About Kimberley

As an experienced financial advisor, I offer comprehensive and customized financial strategies to help meet my clients’ goals and grow their wealth. I truly enjoy working with my clients; whether developing trusted relationships by listening to and articulating their goals, facilitating honest conversations among family members, offering strategic investment guidance or engaging my cross functional team of experts, it is a privilege to help my clients build their desired legacy.

In addition, I am proud that my client and firm contributions have been recognized with the honor of a MAKER award at Morgan Stanley (2015) as well as with inclusion on the following rankings: Forbes Top 200 Women Advisors (2017-2018), Registered Rep Magazine’s Top 50 Wirehouse Women (2014) and the Financial Times’ Top 100 Women Financial Advisors (2014).

Furthermore, I am passionate about advocating for and empowering underserved communities.  Serving on the board of iMentor for over 15 years has given me the opportunity to make a meaningful difference in the lives of inner city high school students. I have also held leadership roles with the NYC Police Foundation, The Lower Eastside Girls Club, and the St. Mary’s Hospital for Children in NYC.

I received my M.B.A from Harvard School of Business and my B.A from University of Virginia. At University of Virginia, I was an Olympic hopeful and earned All American in Atlantic Coast Conference and NCAA Championships in the 400 hurdles, high jump and 400 meter relay.
Capabilities
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Open-Architecture Platform
  • Manager Selection
  • Risk Management
  • Hedging Strategies
  • Consolidated Reporting
  • Proprietary Investment Opportunities
Securities Agent: TX, IL, WA, VT, VI, VA, UT, TN, SC, RI, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MT, MS, MO, MN, MI, ME, MD, MA, KY, IN, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1546012
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Accomplishments

Awards & Recognitions

Forbes’ Top 200 Women Advisors (2017-2018)

Working Mother Magazine's Top 200 Wealth Advisors (2017)

New York State Council for Women and Girls Steering Committee (2017)

Keynote Speaker at the Women’s NYPD conference (2017)

Honoree of Lower Eastside Girls Club (2016)

Honoree of America Needs You (2016)

MAKER at Morgan Stanley (2015)

Barron's Top 100 Women Financial Advisors (2009-2013, 2015)

Honoree of Young Women’s Leadership Schools (2015)

The Network Journal’s Top 25 Influential Black Women in Business (2014)

Financial Times’ Top 100 Women Financial Advisors (2014)

Registered Rep Magazine’s Top 50 Wirehouse Women (Ranked # 2) (2014)

Inducted into Lawrence High School Athlete Hall of Fame (2009)

    Global Franchise

    Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
    • Morgan Stanley Wealth Management
    • Institutional Securities Group
    • Investment Management
    Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
    Morgan Stanley Franchise Power
    • $2.4tn in client assets under management1
    • Morgan Stanley reported revenues of $11.9Bn1
    • More than 55,000 global employees1
    • Global footprint includes 1,200 offices in 31 countries on six continents1
    • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 17.8%1
    • $206Bn in liquidity reserve1
    • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2
    1Unaudited. As of March 31, 2018, Morgan Stanley Quarterly Financial Supplement
    2MorganStanley.com/InvestorRelations

    Location

    1585 Broadway, 21st
    Fl
    New York, NY 10036
    US
    Direct:
    (212) 761-4629(212) 761-4629
    Economic and Market Perspectives

    On the Markets

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services
    Successfully Staffing Your Home

    Successfully Staffing Your Home

    By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
    Art as An Asset
    CRC 2274738 01/19

    Art as An Asset

    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

    Wealth Management for Athletes and Entertainers

    Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
    • Investment Management
    • Wealth Transfer & Philanthropy
    • Private Banking Solutions
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    Why Do Pro Athletes Go Broke?

    Why Do Pro Athletes Go Broke?

    Our new Ideas podcast examines the strange phenomenon of athletes and bankruptcy… and how to change the game.

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    Morgan Stanley and Justin Rose: A Winning Team

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    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.
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    Sign Up for eDelivery

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

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    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
    We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
    Market Information Delayed 20 Minutes
    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    See the Financial Advisors Biographies for Registration and Licensing information.

    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.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

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    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.