Kimberly Weiss-Perez - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

Kimberly Weiss-Perez is a financial advisor based in Melville, New York, providing financial planning and investment guidance to local clients. She specializes in retirement planning, investment management, and wealth accumulation strategies. As part of Morgan Stanley's extensive network, Kimberly offers personalized financial services tailored to meet the unique needs of individuals and families. Her practice focuses on helping clients achieve their financial goals through informed decision-making and strategic planning.

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