05/01/2026
I am incredibly proud to announce the promotion of Margaret George to Wealth Management Associate.
Margaret has been a cornerstone of our team since I joined in 2016, but her legacy at Morgan Stanley goes back even further to 2004. For over two decades, she has dedicated herself to navigating the complex needs of ultra-high-net-worth families with a level of care and precision that is rare in this industry.
In her new role, Margaret will take an even larger lead in shaping our client service model and executing the sophisticated financial planning and portfolio strategies our clients rely on. Her deep experience and "client-first" mindset ensure that our families continue to receive the dedicated, high-level support they deserve.
Please join me in congratulating Margaret on this well-deserved achievement!