Joseph J Kendrick
First Vice President,
Financial Advisor
Direct:
(415) 482-2714(415) 482-2714
My Mission Statement
Working with you to help preserve and grow wealth for your long-term goals.
Welcome
Joe Kendrick is a Financial Advisor and Senior Vice President in Morgan Stanley’s San Rafael, CA office with more than three decades of investment experience. He serves the diverse needs of a select number of high net-worth individuals and their families and takes pride in his professionalism and integrity and delivering a high level of quality personal service.
To that end, Joe devotes a great deal of time to educating his clients in easy-to-understand language about their investments and keeps them well-informed throughout the relationship, believing the more they understand the more comfortable they will be and the greater confidence they will have in his strategies.
In addition, Joe makes himself readily available to answer any questions clients have about their portfolio, the economy and the financial markets.
Born in Quincy, MA. Joe graduated with a Bachelor of Arts degree in Economics from Boston College. He began his career working for his uncle’s brokerage firm, which served institutional investors. From there, he worked for Merrill Lynch and Shearson before joining Morgan Stanley (and predecessor firms) in 1988.
Given his long tenure as a financial advisor, Joe has worked through numerous types of market and economic environments. As such, he is deeply familiar with the intricacies of navigating a portfolio during all periods of market fluctuations – and life challenges – in pursuit of a well-defined investment objective.
In light of all the uncertainties in today’s market and economic climate, Joe believes his experience and empathetic approach will prove highly beneficial to his clients in helping them create the long-term financial plan and preservation of capital they seek for themselves and their families.
To that end, Joe devotes a great deal of time to educating his clients in easy-to-understand language about their investments and keeps them well-informed throughout the relationship, believing the more they understand the more comfortable they will be and the greater confidence they will have in his strategies.
In addition, Joe makes himself readily available to answer any questions clients have about their portfolio, the economy and the financial markets.
Born in Quincy, MA. Joe graduated with a Bachelor of Arts degree in Economics from Boston College. He began his career working for his uncle’s brokerage firm, which served institutional investors. From there, he worked for Merrill Lynch and Shearson before joining Morgan Stanley (and predecessor firms) in 1988.
Given his long tenure as a financial advisor, Joe has worked through numerous types of market and economic environments. As such, he is deeply familiar with the intricacies of navigating a portfolio during all periods of market fluctuations – and life challenges – in pursuit of a well-defined investment objective.
In light of all the uncertainties in today’s market and economic climate, Joe believes his experience and empathetic approach will prove highly beneficial to his clients in helping them create the long-term financial plan and preservation of capital they seek for themselves and their families.
Securities Agent: MT, CA, CT, UT, TX, SC, MA, IL, NH, ID, PA, MN, VA, OR, IA, CO, AZ, WA, FL, VT, NY, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1265317
NMLS#: 1265317
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
I believe in goal based planning for each and every client. My process begins with gaining a deep understanding of what is most important to my clients both financially and otherwise coupled with a thorough review of their current balance sheet. Next I create a unique roadmap which outlines the best way for my clients to achieve all of their goals. My job is to implement, monitor, and adjust the plan as appropriate to accommodate life's ever changing needs. My job not only involves asset allocation, but also educational planning, retirement planning, and risk management strategies, just to name a few. My goal is to take the burden off of my clients so they can spend time enjoying the things they truly love to do in life.
Education
◾Boston College, Bachelor of Science in Economics.
Advice Matters
Client Service Team
Fabiano Gomes - Portfolio Associate
Phone:
(415) 482-2715(415) 482-2715
Email:fabiano.gomes@morganstanley.com
Fabiano Gomes is a Portfolio Associate at Morgan Stanley who joined the company in 2019. Fabiano provides tailored service and thoughtful, proactive assistance to clients. A graduate of San Francisco State University with a B.B.A. in Finance, Fabiano is now Series 7, 63 and 65 licensed.
Originally from Rio de Janeiro, Brazil, he has made Marin County his home for the last 20 years. On weekends Fabiano enjoys running, road biking and doing his famous Brazilian BBQ with friends
Originally from Rio de Janeiro, Brazil, he has made Marin County his home for the last 20 years. On weekends Fabiano enjoys running, road biking and doing his famous Brazilian BBQ with friends
CA Insurance License #: 0L53244
Location
1101 5th Avenue
Ste 275
San Rafael, CA 94901
US
Direct:
(415) 482-2714(415) 482-2714
Fax:
(415) 984-6596(415) 984-6596
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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Ready to start a conversation? Contact Joseph J Kendrick today.
1Morgan 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.
2Morgan 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan 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
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
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
2Morgan 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan 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
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
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)
