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Kate Sweeney

Professional designations
CFP, CIMA
Firm or Broker/Dealer name
Morgan stanley
States licensed in
winter park
,
Florida
Areas of expertise
Languages spoken
English
Areas of Expertise
Estate Planning
Financial Planning for LGBTQ+
Retirement/Retirement Income
Tax Planning
UHNWIs/Family Office
Time Zone
We help develop a comprehensive strategy that is tailored to your specific needs. We focus on what is most important to you and provide the strategies, and resources to help you make more confident decisions about your life, your family and your finances. We are committed to helping make a difference in your life and strive to exceed your expectations every day.

With over 35 years of experience, I am proud to be a longstanding member of Morgan Stanley. As an Executive Director, Senior Portfolio Management Director, Financial Advisor and Workplace Advisor – Equity Compensation, I was honored by Forbes as a 'Best-in-State' Wealth Advisor 2018-2025 and 'Top Woman Wealth Advisor' 2018-2025. Our team was recognized as a 'Best-In-State' Wealth Management Team for 2023, 2024, and 2025. I consider myself a lifelong learner and am committed to continuing education. I have earned rigorous designations, including CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst®.

Outside of the office, I am the co-founder of RU-BiGLATA, a local organization providing support for students in the LGBTQ+ community. I was also the captain of the Rutgers women’s basketball and lacrosse teams and continue to maintain an active presence on campus.