Morgan Stanley Private Wealth Management
KR Wealth Management Group
Managing Director,
Private Wealth Advisor,
Private Wealth Advisor,
Alternative Investments Director,
Senior Investment Management Consultant
Direct:
(212) 893-6366(212) 893-6366
My Mission Statement
We understand that managing wealth over the lifetime of an individual or family is a dynamic process which requires critical attention to detail and conscientious and coordinated oversight. Our team seeks to combine an understanding of the defining values and mission that drive our clients with thoughtful consideration of their unique goals and objectives. The crafting of a customized investment policy statement and comprehensive multi-disciplined planning and analysis, forms the foundation of our relationship with our clients. We focus on helping to formulate integrated investment, financial and wealth transfer solutions that are intensely personalized to address what is of most concern to you. Morgan Stanley’s open architecture platform enables us to work collaboratively, leveraging the extensive array of resources available internally within the firm and externally via strategic partners that represent the very best in class.
A diligent adherence to a time-tested process, a solemn commitment to our clients’ very best interests, and a passion for delivering truly exceptional service every step of the way: these are the tenets of a practice that is ready to work for you.
A diligent adherence to a time-tested process, a solemn commitment to our clients’ very best interests, and a passion for delivering truly exceptional service every step of the way: these are the tenets of a practice that is ready to work for you.
My Story and Services
Susan Kingsolver is a Managing Director at Morgan Stanley Private Wealth Management. She has been with the firm for the past 35 years and was awarded the title of Private Wealth Advisor in 2004. This prestigious title is awarded to a select number of the most senior advisors who have demonstrated a high level of competency and passed a rigorous exam encompassing estate planning, restricted securities, hedging, monetization, philanthropy, alternative investments, lending, and investment banking.
Susan was named by Barron’s as one of the “Top 100 Women Financial Advisors” within the wealth management industry for six consecutive years from 2006 to 2011. She received this distinction again in 2015, and another eight consecutive years from 2017 to 2024. In addition, Barron’s named Susan one of the top 1200 Financial Advisors in the industry from 2022 through 2024. Susan was named to the Financial Times Top 400 Advisors List both in 2015 and 2016 and to the Forbes Top Women Wealth Advisors & Top NYC Private Wealth Advisors from 2020 to 2023. She was also named a member of the Morgan Stanley Chairman’s Club in 2016, a distinction she still holds and is awarded to top Morgan Stanley Financial Advisors. Susan holds the firm’s internal designations of Managing Director, Private Wealth Advisor, Senior Investment Management Consultant and Alternative Investments Director. She holds several licenses including the Series 7, 63 and 65, and is licensed to sell Life Insurance and Long Term Care.
Susan is a graduate of the University of California, Berkeley, and is involved in numerous civic and charitable organizations devoted to environmental, education and cancer research. She resides in Manhattan with her two children, Daniel, and Carolyn, and is an avid outdoor sports enthusiast.
Disclosures:
2006-2011, 2015, 2017-2024 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded 2006-2011, 2015, 2017-2024). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.
2021-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2021, 2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2015-2016 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
2020-2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23. Awards Disclosures
Learn more about my specialty in Equity CompensationLink Opens in New Tab
Securities Agent: VT, SC, NY, CT, VA, GA, MN, UT, OH, FL, AZ, WA, RI, DE, NH, IL, MA, NV, NC, MD, CA, NJ, NM, ME, HI, DC, TN, PA, IN, CO, TX, OR, MI, AL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1268458
Susan was named by Barron’s as one of the “Top 100 Women Financial Advisors” within the wealth management industry for six consecutive years from 2006 to 2011. She received this distinction again in 2015, and another eight consecutive years from 2017 to 2024. In addition, Barron’s named Susan one of the top 1200 Financial Advisors in the industry from 2022 through 2024. Susan was named to the Financial Times Top 400 Advisors List both in 2015 and 2016 and to the Forbes Top Women Wealth Advisors & Top NYC Private Wealth Advisors from 2020 to 2023. She was also named a member of the Morgan Stanley Chairman’s Club in 2016, a distinction she still holds and is awarded to top Morgan Stanley Financial Advisors. Susan holds the firm’s internal designations of Managing Director, Private Wealth Advisor, Senior Investment Management Consultant and Alternative Investments Director. She holds several licenses including the Series 7, 63 and 65, and is licensed to sell Life Insurance and Long Term Care.
