Building Wealth With Purpose: Kathy Entwistle on Trust, Financial Planning, and the Human Side of Wealth

In this episode of the NY Professional Spotlight Podcast with Roman Kirzhner, Roman sits down with Kathy Entwistle, Managing Director and Private Wealth Advisor at Morgan Stanley with the True North 360 Group. Kathy helps clients who have worked hard to build wealth understand how their financial resources can support the next phase of their lives.

Kathy explains why great wealth management starts with listening. Rather than focusing only on numbers, she takes time to understand each client's goals, values, priorities, and what matters most to them. From there, she works to create a financial path that connects their resources with the life they want to build.

Roman and Kathy also discuss the importance of trust in professional relationships. Kathy shares why trust is earned over time by showing up, following through, and being there when clients need support. She also explains why communicating financial concepts in clear, understandable language can help clients feel more comfortable and confident.

Kathy shares her unusual path into wealth management after spending 12 years as a stay-at-home mom. Despite entering a demanding training program with nearly 400 participants, she was one of only three who remained after three years. Her story highlights persistence, flexibility, and the value of recognizing the strengths people bring from different life experiences. Pasted markdown

Kathy shares her unusual path into wealth management after spending 12 years as a stay-at-home mom. Despite entering a demanding training program with nearly 400 participants, she was one of only three who remained after three years. Her story highlights persistence, flexibility, and the value of recognizing the strengths people bring from different life experiences. Pasted markdown