Kathy Schwartz
About Kathy Schwartz
Kathy Schwartz is a Financial Planning Specialist currently working as a Financial Advisor at Morgan Stanley in New York, where she has been employed since 2008. She previously served as a Trading Assistant at Morgan Stanley Wealth Management from 2005 to 2008 and holds a Bachelor of Arts in Communications from Elon University.
Work at Morgan Stanley
Kathy Schwartz has been employed at Morgan Stanley since 2008, where she serves as a Financial Advisor. In this role, she provides financial planning services and investment strategies to clients. Prior to her current position, she worked as a Trading Assistant at Morgan Stanley Wealth Management from 2005 to 2008. Her experience in both roles has contributed to her expertise in the financial services industry.
Previous Experience at Morgan Stanley Wealth Management
Kathy Schwartz worked at Morgan Stanley Wealth Management as a Trading Assistant from 2005 to 2008. During her three years in this position, she gained valuable experience in trading operations and client support within the financial sector. This early experience laid the foundation for her subsequent role as a Financial Advisor.
Education and Expertise
Kathy Schwartz earned her Bachelor of Arts degree in Communications from Elon University, where she studied from 2001 to 2005. This educational background has equipped her with strong communication skills, which are essential in her role as a Financial Advisor. Her academic training complements her professional experience in the financial industry.
Background
Kathy Schwartz is based in New York, New York, United States. She has spent her entire professional career in the financial services sector, specifically at Morgan Stanley. Her long-standing tenure at the firm reflects her commitment to her clients and the financial planning profession.