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Katelyn Goodwin

Katelyn Goodwin

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Finance Financial Planning Financing Finance & Insurance Financial Advising

About

Katelyn joined The Murray Legacy Group at Morgan Stanley in July 2025 as part of the team’s growing sports and entertainment effort. She works with athletes, entertainers, and industry professionals to help them navigate the complexities of wealth, brand, and legacy. Drawing from a dynamic background across finance, media, and marketing, Katelyn brings a rare combination of strategic insight and creative perspective to her client relationships.

Before joining the team, Katelyn served as a Vice President in the Executive Office at Goldman Sachs, where she played a key role in shaping strategic initiatives across the firm’s global marketing organization. She began her career in the entertainment industry, holding roles at Sony Music Entertainment, Columbia Records, and Complex Networks, where she led multimillion-dollar campaigns and developed deep experience in managing high-profile relationships, a skillset she now applies in guiding clients through pivotal career and financial decisions.

Katelyn is known for her high-touch, white-glove approach to service and her commitment to helping clients align their financial decisions with their values, ambitions, and long-term goals. She is especially passionate about financial empowerment and literacy, particularly for women and underrepresented professionals in high-performance fields.

She holds a Bachelor of Science from St. John’s University and maintains her SIE, Series 7, Series 66, and Life & Health Insurance licenses. She also carries Morgan Stanley’s Financial Planning Specialist designation.

Katelyn is located in the firm’s Newport office and remains closely connected to its Manhattan office and Philadelphia headquarters.


Email: Katelyn.Goodwin@morganstanley.com
Phone: (401) 845-3514
Securities Agent: SC, CT, RI, DE, TX, OR, NJ, MN, DC, CA, IN, WA, PA, NV, HI, CO, MT, MO, MA, IL, WY, UT, NY, NC, MD, KY, VA, NH, ME, GA, FL, AR, WI, MI, LA, IA, AZ, VT, TN, OH, ID, AK, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 2631787


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