My Story and Services

My passion is empowering individuals, non-profits, and businesses to achieve their goals. Together we develop a strategic plan to meet those goals at Morgan Stanley, combining integrity with a disciplined approach to building, preserving, and managing wealth. Offering comprehensive financial planning, wealth management, insurance planning, corporate retirement, corporate equity solutions, corporate cash, business owner exit strategies, and tax advantaged investments. Plus unique products such as Donor-Advised Funds for non-profits. My clients benefit from having access to Morgan Stanley’s institutional level expertise, capabilities, and resources. My financial career began at Edward Jones.

After graduating from Adelphi University, Cum Laud, I began my career in national advertising in New York, and developed into an award-winning executive sales, marketing, and business development leader. Mastering my skills as a farsighted strategist, team leader, persuasive communicator, mentor, and accomplished negotiator. My experience in building, training and leading teams lead to consistently exceeding demanding goals & expectations, forging profitable alliances with strategic corporate partners, and developing marketing and sales strategies for such top international companies as Ogilvy & Mather, Grey Advertising, Turner Broadcasting, Discovery Communications, and AMC Networks, in New York and Los Angeles. I also created the marketing & sales platforms, systems and materials for a new business start-up, formed a Realtor/Partnership at Keller Williams Realty, and co-owned a retail business, all in Los Angeles.
Services Include
  • Alternative Investments1
  • Annuities2
  • Business Succession Planning3
  • Corporate Cash Management
  • Corporate Retirement Plans4
  • Endowments and Foundations5
  • Executive Financial Services6
  • Financial Planning7
  • Life Insurance8
  • Long Term Care Insurance9
  • Philanthropic Services
Securities Agent: CA, NY, NJ, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1722157
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

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

    Community Involvement

    New West Symphony, Board of Directors, corporate partnerships, patron relations, since 2016

    Boys & Girls Clubs of Greater Conejo Valley, Board of Governors, corporate partnerships, since 2017

    NAWBO of Ventura County, Board of Directors, corporate partnerships, since 2017

    California Jazz & Wine Fest, Exec Committee, Corporate Partnerships/Marketing/Operations, fundraising event, hosted by Rotary Club of Westlake Village Sunrise , CA since 2012

    Greater Conejo Valley Chamber of Commerce, Board of Directors 2012-2017, Chamber Ambassador 2007-2013, Consul General 2010 & 2011, Ambassador of the Year 2011

    Rotary District 5240, Leadership Training, Instructor, Southern CA, 2004-2012

    Rotary District 5240, Public Relations & Marketing Chair, Southern CA, 2007-2010

    Rotary Club, Westlake Village, CA, President, 2003/2004, Awarded Best Mid-sized Club

    Think LA, Member, Media, Marketing & Advertising Collaborative, Los Angles, 1990-2007

      Events

      There are no events at this time.

      Please check back here for more information on seminars and client events.

        Location

        21650 Oxnard St
        Ste 1800
        Woodland Hills, CA 91367
        US
        Direct:
        (818) 713-4097(818) 713-4097
        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

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        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

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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
        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.

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        Ready to start a conversation? Contact Kim Woods today.
        Market Information Delayed 20 Minutes
        1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

        2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        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.

        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.

        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, charitable giving, philanthropic planning and other legal matters.

        6Tax 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.

        7Morgan 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.

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

        9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        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.


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