Welcome

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
  • Wealth Management1
  • Retirement Planning2
  • Planning for Education Funding3
  • Financial Planning4
  • Estate Planning Strategies5
  • Cash Management6
  • Lending Products
  • Life Insurance7
  • Sustainable Investing8
Securities Agent: TX, WA, VA, UT, SD, NM, NJ, NC, LA, KS, IL, GA, FL, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1282509
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

My Clients

I have a deep passion for connecting with people and working closely with them to help achieve their return on life. As a financial advisor, I commit to providing my clients organization, accountability, objectivity, proactivity, and education. Organization entails bringing order to your financial life by assisting you in such things as budgets, cash management, insurance, and taxes. I will help you follow through on financial commitments by prioritizing goals, show you the steps you need to take, and regularly review your progress towards achieving them. I bring objective insight to help you avoid emotionally driven decisions in important money matters. I proactively anticipate your life transitions and ensure you are financially prepared for them. Most importantly, I help you achieve the best life possible through working in concert with you, not just for you, by taking the time to clearly understand your background, philosophy, needs, and objectives.

    Working With You

    I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:

    Develop a thorough understanding of your financial goals and objectives
    Review and analyze your current financial situation
    Identify and tailor solutions that can help you meet your individual needs
    Implement your customized strategy, including personalized services and benefits
    Review your strategy, meeting periodically to discuss your goals and needs
    Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
    Personal
    Highly individualized and committed to helping you achieve financial success

    Flexible
    Responsive to changes in your life and in your priorities over time

    Comprehensive
    Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us

      A Comprehensive Service

      As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.

      Investments, Cash Management and Lending
      I offer an array of solutions for both your near-term priorities and long-term objectives.

      529 Plans
      Cash Management Services
      Credit and Lending Services
      Equities
      Fixed Income
      Hedge Funds (for qualified investors)
      IRAs
      Managed Futures (for qualified investors)
      Private Equity (for qualified investors)
      Real Estate / Real Assets (for qualified investors)
      Managed Accounts and Advisory Solutions
      With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.

      Personal Retirement Planning
      I can work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.

      Planning
      Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:

      Education Planning
      Estate Planning Strategies
      Financial Planning and Financial Goal Analysis
      Life Insurance
      Long Term Care Insurance
      Retirement Planning

      Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

      Since life insurance and long term care insurance are medically underwritten, you should not cancel your current policy until your new policy is in force. A change to your current policy may incur charges, fees and costs. A new policy will require a medical exam. Surrender charges may be imposed and the period of time for which the surrender charges apply may increase with a new policy. You should consult with your own tax advisors regarding your potential tax liability on surrenders.

        Client Service Team

        • Maria Navarro - Client Service Associate
          maria.navarro@morganstanley.com

          713-658-2757

        Location

        717 Texas Avenue
        Suite 3050
        Houston, TX 77002
        US
        Direct:
        (713) 658-2710(713) 658-2710
        Fax:
        (713) 658-2729(713) 658-2729
        Investment and Market Perspectives

        On the Markets

        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
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        Investing

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        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
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        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
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        Business Planning

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        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
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        Ready to start a conversation? Contact Kelly Kearney today.
        Market Information Delayed 20 Minutes
        1Morgan 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.

        2Morgan 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.

        3Morgan 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.

        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.

        5Morgan 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.

        6Morgan 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

        7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

        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 suitable 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”) 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.


        CRC 2019752 10/2018