ADVISOR BIO

Catherine Marino-edwards is a registered investment advisor with over 10 years of experience in the financial industry. Catherine is currently employed with Morgan Stanley and is licensed to provide investment advice in California and Texas. Before joining Morgan Stanley, Catherine worked at Hilltop Securities Inc. Catherine is a strong proponent of developing long-term financial plans for individuals and families. Catherine holds a Series 63, 66, 7, and SIE licenses and is committed to providing her clients with the highest quality financial advice.

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ADVISOR BIO

Catherine Denisse Cazares is a financial advisor with J.p. Morgan Securities LLC. Catherine has been in the industry since December 12, 2022. Catherine is registered with the state of California and holds Series 63, Series 6TO and SIE licenses. Catherine specializes in portfolio management for individuals and businesses, financial planning and pension consulting.

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ADVISOR BIO

Catherine Shen is a financial advisor with Morgan Stanley in Cupertino, CA. Catherine has been in the industry since 2014 and has been registered with FINRA since 2024. Catherine has passed the Series 63, Series 65, Series 7TO, and SIE exams. Catherine provides financial planning, pension consulting, educational seminars, and selection of other advisers, in addition to portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Catherine Cheung is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Irvine, California. Catherine has been in the financial services industry since 2020. She holds the Series 66, 7TO, and SIE securities licenses and is registered with the states of Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Michigan, Montana, Nebraska, New York, North Carolina, Oregon, Puerto Rico, Tennessee, Texas, and Virginia. Catherine has specializations in various financial planning areas including Retirement Planning, College Planning, Estate Planning, Insurance Planning, and Business Planning.

SPECIALIZATIONS

ADVISOR BIO

Catherine Constance Christ is a financial advisor with over 25 years of experience in the financial services industry. Catherine is currently registered with Sageview Advisory Group, LLC in California and Utah and holds a Series 6, 63, and 65 licenses. Catherine has a proven track record of success in helping individuals and families reach their financial goals. Catherine specializes in providing comprehensive financial planning, portfolio management, and investment advisory services. Catherine has extensive experience working with high-net-worth individuals, families, corporations, and institutions.

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ADVISOR BIO

Catherine Fang is a financial advisor at Morgan Stanley. Catherine has been in the industry since 2003. Catherine holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Catherine has a broad range of experience, having worked with financial institutions such as CITIGROUP GLOBAL MARKETS INC. and PRINCOR FINANCIAL SERVICES CORPORATION. Catherine is registered in 27 states, including California, Texas, and New York. Catherine specializes in financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and providing asset allocation advice.

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ADVISOR BIO

Catherine Decarlo is a financial advisor with The Wealth Consulting Group. Catherine has been in the industry since March 2004 and has experience working with clients across a range of needs, including high-net-worth individuals, corporations, and charitable organizations. Catherine holds a Series 6, 7, and 66 license and is registered in the state of California as a registered investment advisor and broker-dealer. Catherine's focus is on providing comprehensive financial planning, portfolio management, and pension consulting services to help her clients achieve their financial goals.

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ADVISOR BIO

Catherine Rose Chen is a financial advisor with RBC Capital Markets, LLC, a registered investment advisor with over $50 billion in assets under management. Catherine is a highly experienced advisor with a focus on providing comprehensive financial planning and investment management services to a diverse clientele. Catherine has been in the financial services industry since February 2002, with previous experience at UBS Financial Services Inc. and Piper Jaffray & Co.. Catherine is licensed in numerous states across the country and holds multiple licenses and certifications, including the Series 7, Series 31, Series 66, and SIE exams. Catherine is committed to providing clients with personalized financial advice and investment strategies tailored to their unique needs and goals.

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ADVISOR BIO

Catherine Depuy is a financial advisor who has been in the industry since 1995. Catherine holds Series 3, 7, 63 and 66 licenses. Catherine is currently registered with Morgan Stanley and has been with the firm since 2010. Prior to joining Morgan Stanley, Catherine worked at THE BUCKINGHAM RESEARCH GROUP INCORPORATED, JOSEPHTHAL LYON & ROSS INCORPORATED and SMITH BARNEY INC. Catherine is also registered in multiple states, including California and Texas. Catherine's area of expertise includes asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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ADVISOR BIO

Catherine Irene Fortier is a financial advisor with LPL Financial LLC. Catherine has been in the financial industry since 2011. Catherine has experience with Prudential Insurance Company of America and Edward Jones. Catherine is registered in Missouri and has a Series 7 and Series 66 license.

SPECIALIZATIONS