Katy Zhao
Executive Director, International Client Advisor at Morgan Stanley
- Role
- Executive Director International Client Advisor at Morgan Stanley
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
Executive Director International Client Advisor
Jan 2017 — Present · Los Angeles, CA, US
Customized Portfolio Management- Style Agnostic Investment Strategies - Independent Investment Research- International Wealth Management- Financial Planning- Estate Planning Strategies- Cash Management & Lending Solutions Disclaimers: ©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC 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: investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.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.NMLS#: 16•••15
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