Morgan Stanley Smith Barney announced that Kathy Roeser, a Senior Vice President, Wealth Advisor in the Firm’s Chicago office, has been named to Barron’s annual list of America’s Top 100 Women Financial Advisors.
The “Barron’s Top 100 Women Financial Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are the volume of assets overseen by the Financial Advisor, revenue produced for the Firm and quality of service provided to clients. Investment performance is not an explicit criterion.
“I am extremely proud that Roeser is representing Morgan Stanley Smith Barney on this list,” commented Mark Evans, Complex Manager of Morgan Stanley Smith Barney’s Chicago office. “This listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”
Morgan Stanley Smith Barney, a global leader in wealth management, provides a range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,300 offices in 43 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.