How to Suceed in New York

Ms.Domitilia dos Santos is Senior Portfolio Management Director and Senior Vice President of Wealth Management at Morgan Stanley Smith Barney.

Ms. dos Santos has been with the firm for the past 24 years. She has licenses in securities, annuities, life, disability and long term health care insurance and has been designated by the Consulting Group as a Senior Investment Management Consultant. She has been a member of the Director’s Council for the past 12 years, a distinction awarded to the top five percent of Smith Barney’s Financial Advisors. With her team of six associates, Ms. dos Santos manages or consults assets for institutions, private investors and families.

The dos Santos Group specializes in strategic planning, including financial planning, asset allocation, manager selection and liaison, estate planning, liquidity and diversification strategies, wealth transfer, and asset and liability management. The group provides comprehensive wealth management through their specialization in security selection (stocks, bonds, and hedging strategies), income distribution models and taxation planning strategies. Ms. dos Santos is an Arbitrator with the NASD, New York Stock Exchange and a member of its Hearing Board. She has lectured at New York University, The New School for Social Research, and The City University of New York.