ADVISOR BIO

Katherine Rhodes Lust is a financial advisor with Robert W. Baird & Co. Inc.. Katherine has been in the industry since 2020 and holds the Series 7, Series 66 and SIE licenses. She is also a Certified Financial Planner. Katherine specializes in providing financial planning, portfolio management and investment advisory services for individuals, businesses, and pooled investment vehicles. Katherine has experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Katherine Hickey is an Investment Advisor Representative at Beacon Pointe Advisors, LLC. She has been in the industry since 2017 and is registered to provide investment advisory services in Pennsylvania. Katherine has a Series 63, Series 65, and Series 7 license. Before joining Beacon Pointe Advisors, Katherine worked at J.P. Morgan Institutional Investments Inc. Katherine specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Katherine Baum is a financial advisor with over 19 years of experience in the industry. Katherine is currently registered with Morgan Stanley in Pittsburgh, Pennsylvania. Katherine is also registered in Texas as a resident Investment Advisor. Katherine previously held roles at QUASAR DISTRIBUTORS, LLC in Portland, Maine and Northwestern Mutual Investment Services, LLC in Erie, Pennsylvania. Katherine is a Series 6, 7, 63 and 65 licensed professional. Katherine holds a Series SIE license. Katherine has a wide range of experience in the financial industry and is committed to providing her clients with the highest level of service.

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ADVISOR BIO

Kathleen Head Pezzuoli is a financial advisor at Morgan Stanley with over 14 years of experience in the industry. Kathleen has extensive experience with various investment products and services. She works with individuals, families, businesses, and institutions to develop customized financial plans. Kathleen's expertise includes asset allocation, portfolio management, financial planning, and retirement planning. Kathleen is dedicated to providing personalized service and helping clients reach their financial goals.

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ADVISOR BIO

Kathleen Breitmayer is a financial advisor with over 10 years of experience in the financial services industry. Kathleen is registered with Morgan Stanley and has offices in West Conshohocken, PA. Kathleen provides a variety of financial services including financial planning, portfolio management for individuals, businesses, and investment companies, and educational seminars.

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ADVISOR BIO

Kathleen Marie Fox is an Investment Adviser Representative at SEI Investments Management Corp. in Oaks, Pennsylvania. She holds a Series 65 license, and has been with the firm since June 2006. Kathleen has experience providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Kathleen's specializations include: Pension and profit sharing plans, Individual retirement accounts, Other investment advisors, High-net-worth individuals, Individuals other than high-net-worth, Insurance companies, Banking or thrift institutions, Corporations or other businesses, Government entities, and Charitable organizations.

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ADVISOR BIO

Kathleen Schrantz is a financial professional with over 10 years of experience in the securities industry. Kathleen is a registered representative with Robert W. Baird & Co. Inc. and holds Series 7, Series 24, and SIE licenses. Prior to joining Baird, Kathleen was with HEFREN-TILLOTSON, INC.. Kathleen specializes in providing a wide range of financial services to individuals, businesses, and institutions.

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ADVISOR BIO

Kathleen Cassandra Pruess is a financial advisor with over 16 years of experience in the industry. Kathleen is currently registered with Morgan Stanley and is licensed to provide financial advice in 53 states and the District of Columbia. Kathleen has held previous roles at WESTERN INTERNATIONAL SECURITIES, INC. and ROYAL ALLIANCE ASSOCIATES, INC.. Kathleen has a wide range of experience in financial planning, investment management, and portfolio management. Kathleen is committed to providing her clients with personalized advice and helping them reach their financial goals.

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ADVISOR BIO

Kathleen Flaherty is an investment advisor representative with Morgan Stanley. Kathleen has been active in the securities industry since 1999. Kathleen is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 3, 7, 9, 10, 24, 63, and 65 licenses. Kathleen has been with Morgan Stanley since August 2018. Prior to that, she worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kathleen is registered in 55 states and the District of Columbia.

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ADVISOR BIO

Kathryn Ruth Clouser is a registered representative with Morgan Stanley. Kathryn has been in the financial services industry since June 2007. Kathryn has a Series 7, Series 63 and SIE license. Kathryn is registered in 48 states, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Kathryn has experience with firms including Citigroup Global Markets Inc. and Morgan Stanley.

SPECIALIZATIONS