Kimberlee Carver
First Vice President,
Financial Advisor
Direct:
(907) 263-5789(907) 263-5789
Toll-Free:
(800) 233-2511(800) 233-2511
My Mission Statement
Comprehensive planning that encompasses not only your investment portfolio, but every aspect of your financial life, to help you retire as planned.
My Story and Services
A lifelong Alaskan, I have been helping clients and their families pursue their financial goals for more than 30 years. I began my financial services career in banking and served as a small business and personal lending specialist in banking institutions before joining Merrill Lynch in 2004. It was there that I realized that I wanted to work with and provide clients with advice and guidance to reach their current, retirement and future goals. Today I work with financial planning efforts, helping clients uncover needs and create strategies to help to retire as anticipated, plan estates, pay for children's or grandchildren's college education and meet a wide variety of other financial objectives.
I have always been an active member of my community, having served on the board of the Palmer Museum and Palmer Rotary Club and the United Anchorage Youth Soccer League. I am a supporter of youth sports and on the Board of the Wasilla Youth Soccer Association. I am married, with four grown children, and live in Palmer with my husband.
I have always been an active member of my community, having served on the board of the Palmer Museum and Palmer Rotary Club and the United Anchorage Youth Soccer League. I am a supporter of youth sports and on the Board of the Wasilla Youth Soccer Association. I am married, with four grown children, and live in Palmer with my husband.
Securities Agent: MI, AR, MT, UT, NE, MN, KS, CT, SD, OK, IL, DC, AL, WY, WI, SC, NC, ID, FL, AK, TX, ND, IN, CO, CA, VA, NY, MD, TN, OR, MO, OH, HI, GA, AZ, WA, NV, NM, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 817685
NMLS#: 817685
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
My Services
When managing wealth, there are many aspects that must be covered in order to get a complete plan. Take a deeper look into what we provide:
Retirement Planning
Estate & Trust Planning Strategies
Tax Planning
Education Planning
Insurance Planning & Review
Legacy Planning
Family Office Resources
Philanthropic Strategies
Portfolio Analysis & Asset Allocation
Alternative Investments
Impact Investing
Lending Solutions
Cash Management
MODERN WEALTH TOOLS
Our goal is simple: "To be the firm where the most talented, trusted advisors in the industry leverage cutting-edge technology and deliver customized wealth management solutions to their clients and their families to enable them to achieve their life goals." Here are a few technologies we have to offer our clients.
Morgan Stanley Online (MSO)
With Morgan Stanley Online and the Morgan Stanley Mobile app, your investments and everyday finances are never more than just a click away.
Learn More About MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your external account information, you will benefit from more informed and comprehensive wealth planning and convenient connectivity.
Learn More About Total Wealth View
Planning
Working with us paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology to stay on-track toward reaching your financial goals.
Take Control of Your Financial Future Today
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative tool used by several of the world’s largest institutional asset managers, using this tool provides comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios.
Manage Your Risk
Online Security
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our extensive security measures and take advantage of our numerous resources and ideas to help you stay protected online.
Protect Your LegacyRESERVED LIVING & GIVING
Reserved Living & Giving is a complimentary loyalty program available to Morgan Stanley Clients with a minimum of $1M in AUM. As a reserved member, clients will have access to exclusive partner offers and discounts, as well as thought leadership content and a variety of lifestyle and personal finance topics.
Reserved Offers
Exclusive offers to keep Reserved clients and their families safe and engaged. Offers span across categories such as Dining, Health and Wellness, Travel, Entertainment, and more.
Browse the Latest Offers
Signature Access
Signature Access, the highest tier of Morgan Stanley's loyalty program Reserved Living & Giving, gives clients with $10 million or more in assets at the firm access to world class services such as Private Health Advisory, Personal Cybersecurity services, Aircraft Management and more all in addition to the discounts and content available through Reserved Living & Giving.
Signature Access Log-in
Reserved Insights
Curated insights and articles spanning such topics such as Family, Lifestyle, Health & Planning, Travel, and Giving Back.
Read the Latest InsightsUpcoming Firm Events
We hope you will join us for this upcoming event.
AI Revolution: The Breakthrough, the Buzz and a Blueprint for the Future
We invite you to watch the replay from our thought-provoking conversation on artificial intelligence (AI) with James Dyett, OpenAI's Head of Enterprise & Strategic Sales, Keith Weiss, Morgan Stanley's Head of U.S. Software Research Jeff McMillan, Morgan Stanley's Head of Firmwide Artificial Intelligence, recorded on Monday, March 24.
CRC4303146 03/2025
Online
Additional Replays
Location
2550 Denali Street
Suite 1700
Anchorage, AK 99503
US
Direct:
(907) 263-5789(907) 263-5789
Toll-Free:
(800) 233-2511(800) 233-2511
Fax:
(907) 263-5725(907) 263-5725
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Kimberlee Carver 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.
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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 DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024)
