My story

Understanding each client’s unique values and objectives lies at the heart of Kelly’s philosophy. She is known for making sure clients understand the financial choices that they are making and the impacts that they have. Kelly helps you make investment decisions that are aligned with your values, allowing you to impact your world and community while still achieving your investment goals. She takes the time to get to know you, and to ensure that what’s important to you is reflected in your portfolio as you move through the different phases of your life. When you work with Kelly, her goals are the same as yours: To help you live the life you’ve imagined.

When she’s not working, you can find Kelly in or near the water. She enjoys swimming with her Master’s team, pretending to be a mermaid with her daughter, or paddle boarding on Lake Tahoe with her husband.
Services Include
  • Financial Planning1
  • Sustainable Investing2
  • Wealth Management3
  • Retirement Planning4
  • Planning for Education Funding5
  • Lending Products
Securities Agent: TX, CA, WA, VT, SC, OR, OH, NY, NJ, NH, MO, IL, HI, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1295620
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Kelly is a Vice President and CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley.  Kelly attended the University of Arizona and graduated with a Bachelor of Science degree. She spent 9 years as a Pediatric Dietitian with the University of California, San Francisco before starting her financial planning career at Morgan Stanley in 2000. Since then, she has obtained her CERTIFIED FINANCIAL PLANNER™ designation and has built a successful consulting business, serving the needs of those dreaming about world travels, enjoying retirement, and everything in between.  Kelly maintains her Series 7, 31 and 66 Securities Licenses as well as her Health and Life Insurance Licenses.

    Socially Responsible Investing

    If we, as consumers, feel it’s important to support—or not to support— businesses and industries based on our social values, why wouldn’t we carry those same practices into our investments where we can make an even more lasting impact? Socially Responsible Investing marries our financial goals with our values, allowing us to have positive social influences that align with our beliefs. Sustainable, Socially Responsible or ESG (environmental, social and governance) incorporates positive screens for companies working to give back to their communities, minimizing environmental impact, and being progressive with gender and diversity in the workplace, just to name a few.



    Working with Kelly and Morgan Stanley, you gain access to benefit from the thought leadership of Morgan Stanley’s Institute for Sustainable Investing and MS & Co Sustainability Research. You’re introduced to a comprehensive approach to "Investing with Impact"– across asset classes, investment solutions and impact objectives. All of this is supported by a firm-wide commitment to sustainable investment so each client has the tools needed to invest for our collective future. “Investing with Impact” is the most robust sustainable investing platform on the street and benefits from the thought leadership Morgan Stanley’s Institute for Sustainable Investing to the largest suite of products vetted for their positive (and negative) influence. The Institute for Sustainable Investing was established by Morgan Stanley Chairman and CEO James Gorman in 2013 to pursue three focus areas: financial products addressing the sustainable mandates that investors are looking for while delivering market rate returns; providing thought leadership to help mobilize private capital towards sustainable investing opportunities; and create strategic partnerships to build capacity and best practices within the field of sustainable investing.

    Location

    101 California St
    3rd Fl
    San Francisco, CA 94111
    US
    Direct:
    (415) 693-6866(415) 693-6866
    Toll-Free:
    (800) 347-3488(800) 347-3488
    Fax:
    (415) 358-4627(415) 358-4627

    Investment and Market Perspectives

    On the Markets

    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
    5 Tips for Talking to Your Kids About Money

    5 Tips for Talking to Your Kids About Money

    Effective discussions about wealth and values can help families optimize their capital to reach their goals.

    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
    How to Effectively Make a Difference

    How to Effectively Make a Difference

    Giving back is important, and so is having a strategy in place to help ensure your philanthropic dollars are making a difference.

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    LifeView Financial Goal Analysis

    LifeView Financial Goal Analysis

    This detailed questionnaire will help us create a personalized strategy for you will enhance our conversation around your long-term goals.

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    Ready to start a conversation? Contact Kelly York today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Morgan 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.

    2The 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.

    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 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.

    5Morgan 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.

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    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.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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