Drafted copy to define and articulate the firm's wealth management process and targeted client segments.
“That’s the job I want,” Terri Ferri, a sales assistant then, told her mother after introducing her to the branch manager during an office visit 25 years ago. With every faith in her ambitious and talented daughter, her mother knew Terri would have to work hard in the male-dominated banking field to get there. Today, Terri is Branch Manager of Morgan Stanley’s Purchase, N.Y., Headquarters Office and was recently named a Morgan Stanley MAKER...
Linda Stephans discusses her success as managing director and how women can help other women succeed in the world of finance and wealth management.
At a young age, her parents impressed upon her “the responsibility to improve other’s lives,” and she took it to heart, serving on more than a dozen non-profit boards.
“A dream is a wish your heart makes.”
Disney fans will recognize this phrase. But for Kristen Sario, it’s been a mantra and source of inspiration since she was 17, when her mom jotted it down and gave it to Kristen as she drove off with dad for an important audition at Walt Disney World.
Beginning her career at the peak of the financial crisis, one of Forbes’ Top 500 Millennial Financial Advisors of 2017, Mary Guza credits her success to hard work and putting clients first.