Associate Vice President - Investments

Address: 6423 Montgomery St., SUITE 10 - 2ND FLOOR, Rhinebeck, NY 12572-1364
Phone: 845-876-9707 | 800-477-2505    Fax: 845-876-1690

My Background

My Associate(s): Doina Pinto, Registered Client Associate

My Experience

  • 2008 - Present: Wells Fargo Advisors, Associate Vice President - Investments
  • 1998 - 2008: Morgan Stanley - Financial Advisor

My Education & Credentials

  • MS Critical Elements of Consulting - The Wharton School
  • B.A., Economics, Physics - Mount Holyoke College
Securities Registered in the following states: CA, CT, DE, FL, HI, LA, MA, MD, ME, MO, MT, NC, NJ, NY, OR, RI
Insurance licensed in the following states: CA (Lic. # 0K49192), NY
KATHERINE STANFIELD REISFELD: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: New York: Rhinebeck Branch