James J. Tracy

• Morgan Stanley Adds Exec, Tech

  By Janet Levaux, AdvisorOne  |  October 1, 2010

  Morgan Stanley Smith Barney, which has 18,087 financial advisors, tapped managing director James F. Walker to head its consulting services, which provides investment consulting and...

• Morgan Stanley Smith Barney, Nationwide Launch Select Retirement UMA Program

  By Janet Levaux, AdvisorOne  |  July 28, 2009

  Morgan Stanley Smith Barney has introduced Select Retirement, an optional income protection feature that is specially designed to augment the Select UMA unified managed account...

• Leadership in Tough Times

  By Ellen Uzelac  |  March 1, 2009

  Imagine several dozen of the nation's top financial advisors dressed in Under Armour, getting their blood drawn by technicians in white lab coats. Throw in...