Structuring for Scale and Optimizing your Legacy: Best Approaches for Teaming and Succession Planning
Presented by Noel Pacarro Brown, CIMA®, CPWA®
Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley
Session date and time May 1, 2023 9:30 - 10:30 a.m.
In this interactive session, three speakers representing different wealth management channels and perspectives will discuss lessons-learned and best practices in approaching team structure and development and advisor succession planning in a lively fireside chat and audience Q&A. The discussion will be moderated by Sterling Shea of Morgan Stanley.
Philanthropy as a Catalyst for Client Engagement and Business Growth
Moderated by Noel Pacarro Brown, CIMA®, CPWA®
Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley
Session date and time May 2, 2023 11:00 a.m. - 12:00 p.m.
In this session, two leaders in philanthropy will offer examples of integrated capital, share the expectations of their ultra-high-net-worth clients, and discuss the role of advisors in this critical conversation. You can expect to gain valuable perspective as well as receive actionable ideas for advisors to shape their practices for growth with philanthropy as the catalyst.
ACE Academy 2023
Speaker Bio
Noel Pacarro Brown, CIMA®, CPWA® Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley
Noel Pacarro Brown joined Morgan Stanley in 2007 as the lead of The Conscious Wealth Management Group at Morgan Stanley, a team started by her mother, Gwen Pacarro more than 35 years ago. Pacarro Brown works with families, foundations and founders to advance the mission of their money to create purposeful lives and legacies.
Pacarro Brown has earned the title of Investing With Impact director at Morgan Stanley, and has been recognized nationally by several Forbes lists: Top Women Advisor; Top NextGen Advisor; Best in State Advisor; and as a Top Advisor by Working Mother Magazine. At Morgan Stanley, Pacarro Brown is part of the Women Without Limits initiative, serves as co-chair of the National Consulting Group Advisory Council, and was named to the MAKERS class of 2018. She is a proud advocate of Investing with Impact. She is an award-winning author and her work can be found on podcasts, across national blogs and industry publications. She served as co-host of the Better Money Show, a podcast by XRAY.fm that highlights people who are driving capital to drive change.
Throughout the year she can be found presenting on stage at national conferences. Pacarro Brown serves on the board of the Investments & Wealth Institute. She grew up on Oahu and graduated from Punahou School. She attended Wellesley College before graduating with honors from Brown University, and her master's in teaching from Pacific University.
