Year Established: 1935
Categories: Financial Advisors & Planners
Products: Wealth Planning, Private Wealth Management, Banking Services, Institutional Investment, Investment Banking, Sales & Trading, Investment Management, Prime Brokerage, Institutional Consulting, Financial Research, Capital Markets, Equities, Fixed Income, Structured Investments, Foreign Exchange, Options, Precious Metals, Mutual Funds, Unit Investment Trust, Annuities, Insurance
Services: Wealth Planning, Private Wealth Management, Institutional Investment

Namita Kathuria uses a holistic approach to get to know her clients. Namita engages all resources from Morgan Stanley to develop a smart, flexible plan for her clients. Namita is dedicated to her clients and provides white glove, personal service to implement and monitor the plan to help them meet their financial goals.