Caroline Gates

Caroline L Gates is a Financial Advisor at Morgan Stanley Wealth Management based in Denver, CO.1 She is a Certified Financial Planner (CFP), having obtained this certification from the CFP Board of Standards in October 2020.4 Additionally, Gates holds the designation of Certified Divorce Financial Analyst from The Institute for Divorce Financial Analysts.4

As a Morgan Stanley advisor, Gates specializes in various areas of financial planning and wealth management, including:

1. Retirement planning15
2. Investing strategies13
3. Family financial planning12
4. Business planning1
5. Philanthropy1

Gates works with clients to create personalized financial roadmaps, helping them achieve their goals in areas such as starting a family, funding education, and addressing healthcare needs.2 Her approach involves dynamically adjusting investing strategies based on different life stages and considering individual risk tolerances.5

For potential clients with $500,000 or more in investable assets, Gates offers comprehensive wealth management services through Morgan Stanley.6