Kathleen M. Ferraro
Executive Director, Market Manager
Phone:
(781) 681-4901(781) 681-4901
Morgan Stanley
Norwell Branch Office
You define success, we help you achieve it
141 Longwater Drive
Ste 102
Norwell, MA 02061
US
Branch:
(781) 681-4900(781) 681-4900
Toll-Free:
(800) 326-5951(800) 326-5951
Branch Manager
Kathleen M. FerraroPhone:
(781) 681-4901(781) 681-4901
About Morgan Stanley Norwell Branch
Welcome to the Morgan Stanley Norwell Branch. It is with great pride that I invite you to meet our Local Management Team and Financial Advisors.
One of our primary objectives is to assemble a team of experienced, growth minded, self-motivated and insightful Financial Advisors who are dedicated to the needs of their clients. Our Financial Advisors enjoy the full support of Local and Complex Management as well as the Firm. While we believe that the professionals in our office are of the highest caliber, we continually seek to add talent and broaden our capabilities.
Formed in 1996, Morgan Stanley's Norwell office has been a leader on the Massachusetts South Shore and has served a wide range of distinguished clients: from major corporations, nonprofit institutions, private equity and venture capital firms, senior corporate executives, sophisticated investors and high net worth families. These clients have relied on our experience and resources to help them meet their financial needs and objectives. With an office in Hyannis to provide solutions for business and affluent individuals on the Cape and surrounding towns.
Financial Advisors in Norwell & Hyannis often meld their skills to work on teams. Each committed to providing our clients with personalized service and astute counsel. Culturally, both branches value collaboration and entrepreneurship. We believe Financial Advisors thrive in our environment because integrity and professionalism are evident in every relationship, both within the office and with our clients. No less important, we are dedicated to promoting diversity and inclusion, while the power of leveraging many points of view to drive business results is fundamental to our culture.
The majority of our Financial Advisors have completed extensive continuing education courses and have attained professional designations. We firmly believe in open architecture, wherein our Financial Advisors are encouraged to take the helm of deciding what works best for their clients and for their practice.
I joined Morgan Stanley and its predecessor firms in 1990. I was a financial for 17 years before joining the management leadership team. I have had the opportunity to build meaningful, long-lasting bonds with our Financial Advisors over the past 10 years. Many are consistently among the most productive in the Firm & honored by Barron’s and Forbes. I am confident you will discover numerous opportunities with us to take your practice to the next level. I look forward to continuing the process of exploring how our team can most effectively serve you and your clients.
CRC#6569814
One of our primary objectives is to assemble a team of experienced, growth minded, self-motivated and insightful Financial Advisors who are dedicated to the needs of their clients. Our Financial Advisors enjoy the full support of Local and Complex Management as well as the Firm. While we believe that the professionals in our office are of the highest caliber, we continually seek to add talent and broaden our capabilities.
Formed in 1996, Morgan Stanley's Norwell office has been a leader on the Massachusetts South Shore and has served a wide range of distinguished clients: from major corporations, nonprofit institutions, private equity and venture capital firms, senior corporate executives, sophisticated investors and high net worth families. These clients have relied on our experience and resources to help them meet their financial needs and objectives. With an office in Hyannis to provide solutions for business and affluent individuals on the Cape and surrounding towns.
Financial Advisors in Norwell & Hyannis often meld their skills to work on teams. Each committed to providing our clients with personalized service and astute counsel. Culturally, both branches value collaboration and entrepreneurship. We believe Financial Advisors thrive in our environment because integrity and professionalism are evident in every relationship, both within the office and with our clients. No less important, we are dedicated to promoting diversity and inclusion, while the power of leveraging many points of view to drive business results is fundamental to our culture.
The majority of our Financial Advisors have completed extensive continuing education courses and have attained professional designations. We firmly believe in open architecture, wherein our Financial Advisors are encouraged to take the helm of deciding what works best for their clients and for their practice.
