Specialties
About Me
As a Financial Advisor with The Tufton Group at Morgan Stanley, Katherine places emphasis on financial planning, as it is the heart of her practice.
She currently holds various designations, such as the CERTIFIED FINANCIAL PLANNER™ designation. Katherine has a passion for helping her clients grow their wealth, while also using strategies to simultaneously help preserve their assets. Having a full grasp of the modern financial tools available here at Morgan Stanley, her focus is to give clients a world-class experience unlike any other. She is excited to help you on this journey.
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Interests & Hobbies
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Credentials
CFP, ChFC, QPFC
Chartered Designations
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Disclosures
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