Kimberly Emerson
Private Banker
Christopher Green
Senior Vice President, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director,
Alternative Investments Director,
Financial Planning Specialist
Direct:
(513) 562-8372(513) 562-8372
Toll-Free:
(800) 543-1825(800) 543-1825
My Mission Statement
I design investment strategies that align with your goals which can simplify and help add value to your life.
My Story and Services
If you are like the clients with whom I work, then your time is occupied with managing your business or progressing in your career, tending to your family and making time for your interests. Your financial situation has become fairly complex. You use a CPA to prepare your annual taxes, a financial advisor to help with your investments and an attorney to help you with estate planning. Chances are, you manage the coordination between them all.
I have three primary goals as your financial advisor. First and foremost, I aim to help you achieve your financial goals. Second, my investment strategies are designed to simplify and help add significant value to your life. And third, my focus on the first two goals can potentially free you up to spend time with the people and passions that bring you joy.
As a Portfolio Management Director, I do more than professionally manage your investment portfolio. Like the quarterback of your financial team, I work closely with those who serve you and your family seeking to ensure that various aspects of your financial situation is covered and coordinated. This investment management strategy not only saves you a considerable amount of time, it can potentially increase the likelihood that we’ll find better outcomes, realize significant efficiencies and discover strategies that might otherwise not have been possible.
As a Financial Planning Specialist, I design financial strategies that align with your short-term and long-term goals. I aim to provide you with risk-conscious returns in an effort to meet your needs and add meaningful value to your life.
My role extends beyond families and individuals to provide advice for endowments, trusts and corporations. Let me show you how it works.
I have three primary goals as your financial advisor. First and foremost, I aim to help you achieve your financial goals. Second, my investment strategies are designed to simplify and help add significant value to your life. And third, my focus on the first two goals can potentially free you up to spend time with the people and passions that bring you joy.
As a Portfolio Management Director, I do more than professionally manage your investment portfolio. Like the quarterback of your financial team, I work closely with those who serve you and your family seeking to ensure that various aspects of your financial situation is covered and coordinated. This investment management strategy not only saves you a considerable amount of time, it can potentially increase the likelihood that we’ll find better outcomes, realize significant efficiencies and discover strategies that might otherwise not have been possible.
As a Financial Planning Specialist, I design financial strategies that align with your short-term and long-term goals. I aim to provide you with risk-conscious returns in an effort to meet your needs and add meaningful value to your life.
My role extends beyond families and individuals to provide advice for endowments, trusts and corporations. Let me show you how it works.
Securities Agent: GA, TX, TN, SD, NY, OH, MN, FL, SC, MA, IN, AZ, WA, VA, NV, NC, MI, KY, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1877456
NMLS#: 1877456
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About Me
I have a strong, natural affinity for numbers and data and an equally strong ability to translate them into real, actionable information on behalf of my clients.
My financial management strategy is dedicated to creating comprehensive wealth management strategies for my clients. I place a high premium on delivering quality service while implementing risk-conscious strategies that align with your goals. I listen carefully to your values, aspirations and concerns and I work diligently to create portfolios that aim to realize those goals. I believe that a large contributor to success is seeking to avoid risks that are not obvious. Helping you see these often hidden obstacles is an essential service I provide. I am here to help preserve and nurture your portfolio for the long run.
I grew up in Cincinnati, Ohio and earned a Bachelor’s of Business Administration degree from Ohio University. After graduation, I worked for a short time at the office of the Ohio State Auditor, before joining Deloitte as an auditor and earning my CPA designation in 1999. (Not practicing with Morgan Stanley.) From there, I joined a regional investment firm, Gradison McDonald Investments, before joining Smith Barney (a Morgan Stanley predecessor firm) in 2004. I have been here ever since.
Outside of work, my wife and I stay very busy with the many and varied activities of our four school-aged children. My community is important to me and I make time to work with several wonderful organizations who serve the beautiful region where we live.
My financial management strategy is dedicated to creating comprehensive wealth management strategies for my clients. I place a high premium on delivering quality service while implementing risk-conscious strategies that align with your goals. I listen carefully to your values, aspirations and concerns and I work diligently to create portfolios that aim to realize those goals. I believe that a large contributor to success is seeking to avoid risks that are not obvious. Helping you see these often hidden obstacles is an essential service I provide. I am here to help preserve and nurture your portfolio for the long run.
I grew up in Cincinnati, Ohio and earned a Bachelor’s of Business Administration degree from Ohio University. After graduation, I worked for a short time at the office of the Ohio State Auditor, before joining Deloitte as an auditor and earning my CPA designation in 1999. (Not practicing with Morgan Stanley.) From there, I joined a regional investment firm, Gradison McDonald Investments, before joining Smith Barney (a Morgan Stanley predecessor firm) in 2004. I have been here ever since.
Outside of work, my wife and I stay very busy with the many and varied activities of our four school-aged children. My community is important to me and I make time to work with several wonderful organizations who serve the beautiful region where we live.
