Featured Stories

Troy A. Mooyoung Recognizes Diversity As An Asset When Building A Financial Advisory Business



Troy A. Mooyoung is a Senior Vice President, Branch Manager of the LaSalle Street office in Chicago, IL. He works closely with the Chicago Regional Management team to recruit and develop new Financial Advisors and maintain Morgan Stanley Smith Barney's commitment to diversity. Previously, Troy was the Regional Business Development Manager based in Chicago where he supervised a team of Complex Business Development Officers.

Mooyoung started out...

Using A Combination Of Instinct & Training, Sheila Terry Cromwell Has Built A Very Successful Business



Industry veteran Sheila Terry Cromwell joined Morgan Stanley Smith Barney in August, 2008. She was a trailblazer for women not only in the financial services industry, but in other industries, as well. She talked to us about her background, the importance of good client communication, and why she loves her work as a Financial Advisor.

How did you get started in the profession?
I got started in the financial services profession quite by accident, ...

Mary Kay Kluge Knows When To Make The Right Move



The key to success lies in reinvention. Just ask Mary Kay Kluge. For Kluge, Senior Vice President, Wealth Advisor and Portfolio Manager in Naperville, Il, that’s involved making some gutsy moves—and seizing the opportunity posed by a number of market crises. “The more challenging the market, the more the client needs us,” says Kluge.

Mary Kay’s first jobs out of college involved selling software and consulting services to the financial services i...

For Gwen Cohen Being A Good Advisor Is Tantamount To Being A Good Person



Gwen Cohen is all about mentorship. For her, a First Vice President, Investment Consultant and Wealth Advisor at Morgan Stanley Smith Barney in Chicago, that means providing guidance both to her advisory clients and a host of young adults—and really knowing how to listen.

Cohen hadn’t planned on becoming a Financial Advisor originally. After receiving an MBA from Northwestern’s Kellogg School of Management, a colleague with the local MBA associ...

Return To Work Inspiration & Strategy Offered At Career Relaunch Forum



This past October 30 at Seton Hall University in South Orange, N.J., over 150 people attended the Career Relaunch Forum for mid-career professionals on career break looking to return to work. Morgan Stanley Smith Barney joined several other firms and organizations in sponsoring the event, which was produced by career reentry programming company iRelaunch. iRelaunch was founded by Carol Fishman Cohen (r) and Vivian Steir Rabin (l); co-authors of...

Gwen Pacarro Has Charted Her Own Course



Two years ago, Gwen Pacarro entered the ranks of management as Complex Manager in Hawaii for Morgan Stanley Smith Barney. It was a big change for Pacarro, who had been a Financial Advisor for more than 20 years, including nine as a Wealth Advisor. But it’s an experience she’s relished--and a job she’s mastered with characteristic energy and enthusiasm.

Why did you decide to enter the profession?
I worked in management for an airline company for n...

Teamwork And Long-Term Planning Has Provided Stephanie Twomey—And Her Clients—Something To Be Proud Of



For Stephanie Twomey, who became a Financial Advisor in 1983 right after obtaining an MBA from the Stanford Graduate School of Business, the real satisfaction from her work comes from thoroughly understanding her clients’ goals—and helping to make them a reality.

Twomey, Director, Morgan Stanley Private Wealth Management, and founding partner of the Twomey Zell Group, started her professional life as a teacher, and it shows. She excels at clearl...

Anouchka Balog; Crossing Borders and Boundaries



Anouchka Balog has been with Morgan Stanley Smith Barney for 16 years. A native of French-speaking Canada, she moved to the United States in 1988, where she mastered English and the U.S. tax code to set up a successful investment practice. In 2009, she ranked among the Top 100 Women Financial Advisors in Barron’s annual survey.


How did you get your start in the financial services business?
My interest in managing money began when I was a child. I ...

From Architect To Model, Nadine Wong Has Built On Her Past Experience To Become A Successful Wealth Manager



When Nadine Wong was working as an architect and a fashion model in the 1980’s, she never dreamed she’d become a highly successful Wealth Manager—or that the lessons she learned back then would help her in her new career. But, 18 years after joining Morgan Stanley Smith Barney, Wong, who is an Executive Director with the Private Wealth Management division in New York, says she can see clearly just how much those early experiences helped her to b...

Taryn Sievers; A Skilled And Practiced Juggler



Taryn Sievers has been a Financial Advisor for 25 years—a longevity that is not just a tribute to her abiding passion for her work. It reflects her deep commitment to hundreds of client households and the Oakland, CA office where she launched her career in the mid-1980s. And it complements an equally rich and busy family life, with two small children at its center.

“I’m a really good sport,” is how she laughingly describes herself and the often h...