Se­nior Vice Pres­i­dent-Financial Ad­viser, Morgan Stan­ley

Working Mother - - Top Wealth Adviser Moms - Kate Wa­ters New York City

My path to this ca­reer: I started in telecom in­vest­ment bank­ing and no­ticed there was a lack of per­sonal plan­ning for the un­fa­mil­iar com­plex­i­ties that ac­com­pany sig­nif­i­cant wealth.

Why it’s a fab­u­lous gig: I love em­pow­er­ing oth­ers to be the best they can be, and help­ing oth­ers cre­ate and “feel” financial free­dom is in­cred­i­bly re­ward­ing. My kids see that you can have a ca­reer that you love and also be fully present for them.

What to do with your money: Take in­ven­tory of what you have, be dili­gent about sav­ing, find a wealth ad­viser to guide you, and write down your financial, per­sonal and pro­fes­sional goals. This cre­ates men­tal space for op­por­tu­ni­ties and chal­lenges that come your way.

With Tim, Matthew and Collin, 8, and Cas­sidy, 6

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