Welcome

For me, retirement planning means more than providing my clients with investment advice. I employ a multi-step consultative process to help you and your family build, protect and enjoy your wealth. This process begins by listening to you to gain a deep understanding of your values, prioritize your goals and determine your current financial state. With that information, I design a personalized roadmap for your journey, then thoroughly review the plan with you and make revisions until it suits your needs. Once the plan is implemented, I will be in regular, scheduled contact with you, by phone and in person, to keep you informed of your progress and to provide any course corrections along the way.I understand that the complexities of major life events can impact your wealth in both positive and negative ways. I believe prudent planning must include discussions to help address quality of life issues that may arise, such as health care and care giving. Addressing the financial implications of longevity as part of a comprehensive planning strategy can bring you confidence about maintaining your lifestyle in retirement.
Services Include
  • Financial Planning1
  • Estate Planning Strategies2
  • 401(k) Rollovers
  • Qualified Retirement Plans3
  • Defined Contribution Plans4
  • Lending Products
  • Certificates of Deposit5
  • Fixed Income6
  • Life Insurance7
  • Long Term Care Insurance8
  • Retirement Planning9
  • Trust Accounts10
Securities Agent: TX, HI, WY, WA, VA, UT, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MN, MI, ME, MD, MA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1663889
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:
  • ESTABLISH FINANCIAL OBJECTIVES
    Work with you to establish a realistic set of objectives based on:
    Your financial goals
    Time horizon
    Liquidity needs
    Tolerance to volatility and risk
  • DEFINE INVESTMENT STRATEGY
    Develop an investment strategy designed to help produce optimal portfolio performance
    Seek to generate the highest return potential consistent with the strategy’s level of risk
  • EVALUATE AND SELECT INVESTMENTS
    Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy
  • ONGOING REVIEW PROCESS
    Monitor your portfolio to track its performance relative to your stated objectives
    Modify the portfolio on a discretionary basis as your needs and circumstances change over time
  • 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

We Offer Comprehensive Solutions

We Help Individuals Manage Their Financial Life, No Matter The Complexity of the Specific Situation
  • Wealth Planning
    • Goals-Based Planning
    • Retirement Strategies
  • Investment Advice
    • Thought Leadership
    • Asset Allocation
    • Portfolio Construction
    • Investment Manager Selection
  • Investment Solutions
    • Advisory
    • Brokerage
    • Traditional Products
    • Alternatives
    • Annuities
    • Investing with Impact
  • Lending and Cash Management
    • Residential Mortgage Loans
    • Securities Based Loans
    • Tailored Lending
    • Morgan Stanley Cards (debit, credit, charge)
    • Unlimited Check Writing
    • Direct Deposit
    • Premier Cash Management
  • Digital Offerings
    • Morgan Stanley Online
    • Morgan Stanley Mobile App
    • eDelivery
    • Bill Pay
    • Transfers
    • Mobile Check Deposit
    Authorizations
    • Morgan Stanley Send Money
    with Zelle®
  • Trust Estate and Legacy Planning
    • Wealth Transfer Strategies
    • Wills, Trust, Estate and Legacy Planning
    • Trust and Estate Professionals
  • Insurance Services
    • Permanent Life
    • Term Life
    • Long-Term Care
    • Disability
  • Philanthropy Services
    • Charitable Lead Trusts
    • Charitable Remainder Trusts
    • Family Foundations
    • Donor-Advised Funds

Location

733 Bishop Street
Suite 2800
Honolulu, HI 96813
US
Direct:
(808) 525-6992(808) 525-6992
Toll-Free:
(800) 465-4071(800) 465-4071
Fax:
(808) 495-0550(808) 495-0550
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
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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
Learn more about Consolidate Your Cash at a Competitive Rate
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact Keoni Lee today.
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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.

2Morgan 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.

3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

5CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

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

8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

9Morgan 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.

10Morgan 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.

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