wiseradvisor

Karen F Levy
Morgan Stanley

Tel: (513) 562-8347
7755 Montgomery Road - 2nd
Floor
Cincinnati, Ohio  45236
Karen F Levy - Morgan Stanley | Financial Advisor in Cincinnati,Ohio

About Karen F Levy - Morgan Stanley

My first and primary focus is on my clients: to help meet and exceed their goals, whether it be retirement living needs and income; socially conscious investing; health care and long term care needs; paying for college or potentially taking that amazing trip you have always dreamed of. I take great pride in my holistic and creative problem solving approach to help exceed goals and expectations which can add to my clients and their families long term success.


General Information

Year Established:   1935
Services:   Wealth Planning, Private Wealth Management, Institutional Investment



* Advisor information is provided in partnership with Yext