Risk-Conscious Portfolio Strategies
As a Portfolio Management Director, I focus on providing risk-conscious and tax-aware investment strategies that not only help meet your needs and goals, but are designed to navigate the ever-changing circumstance of financial markets.
Risk is a catchall phrase for a number of investment issues and often means different things to different people. It can mean how readily you can get your money when you need it, how fast your money will grow, and how safe your money will be. It can also refer to market volatility and fluctuations, inflation movement that jeopardizes a fixed rate of return, and interest rate changes, which create risk for bond holders.
You create your own risk if you have an aversion to loss of any kind, allow a personal connection to a company influence investment decision or have too much of your portfolio tied up in one particular company’s stock.
My designation means that I am one of a very few Financial Advisors who has been qualified by Morgan Stanley to independently manage client assets. My job is to ascertain the amount of risk you are willing to maintain in a portfolio and use that information to develop investment objectives around the risk. I build diversified portfolios, which often include alternative investments. Depending on your situation, a better outcome may mean more tax efficiency, more diversification, more income, or simply higher returns.
Risk is a catchall phrase for a number of investment issues and often means different things to different people. It can mean how readily you can get your money when you need it, how fast your money will grow, and how safe your money will be. It can also refer to market volatility and fluctuations, inflation movement that jeopardizes a fixed rate of return, and interest rate changes, which create risk for bond holders.
You create your own risk if you have an aversion to loss of any kind, allow a personal connection to a company influence investment decision or have too much of your portfolio tied up in one particular company’s stock.
My designation means that I am one of a very few Financial Advisors who has been qualified by Morgan Stanley to independently manage client assets. My job is to ascertain the amount of risk you are willing to maintain in a portfolio and use that information to develop investment objectives around the risk. I build diversified portfolios, which often include alternative investments. Depending on your situation, a better outcome may mean more tax efficiency, more diversification, more income, or simply higher returns.
Community Involvement
My past and my present is rooted deeply in the Ohio-Kentucky-Indiana tri-state community. I grew up here, attended Archbishop Moeller High School, established my career here, and now I am raising my family here. With four school-aged children, my wife and I spend a lot of time at volleyball, basketball and soccer games. You can often find me cheering on the sidelines and occasionally coaching a team or two. Our summers are spent at our home in Lake Norris, Tennessee, where we enjoy boating, golfing, all kinds of water sports and generally relaxing.
I am actively involved in my church and a proud volunteer of organizations and cultural activities that contribute to our community’s vibrancy and vitality. I support the following organizations in a variety of ways:
• Finance Committee, St. Columban Church, Loveland, Ohio
• Endowment Board, The Children's Home of Cincinnati
• Auction Sponsor, Ursuline Academy
Last, but not least, I am honored to address the financial planning and wealth management needs of our tri-state neighbors, including those who have moved to warmer climates as they’ve neared or reached retirement.
I am actively involved in my church and a proud volunteer of organizations and cultural activities that contribute to our community’s vibrancy and vitality. I support the following organizations in a variety of ways:
• Finance Committee, St. Columban Church, Loveland, Ohio
• Endowment Board, The Children's Home of Cincinnati
• Auction Sponsor, Ursuline Academy
Last, but not least, I am honored to address the financial planning and wealth management needs of our tri-state neighbors, including those who have moved to warmer climates as they’ve neared or reached retirement.
Location
7755 Montgomery Road 2nd
Floor
Cincinnati, OH 45236
US
Direct:
(513) 562-8372(513) 562-8372
Toll-Free:
(800) 543-1825(800) 543-1825
Fax:
(513) 579-0050(513) 579-0050
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Kimberly Emerson
Kimberly Emerson is a Private Banker serving Morgan Stanley Wealth Management offices in Ohio.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kimberly began her career in financial services in 2001, and joined Morgan Stanley in 2015. Prior to joining the firm, she was a Private Banking Relationship Manager at FC Bank. Kimberly has also been a Wealth Management Banker at Merrill Lynch, as well as a Private Banking Relationship Manager at Fifth Third and KeyBank.
Kimberly is a graduate of Ohio Dominican University where she received a Bachelor of Arts in Business Administration. She and her family reside in Blacklick, Ohio. Outside of the office, Kimberly enjoys sporting events, concerts, and spending time with her family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kimberly began her career in financial services in 2001, and joined Morgan Stanley in 2015. Prior to joining the firm, she was a Private Banking Relationship Manager at FC Bank. Kimberly has also been a Wealth Management Banker at Merrill Lynch, as well as a Private Banking Relationship Manager at Fifth Third and KeyBank.
Kimberly is a graduate of Ohio Dominican University where she received a Bachelor of Arts in Business Administration. She and her family reside in Blacklick, Ohio. Outside of the office, Kimberly enjoys sporting events, concerts, and spending time with her family.
NMLS#: 767178
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Christopher Green today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
