Kathleen Allison Named to Working Mother Magazine's List of Top Wealth Advisor Moms
November 20, 2018
Rochester, MN - Morgan Stanley (NYSE: MS) today announced that Kathleen Allison, a Senior Vice President, Investing with Impact Director and Financial Advisor in the Firm’s Rochester, Minnesota Wealth Management office, has been named to Working Mother magazine’s list of Top Wealth Advisor Moms.
This 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 under the age of 18 living at home.
“We congratulate Kathleen Allison for her inclusion on this list,” commented David Olson, Branch Manager of Morgan Stanley’s Rochester office. “She continues to show professionalism and dedication to her valued clients while raising a family.”
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 41 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, 2018) 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.
©2018 Morgan Stanley Smith Barney LLC. Member SIPC
This 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 under the age of 18 living at home.
“We congratulate Kathleen Allison for her inclusion on this list,” commented David Olson, Branch Manager of Morgan Stanley’s Rochester office. “She continues to show professionalism and dedication to her valued clients while raising a family.”
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 41 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, 2018) 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.
©2018 Morgan Stanley Smith Barney LLC. Member SIPC
