum Profile

Kamesh Nagarajan is Senior Vice President at the Prandara Group in New York City, a division of Morgan Stanley Wealth Management. Here he talks about why comprehensive wealth planning, not chasing individual investments, is the best approach to leading clients to the lifestyle and retirement they desire.

Tell us about your heritage.
I was born in Poughkeepsie, New York, but I am of Indian heritage. My parents are from Chennai. My father came to th...
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Recruiting Event: State College Career Night

by The Editors on 05 June 2013, 15:11 0 comments , 2114 views
Tags: career, financial advisor, business, finance, financial planning, morgan stanley wealth management, recruitment, career night, state college, pa
Date of Last Edit: 6/5/2013

Morgan Stanley Wealth Management, Recruitment

State College Career Night
Tuesday, June 25, 2013
6:00PM
State College, PA

Morgan Stanley Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer advice and an array of financial solutions to help people meet complex wealth management needs. We take new hires through an intensive 36-month training program specifically designed to help you join this elite group.

Morgan Stanley Wealth Management

To submit your request to attend, please cli...

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Recruiting Event: Chattanooga Career Luncheon

by The Editors on 05 June 2013, 14:56 0 comments , 337 views
Tags: career, financial advisor, business, finance, financial planning, morgan stanley wealth management, recruitment, career luncheon, chattanooga, tn
Date of Last Edit: 6/5/2013

Morgan Stanley Wealth Management, Recruitment

Chattanooga Career Luncheon
Tuesday, June 25, 2013
12:00PM
Chattanooga, TN

Morgan Stanley Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer advice and an array of financial solutions to help people meet complex wealth management needs. We take new hires through an intensive 36-month training program specifically designed to help you join this elite group.

Morgan Stanley Wealth Management

To submit your request to attend, please cli...

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Recruiting Event: Atlanta Career Night

by The Editors on 05 June 2013, 14:30 0 comments , 328 views
Topics: Special Events, Networking, Career Development
Tags: career, financial advisor, business, finance, financial planning, atlanta, morgan stanley wealth management, recruitment, career night, ga
Date of Last Edit: 6/5/2013

Morgan Stanley Wealth Management, Recruitment

Atlanta Career Night
Thursday, June 20, 2013
5:30PM
Atlanta, GA

Morgan Stanley Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer advice and an array of financial solutions to help people meet complex wealth management needs. We take new hires through an intensive 36-month training program specifically designed to help you join this elite group.

Morgan Stanley Wealth Management

To submit your request to attend, please click here.

T...

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Recruiting Event and Speaker Series

by The Editors on 31 May 2013, 09:45 0 comments , 1692 views
Tags: career, financial advisor, business, finance, financial planning, carla harris, ca, morgan stanley wealth management, recruiting event, beverly hills
Date of Last Edit: 5/31/2013
Morgan Stanley Wealth Management, Carla Harris

DATE
Monday, June 17, 2013
5:30 p.m. – 6:30 p.m. Financial Advisor Associate Recruiting Event
6:30 p.m. – 7:00 p.m. Reception
7:00 p.m. – Featured Guest Speaker: Carla Harris

LOCATION
Beverly Hills, California

FEATURED SPEAKER
Carla Harris
Managing Director
Morgan Stanley Investment Management
Author, Expect to Win

FINANCIAL ADVISOR ASSOCIATE RECRUITING EVENT
Morgan Stanley Wealth Management (MSWM) is actively searching for individuals interested in fi...

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Ruven Rodriguez Discusses his Keys to Success

by The Editors on 28 May 2013, 07:19 0 comments , 608 views
Topics: Client Relationship Skills, Client Development, Career Development
Tags: career, financial advisor, relationships, business, finance, financial planning, morgan stanley wealth management, philanthropy, high net worth, intergenerational wealth transfers
Date of Last Edit: 5/28/2013
Ruven Rodriguez Morgan Stanley Wealth Management Financial Advisor

For the past 23 years, Ruven Rodriguez has been helping his clients manage their portfolios, their intergenerational wealth transfers and their philanthropic endeavors.  We sat down with Ruven to discuss his keys to success.

Your practice focuses on the highest end clients in wealth management.  Are there specific issues that other Financial Advisors may not have to deal with?
High-end clients represent the greatest challenges from a planning pers...
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As a Financial Advisor, Jeffrey 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 , 2430 views
Tags: career, financial advisor, business, finance, financial planning, ca, jeffrey won, sacramento, morgan stanley wealth management
Date of Last Edit: 5/21/2013

Jeffrey Won, Morgan Stanley Wealth Management

Jeffrey Won has had two employers in his career:  The US military and Morgan Stanley.  Loyalty and giving back to the community are the driving forces behind Jeffrey’s motives. In addition to his financial services practice based in Sacramento, he mentored more than 4500 college students and was instrumental in providing community activities for underprivileged children.  We sat down with Jeffrey to discuss his extraordinary career.

You’ve spent ...

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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 , 2279 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 , 9708 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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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 , 2321 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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