Kui Du, CFP®, CIMA®
Financial Advisor,
Financial Planning Specialist
From My Desk
These are my most recent updates and posts.
Understanding Your Retirement Plan Options When You Leave a Job
You have several choices for what to do with your qualified retirement plan when you leave a job. Deciding among them is an important step in managing your retirement savings over time.
5 Steps to Create a Budget
Your everyday spending can affect your longer-term goals. Follow these five steps to spend smartly now?so you can reach your goals later.
Specialized Services for Managing Significant Wealth
One of the great advantages we have is access to our colleagues in Morgan Stanley Family Office Resources. These professionals include specialists in areas like philanthropy, estate planning, family governance, and wealth education.
On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
529 Plans: A Powerful Tool to Save for Education
Though education costs continue to climb, starting to save and invest early can make a difference.
A Parent's Guide to Talking to Your Kids About Money
Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.
OPEN UP A WORLD OF POSSIBILITIES WITH MORGAN STANLEY ONLINE
Morgan Stanley Online lets you seamlessly and securely manage your investments and everyday finances, all in one place. Access key information, make transfers and trades, see your total wealth--you name it.
Teaching Your Teenagers 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.
The Morgan Stanley Minute "The Power of Sustainable Investing"
“Sustainable companies tend to think about their growth agenda in a robust way and in a responsible way. And it’s coming out in the numbers.” – Lisa Shalett, Chief Investment Officer of Wealth Management.
Want to Keep More of Your Investment Returns? Consider These Tax Moves
Establishing a tax management strategy for your investments may help you keep more of your returns.
The Playbook: A Millennial's Guide to Life & Money
This collection of resources provides highly actionable, jargon-free advice for young investors navigating major life milestones such as starting a new job, getting married, buying a home, and more.
Learn More
Episode 1: Planning – Life Insurance Part 1
Episode 1: Planning – Life Insurance Part 1
Better Rewards for You and Your Family
Learn about the exclusive offers and benefits available to you by joining Reserved Living & Giving.
Are you on the right path?
Our new platform, Morgan Stanley Goals Planning System, will connect your investment strategy to what matters most to you.
Introducing the New Portfolio Risk Platform
Be more confident about potential risks to your portfolio with the new Morgan Stanley Portfolio Risk Platform. You're in control of your investments while we help you manage potential risks. Reach out to get started.
LET’S TALK ABOUT YOU
As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan.
Morgan Stanley Ideas Podcast
Bringing you revealing stories about the world of business, finance, technology and beyond.
Ready to start a conversation? Contact Kui Du today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
