Featured Profiles

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For Jason Pace, Whether It’s Football Or Financial Advising, The Key To Success Is A Good Team.

by The Editors on 02 May 2012, 10:12 0 comments , 1648 views

Date of Last Edit: 5/2/2012


He’s always been a team player.  In fact, Jason Pace was a star tailback at the Naval Academy, leading the team in rushing in 1991.  So did exploits on the gridiron help him become a Financial Advisor today?  An FA partner of the RM Compass Group at Morgan Stanley Smith Barney in Atlanta, Jason tells us how being a team player helped him reach great heights not just on the football field, but also in the world of finance.

How did you end up being...
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MSSB Leads Barron's Top 100 FAs List With 30 Spots

by The Editors on 24 April 2012, 15:29 0 comments , 840 views
Tags: morgan stanley smith barney, barron's, top 100 financial advisors, fas
Date of Last Edit: 4/24/2012

Morgan Stanley Smith Barney led Barron's 2012 "Top 100 Financial Advisors" list, earning 30 spots, including six in the top 10. The Firm claimed the No. 1 and No. 2 advisors and nearly half of the top 25.

The list, which appears in the April 16 issue of the weekly, ranks advisors according to assets under management, revenue produced for the firm, regulatory record.

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Our Diversity Initiatives In The Spotlight

by The Editors on 23 April 2012, 10:54 0 comments , 212 views
Topics: Power of Diversity, Client Development, Career Development
Tags: morgan stanley smith barney, clients, diversity, inclusion, investment news, multicultural networking group, multicultural financial advisors forum, mentoring
Date of Last Edit: 4/23/2012
Kerry Piercy, head of diversity and inclusion at Morgan Stanley Smith Barney, is quoted in Investment News.

Kerry Piercy, head of diversity and inclusion at Morgan Stanley Smith Barney, is quoted in an article for Investment News on the Firm’s diversity initiatives. 

Piercy cites the Firm’s Multicultural Networking Group as well as the Multicultural Financial Advisors Forum which aims to encourage mentoring and idea sharing.

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Special Event

by The Editors on 17 April 2012, 11:07 0 comments , 688 views
Tags: career, industry, financial advisor, morgan stanley smith barney, relationships, business, finance, financial planning, women, conference, irelaunch, return to work conference
Date of Last Edit: 4/17/2012
iRelaunch Return to Work Conference in Chicago, sponsored by Morgan Stanley Smith Barney

Chicago, IL

Want to learn how to get back to work after a career break? 

Come to the April 27 iRelaunch Return to Work Conference, sponsored by Morgan Stanley Smith Barney, and other employers, and hosted by Kellogg School of Management in the Chicago suburbs. 
 
The iRelaunch Return to Work Conference is an exciting day of networking, career assessment, and search strategies from career re-entry experts, successful relaunchers, and employers. Inclu...
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Pari Hashemi Tells Us How She's Built A Successful Business In A Little Over Two Years

by The Editors on 16 April 2012, 08:32 0 comments , 395 views
Tags: career, industry, financial advisor, morgan stanley smith barney, relationships, business, finance, financial planning, women, pari hashemi, seminars, public speaking
Date of Last Edit: 4/20/2012
Pari Hashemi is a Financial Advisor with the McFadden Group at Morgan Stanley Smith Barney located in the Market Street office in Philadelphia.

Pari Hashemi is a Financial Advisor with the McFadden Group at Morgan Stanley Smith Barney located in the Market Street office in Philadelphia.  She has only been in production since late 2009, yet she has already amassed an impressive list of accomplishments.  With an ever-expanding Rolodex that she frequently uses for business referrals, Pari says her goal is to help women reach the top echelons of their business by being financially responsib...
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Morgan Stanley Chairman and CEO James Gorman on Charlie Rose

by The Editors on 12 April 2012, 12:49 0 comments , 572 views
Tags: business, morgan stanley, james gorman, charlie rose, client-focus, global economy
Date of Last Edit: 4/12/2012
Morgan Stanley Chairman and CEO James Gorman on Charlie Rose

In a wide-ranging interview, Morgan Stanley Chairman and CEO James Gorman on Charlie Rose about how Morgan Stanley is evolving to a lower-risk, more client-focused business model, and sizes-up the strengths and weaknesses of the global economy.
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Simon Canasi Reflects On How The Child Of Cuban Refugees Built Up His Business And Became A Civic Leader

by The Editors on 09 April 2012, 12:29 0 comments , 481 views
Tags: career, community, tampa, industry, financial advisor, morgan stanley smith barney, relationships, bay of pigs, fbi, business, finance, financial planning, simon canasi, cuba, merrill lynch
Date of Last Edit: 4/9/2012
Financial Advisor Simon Canasi Reflects on How The Child of Cuban Refugees Built Up His Business and Became a Civic Leader

In May of 1961, five year old Simon Canasi moved to Tampa, Florida, when his parents fled Cuba shortly after the Bay of Pigs invasion. Simon always wanted to re-pay the community that welcomed him and his family. After turning down an offer to join the FBI, Simon chose a career in Financial Services which then led to his career as a Financial Advisor. Added to his success, he’s been able to re-pay his community, with plenty of interest.

We sat do...
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How Bill Kwon's Entrepreneurial Spirit Helped Him Become "The Embodiment Of The American Dream"

by The Editors on 01 April 2012, 18:38 0 comments , 4215 views

Date of Last Edit: 4/1/2012


Senior Vice President and Financial Advisor Bill Kwon is an entrepreneur by nature. He arrived at Morgan Stanley Smith Barney 16 years ago, looking for an opportunity to build his own business. Kwon moved to the United States from Korea with his family when he was young - circumstances, he says, that taught him the value of hard work and perseverance. In this interview with us, Kwon discusses how he built his business and the ways in which goals...
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MSSB Supports Inspiration Book Launch

by The Editors on 29 March 2012, 16:44 0 comments , 542 views

Date of Last Edit: 3/30/2012

L-R: Crystal McCrary, Andy Saperstein, Iman

Earlier this month, Morgan Stanley Smith Barney hosted the launch of the book Inspiration: Profiles of Black Women Changing Our World (ABRAMS) at the International Center of Photography in New York. Over 400 guests, including Financial Advisors, clients and community and business leaders, joined Head of Wealth Management Andy Saperstein to celebrate the author Crystal McCrary and salute the 30 women fea...
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Otha Smith Explains Why You Need An Advocate

by The Editors on 25 March 2012, 17:02 0 comments , 647 views

Date of Last Edit: 3/30/2012


Otha Smith has been with Morgan Stanley Smith Barney for 11 years and is currently Senior Annuity Planning Specialist in Chicago. In addition to being a valued resource to the firm’s Financial Advisors, he has also authored a book of humor. Here he talks about his experience … and his observations.

Your degree is in advertising and marketing. How did you get into financial services?
After graduating University of Alabama, I was accepted into gradu...
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