As a Financial Advisor and Vice President at Morgan Stanley, I support successful entrepreneurs and business owners in helping strategically scale growth and equity, through personalized tax management strategies, liquidity planning, and wealth management services.Have you found yourself having these feelings:❌Frustrated by missing key strategic opportunities due to lacking the right resources❌Anxious about tax management during M&As and capital raises❌Stressed by low cash flow blocking effective asset use and strategic goals.❌Uneasy with cap table woes and equity dilution impacting your 409A valuations and strategyPerhaps you don’t have the time to look for an advisor in the space of Financial Advisory and Legacy Planning. As a 20 year military veteran, mom of 4, and over 2 decades in the finance industry, I can help support you in:✔ Boosting financial confidence with a robust 401k offering, cap table management, and 409A valuations✔ Empowering you with resources such as: corporate cash management, helping balance growth and income planning along with employee compensation and retention tools.✔ Building confidence because you can seek a comprehensive approach to managing your finances helping address immediate needs and legacy planningTo learn more about a high level of financial support and wealth management please reach out via LinkedIn direct message or use the contact information provided.☏ 970-893-0120 ✉ katie.baker1@morganstanley.com https://advisor.morganstanley.com/katie.baker1 Hobbies: Flying - Private pilot who loves to go upside down and pull Gs, Golf, reading by the ocean (actually reading anywhere), attending mass and church activities, and traveling with my family.Financial Advisor |Legacy PlanningMorgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.NMLS#: 2260909