I joined Morgan Stanley and its predecessor firms in 1990. I was a financial for 17 years before joining the management leadership team. I have had the opportunity to build meaningful, long-lasting bonds with our Financial Advisors over the past 10 years. Many are consistently among the most productive in the Firm & honored by Barron’s and Forbes. I am confident you will discover numerous opportunities with us to take your practice to the next level. I look forward to continuing the process of exploring how our team can most effectively serve you and your clients.
CRC#6569814
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Norwell Branch
Kimberly Carr
Vice President, Business Service Officer
Phone:
(781) 681-4953(781) 681-4953
Felicia P. Joseph
Branch Administrator
Phone:
(781) 681-4975(781) 681-4975
Joe Petteruto
Vice President, Risk Officer
Phone:
(781) 681-4954(781) 681-4954
Dante V. Amatucci
Assistant Vice President, Service Manager
Phone:
(781) 681-4956(781) 681-4956
About Kathleen M. Ferraro
Kathleen "Kathy" Ferraro serves as Market Manager and Executive Director for Morgan Stanley’s Coastal New England Market. She has extensive experience in the financial services industry. Kathleen started her career at The First National Bank of Chicago’s New York Banking Division in 1986. Kathleen joined Gruntal & Co. in 1988 as a Financial Advisor. Her team left Gruntal in 1990 to join Smith Barney in White Plains, New York. Kathleen was a President’s Council Advisor before she changed course and joined the management team in 2005 in Greenwich, Connecticut. Kathy has held several leadership roles at Smith Barney/Morgan Stanley, including Complex Business Development Manager, Assistant Branch Manager, and Assistant Complex Manager.
In June of 2014, Kathleen was named Branch Manager of the Norwell, Massachusetts, branch. Her main objective is to be a partner with her advisors and employees to deliver world-class service to the clients of her branch. In October 2019, Kathleen became the Market Manager for the Norwell, Hyannis, and Dartmouth branches. Shortly after, she was inducted into Morgan Stanley's MAKER's Class of 2020. She is a passionate advocate for authenticity, diversity, and inclusion.
Kathleen holds a degree in Business and Marketing from The University of Tampa. She and her husband, Anthony, have three children, Vincent; Gabriella; and Anthony, Jr. Kathleen supports numerous charitable organizations, including Father Bill’s Homeless Shelter, Cooley’s Anemia Foundation, The American Cancer Society, St. Jude’s Children’s Hospital, The Gravinese Mutual Aid Society, and The World Wildlife Fund. Lifting up the next generation of female professionals is a passion of Kathleen’s. She is involved with Invest in Girls and Power to Fly, both of which promote financial literacy for girls and help them prepare for the workplace through mentoring, coaching and resume assistance.
In June of 2014, Kathleen was named Branch Manager of the Norwell, Massachusetts, branch. Her main objective is to be a partner with her advisors and employees to deliver world-class service to the clients of her branch. In October 2019, Kathleen became the Market Manager for the Norwell, Hyannis, and Dartmouth branches. Shortly after, she was inducted into Morgan Stanley's MAKER's Class of 2020. She is a passionate advocate for authenticity, diversity, and inclusion.
Kathleen holds a degree in Business and Marketing from The University of Tampa. She and her husband, Anthony, have three children, Vincent; Gabriella; and Anthony, Jr. Kathleen supports numerous charitable organizations, including Father Bill’s Homeless Shelter, Cooley’s Anemia Foundation, The American Cancer Society, St. Jude’s Children’s Hospital, The Gravinese Mutual Aid Society, and The World Wildlife Fund. Lifting up the next generation of female professionals is a passion of Kathleen’s. She is involved with Invest in Girls and Power to Fly, both of which promote financial literacy for girls and help them prepare for the workplace through mentoring, coaching and resume assistance.
Securities Agent: CT, DE, FL, GA, MA, MD, MT, NJ, NY, PA, TX, VA; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
About Kimberly Carr
Kimberly "Kim" Carr is a Business Service Officer for the Coastal New England sub-complex. In this role, Kim’s focus is working closely with our support professionals and advisors on providing superior service to our clients. She has a passion for coaching and helping teams achieve their goals personally and professionally. Kimberly started her career in the financial services industry at Merrill Lynch in 2007. In her 15 years of experience, Kim has obtained her Series 7, 66, 9, and 10 licenses and continues to enjoy learning every day.
