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.
Celebrate Earth Day by Blending Profit with Purpose
  • On April 22, 1970, 20 million Americans from all walks of life came together for the first Earth Day, sparking the modern environmental movement. Since then, the month of April has become synonymous with a call to action to renew our commitment to learn more, consume less and explore ways to protect and preserve our planet. For an increasing number of investors, that commitment includes seeking ways to blend profit with purpose through impact investing. What It Means to Invest with Impact Impact investing refers to investments made into companies, organizations and funds with the intent of generating a measurable and beneficial social or environmental impact alongside a financial return. In other words, investing with impact seeks to align financial goals that are driven by economic fundamentals with impact goals that are driven by your personal values and mission. Today more than 70% of investors are interested in sustainable investing and the shift toward investing with impact is gaining momentum. Investors of all demographics—including Millennials, women, ultra high net worth individuals and endowments—express a desire to align their investments with the change they wish to see in the world. Debunking Myths about Investing with Impact There are several myths surrounding impact investing: Myth No. 1: Investing with impact means sacrificing returns. Applying an impact lens to your wealth management decisions does not mean choosing personal values over financial performance. In fact, according to the Morgan Stanley Institute for Sustainable Investing, sustainable funds have often outperformed traditional investments with lower volatility. Myth No. 2: Investing with impact is a niche area. The truth is, sustainably invested assets now account for more than one out of every five dollars under professional management in the U.S., according to the Morgan Stanley Institute for Sustainable Investing. Myth No. 3: Investing with impact products are limited. In reality, assets incorporating environmental, social and governance (ESG) criteria more than doubled between 2012 and 2016. In 2016, 1002 different funds, representing $2.6 trillion in assets, incorporated ESG criteria, according to the U.S. SIF Foundation.3 Getting Started Every investor has a unique set of financial goals and priorities, and there is no one-size-fits-all approach to investing with impact. There is a full spectrum of approaches to transitioning to investing with impact, including: • Restriction screening manages exposures by intentionally screening out investments based on an investor’s preferences. • ESG integration proactively considers ESG criteria alongside financial analysis during the investment selection process. • Thematic exposure focuses on themes and sectors dedicated to solving sustainability-related challenges, both in the U.S. and abroad. Whether you want to allocate all or part of your portfolio to investing with impact, working with a Financial Advisor who has experience with impact investing can help you align your performance goals with your personal values, so you can truly do well by doing good. Footnotes EarthDay.org. Our Mission. Available at https://www.earthday.org/about/. Accessed June 28, 2018. 2 Morgan Stanley Institute for Sustainable Investing. “Sustainable Signals: New Data from the Individual Investor.” August 2017. 3 U.S. SIF Foundation’s 2016 “Report on U.S. Sustainable, Responsible and Impact Investing Trends” Disclosures Article by Morgan Stanley and provided courtesy of Morgan Stanley Financial Advisor. Kim Woods is a Financial Advisor in Woodland Hills at Morgan Stanley Smith Barney LLC (“Morgan Stanley”). She can be reached by email at kim.woods@morganstanley.com or by telephone at #818-713-4097. Her CA Insurance License # is 0K76874. Her website is www.morganstanleyfa.com/kim.woods This article has been prepared for informational purposes only. The information and data in the article has been obtained from sources outside of Morgan Stanley. Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of the information or data from sources outside of Morgan Stanley. It does not provide individually tailored investment advice and has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this article may not be suitable for all investors. Morgan Stanley recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. The 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. FA Kim Woods may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where she is registered or excluded or exempted from registration, www.morganstanleyfa.com/kim.woods © 2018 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 2165651 07/2018
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

        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
        Investing in Artificial Intelligence and Automation

        Investing in Artificial Intelligence and Automation

        AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

        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
        From Clueless to Clued In: Teaching Teens About Money

        From Clueless to Clued In: Teaching Teens About Money

        As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

        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
        Facing Financial Stress? Your Employer May Be Able to Help

        Facing Financial Stress? Your Employer May Be Able to Help

        Many of us face money worries. You may be able to get advice and education from an unexpected source.

        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
        Choosing an Environmental Charity

        Choosing an Environmental Charity

        There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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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.


        CRC 2019752 10/2018