Finance
Morgan Stanley Vice President Attains New Designation
Kathy Francoletti recently attained Morgan Stanley’s Family Wealth Advisor designation.
Kathy Francoletti, a senior vice president, financial adviser and certified trust and financial adviser in Morgan Stanley's wealth management office in Sarasota, recently attained Morgan Stanley’s Family Wealth Advisor designation. The designation is granted to financial advisers who have successfully completed an accreditation program focused on the skills needed to help families communicate about money and values, share their goals and grow and protect wealth across generations.