Outside of work, Kim thoroughly enjoys every minute spent with her family. She met husband, Dan, at Saint Anselm College, where they both graduated with Business degrees in 2007. They have two children: a daughter, Maddie; a son Danny; and a golden retriever Larry. Her family enjoys skiing in the winter and spending time at Cape Cod in the summer.
Outside of work, Kim thoroughly enjoys every minute spent with her family. She met husband, Dan, at Saint Anselm College, where they both graduated with Business degrees in 2007. They have two children: a daughter, Maddie; a son Danny; and a golden retriever Larry. Her family enjoys skiing in the winter and spending time at Cape Cod in the summer.
About Felicia P. Joseph
Felicia Joseph is the Branch Administrator for Morgan Stanley’s Norwell, Massachusetts, branch. She brings over two decades of experience to the insurance and financial services industries. She began her career with New England Financial (NEF) in 2001, working in annuity service and subsequently moved to the sales team as a Junior Inside Wholesaler, following MetLife’s purchase of NEF. In 2005, she became MetLife’s Junior Compliance Analyst, and just prior to joining the Firm, Felicia worked as a contracting specialist for a small insurance agency, specializing in insurance, LTC, annuity, and state licensing for advisors and agencies alike.
Felicia grew up in Philadelphia, Pennsylvania as the oldest of four siblings. She now resides in Brockton, Massachusetts, with her two adult children. Her daughter, Tazia, is an MCLA graduate and works as a Veterinary Technician, and her son, Jason, is currently serving in the United States Navy.
Felicia grew up in Philadelphia, Pennsylvania as the oldest of four siblings. She now resides in Brockton, Massachusetts, with her two adult children. Her daughter, Tazia, is an MCLA graduate and works as a Veterinary Technician, and her son, Jason, is currently serving in the United States Navy.
About Joe Petteruto
Joe Petteruto is the Risk Officer for Morgan Stanley’s Norwell, Massachusetts, Market. Prior to joining the Firm in 2016, he graduated from the University of California, Los Angeles (UCLA). In 2000, he transitioned to the Wealth Management field, working for a number of Firms, some of which include Moors & Cabot, Fidelity Janney Montgomery Scott, and RBC. He has served in a supervisory capacity since 2004 and has worn a number of hats, working in operations, complex administration, and finally branch management, roles which fine-tuned his skills in trading, settlements, operations and compliance, sales, recruiting, and HR functions.
A California native, Joe has lived in Medway, Massachusetts, since 2008 with his wife, Kelly; their sons, Brayden and Declan; and their daughter, Niamh. While not in the office, Joe is an avid guitarist and finds time to play as often as he can.
A California native, Joe has lived in Medway, Massachusetts, since 2008 with his wife, Kelly; their sons, Brayden and Declan; and their daughter, Niamh. While not in the office, Joe is an avid guitarist and finds time to play as often as he can.
About Dante V. Amatucci
Dante Amatucci is an Assistant Vice President at Morgan Stanley who has been in the financial services industry since 1987. He is currently working as a Service Manager, based out of the Firm’s Norwell, Massachusetts, branch. Dante rejoined Morgan Stanley in June of 2018, where he served as Business Service Manager until August of 2019. Previously, Dante served as a Complex Risk Officer for the Firm’s High Street Complex in Boston from 2008 to 2012. Throughout his various careers in the field, he has fine-tuned his professional experience in trading, risk, compliance, and operations.
Dante obtained his degree in 1987 from Suffolk University in Boston. He currently resides in Marshfield, Massachusetts, with his wife, Francesca, and their two children, Gianna and Dante, Jr.
Dante obtained his degree in 1987 from Suffolk University in Boston. He currently resides in Marshfield, Massachusetts, with his wife, Francesca, and their two children, Gianna and Dante, Jr.
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Branch Address
141 Longwater Drive
Ste 102
Norwell, MA 02061
US
Branch:
(781) 681-4900(781) 681-4900
Toll-Free:
(800) 326-5951(800) 326-5951
Fax:
(781) 681-4950(781) 681-4950
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024