Kat Murakami-McCaskey
Vice President, Business Development Associate
Phone:
(415) 693-6043(415) 693-6043
Eric Krawitt
Executive Director,
Financial Advisor
Direct:
(415) 693-7680(415) 693-7680
Toll-Free:
(800) 347-3488(800) 347-3488
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
Eric Krawitt is a Senior Vice President, Financial Advisor at Morgan Stanley. He has over 30 years of experience in the financial services industry and has been with the firm since 1993.
By putting his clients first and sincerely caring about helping them achieve their financial and life goals, Eric has developed a successful practice dedicated to building long-lasting relationships. Eric works with a goals first approach, taking the time to understand his clients’ financial goals to determine what financial tools are needed to achieve these goals.
Eric’s enthusiasm for the financial services industry came from reading about Warren Buffet and an internship while in University. Eric graduated from the University of Vermont with a major in Political Science and Economics, he also holds an Insurance license.
Outside the office, Eric enjoys spending time with his family, he has two sons. Eric is a member in the University of Vermont San Francisco Regional Board, AAEP (Foundation for the Horse), and is active in the running community.
By putting his clients first and sincerely caring about helping them achieve their financial and life goals, Eric has developed a successful practice dedicated to building long-lasting relationships. Eric works with a goals first approach, taking the time to understand his clients’ financial goals to determine what financial tools are needed to achieve these goals.
Eric’s enthusiasm for the financial services industry came from reading about Warren Buffet and an internship while in University. Eric graduated from the University of Vermont with a major in Political Science and Economics, he also holds an Insurance license.
Outside the office, Eric enjoys spending time with his family, he has two sons. Eric is a member in the University of Vermont San Francisco Regional Board, AAEP (Foundation for the Horse), and is active in the running community.
Securities Agent: MO, GA, RI, NV, NM, NE, AZ, VT, NY, KY, ID, IA, FL, AL, OK, MA, AK, OH, DC, TX, MT, IL, CT, WI, UT, SD, MI, MD, CO, SC, PA, OR, NJ, NH, MN, IN, CA, WA, ME, DE, VA, TN, NC, HI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1451582
CA Insurance License #: 0B82539
NMLS#: 1451582
CA Insurance License #: 0B82539
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
OUR PROCESS, YOUR JOURNEY
With greater wealth comes greater complexity. My team is specifically designed to support successful individuals who have accumulated a significant amount of wealth. Our typical client needs more sophisticated solutions, security, and first-class service.
Our approach to client service is simple – we put you at the center of everything we do. We recognize that getting to know you is essential to success, so we are focused on active listening and collaboration. The more we know about you, the better we understand your needs and what you want to accomplish by working with us.
Our approach to client service is simple – we put you at the center of everything we do. We recognize that getting to know you is essential to success, so we are focused on active listening and collaboration. The more we know about you, the better we understand your needs and what you want to accomplish by working with us.
Step 1: Getting To Know Each Other
Our relationship begins with an in-depth discussion of your family's needs, values, lifestyle and aspirations for the future.
Financial Planning Questionnaire
Multi-Generational Families
Our financial planning process for multi-generational families is a rigorous analysis of your lifestyle, tax obligations, future gifting plans and portfolio objectives.
Step 2: Gather & Analyze Current Financial Situation
Review of your balance sheet, current statements, estate plans and other essential documents together to gain a clear picture of your current wealth plan.
Business Owners
Here at Morgan Stanley, we understand the unique circumstances that arise from owning your own business. Working with us can help set you and your business up for success by helping to make smart investment decisions that will impact your business in a positive way.
Step 3: Present Your Custom Financial Plan
In this step, we meet with you to present your Wealth Management Plan in detail. Your Plan includes investment recommendations as well as other valuable strategies. We will discuss any fees as well as the advisory fiduciary responsibility.
Retirees
My team works with individuals transitioning into retirement. When we manage assets in retirement, we look for ways to minimize the impact of taxes to help you keep more of your returns.
Step 4: Implement Plan
As your assets transfer to Morgan Stanley, we begin the disciplined process of executing your plan. We often collaborate with specialized professionals in key areas, as well as your CPA and estate attorney to help ensure a cohesive implementation and transparency.
Pre-Retirees
Developing a plan for retirement is essential. This can help with making sure you are meeting your personal retirement needs. Retirement planning can be stressful, we are here to make this stressful process as easy as possible.
Step 5: Comprehensive Review & Ongoing Monitoring
Committed to premium service, we focus on developing a relationship that provides special value to you and your family. We set up regular calls and meetings to provide updates and keep your plan on track towards achieving your goals.
Corporate Retirement Plans
We work with companies to develop and manage their corporate retirement plans. Let us bring our experience and resources to the table to take this burden off of you.
Digital Tools
Our comprehensive suite of digital tools are designed to help enhance various aspects of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Seamlessly and securely manage your investments and everyday finances in one place with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
LifeView
LifeView is a suite of planning tools that includes goal-specific analysis that Financial Advisors can use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual’s financial life, including investments and cash management needs.
Learn More About LifeView
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Digital Vault
Digital Vault lets you easily manage and share your important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings. All files are scanned for viruses and malware and are encrypted while transferred and stored. Access is limited to you and anyone you designate.
Learn More About Digital Vault
MS Reserved Living and Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn More About MS Reserved Living and Giving
Tax Planning Strategies
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.
Learn More About Tax Planning StrategiesInvestor Resources
Timely market commentary, thought leadership and portfolio ideas to help guide your investment decisions.
