EP 85: Next Gen Advisor Steers a Resilient Course During the Pandemic

Presented by

Noel Pacarro Brown, CIMA, CPWA, The Conscious Wealth Management Group & First Vice President at Morgan Stanley

About this talk

A Forbes Top Next-Gen Wealth Advisor and 2nd generation Managing Partner in the practice founded by her mother, Brown works with institutions, family offices, and high net worth individuals. As co-chair of the Consulting Group Advisory Council at Morgan Stanley, Brown regularly speaks and writes about practice management for financial advisors. We also talked about the protocol they use to address any kind of market or economic crisis, which has been especially successful during the current investor panic around COVID-19.

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