Katie DeMarco - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

Katie DeMarco is a financial advisor based in New York, New York, providing financial planning and investment management services to her clients. She specializes in helping individuals and families navigate their financial goals through tailored investment strategies and retirement planning. With a focus on personalized service, Katie aims to build long-term relationships with her clients, ensuring they receive guidance that aligns with their unique financial situations. Her practice serves a diverse clientele, including professionals and families seeking to enhance their financial well-being.

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