Kelly Dougherty, AGT - Morgan Stanley

At Stifel, Babcock Ondracek Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Located in Palm Desert, CA, Kathleen Valentine, AGT - Morgan Stanley, is a prominent financial services firm offering a wide array of investment banking, wealth management, and investment management services to a diverse clientele. With a focus on client service, innovation, and sustainable practices, this establishment prides itself on providing integrated financial strategies tailored to corporations, governments, institutions, and individuals alike. At Kathleen Valentine, AGT - Morgan Stanley, a dedicated team of experts utilizes cutting-edge technology to navigate the complexities of global markets, ensuring that each client receives personalized financial solutions that align with their unique needs and goals. Whether you are seeking wealth management guidance or investment banking expertise, this firm is committed to delivering top-tier services with a touch of innovation and a drive for sustainable practices. Generated using this brand's available information