Kathryn Castelli - Morgan Stanley

Services Offered

• Investment Management
• Retirement Planning
• Financial Planning

About

Kathryn Castelli is a financial advisor based in Jericho, New York, affiliated with Morgan Stanley. She provides a range of financial planning services, including investment management and retirement planning, tailored to meet the needs of her clients. Kathryn focuses on helping individuals and families achieve their financial goals through personalized strategies and expert guidance. Her practice is dedicated to serving clients in the local community, ensuring they have the support needed for their financial journeys.

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