Kathy Francoletti - Morgan Stanley Financial Advisor - Sarasota, FL
Morgan Stanley
Kathy Francoletti, CTFA
Senior Vice President, Wealth Management
Financial Advisor
Two North Tamiami Trail
Suite 1100
Sarasota, FL 34236
tel: (941) 364-7475
toll-free: (800) 347-9656 
fax: (941) 951-2513

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Associations
  • Past President of the Board- Girls Inc. of Sarasota
  • Venice Estate Planning Council
  • Former Secretary of Girls Inc Foundation
  • Past President and Board member of Women's Resource Center of Sarasota County
  • Past advisory board member for Gulf Coast Community Foundation
  • Former Administrative Committee member for Selby Foundation
  • Secretary of Girls Inc of Sarasota Board of Directors
Services
  • Asset Management
  • Education Planning
  • Estate Planning
  • Fixed Income
  • Lending Services
  • Life Insurance
  • Philanthropic Services
  • Professional Portfolio Management
  • Retirement Planning
  • Wealth Management
Education and Licensing
  • Attended Lake Michigan College majoring in Business
  • Series 7-General Securities License
  • Series 63-Uniform State Exam
  • Series 65-Investment Advisory Agent
  • Life and Annuity Insurance Licensed
  • Certified Trust and Financial Advisor (CTFA)
  • Graduate of Cannon Financial Institute Trust School
Business Experience
  • 2011 - Present: Morgan Stanley*
    Over 33 years of diverse financial industry experience with the same firm including all aspects of banking, lending, securities, trust, investment management and planning.
  • 1978 - 1991: Southeast Bank
    Acquired by First Union Bank in 1991
  • 1991 - 2008: Wachovia Bank
    First Union Bank name change to Wachovia in 2001
  • 2008 - 2011: Wells Fargo Private Bank
    Wells Fargo acquired Wachovia Bank in 2008

Bulletin Board
Kathy Francoletti holds the following registrations:
Securities Agent: AZ, CA, CO, CT, FL, MI, MN, NY, PA, TX; General Securities Representative; Investment Advisor Representative;

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures
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