GIC On the Markets
The latest edition of “On the Markets,” a monthly collection of the most timely research and strategy from Morgan Stanley & Co., Morgan Stanley Wealth Management and external partners.
GIC On the Markets
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly Research Report
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.
Morgan Stanley Ideas Podcast
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Thoughts on the Market Podcast
2024 Tax Tables
Please view the following attachment to find the 2024 federal tax tables.
2024 Tax Tables2025 Tax Tables
Please view the following attachment to find the 2025 federal tax tables.
2025 Tax Tables
Donor Advised Funds
Gifting appreciated long-term gain stock to a donor advised fund may be an option for offsetting income tax in years when there is a liquidity event from IPO/acquisition, options exercise, stock vests or bonus income. This allows tax deduction in the current tax year, with the flexibility to gift to end charities over time.
More information on Donor Advised FundsFeatured Insights
At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
Overcoming Your 5 Biggest Retirement Challenges
While saving for retirement is important, so is your plan of action once you've retired. Consider these strategies to help you overcome five of the biggest income-related challenges.
Overcoming Your 5 Biggest Retirement Challenges
Will AI Plan Your Next Vacation?
Generative artificial intelligence could upend the global travel industry, bringing disruption and opportunity to online travel agencies and search engines.
Will AI Plan Your Next Vacation?
Top 5 Mistakes Investors Make in Volatile Markets
When market volatility picks up, it's important to stay focused on your goals. Here are some common mistakes to avoid- and what to do instead.
Top 5 Mistakes Investors Make in Volatile Markets
4 Financially Smart Ways to Take Money Out of Retirement Accounts
Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.
4 Financially Smart Ways to Take Money Out of Retirement AccountsLocation
101 California St 23rd
Fl
San Francisco, CA 94111
US
Direct:
(415) 693-7680(415) 693-7680
Toll-Free:
(800) 347-3488(800) 347-3488
Meet My Team
Melyinda Mitchell
Associate Vice President, Wealth Management Associate
Phone:
(415) 693-6065(415) 693-6065
Claudia Correa
Portfolio Associate
Phone:
(415) 693-6221(415) 693-6221
About Kat Murakami-McCaskey
Kathryn "Kat" Murakami-McCaskey is a Vice President, Business Development Associate at Morgan Stanley. With more than 14 years of experience in the financial services industry, Kat focuses on analytics, financial planning, client relations, and business development.
Born and raised in Kona, Hawaii, Kat moved to the mainland to attend Willamette University in Oregon, where she graduated with a degree in Economics. Kat joined Morgan Stanley in 2007, and is Series 7, 31, and 66 licensed.
With a strong work ethic and an attentive approach, Kat ensures that clients' needs are met with care and detail. Working closely with Nersi, she has a keen understanding of clients' larger financial goals and is dedicated to providing a positive, collaborative experience for both current and prospective clients.
Outside of work, Kat enjoys spending time with her family, working out, and traveling the world.
Born and raised in Kona, Hawaii, Kat moved to the mainland to attend Willamette University in Oregon, where she graduated with a degree in Economics. Kat joined Morgan Stanley in 2007, and is Series 7, 31, and 66 licensed.
With a strong work ethic and an attentive approach, Kat ensures that clients' needs are met with care and detail. Working closely with Nersi, she has a keen understanding of clients' larger financial goals and is dedicated to providing a positive, collaborative experience for both current and prospective clients.
Outside of work, Kat enjoys spending time with her family, working out, and traveling the world.
About Melyinda Mitchell
Melyinda Mitchell is a Wealth Management Associate at Morgan Stanley with over 16 years of experience in the financial services industry. Methodical and detail-oriented, she delivers service excellence providing clients a guiding hand and ensuring all administrative and operational needs are met quickly and efficiently. Melyinda has a passion for building long lasting relationships with clients.
Born and raised in the San Francisco Bay Area where she graduated from California State University East Bay with a degree in Mass Communications with an option in Advertising, she joined Morgan Stanley In 2005.
Melyinda resides in Concord with her husband Derek and their dog Gizmo. In her spare time, Melyinda enjoys crafting, cycling classes and spending time with her family and friends.
Melyinda is Series 7 and 66 licensed.
Born and raised in the San Francisco Bay Area where she graduated from California State University East Bay with a degree in Mass Communications with an option in Advertising, she joined Morgan Stanley In 2005.
Melyinda resides in Concord with her husband Derek and their dog Gizmo. In her spare time, Melyinda enjoys crafting, cycling classes and spending time with her family and friends.
Melyinda is Series 7 and 66 licensed.
About Claudia Correa
Claudia Correa is a Portfolio Associate at Morgan Stanley with many years of experience in the financial industry.
Claudia graduated from the University of California, Davis with a major in Economics and a minor in Organizational Studies. After exploring multiple roles within the Firm, she decided to further develop her operational skill set to better assist clients in achieving their financial goals. She is committed to improving the quality and consistency of processes that affect the overall client experience. Claudia is Series 7 and 66 licensed and is proficient in Spanish.
Claudia graduated from the University of California, Davis with a major in Economics and a minor in Organizational Studies. After exploring multiple roles within the Firm, she decided to further develop her operational skill set to better assist clients in achieving their financial goals. She is committed to improving the quality and consistency of processes that affect the overall client experience. Claudia is Series 7 and 66 licensed and is proficient in Spanish.
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
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
Article Image
Ready to start a conversation? Contact Eric Krawitt today.
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Alternative 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.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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 and other legal matters.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
2Alternative 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.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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 and other legal matters.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
CRC 6491812 (04/2024)
