Marianne Murphy
Private Banker
Kieran Morris, CRPC®
Financial Advisor,
Chartered Retirement Planning Counselor
Direct:
(914) 225-9988(914) 225-9988
My Mission Statement
As a millennial and a wealth manager, I effectively combine technology and personal touch to enhance the client experience and help you meet your life goals.
My Story and Services
Kieran P. Morris, Financial Advisor joined Morgan Stanley in 2016. He has earned the designation of Chartered Retirement Planning Counselor (CRPC®). During his undergraduate studies, Kieran held internship positions at Global Atlantic Financial Group, as well as hedge fund Locust Wood Capital. Kieran is a proud graduate of Avon Old Farms, and earned a Bachelor of the Arts degree, Cum Laude, with a major in Economics from Connecticut College.
From 2016-2022 Kieran served as chairman of the Junior Board for Tuesday’s Children, a response and recovery organization that supports youth, families, and communities impacted by terrorism and traumatic loss. During that time he chaired the following events: Rise Up for Resilience Gala (2x), Rise Up Down Town, Kentucky Derby (2x), NFL Pub Night, Take our Children to Work Day, Financial Wellness Seminar (2x), and founded Westhampton Beach Remembers. Additionally, he serves on the National Council of the Camel Athletics Network. A group of former Connecticut College athletes who have created network and fundraising opportunities for current student athletes.
Kieran resides in Bronxville, NY with his wife, Jacklyn Morris.
From 2016-2022 Kieran served as chairman of the Junior Board for Tuesday’s Children, a response and recovery organization that supports youth, families, and communities impacted by terrorism and traumatic loss. During that time he chaired the following events: Rise Up for Resilience Gala (2x), Rise Up Down Town, Kentucky Derby (2x), NFL Pub Night, Take our Children to Work Day, Financial Wellness Seminar (2x), and founded Westhampton Beach Remembers. Additionally, he serves on the National Council of the Camel Athletics Network. A group of former Connecticut College athletes who have created network and fundraising opportunities for current student athletes.
Kieran resides in Bronxville, NY with his wife, Jacklyn Morris.
Securities Agent: NC, MO, MD, TX, PA, IL, MA, FL, VA, NY, CO, CA, WA, OK, NH, IA, GA, DE, AL, OH, NJ, ME, DC, AZ, SC, OR, CT, WI, VT, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1605675
NMLS#: 1605675
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
William Collins, CFP, CRM, CRPC - Vice President, Director of Business Strategy, Wealth Management
Phone:
(212) 893-7692(212) 893-7692
Email:William.Collins@morganstanley.com
William Collins joined the group in 2002. He has earned the designation of Certified Portfolio Manager, CPM through Columbia University, and is a CERTIFIED FINANCIAL PLANNER, CFP practitioner and CHARTERED RETIREMENT PLANNING COUNSELORSM, CRPC.
William, a published author in the Journal of Financial Planning, received his Bachelor of Business Administration from the Bernard M. Baruch College. He is Vice President and member of the Board of Directors for the Academy of Certified Portfolio Managers, as well as a member of the Financial Planning Association.
William resides in Dix Hills, NY with his wife and three daughters.
William, a published author in the Journal of Financial Planning, received his Bachelor of Business Administration from the Bernard M. Baruch College. He is Vice President and member of the Board of Directors for the Academy of Certified Portfolio Managers, as well as a member of the Financial Planning Association.
William resides in Dix Hills, NY with his wife and three daughters.
Kimberley Gato - Assistant Vice President, Wealth Management Associate
Phone:
(212) 893-7693(212) 893-7693
Email:Kimberley.Gato@morganstanley.com
Kimberley Gato joined the group in 2005, having previously worked as an Operations Manager at UBS Financial Services. She works closely with the group's clients as well as administrative departments within the firm to help facilitate client service and operational support to clients, inclusive of trading and a concierge level of service. Kimberley earned her Bachelor of Science from Montclair State University.
Kimberley resides in Garfield, NJ with her husband and their children.
Kimberley resides in Garfield, NJ with her husband and their children.
Location
2000 Westchester Ave 1nc
Purchase, NY 10577
US
Direct:
(914) 225-9988(914) 225-9988
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Jason Haberman, CIMA®
Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Senior Portfolio Management Director, Global Sports and Entertainment Director, Alternative Investments Director, Workplace Advisor - Equity Compensation
Robert Brevetti, CPM®
Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Senior Portfolio Management Director, Alternative Investments Director, Workplace Advisor - Equity Compensation
About Marianne Murphy
Marianne Murphy is a Private Banker serving Morgan Stanley Wealth Management offices in New York and Connecticut.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Marianne began her career in financial services in 2015, and joined Morgan Stanley in 2018 as an Associate Private Banker in NY PWM. Prior to joining the firm, she was a Commercial Credit Underwriting Officer at BNB Bank.
Marianne is a graduate of the Saint Francis College, where she received a Bachelor of Science in Economics and Finance. She lives in Brooklyn, New York with her husband. Outside of the office, Marianne enjoys playing Softball for the Brooklyn Pickles and is always catching the latest released movies. She dedicates time to causes close to her, the Alzheimer’s Association, JDRF & Covenant House.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Marianne began her career in financial services in 2015, and joined Morgan Stanley in 2018 as an Associate Private Banker in NY PWM. Prior to joining the firm, she was a Commercial Credit Underwriting Officer at BNB Bank.
Marianne is a graduate of the Saint Francis College, where she received a Bachelor of Science in Economics and Finance. She lives in Brooklyn, New York with her husband. Outside of the office, Marianne enjoys playing Softball for the Brooklyn Pickles and is always catching the latest released movies. She dedicates time to causes close to her, the Alzheimer’s Association, JDRF & Covenant House.
NMLS#: 1732135
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Wealth Management
From My Desk
2024 Global Macroeconomic Outlook: Central Banks Look for ‘Just Right’ on Rates
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
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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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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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Kieran Morris today.
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
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), 3582895 (6/2024)
