Kathy Entwistle is a Managing Director and Private Wealth Advisor at Morgan Stanley, who heads up a multigenerational practice in New York City. Kathy and her son have guided generations of sophisticated families as well as senior executives and entrepreneurs through complex financial challenges. Kathy is a wife and proud mom of three.
Experience
Kathy has been in the financial services industry for more than 25 years. A former stay-at-home mom who donated her time teaching local financial classes to women, Kathy is among Forbes’ “Top Women Wealth Advisors” today. Prior to taking on her leadership role at Morgan Stanley, she served as a Senior Vice President in the Wealth Management division at UBS for 14 years.
Education
Kathy received her B.S. in Finance from Providence College. She received her M.B.A. in Finance from Fordham University.
Awards & Associations
- Forbes America Top Women Wealth Advisor, since 2017
- Featured in Goop and Forbes.
Important Questions from The Knot
What is your favorite moment during a wedding?
Watching the walk down the aisle. There is so much hope, joy and emotion at once in the act of walking towards the love of your life—and it reminds us how delicate and how special bringing two lives together really is.
The song that gets me on the dance floor at weddings, without fail, is…?
"Sweet Caroline." It's a crowd-pleaser that everyone on the dance floor can sing together. It’s fun and spirited; plus, it creates community.
What do I wish all couples knew before they marry?
I wish couples knew the importance of communicating and normalizing conversations around difficult topics, including money. By talking about money and making it a habit, you will put yourself in a better position to make good choices and set yourself up for a strong financial foundation.