Kevin C Butler
My Mission Statement
My Story and Services
After attending California State University, Northridge; Kevin began his career in the financial services industry with First American Title. However, he realized his passion was managing investments for individuals and families. In 1997 he became a financial advisor with Dean Witter Reynolds which is now Morgan Stanley. Kevin resides in Woodland Hills, CA with his wife Dawn and two boxer dogs Ozzy and Ruby. His daughter Devin and her husband Rich live in London, and his son Trent works for Morgan Stanley in Tempe, AZ.
NMLS#: 1507448
A Financial Plan Made For You
Resources to help keep you educated and protected.
When preparing for tax season, it's important to get organized early. You can place tax forms and other tax filing resources and documentation in a folder, keeping them together and easy to find when you or your CPA are ready for them. These are some resources you may find helpful in preparing your taxes for the past year and planning for the year ahead.
Strategies for reducing or optimizing your tax liability include a variety of possible approaches to retirement savings and charitable giving. Below are some resources that may help determine the right approach for your situation:
The following workbook can help you organize the critical details of your financial life and begin the process of: providing for your loved ones, clarifying your personal and financial goals, and updating your estate plan:
The following reports, articles, and podcasts address many of the concepts that support our wealth management philosophy and investment strategies and can help you keep your finger on the pulse of market movements and trends.
The Global Investment Committee's Lisa Shalett headlines this weekly look at interest rates and inflation expectations
A monthly publication that summarizes the Global Investment Committee's market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.
To help you understand the most impactful tax and financial changes that came from the recent signing of the One Big Beautiful Bill Act (OBBBA), please check out the 2-page cheat sheet below.
Identity theft and financial scams are rampant today and constantly evolving. They can come by telephone (e.g., robocalls), email, and text messages. Be aware of social engineering techniques designed to compromise valuable personal and financial information, which frequently target senior and vulnerable adults. Here we've included fact sheets on several common scams, as well as links to additional guidance on protecting your identity and security, and to our Experian Identity & Credit Protection benefit available to clients.
Firmwide events hosted to educate you.
We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term results. As a result, we are committed to providing you with important information about managing your wealth more effectively in today's global markets.
From time to time, Morgan Stanley hosts live webcasts featuring the firm's market strategists, external experts commenting on current events affecting financial markets, cybersecurity professionals advising on emerging threats and protections, prominent industry and cultural figures discussing their personal journeys, and more. Here you can register to attend upcoming events and view recordings of recent events we think you might find of interest.
Discover the essentials of navigating insurance during our next Wealth Education for the Next Generation virtual event on Monday, September 8th. Understanding insurance is a crucial step in helping to secure your financial future and making informed decisions to help ensure you are adequately protected.
This session is specifically designed for the "Sandwich Generation". As individuals balancing the dual responsibilities of caring for aging parents and supporting their own children, effective estate planning is crucial. This webcast will provide valuable strategies to manage these unique challenges, ensuring financial security and peace of mind for you and your loved ones.
Dr. Kim Henderson, Head of Wealth Management Health & Wellness Education, will provide valuable insights into managing healthcare effectively, emphasizing the importance of investing in preventative care and cultivating healthy habits.
Join Morgan Stanley Wealth Management's Chief Economic Strategist Ellen Zentner in a conversation with Morgan Stanley Wealth Management's Head of U.S. Policy Monica Guerra & Morgan Stanley's Global Head of Government Relations Michael J. Stein, as they discuss:
- Updates on US Trade and Immigration policy
- The One Big Beautiful Bill Act and its potential implications
- Key developments to monitor over the next 30, 60, and 90 days
Join Wealth Management's Global Head of Thematic & Macro Investing Ellen Zentner for a fireside chat with Morgan Stanley's Head of Global Autos and Shared Mobility Research Adam Jonas for a conversation on the rapid transition of artificial intelligence into the physical world.
Hosted by Caroline Gundeck, Head of UNHW Client and Field Engagement, and Charline Burgess, Senior Wealth Education Specialist, you will learn about financial concepts, investing, and money management in a fun and interactive way.
Explore the critical importance of financial planning in achieving personal financial goals, whether it involves acquiring a dream home, starting a family, embarking on a desired vacation, or ensuring a secure retirement.
Thinking of taking the next step with someone special? One of the most important conversations to have before tying the knot is about money—how each of you feel about it, how you'll each make it, save it, spend it and invest it. Discussing potential differences will help plan for how to keep them from becoming bigger issues.
See the state of artificial intelligence (AI), the latest advancements, and how that translates to real-world impact. The discussion will feature James Dyett, Head of Enterprise & Strategic Sales, OpenAI and Keith Weiss, Head of U.S. Software Research, Morgan Stanley.
Educating yourself on the Home Buying process, and the decisions you will need to make along the way, helps make it easier to make well-informed choices that align with your overall goals, priorities and vision for the future.
Learn about the financial markets and investing including understanding the roles of buyers and sellers, market motivations, the need for a strategic approach to investing, investment indices, the concept of market cycles, and how time impacts investments.
A World-Class Suite of Technology To Help You Succeed
Morgan Stanley and our team are committed to bringing you the best technology possible to help manage your financial infrastructure. Our state of the art risk and tax management platforms can gleam insights that may have been overlooked while our cybersecurity team works tirelessly to protect your information. Explore several of these offerings below and reach out to us if you have further questions.
Morgan Stanley Online lets you manage your finances seamlessly and securely from your phone or computer. View your accounts or make changes from the app or website.
Total Wealth View allows you to see your entire financial picture in on place. Watch how all your assets interact to create your net worth.
Managing your tax expenses is no easy feat, especially when you have multiple sources of income or other complexities. Total Tax 365 allows you to explore a broad range of tax strategies to help keep more of what you earn.
The Portfolio Risk Platform powered by Aladdin is a risk management tool used to provide comprehensive risk estimation and modeling across all your assets. It provides a holistic view of your portfolio and provides ways to minimize any risks.
Security resources such as Digital Vault, eDelivery, eAuthorization, and eSign help ensure only you have access to your sensitive details and documents. Learn more about these resources in the video below.
Protecting you and your personal information is top of mind for everything we do. Visit our security center below for information on how we protect you.
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The Power of Partnerships
About Christian Catricala
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Christian began his career in financial services in 2015, and joined Morgan Stanley in 2016 as a Rotational Analyst supporting a variety of divisions in Wealth Management. Prior to being promoted to his current role, he was an Associate Private Banker supporting Wealth Management offices in Boston, Massachusetts.
Christian is a graduate of the Merrimack College, where he received a Bachelor of Science in Accounting and Marketing. He lives in Melrose, Massachusetts with his wife. Outside of the office, Christian enjoys cooking, biking, and traveling.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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Portfolio Insights
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.
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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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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