Lily Engelhardt, LiliAnn Stafford and Natalie Engelhardt of The Lily Group are pioneers of socially responsible investing.
James Rooney communicates with deaf clients using sign language, giving them privacy to discuss their investments without a translator.
In between driving strategic partnering and practice management initiatives, Rosalie Berman still finds time to mentor younger employees.
At Morgan Stanley, female leadership brings a powerful fresh dynamic to our Wealth Management field—one that helps build a culture of excellence.