KW
KW

Kathy Willcox

38 Years of Experience
Dublin, OH
Broker

Kathy Willcox is a registered investment advisor at Morgan Stanley, based in Dublin, OH, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

545 Metro Place South, Suite 300, Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kathy is a board member and will serve as president of the Columbus Female Benevolent Society. She is also the sole proprietor/owner/partner of Cherry Lane LLC, a real estate and investment company, spending minimal time during business hours and about 10-20% of her time after business hours on property maintenance and oversight.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 1999 - April 2007 · 7 yrs 10 mos
Morgan Stanley Dw INC.Broker
June 1987 - April 2007 · 19 yrs 10 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.