Caroline . Gates
Morgan Stanley
Caroline L. Gates, CFP, CDFA, feels fortunate to have always done work that is interesting and challenging. From traveling the world with ESPN while working on the X Games, to wealth management, she’s been fortunate to love what she does. At Morgan Stanley, Caroline works with her clients to establish and manage a thoughtful and customized financial roadmap. Her team works with clients to craft an individualized and exhaustive plan to prioritize their goals, establish risk tolerance vs. current portfolio construction, and evaluate cash flow, liabilities and assets. Her investment philosophy seeks to utilize impact investment strategies which meet specific environmental, social and governance standards. This allows her clients wealth to compound in a deliberate and purposeful manner. Caroline advises in estate planning strategies so her clients can create a thoughtful legacy for the future. She is a mom, wife, avid snowboarder, voracious reader and football fan. She has worked on four continents and speaks fluent Spanish and is proficient in German and Portuguese.
06/22
