Kathy Burke

Kathy Burke Email and Phone Number

Financial Advisor and Vice President and Portfolio Management @ Morgan Stanley
Florida, United States
Kathy Burke's Location
Greater Tampa Bay Area, United States
Kathy Burke's Contact Details

Kathy Burke work email

Kathy Burke personal email

n/a
About Kathy Burke

Our goal at The Garcia Group at Morgan Stanley is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs. Some of our areas of focus include: Portfolio Management, Retirement Planning, Estate Planning Strategies, Education Planning, Insurance and Lending Solutions.

Kathy Burke's Current Company Details
Morgan Stanley

Morgan Stanley

View
Financial Advisor and Vice President and Portfolio Management
Florida, United States
Employees:
94640
Kathy Burke Work Experience Details
  • Morgan Stanley
    Financial Advisor And Vice President And Portfolio Management
    Morgan Stanley
    Florida, United States
  • Morgan Stanley
    Financial Advisor/Vice President/Portfolio Management
    Morgan Stanley May 2008 - Present
    Our service commitment centers around a continual assessment of your goals, investments, & performance while working with your other advisors, CPAs or Attorneys to help you identify potential opportunities, reduce fees and simplify your life.© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMorgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan 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.
  • Smith Barney
    Financial Advisor/Second Vice President
    Smith Barney Aug 1987 - May 2008

Kathy Burke Education Details

  • Youngstown State University
    Youngstown State University

Frequently Asked Questions about Kathy Burke

What company does Kathy Burke work for?

Kathy Burke works for Morgan Stanley

What is Kathy Burke's role at the current company?

Kathy Burke's current role is Financial Advisor and Vice President and Portfolio Management.

What is Kathy Burke's email address?

Kathy Burke's email address is kathy.burke1@ms.com

What schools did Kathy Burke attend?

Kathy Burke attended Youngstown State University.

Who are Kathy Burke's colleagues?

Kathy Burke's colleagues are Alain Turki, Zoe-Anne Del Mar, S.kiran Kumar, Maansi Varma, Ryan Glover, Gary Gill, Megha K..

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