Portfolio Management Director Senior Vice President Financial Advisor
Kate Sweeney is a Senior Vice-President, Certified Financial Planner and Portfolio Management Director with Morgan Stanley in downtown New Brunswick, New Jersey. Kate’s motto is “from our family to your family.” Kate firmly believes that clients are part of an extended family – a big tent, where people from all walks of life, backgrounds, color, creed and sexual orientation can receive sage advice about their wealth, investments and reaching their financial goals. Kate’s process is comprehensive and simple. A Certified Financial Planner, Certified Investment Management Analyst and Accredited Investment Fiduciary, Kate asks question after question, getting to know clients intimately, understanding their financial needs and goals and employs a holistic approach to create a comprehensive but flexible financial plan that meets every aspect of their financial lives, from taxes, to estate planning, retirement planning, insurance and gifting. Kate’s distinctiveness lies in sustaining multi-generational relationships with clients’ families. She and her capable team, The Sweeney Group at Morgan Stanley seek to provide reliable service to generation after generation of families who stay in “the big tent” with Kate. Continuing her life journey as a high achiever and leader, Kate thrives on vivid connections to clients. There is always a financial workshop to give, a family porch to visit, a golf game to play with clients, a seminar or financial plan to present, and clients to meet with or call.