ADVISOR BIO

Catherine Jeanette Rachford is a financial advisor at Morgan Stanley. Catherine has been in the financial services industry since August 7, 2000. She is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Catherine holds a Series 7 General Securities Representative, Series 63 Uniform Securities Agent State Law Examination, Series 66 Uniform Combined State Law Examination, and SIE Securities Industry Essentials Examination. Catherine has a current registration with Morgan Stanley as a registered representative in California and Texas. Catherine has previous registrations with UBS Financial Services Inc., and Banc of America Securities LLC.

SPECIALIZATIONS

ADVISOR BIO

Catherine Odonnell is a financial professional with over 14 years of experience in the industry. Catherine is currently registered with J.P. Morgan Securities LLC, where she has been employed since October 1, 2008. Catherine is a Series 7, 24, 63, SIE, and 79TO licensed professional. Her expertise encompasses a broad range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. With a focus on delivering personalized and client-centric solutions, Catherine is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Catherine Blake is a financial advisor with over 30 years of experience in the industry. Catherine is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide investment advice in multiple states including California, Texas, and Arizona. Catherine offers a variety of services to her clients, including portfolio management for businesses and individuals, pension consulting, and educational seminars. She has a deep understanding of the financial markets and is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Cathy Lee Kosley is a registered investment advisor representative with Morgan Stanley. Cathy has been in the financial services industry since 1981. Cathy is registered with the Securities and Exchange Commission (SEC) and several state securities authorities. Cathy holds Series 6, 7, 63 and 65 licenses. Cathy's previous employment includes CITIGROUP GLOBAL MARKETS INC., Cigna Financial Advisors, Inc., and The Great-West Life Assurance Company.

SPECIALIZATIONS

ADVISOR BIO

Cearull Jack Horgan is a financial advisor at J.P. Morgan Securities LLC. Cearull Jack Horgan has been in the financial industry for over 15 years and is registered with the Securities and Exchange Commission (SEC) and has passed several industry exams including the Series 7, 63 and 66. Cearull Jack Horgan has experience working with various firms, including BlackRock Investments, LLC and Quasar Distributors, LLC. Cearull Jack Horgan is also a Certified Financial Planner™ and a Chartered Financial Analyst. J.P. Morgan Securities LLC is a broker-dealer and investment advisor with over $50 billion in assets under management.

SPECIALIZATIONS

ADVISOR BIO

Cecilia Montoya is a registered representative with Morgan Stanley. Cecilia has been in the securities industry since April 20, 1993. Cecilia has a Series 3, 7, 9, 10 and 63 license. Cecilia is registered with the state of California.

SPECIALIZATIONS

ADVISOR BIO

Celia Gorbatovsky is a financial advisor with over 17 years of experience in the industry. Celia is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Prior to joining J.P. Morgan, Celia worked at First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley and UBS Financial Services Inc. Celia has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Celia holds a Series 3, Series 7, Series 9, Series 10, and Series 66 license.

SPECIALIZATIONS

ADVISOR BIO

Cesar Shinzato is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Cesar is licensed in 53 states and the District of Columbia. Cesar has been in the industry for 8 years. Cesar specializes in working with High Net Worth Individuals, Corporations, and Pension and Profit Sharing Plans.

SPECIALIZATIONS

ADVISOR BIO

Chace Maria Schornstein is a financial advisor registered with UBS Financial Services Inc. based in San Francisco, CA. Chace Maria Schornstein has over 5 years of experience in the financial industry. Chace Maria Schornstein is currently registered with UBS Financial Services Inc. and is licensed to provide financial services in the states of California, New York, and other jurisdictions.

SPECIALIZATIONS