Ep 08: Invest in Yourself: Own Your Wealth
Nov 10, 2021•31 min
Episode description
Kathleen Entwistle
Takin’ Care of Lady Business with Jennifer Justice
Episode 008: Invest in Yourself: Own Your Wealth
Kathleen Entwistle is the managing director and private wealth advisor at Morgan Stanley. Having achieved considerable success in your professional life, you may find yourself facing complex and unfamiliar challenges. How do you protect and grow the wealth you have created? Are your philanthropic investments having the impact you intended? What legacy do you want to leave and how do you prepare younger generations to carry it forward? As a seasoned, multigenerational team, Kathleen and her team have guided generations of sophisticated families through the process of answering these fundamental questions. They have worked with accomplished entrepreneurs, executives, entertainers and their families, creating highly customized and truly comprehensive plans to help them succeed on their own terms.
Listen to this information-packed Takin’ Care of Lady Business episode about taking confident strides towards owning your financial security.
Here is what to expect on this week’s show:
How Kathleen went from teaching investing classes at the YWCA to managing partner at Morgan Stanley
How to invest in yourself, even when, as a woman, living is more expensive, and you are unfairly making less than your male counterparts
Kathleen’s three nuggets of advice to grow your wealth
How men grow wealth VS women
Connect with Kathleen:
MORGAN STANLEY PROFILE: https://advisor.morganstanley.com/kathleen.entwistle
LINKEDIN: https://www.linkedin.com/in/kathleenentwistle
INSTAGRAM: https://www.instagram.com/kathyentwistle
EMAIL: [email protected]
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