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.

  • 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
  • Former Secretary of Girls Inc of Sarasota Board of Directors
  • Wealth Management
  • Asset Management
  • Estate Planning Strategies
  • Philanthropic Services
  • Retirement Planning
  • Life Insurance
  • Access to Lending Services
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 36 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

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Kathy Francoletti holds the following registrations:
Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, ID, IL, KY, MD, MI, MN, NC, NY, PA, TX, VA; General Securities Representative; Investment Advisor Representative

NMLS#: 545462

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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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