Rebecca Rothstein
FIRM: Morgan Stanley Private Wealth Management
AUM: $2,200,000,000
SPECIALTY: Generalist
LOCATION: Beverly Hills, Calif.
Susan Heuer
FIRM: Merrill Lynch
AUM: $2,419,000,000
SPECIALTY: Wealth Management
LOCATION: Houston
Mary Deatherage
FIRM: Morgan Stanley Private Wealth Management
AUM: $1,500,000,000
SPECIALTY: Wealth Management/HNW
LOCATION: Little Falls, N.J.
Ami Forte
FIRM: Morgan Stanley Smith Barney
AUM: $2,210,000,000
SPECIALTY: Advising executives and entrepreneurs/complex strategies
LOCATION: Palm Harbor, Fla.
Karen McDonald
FIRM: Morgan Stanley Smith Barney
AUM: $10,000,000,000
SPECIALTY: Corporate Stock Plan Director
LOCATION: Palo Alto, CA
Heliane Steden
FIRM: Merrill Lynch
AUM: $2,739,000,000
SPECIALTY: Ultra HNW families
LOCATION: New York
