Morgan Stanley (NYSE: MS) today announced that Valerie B. Dugan, a Senior Vice President, Financial Advisor in the Firm’s Hartford, CT Wealth Management office, has been named to Working Mother magazine’s inaugural list of Top Wealth Advisor Moms.
This new listing recognizes a select group of individuals who, while pursuing careers as successful Financial Advisors, also juggle the responsibilities of having one or more children living at home.
“I am pleased that Valerie Dugan is representing Morgan Stanley and our working mothers,” commented Diane Pacuk, Branch Manager of Morgan Stanley’s Hartford, CT office. “To be named to this inaugural list recognizes Valerie’s professionalism and dedication to the needs of her valued clients.”
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
Source: Working Mother magazine (October/November, 2017) SHOOK™ Research considered Financial Advisors who are mothers with children living at home and under the age of 18. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Working Mother or SHOOK Research in exchange for the ranking. For more information see www.SHOOKresearch.com.