Morgan Stanley Smith Barney

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Morgan Stanley and Smith Barney have joined together to form the new leader in wealth management. Our firm has an unprecedented depth of resources, unmatched access to independent money managers and the capital markets, and innovative financial planning tools.
All of this means we have an unrivaled wherewithal to help you achieve what’s important to you. All delivered with the same high level of service you’ve come to expect from us. I’m excited about what our new firm has to offer and committed to using everything Morgan Stanley Smith Barney has to meet your needs. I look forward to exploring these opportunities with you.

Specialties

Wealth Advisory

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New Hires and Recent Promotions at Morgan Stanley Smith Barney

  • Val Tellado, Senior Vice President - Data Strategy

    was Senior VP - Data Strategy - 5 months ago

  • Jerry Medved, Senior Vice President - Wealth Management

    was SVP - Wealth Management - 5 months ago

  • Richard White, Second Vice President- Wealth Management

    was Financial Advisor - 5 months ago

  • Gwen Marsico, FVP, Client Experience, Process

    was First Vice President Client Experience, New Account Process - 5 months ago

  • Raja Roy, VP, Technology

    was VP, Editorial Technology - 5 months ago

To see more new hires & promotions: Join Now or Sign In

Last edited by Vice President - Investments at Smith Barney

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