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MEMBER PROFILE

 

Namita Kathuria

Morgan Stanley

 

Member profile details

Membership level
Maryland Individual
First name
Namita
Last name
Kathuria
Title
Financial Advisor
Company
Morgan Stanley
XPX Chapter Email Lists
  • DC Metro News & Events
  • Maryland News & Events
 

CONTACT INFORMATION

City
West Friendship
State
Maryland
 

PROFILE INFORMATION

Call me when
A business owner who requires complex, holistic and comprehensive financial planning, philanthropic strategies, family office services, and intergenerational wealth transfer.
Why I/we support XPX
My team and I can help with business succession planning, tax mitigation, retirement planning, and liquidity event strategies. We can work to managing the family's both personal and business assets.
Profession
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Employee benefits
  • ESOPs
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Lending
  • Mezzanine
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • Strategic planning
  • Venture capital
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Retail
  • Wholesale/Distribution
Professional Certification(s)
Series 7 - Investments, Series 66 - Insurances, CEPA - Exit Planning Advisor, Financial Planning Specialist
Transition Planning Certification or Methodology
CEPA - Certified Exit Planning Advisor
Advisor Resource Relationships
  • EPI
In Business Since
2000
How to contact
namita.kathuria@morganstanley.com and 443-622-4488
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