Kathy Grasmeder

About Kathy Grasmeder

As a licensed investment professional since 1996, I design wealth management strategies for clients with strong investment analysis and financial planning for retirement, estate planning strategies, education and asset allocation. I am firmly committed to long-term client relationships and strive to deliver exceptional client service. I listen carefully to their goals, values and aspirations and concerns, based on this input I then work attentively to help them in achieving their financial objectives. As an alumnus of Drexel University (Philadelphia, PA) with a Bachelor of Science degree in Commerce and Engineering and a Master of Business Administration degree from University of St. Thomas (St.Paul, MN) in New Venture Management, I continue to expand my learning. I currently serve as Vice Chair on the Board of Trustees for SUNY Adirondack. As Past President of the Glens Falls Rotary Club, I am proud to support the local community via this service organization. I also have taken on the role as President of the Lake George Club Historic Preservation Foundation to preserve the historic architecture on Lake George this year. My husband Dan and I have two daughters, Danielle & Gabrielle. In my free time I enjoy biking, gardening, playing tennis, and cross country skiing. In 2024, Kathy was named to the Forbes list of America\'s Top Women Wealth Advisors, and has been named to the list from 20••••24. Additionally, Kathy was a member of Morgan Stanley’s President’s Club from 2010 to 2018. In 2021, Kathy was named to Morgan Stanley Wealth Management\'s Class of 2021 MAKERS- a project dedicated to identifying and celebrating women of accomplishment at Morgan Stanley. Kathy was named to the 2022 and 2023 Barron\'s Top 100 Women Wealth Advisors ranking. 20••••24 Forbes America\'s Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America\'s Top Women Wealth Advisors) Source: Forbes.com (Awarded 20••••24). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. 2022 and 2023 Barron\'s Top 100 Women Financial Advisors Source: Barrons.com (Awarded June 2022 and 2023). Data compiled by Barron\'s based on 12-month period concluding in Mar of the year the award was issued. Award Disclosures:

Experience

1. Managing Director, Portfolio Management Director, Financial Advisor

   Morgan Stanley

   Sep 1996 — Present · Glens Falls, NY, US

   2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 12•••40

Education

• University of St. Thomas

  MBA

  1990 — 1992

• Drexel University

  B.S.

  1983 — 1988