Bio

K. Michele Sims is a financial advisor with Morgan Stanley, with a goal of serving the needs of a limited number of affluent investors. Michele specializes in working with clients to create long-term, personalized financial plans for affluent individuals, families and business owners. In addition she oversees the investment manager selection, portfolio design and liability management.

As a Chartered Retirement Planning CounselorSM (CRPC®), Michele’s focus is to better understand her clients by understanding their life goals and the priorities among their goals. She has spent the last 24 years serving high-net-worth investors and their families. Prior to joining Morgan Stanley in 2008, she spent 16 years as a Financial Advisor with Merrill Lynch.

In her free time, Michele enjoys travel, reading and spending time with her triplet niece and nephews. She donates her time to Oxford College of Emory University alumni board and the Atlanta Women’s Foundation Board. She lives in Atlanta, Georgia with her Shih Tzu.
Services Include
  • UGMA/UTMA1
  • Wealth Management2
  • 401(k) Rollovers
  • 529 Plans3
  • Annuities4
  • Asset Management5
  • Cash Management6
  • Certificates of Deposit7
  • Financial Planning8
  • Fixed Income9
  • Lending Products
  • Long Term Care Insurance10
  • Municipal Bonds11
  • Planning for Education Funding12
  • Retirement Planning13
  • Trust Accounts14
Securities Agent: TX, GA, WV, WI, WA, VA, TN, SC, RI, PA, NY, NJ, NC, MS, MO, MD, MA, LA, FL, DE, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1268396
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Education

  • Charter Retirement Planning Specialist, CRPC®
  • Annuity, Long Term Care and Life Insurance Licensed
  • Series 7 - General Securities License
  • Series 63, Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 31 - Commodities
  • Goizueta Business School of Emory University, B.A. Finance 1984 - 1986
  • Oxford College of Emory University 1982 - 1984
  • NMLS# 1268396

Experience

06/2009 - Present: Financial Advisor, Morgan Stanley*

08/2008 - 06/2009: Financial Advisor, Citi Smith Barney

01/1993 - 08/2008: Financial Advisor, Merrill Lynch Wealth Management

    Community Involvement

    Atlanta Women's Foundation - Board Member

    Oxford College of Emory University - Alumni Board

      Plan For Your Future

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      • Estate Planning Strategies
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      Ready to start a conversation? Contact K Michele Sims today.
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      1Morgan 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.

      2Morgan 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.

      3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

      4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      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 is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      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

      7CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

      8Morgan 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.

      9Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      11Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      12Morgan 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.

      13Morgan 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.

      14Morgan 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.

      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.

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      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.

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      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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