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Specialties
Katherine A.
Ciccimaro is a dedicated Financial Advisor focuses in comprehensive financial planning. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant (ChFC®), and Financial Planning Specialist designations, reflecting her commitment to professional excellence. Katherine earned her Bachelor of Science in Financial Economics from the University of Maryland, Baltimore County, where she was actively engaged in student leadership as Treasurer of the Pre-Nursing Society and as a member of the Economics Council. Katherine resides in Street, Maryland, with her husband, Nick, their daughter, Sophia, and their two dogs, Moose and Coco. A former Miss Maryland USA contestant and lifelong athlete, she brings energy, discipline, and determination to both her personal and professional pursuits. Passionate about the stock market and long-term investing, Katherine leverages her experience to help guide clients toward financial independence and level of confidence. As an active member of Morgan Stanley’s Women in Wealth, Katherine is committed to helping to empower individuals and families with clear, thoughtful strategies tailored to their goals. Her blend of technical insight, personal dedication, and client-first philosophy underscores her role as a dedicated financial advisor, delivering a world-class experience and instilling confidence at every stage of her clients’ financial journeys. Katherine was also awarded the 2024 Five Star Wealth Manager award, which showcases her commitment to excellence.
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Always free for clients.
ChFC, CFP
Chartered Designations
What do these credentials mean?
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Securities Agent: AL, WA, TX, NY, NM, KS, GA, CO, WI, SD, MO, VA, UT, PA, OK, NH, MS, IN, VT, MD, IA, AR, MN, MA, LA, KY, DC, CT, MI, DE, AZ, SC, OH, ME, IL, WV, MT, HI, FL, CA, OR, NJ, NC; General Securities Representative; Investment Advisor Representative NMLS#: 2375809 CA Insurance License #: 4477690 AR Insurance License #: 18826967