How I measure success

I measure success by my ability to help a select group of “millionaires next door” build and preserve wealth, based on what they tell me is important to them. Beyond investment performance, I believe superior wealth management is about helping to preserve and grow a family’s net worth. To me, that means looking ahead, to help prepare for what’s next. It means managing debt and other risks. It means taking the long view when addressing the short term. It means professional discipline, flexibility and resilience, and personal devotion to my clients and their families.I look forward to meeting you. It all starts with a conversation.
Services Include
  • Wealth Management1
  • Municipal Bonds2
  • 401(k) Rollovers
  • Business Succession Planning3
  • Estate Planning Strategies4
  • LGBT Planning Services
Securities Agent: FL, IL, MA, MD, MI, NC, NJ, NY, OH, PA, TX, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 534145
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Client Service Team

  • Kathryn Finkenbinder - Client Service Associate
    My name is Kathryn “Katie” Finkenbinder.  I received my Bachelor of Arts degree in Communication Studies with minors in Management and Politics from Juniata College, located in Huntingdon, Pennsylvania. I also completed undergrad coursework at Mansfield University, and attained an Associate Degree specializing in Business.

    I have a great passion for working with others to achieve their financial goals, and developing relationships with everyone that I meet.  I can assure you that you will receive my personalized attention. 

    Fun facts-I am from Alexandria, Pennsylvania. I have two beautiful daughters, Junelyse and Julia. I am constantly on the go, but love when I get to stay home!  I have been to Germany, and would love to travel to Ireland! 

    If you have any questions, please do not hesitate to ask. I look forward to speaking with you, and meeting you soon!

Location

720 S Atherton St
1st Floor
St. College, PA 16801
US
Direct:
(814) 861-1702(814) 861-1702
Toll Free:
(800) 222-5457(800) 222-5457
Fax:
(814) 861-1750(814) 861-1750
Investment and Market Perspectives

On the Markets

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
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1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

2Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

4Morgan 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.

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 suitable 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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