Kathy Roeser is a Managing Director and founder of The Roeser Barbanente Group at Morgan Stanley. For over 35 years, Kathy has been helping successful executives and multi-generational families build and protect their wealth.
Kathy's strategy includes a goals-based approach to financial planning and creating tailored investment management solutions. Taking time at the outset to understand what matters most to each client, allows her to create a customized plan that gives clients confidence that they can achieve their financial goals. From younger clients who are focused on wealth accumulat... Read More
Kathy Roeser is a Managing Director and founder of The Roeser Barbanente Group at Morgan Stanley. For over 35 years, Kathy has been helping successful executives and multi-generational families build and protect their wealth.
Kathy's strategy includes a goals-based approach to financial planning and creating tailored investment management solutions. Taking time at the outset to understand what matters most to each client, allows her to create a customized plan that gives clients confidence that they can achieve their financial goals. From younger clients who are focused on wealth accumulation, to mid-life clients whose goals are asset preservation and retirement planning, to older clients who are thinking about estate and legacy planning, Kathy is the advisor they trust to create a personalized wealth-management strategy.
Kathy believes that an educated investor is a better investor, therefore she spends time at each client meeting discussing the capital markets and how they impact a client's plans. She also is a frequent contributor to financial news publications, such as Forbes and Barron's, speaks at investment management conventions and hosts financial-planning seminars.
In recognition of her experience and commitment to clients and educating the public, Kathy has received numerous distinctions and professional accolades. Since 2008, Kathy has been named to the Firm's prestigious Chairman's Club, an elite group composed of the Firm's top Financial Advisors. The appointment recognizes Kathy's consistent creativity and excellence in providing a wide range of investment products and wealth management services to her clients.
Additional rankings include:
2018-2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017-2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2017-2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2015-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2015-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2008-2023 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2008-2023). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.
Barron's Hall Of Fame 2022 List
Source: The Barron's “Hall of Fame” list, published throughout 2022 and based on Barron's rankings received over the prior 10 years.
Kathy, a Chartered Financial Consultant®, graduated from the Eli Broad College of Business at Michigan State University. She is a member of Morgan Stanley's Consulting Group Advisory Council. She also sits on Indiana University's Dean's Business Council and has served on Michigan State University's Financial Markets Institute Advisory Board. Kathy is active with a number of charities, including the YMCA of Metro Chicago, where she serves on the Board of Managers, along with the Make-it-Better Foundation. Outside of the office, she enjoys time with her husband and two sons, playing golf, and traveling. Read Less