Kate Sweeney has been a financial advisor for 30 years and is the senior member of The Sweeney Group at Morgan Stanley in New Brunswick. Kate’s professional designations include CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®, and Accredited Investment Fiduciary®. Her clients are positioned to benefit from this cumulative experience.
Kate’s areas of experience evolve around wealth management and financial planning. The Sweeney Group applies a holistic approach to their clients that begins by asking a lot of questions. Kate values getting to know her clients well in order to fully understand what’s important to them and their families. Her clients include women in transition, extended families, members of the LGBT community and business executives. Many are long term and multi-generational relationships.
Kate believes that education is empowering. She has been invited to conduct numerous seminars for the employees of major corporations on financial capabilities. She is also a frequent guest speaker at Rutgers University to undergraduates, MBA candidates, faculty and the Institute of Women’s Leadership. Kate was recently the recipient of the Rutgers Loyal Sons and Daughters award. She was also named by the business publication, NJBIZ as one of the top 50 Women is Business in New Jersey.*
Kate also enjoys birding, urban gardening, kayaking and golf. She served as captain of the Rutgers Women’s Basketball and Lacrosse teams and remains an avid fan of all things Rutgers, her alma mater. She is looking forward to competing in her third “Jersey Girl Triathlon” this summer.