Katherine Towl Khouri
Assistant Vice President, Director of Business Strategy
Phone:
(212) 230-3530(212) 230-3530
Jeffrey M Blumenthal
Senior Vice President,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(212) 230-3530(212) 230-3530
Toll-Free:
(800) 843-0211(800) 843-0211
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: HI, WY, WI, WA, VT, VA, TX, RI, PA, OR, NY, NV, NM, NJ, NH, NE, NC, MO, MN, MI, ME, MD, MA, LA, KS, IN, IL, IA, GA, FL, OH, DE, DC, CT, SC, CO, CA, AZ, AR, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1406611
NMLS#: 1406611
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
- BA - EconomicsNew York UniversityNew York, NY
- Life & Health Insurance Licensed
- Portfolio Management ProgramSmith Barney
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Series 7 - General Securities Representative
Associations
- Channel 13, WNET - Board Member
- Half Hollow Hills Little League - Coach
- New York Society of Security Analysts
- New York University Alumni Association
- St. Matthew's Youth Basketball - Coach
- University of West Indies - Board Member
Honors and Recognition
- 20 Year Loyal Service Award - Smith Barney
In an effort to keep you up-to-date on investment themes and financial planning strategies most relevant to today, please check here regularly for insight from Morgan Stanley. Please reach out to me directly if you would like to discuss any of this material.
Morgan Stanley Ideas Podcast
Bringing you revealing stories about the world of business, finance, technology and beyond.
Listen to the PodcastThoughts on the Market
Listen to our financial podcasts, featuring perspectives from leaders within Morgan Stanley and their perspectives on the forces shaping markets today.
Listen to the PodcastsLocation
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 230-3530(212) 230-3530
Toll-Free:
(800) 843-0211(800) 843-0211
Fax:
(212) 765-1057(212) 765-1057
Meet My Team
About Katherine Towl Khouri
Drawing on more than 20 years of industry experience, Katie is a Director of Business Strategy with Morgan Stanley. Katie engages with clients, management, advisors and advisory professionals to help identify potential investment opportunities and assist with the formulation and implementation of strategic initiatives to help meet specific client needs. Katie has served in a variety of business development and leadership roles and dedicates herself to providing clients with investment confidence.
Katie’s experience in the financial services industry has given her the knowledge regarding comprehensive financial plans, investment manager selection, portfolio analysis, and sound investment strategies that reflect the personal and financial objectives of each individual, family or institution. Katie is committed to building long-term relationships with clients as well as consistently delivering an exceptional client experience.
Katie received her MBA from the Leonard N. Stern School of Business at New York University with a specialization in Finance and a dual BA degree from the University of Michigan in Organizational Studies and Communications. Katie also holds FINRA Series 7, 63 and 66 licenses. Hailing from Westchester County and Manhattan, Katie now resides in Connecticut with her husband and baby boy. She is an active member of the University of Michigan Alumni Association and enjoys volunteering with the American Heart Association. Favorite leisure activities include CrossFit, skiing and spending time with family and friends.
Katie’s experience in the financial services industry has given her the knowledge regarding comprehensive financial plans, investment manager selection, portfolio analysis, and sound investment strategies that reflect the personal and financial objectives of each individual, family or institution. Katie is committed to building long-term relationships with clients as well as consistently delivering an exceptional client experience.
Katie received her MBA from the Leonard N. Stern School of Business at New York University with a specialization in Finance and a dual BA degree from the University of Michigan in Organizational Studies and Communications. Katie also holds FINRA Series 7, 63 and 66 licenses. Hailing from Westchester County and Manhattan, Katie now resides in Connecticut with her husband and baby boy. She is an active member of the University of Michigan Alumni Association and enjoys volunteering with the American Heart Association. Favorite leisure activities include CrossFit, skiing and spending time with family and friends.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Jeffrey M Blumenthal today.
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
