The Woosley Cattelino Group at Morgan Stanley

The Woosley Cattelino Group at Morgan Stanley Financial Advisors at Morgan Stanley We apply our skills and experience to help you achieve your financial goals. MSSB does not provide tax or legal advice.

We work to understand who you are and how that relates to your objectives. Our process breaks down the many components of wealth management with each team member focusing on the specific areas of their individual concentration. Once the objectives have been identified and the plan is implemented, we continually monitor and evaluate the process to be able to recommend adjustments when needed. We st

ay in close contact and encourage everyone to let us know about the changes in your lives, making sure that your strategy is appropriate as both markets and personal circumstances evolve.


©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information. NMLS #: 1393543 | NMLS #: 509695 | NMLS #: 1407635

Warmest thoughts to you and your family on this holiday. Happy Easter!
03/31/2024

Warmest thoughts to you and your family on this holiday. Happy Easter!

Before you tuck your tax return away, consider taking a closer look for opportunities that may help you reach your finan...
03/28/2024

Before you tuck your tax return away, consider taking a closer look for opportunities that may help you reach your financial goals. Let's discuss which tax-smart strategies may work for you.

www.morganstanley.com

03/26/2024

Happy Women's History Month! The Woosley Cattelino Fawley Group at Morgan Stanley celebrates the social, economic, cultural, and political achievements and contributions of women today and every day.

www.morganstanley.com

Your retirement has the potential to be the most fulfilling period of your life. Let's work together on your financial a...
03/12/2024

Your retirement has the potential to be the most fulfilling period of your life. Let's work together on your financial and personal plan as you transition from work life to retired life.

www.morganstanley.com

Is your portfolio future-proof? Morgan Stanley Research identifies its top three long-term investment themes, and explai...
03/02/2024

Is your portfolio future-proof? Morgan Stanley Research identifies its top three long-term investment themes, and explains how longevity, artificial intelligence and the clean energy transition will impact markets in 2024 and beyond.

www.morganstanley.com

Proud to share that my partner, Rachel Cattelino, has been recognized on Forbes as one of the Top Women Wealth Advisors ...
02/28/2024

Proud to share that my partner, Rachel Cattelino, has been recognized on Forbes as one of the Top Women Wealth Advisors Best-In-State and Top Wealth Advisors Best-In-State in 2024. Our team is honored to have someone who is recognized among this group of outstanding Financial Advisors. This recognition would not be possible without the incredible families and individuals we work with.

(Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period 9/30/22-9/30/23.) https://livesocial.seismic.com/a2ehuj

01/08/2024

The S&P 500 Index rallied today as tech rallies and one-year inflation expectations reach their lowest point since January 2021. Read more in the 1% Move report:

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Wishing you a joyful and healthy holiday season!
12/22/2023

Wishing you a joyful and healthy holiday season!

Social Media: Following yesterday's setback, the S&P rallied after macroeconomic data gave more traction to the soft-lan...
12/21/2023

Social Media: Following yesterday's setback, the S&P rallied after macroeconomic data gave more traction to the soft-landing narrative. Read more in The 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

US equities ended lower today, as Treasury yields continued to decline, with the 10-year yield now down more than 40 bp ...
12/20/2023

US equities ended lower today, as Treasury yields continued to decline, with the 10-year yield now down more than 40 bp in December. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

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400 Convention Street Suite 400
Baton Rouge, LA
70802

Telephone

+12253258901

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