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Rita Rothstein - Morgan Stanley
San Jose, Santa Clara

Financing specialist
 : 
Rita Rothstein - Morgan Stanley

San Jose, Santa Clara

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About Rita Rothstein - Morgan Stanley
Professional experience
Rita Rothstein - Morgan Stanley Rita Rothstein is a seasoned financial professional who is a valued member of the Morgan Stanley team in San Jose, CA. With 23 years of experience in the industry, Rita has become a trusted advisor to her clients, helping them achieve their financial goals and secure their financial future. As a Senior Vice President, Wealth Advisor, and Portfolio Manager, Rita possesses a wealth of knowledge and expertise in areas such as retirement planning, investing, family wealth management, business planning, and philanthropy. She understands the unique challenges and opportunities faced by her clients and is dedicated to providing tailored solutions that address their specific needs. One area where Rita excels is in helping her clients uncover investment opportunities that align with their personal values. She specializes in working with companies, organizations, and funds that are focused on generating social and environmental change. By investing in these socially responsible options, clients not only have the potential for financial returns but also contribute to creating a more sustainable and equitable world. Rita's commitment to her clients extends beyond just financial advice. She takes the time to develop a deep understanding of their individual circumstances, aspirations, and risk tolerance. By building strong relationships with her clients, she is able to provide personalized strategies that align with their long-term goals. Throughout her career, Rita has established a reputation for integrity, professionalism, and exceptional client service. She believes in the power of education and ensures that her clients are empowered with the knowledge necessary to make informed financial decisions. By staying up-to-date with the latest trends and market developments, Rita is able to offer timely insights and guidance to her clients. As a Financial Advisor at Morgan Stanley, Rita Rothstein is dedicated to helping individuals, families, and businesses navigate the complexities of the financial landscape. Whether clients are planning for retirement, growing their wealth, or making a positive impact through philanthropy, Rita is there to provide the guidance and expertise needed to achieve their financial objectives. To learn more about Rita Rothstein and how she can help you achieve your financial goals, contact her today at [Phone: (insert phone number)] or [Email: (insert email address)].

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Location

San Jose, Santa Clara (95101)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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