Kate Winget
Kate brings more than 20 years of experience in financial services, technology and benefits. Prior to joining Morgan Stanley, Kate held management and elevating leadership positions at several financial service institutions, including E*TRADE, First Republic Bank and PNC focused on B2B, B2C and B2B2C lines of business.
Kate’s organization and responsibilities include Sales, Relationship Management, Issuer Strategy & Excellence, and strategy and execution for go-to-market, growth and retention efforts across both Public and Private corporate clients for Morgan Stanley at Work, Global Equity Solutions. Kate is focused on executing the firm’s workplace growth strategy, heightening the client engagement disciplines and practices to best serve Morgan Stanley at Work’s corporate clients across industries. Prior to her role as CRO, she was Head of Corporate & Participant Engagement for Morgan Stanley at Work, overseeing the engagement strategy and execution for corporate clients and their participants across Morgan Stanley at Work’s suite of solutions.
Kate has a BS in business administration dual concentration, supply management/logistics and marketing from Northeastern University. She holds FINRA 7 and 63 licenses.
Latest articles by Kate Winget
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How Year-Round Tax Planning Can Reduce Tax Season StressMeeting tax deadlines is crucial, but good year-round habits — including making use of workplace benefits — can help lower your tax bill and your stress levels.
By Kate Winget
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Four Takeaways From Filing Your Taxes to Boost Your Financial FutureNow that another tax season is in the rearview mirror for most of us, what lessons can you take from what you learned about your finances to plan for the future?
By Kate Winget
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Workplace Benefits Can Lighten the Load for Working ParentsFrom wellness programs, help with saving for retirement, college and emergencies and possibly even financial advice, your workplace benefits are there for you.
By Kate Winget
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Four Ways Your Workplace Benefits Could Help With Your TaxesYour employer may offer resources that can help you with your financial strategy, on top of providing potentially tax-advantaged retirement and other accounts.
By Kate Winget
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Five Tips to Boost Your Financial Wellness This WinterRegain some control over financial pressures by exploring your employer's support options, making plans to save and taking other simple actions.
By Kate Winget
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Five Financial Moves to Make as Year's End ApproachesNow’s the time to review where you are and where you’re going, wrap up remaining goals for 2023 and think about what you want to accomplish in 2024.
By Kate Winget
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Four Ways Women Can Take Control of Their Financial HealthAdjusting for life events, taking advantage of workplace benefits and preparing for caregiving can make a big difference in your financial future.
By Kate Winget
