Kathy Roeser
Senior Vice President and Wealth Advisor
Morgan Stanley
Kathy is a Senior Vice President and Wealth Advisor in the Chicago High Net Worth office of Morgan Stanley.
A Chartered Financial Consultant® (ChFC) and 20-year financial advisor veteran, Kathy focuses on building and protecting the wealth of high-net-worth individuals and families across the country. She provides money management and comprehensive counseling regarding wealth preservation and transfer strategies, risk management, financial independence and retirement planning, charitable gifting, executive benefits, and more. With an objective of making the most of opportunities for exceptional gains and growth while maintaining a desired level of protection, Kathy and her team develop customized, sophisticated investment solutions utilizing an objective, goal-based approach to wealth management for their clients that provide for long-term investing.
A highly regarded professional, Kathy recently was named one of Chicago magazine’s Top 50 Financial Advisors, and she was included in Barron’s 2008 Top 100 Women Financial Advisors. A member of the Financial Planning Association and the Senior Business Women’s Forum, Kathy is a sought-after guest speaker at national industry events and serves as a board member for her local school district’s foundation in Winnetka, IL. She holds a bachelor’s degree in business from Michigan State University.