Michael Kidd
Senior Vice President,
Financial Advisor,
Portfolio Management Director,
Wealth Advisor
Direct:
(925) 930-3841(925) 930-3841
Toll-Free:
(800) 826-9950(800) 826-9950
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
The unifying principle responsible for fostering long-lasting relationships is the focus on your financial legacy. Through an intimate wealth management experience backed by a global institution, the objective is to remove the sophistication of investments through simplification of advice.
For years, my practice has been predicated on providing financial advice and guidance to an exclusive group of corporate executives, business owners and affluent families. My dynamic and comprehensive approach to Wealth Management addresses the entire balance sheet resulting in an authentic commitment to you as my guiding principle.
Drawing on my experience and a deep understanding of your financial picture, I am able to understand my client’s goals on a more profound level. Whether you’re looking for fixed income strategies to provide ample liquidity or looking for more progressive growth strategies, we can tailor a plan to coincide within your risk profile.
As your intermediary, I embrace my role as your financial steward and work with existing attorneys and CPA's, complementing their resources to provide synergy and prudent counsel to ensure we maintain your financial legacy for generations to come.
For years, my practice has been predicated on providing financial advice and guidance to an exclusive group of corporate executives, business owners and affluent families. My dynamic and comprehensive approach to Wealth Management addresses the entire balance sheet resulting in an authentic commitment to you as my guiding principle.
Drawing on my experience and a deep understanding of your financial picture, I am able to understand my client’s goals on a more profound level. Whether you’re looking for fixed income strategies to provide ample liquidity or looking for more progressive growth strategies, we can tailor a plan to coincide within your risk profile.
As your intermediary, I embrace my role as your financial steward and work with existing attorneys and CPA's, complementing their resources to provide synergy and prudent counsel to ensure we maintain your financial legacy for generations to come.
Securities Agent: OR, NC, TX, WA, PA, NY, NV, MO, MA, LA, KS, GA, FL, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1275652
NMLS#: 1275652
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Investment Philosophy
After a thorough understanding of your finances and goals, we will start to craft a portfolio utilizing smart technology to help maintain an acute awareness of risk and volatility. From time-to-time, markets present inefficiencies that offer compelling cases to take advantage of behavioral biases. As a result, strategic planning and tactical discussions help foster actionable strategies needed to take advantage of these market dislocations.
My Clients:
From individual families to small business owners, experience and technical proficiency is the key to working with substantial wealth. My objective is to be your primary source of financial advice in developing your wealth management strategy. As a client, you can expect a superior level of service committed to understanding your goals, values, and challenges that is a cut above the rest.
My Practice Serves:
• High Net Worth and Ultra-High Net Worth Individuals and Families
• Philanthropic Foundations and Not For Profits
• Small to Medium Sized Businesses
My Practice Serves:
• High Net Worth and Ultra-High Net Worth Individuals and Families
• Philanthropic Foundations and Not For Profits
• Small to Medium Sized Businesses
Philanthropy
The extraordinary passion and generosity powering entrepreneurship and philanthropy inspires us every day. The one shared element that often accompanies entrepreneurial success is the focus on creating an enduring enterprise that delivers both financial and social returns to shareholders and society. The work of these institutions and individual entrepreneurs has a profound and lasting effect upon the communities they serve.
If you have a passion that you'd like to transform into an actionable plan that benefits others? We, along with our partners across the firm, can help you:
• Define your charitable interests and identify nonprofits that work in those areas
• Select charitable vehicles that may address your needs
• Implement plans to help ensure that your charitable dollars are well spent
• Seek nonprofit board placements that complement your passion
• Conduct research on specific charities and areas of charitable interest
• Introduce you to like-minded philanthropists
• Find ways to involve children and other family members in your giving
• Offer Foundation Management Services, a sophisticated, turn-key, back-office solution for family and corporate foundations
If you have a passion that you'd like to transform into an actionable plan that benefits others? We, along with our partners across the firm, can help you:
• Define your charitable interests and identify nonprofits that work in those areas
• Select charitable vehicles that may address your needs
• Implement plans to help ensure that your charitable dollars are well spent
• Seek nonprofit board placements that complement your passion
• Conduct research on specific charities and areas of charitable interest
• Introduce you to like-minded philanthropists
• Find ways to involve children and other family members in your giving
• Offer Foundation Management Services, a sophisticated, turn-key, back-office solution for family and corporate foundations
Client Service Team
Sumit Mahay - Senior Registered Associate
Phone:
(925) 930-3861(925) 930-3861
Email:Sumit.Mahay@morganstanley.com
CA Insurance License #: 0M62040
Location
1333 N California Blvd
Suite 133
Walnut Creek, CA 94596
US
Direct:
(925) 930-3841(925) 930-3841
Toll-Free:
(800) 826-9950(800) 826-9950
Wealth Management
Global Investment Office
Portfolio Insights
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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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
529 Plans: A Powerful Tool to Save for Education
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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
Iran Conflict: Seven Takeaways for Investors
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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
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
A Simple Six-Step Retirement Checkup
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Ready to start a conversation? Contact Michael Kidd 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 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
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 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)
