The Manhattan Beach Chamber of Commerce is excited to help you all get to know Lisa Garey of Morgan Stanley a bit better. Lisa has been a tremendous friend and supporter of the Chamber from the first day she engaged with the group. When she first heard about the Young Entrepreneurs Academy she was so excited that she wanted to be the presenting sponsor of the program. It was important to her that these budding business people have the tools and opportunity to be successful. Lisa and Morgan Stanley have been such a key part of many of the chamber’s events and moving the needle forward here in Manhattan Beach. Please take a moment and hear from Lisa herself on why she loves to work here in the South Bay.
How long have you been working in the South Bay? What made you choose this area?
I started my career in finance in 1996, traveling to offices in Century City until three years ago when I was recruited by Morgan Stanley. Offering me the opportunity to work in the South Bay was an added perk to joining one of the largest global financial institutions. While I’ve served the South Bay since I began my career, the ability to work where I live allows me to focus more in the community I call home.
What led to you getting involved with the Young Entrepreneurs Academy?
I have always wanted to give back to kids in the community through financial education. In junior high, I had a rewarding experience by participating in a program sponsored by a bank where I learned about banking and some basic financial concepts. The opportunity to sponsor the very first YEA program allowed me to fund an amazing program that focused on teaching kids more than balancing a checkbook. A program where learning more about the concept of entrepreneurship along with important aspects of business and finance couldn’t have been a better way for me to give back.
How did you first engage the community when you started here?
Last November, I hosted an event at Trina Turk called “Raising Financially Savvy Girls”. Mothers and daughters were invited to attend. Morgan Stanley promotes a book with the same title and the kids in attendance received a copy of the book, along with a fun goodie bag. I sat and spoke with kids of all ages and was happy to hear how many were saving, how many had babysitting jobs for extra money, along with their goals for the future. I’ll be following up with some of the mothers and daughters who attended soon to continue the conversation.
What have been some of your other favorite projects?
I would like to continue the Raising Financially Savvy Girls series and expand to Raising Financially Savvy Kids. Along with educating kids, I speak on Women and Wealth. In January, I spoke on the subject at Women’s Council of Realtors South Bay. I’m currently the chairwoman of the American Heart Association’s Go Red for Women South Bay Luncheon on May 20th and I serve on the Board of Directors at the Cancer Support Community of Redondo Beach. Morgan Stanley has matched a portion of my donations to these causes.
What is your take on the Chamber’s evolution?
The Chamber is becoming an even greater community asset for businesses and business owners. They foster connections and are committed to supporting professionals in Manhattan Beach. The evolution of their social media, informative emails and events, such as the YEA program, exhibit how well the dynamic strategy is working.