Morgan Stanley (NYSE:MS) today announced that Lisa M. Cregan has been appointed Mid-Atlantic Regional Director for Morgan Stanley Wealth Management, based in Washington, D.C.
The region, one of 12 nationwide, includes six complexes and 40 branch offices stretching from northern Virginia to Northern Ohio. It encompasses the Washington, D.C./Annapolis, Baltimore, Pittsburgh and Cleveland metropolitan areas. Clients of this region are served by 980 Financial Advisors and hold over $106 billion in assets with Morgan Stanley Wealth Management.
The position reports to Richard Skae, Northeast Division Director, who said, “Lisa Cregan is an accomplished leader – passionate about serving clients, developing the professional skills of our people and advancing women in finance. She will do an excellent job leading our Mid-Atlantic Region.”
Ms. Cregan previously served as a Complex Manager in Houston, TX, where she was named one of Houston’s “50 Most Influential Women” in 2011 by
Houston Woman Magazine
. Prior to joining Morgan Stanley in 2010, she spent 27 years at UBS and a predecessor firm, Paine Webber.
A former Olympic equestrian contender, Ms. Cregan is on the board of trustees of the Women’s Sports Federation. She holds B.A. and M.B.A. degrees from Georgetown University, where she was a member of the first M.B.A. class.
In the regional director role, Ms. Cregan succeeds Drew Hawkins, who was recently named Head of the new Global Sports and Entertainment Group at Morgan Stanley Wealth Management.
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, banking services, annuities and insurance, retirement and trust services.
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