Kleo N. Curry, CFP®, CRPC®
First Vice President,
Financial Advisor,
Workplace Advisor - Equity Compensation
Direct:
(703) 556-6387(703) 556-6387
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Kleo entered the financial services industry in 2003, after graduating from Adrian College with a degree in political science. She has held various roles and responsibilities during her 20-year career at Smith Barney and UBS, each one attuned to delivering superior client service and complex wealth planning strategies to high-net-worth clients.
Kleo holds the coveted CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor® certifications, to further strengthen the high level of service and expertise she provides to multicultural, multigenerational, individuals, and families. She believes that every person deserves to find an experienced, trusted and proactive Financial Advisor who can help them efficiently align their resources with their short- and long-term goals.
Strong advisory relationships are both long-term and multi-generational in scope. For over two decades she has been entrusted with helping families achieve their goals and dreams. Along with the families she supports, she works with many clients who are single, either by design or because of a major life event. The financial situations they navigate can feel overwhelming. Fostering mutual trust has been the key to her success in helping these individuals achieve higher levels of financial health and success.
As a recognized financial services professional, you will frequently find her offering common sense financial advice and perspective around complex economic issues on local and national television shows and podcasts. She is also a contributor to national financial publications including Fortune and Morningstar.
Kleo and her husband, Len, reside in Loudoun County. She is deeply involved in civic causes that support addiction recovery and housing. Kleo currently serves on the investment committee for the Community Foundation for Loudoun and Northern Fauquier Counties. She is also a former Board member of the Loudoun Abused Women's Shelter and the Loudoun County Transit Advisory Board. In her spare time, you will find her curled up with a good book.
Kleo holds the coveted CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor® certifications, to further strengthen the high level of service and expertise she provides to multicultural, multigenerational, individuals, and families. She believes that every person deserves to find an experienced, trusted and proactive Financial Advisor who can help them efficiently align their resources with their short- and long-term goals.
Strong advisory relationships are both long-term and multi-generational in scope. For over two decades she has been entrusted with helping families achieve their goals and dreams. Along with the families she supports, she works with many clients who are single, either by design or because of a major life event. The financial situations they navigate can feel overwhelming. Fostering mutual trust has been the key to her success in helping these individuals achieve higher levels of financial health and success.
As a recognized financial services professional, you will frequently find her offering common sense financial advice and perspective around complex economic issues on local and national television shows and podcasts. She is also a contributor to national financial publications including Fortune and Morningstar.
Kleo and her husband, Len, reside in Loudoun County. She is deeply involved in civic causes that support addiction recovery and housing. Kleo currently serves on the investment committee for the Community Foundation for Loudoun and Northern Fauquier Counties. She is also a former Board member of the Loudoun Abused Women's Shelter and the Loudoun County Transit Advisory Board. In her spare time, you will find her curled up with a good book.
Community Involvement
- Women Giving Back
- Hon. Thomas D. Horne Leadership in Law Program
- Youth for Tomorrow
- Women of Washington
- National Cherry Blossom Festival
- Community Foundation for Loudoun and Northern Fauquier Counties
Securities Agent: AZ, ME, LA, VT, TX, SC, ND, CA, MN, CT, UT, SD, GA, RI, PA, DE, CO, NJ, NC, MA, FL, OH, NY, MD, WI, VA, TN, NV, MI, IN, AR, IL, HI, DC, WA, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 2528598
CA Insurance License #: 0M33717
NMLS#: 2528598
CA Insurance License #: 0M33717
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
OUR APPROACH TO COMPREHENSIVE FINANCIAL PLANNING
At each stage in your life, our comprehensive financial planning process can help you establish, and continue on the path to reaching your financial goals. We partner with you to create a financial plan that is personal to you, and encompasses all aspects of your life.
We make comprehensive financial planning a priority for each client. Beginning with an established plan is the best step forward in the path to reaching your long-term goals. Our financial planning process is a goal-oriented system designed to create a holistic and comprehensive guide to the financial future you envision.
Utilizing the vast resources and extensive planning tools that Morgan Stanley has to offer, we can develop a more focused financial future.
A FULL SUITE OF PERSONALIZED SOLUTIONS
From creating a comprehensive retirement plan to managing a concentrated stock position, we are here to serve as your financial sounding board to approach any situation you may be in. Here are just some of the questions we help our clients answer every day.
Financial Planning
Life is constantly changing, and different circumstances keep arising. How can you be prepared for retirement while considering the impact different events may have on your financial picture?
Legacy Planning
Delivering an estate to the next generation or charity can be an in-depth process, what steps can I take to prepare for the transition of wealth ahead of time?
Executive Financial Services
The decisions made regarding company stock and options can have a large impact on your overall financial future. What can you do to have a plan for making these decisions?
Concentrated Positions
Many investors often hold a large amount of their wealth in a single stock. What steps can you take to align this with your overall financial goals?
KEEPING YOUR DATA SAFE
At Morgan Stanley, your security is our top priority. We have a vast array of resources and technologies lined up to protect your data, including threat monitoring and proactive defense, fraud detection and prevention, and multi-factor authentication.
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance you own online security.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
AI and Cybersecurity: A New Era
In the evolving landscape of artificial intelligence (AI), both cybersecurity teams and hackers are using AI to their advantage.
A Password Management Primer
Learn about password best practices—as well as a solution that could simplify your security and user experience.
Client Service Team
Jacob Langer - Client Service Associate
Phone:
(703) 556-6389(703) 556-6389
Email:Jacob.Langer@morganstanley.com
Location
1650 Tysons Blvd
Suite 1000
McLean, VA 22102
US
Direct:
(703) 556-6387(703) 556-6387
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
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
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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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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 Kleo N. Curry today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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. 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.
4Morgan 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 and other legal matters.
5Morgan 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.
6Morgan 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.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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. 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.
4Morgan 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 and other legal matters.
5Morgan 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.
6Morgan 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.
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
CRC 6491812 (04/2024)
