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Insights for investors from one who knows firsthand

URL: http://www.jewishjournal.com/finance/article/insights_for_investors_from_one_who_knows_firsthand_20120118

Rebecca Rothstein, a managing director at Morgan Stanley Smith Barney in Beverly Hills, focuses on helping high net worth and ultra-high net worth investors with estate, tax and financial planning. But she hasn’t always been a Barron’s top 100 financial advisor. A high-school dropout who went on to get her GED and an associate’s degree in design and merchandising, Rothstein started out as a buyer for the Robinson’s department store chain but left the job because it required too much time on the road away from her four young sons.

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