Susan is a graduate of the University of California, Berkeley, and is involved in numerous civic and charitable organizations devoted to environmental, education and cancer research. She resides in Manhattan with her two children, Daniel, and Carolyn, and is an avid outdoor sports enthusiast.
Disclosures:
2006-2011, 2015, 2017-2024 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded 2006-2011, 2015, 2017-2024). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.
2021-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2021, 2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2015-2016 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
2020-2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23. Awards Disclosures
Learn more about my specialty in Equity CompensationLink Opens in New Tab
Securities Agent: VT, SC, NY, CT, VA, GA, MN, UT, OH, FL, AZ, WA, RI, DE, NH, IL, MA, NV, NC, MD, CA, NJ, NM, ME, HI, DC, TN, PA, IN, CO, TX, OR, MI, AL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1268458
NMLS#: 1268458
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 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- 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, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Awards
Videos
Client Service Team
Jane Rav, CAIA - PWM Director of Investments, Assistant Vice President
Phone:
(212) 893-6520(212) 893-6520
Email:jane.rav@morganstanleypwm.com
Jane Rav, an Assistant Vice President on the KFR Group, has more than a decade of experience in the wealth management and financial services industry, having started her career at Morgan Stanley Smith Barney. In 2010, she joined Citi Private Bank where she became an Investment Analyst focusing on asset allocation and manager selection in both traditional and alternative investments. She worked closely with senior Investment Counselors providing customized investment solutions for ultra-high net worth individuals and their families.
In 2012 she joined The KFR Group as a Consulting Group Analyst focusing on portfolio management and alternative investment analysis. The Consulting Group is the backbone of Morgan Stanley´s advisory platform and is the industry-leading by assets under management. Jane focuses on developing asset allocation strategies and investment management solutions tailored to ultra-high net worth clients. She supports the group in manager selection and portfolio construction, striving to ensure that clients receive the best individualized service to help meet their investment goals. She also conducts research and due diligence on potential alternative investments as well as monitors the groups' existing exposure to Hedge Funds, Private Equity, and Real Estate.
Jane is a graduate of New York University with a Bachelor of Arts in Economics. She is a member of the CAIASM (Chartered Alternative Investment AnalystSM®) Association and received her CAIASM® Chartered Alternative Investment AnalystSM® designation in October of 2015. She also holds the Series 7 and 66 licenses.
In 2012 she joined The KFR Group as a Consulting Group Analyst focusing on portfolio management and alternative investment analysis. The Consulting Group is the backbone of Morgan Stanley´s advisory platform and is the industry-leading by assets under management. Jane focuses on developing asset allocation strategies and investment management solutions tailored to ultra-high net worth clients. She supports the group in manager selection and portfolio construction, striving to ensure that clients receive the best individualized service to help meet their investment goals. She also conducts research and due diligence on potential alternative investments as well as monitors the groups' existing exposure to Hedge Funds, Private Equity, and Real Estate.
Jane is a graduate of New York University with a Bachelor of Arts in Economics. She is a member of the CAIASM (Chartered Alternative Investment AnalystSM®) Association and received her CAIASM® Chartered Alternative Investment AnalystSM® designation in October of 2015. She also holds the Series 7 and 66 licenses.
Kelsey Brooks - Registered Client Service Associate, Financial Planning Specialist
Phone:
(212) 893-6466(212) 893-6466
Email:kelsey.brooks@morganstanleypwm.com
Kelsey Brooks is a Registered Client Service Associate who supports the team’s advisors by delivering a white-glove approach to each client and their specific needs. As an initial point of contact, she values timeliness and professionalism in her efforts to help clients achieve their individual goals. In 2024, Kelsey completed the Private Wealth Management Certification Program obtaining the Financial Planning Specialist designation. She graduated in 2014 from The University of New Orleans with a bachelor’s degree in film arts and enjoyed a previous career in film & television production. Kelsey obtained the investment adviser and securities broker Series 7 & 66 licenses in 2021 and joined Morgan Stanley in 2022 in New Orleans, LA. She transferred to New York in 2023 and currently lives in Brooklyn with her dog Rocky who enjoys long walks in the park.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 893-6366(212) 893-6366
Fax:
(212) 504-3220(212) 504-3220
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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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.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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® .
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.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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® .
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.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 4237142 (02/2025)
