Holly Smith

2020 Speaker
Holly Smith

HOLLY SMITH is the regional training officer in Morgan Stanley Wealth Management’s Pacific Coast Region. She is responsible for managing the development of associates in the 24-month Wealth Advisor Associate Program and the associates in the 36-month Financial Advisor Associate Program across the eight states that comprised the Pacific Coast Region. Smith joined Morgan Stanley in 2013. Previously, she served as a consulting group analyst with a stock plan services and corporate executive wealth planning team based in Boston. She leverages her industry knowledge and utilizes her experience from her consulting group analyst role to help trainees define business development and create scalable wealth strategies. She is committed to giving back and volunteers with the American Association of University Women and the Junior League of San Francisco. Smith and her husband Greg live in San Francisco. She earned a BBA degree in management from James Madison University. She also earned a Certified Investment Management Analyst – CIMA ® designation; a certification awarded by the Investments & Wealth Institute from The Wharton School at the University of Pennsylvania. Smith holds securities licenses Series 7, Series 66 as well as a Series 31.

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