Todd Barlow
Senior Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(309) 671-2868(309) 671-2868
The Barlow Group at Morgan Stanley
Direct:
(309) 671-2868(309) 671-2868
Toll-Free:
(800) 527-3579(800) 527-3579
Our Mission Statement
The Barlow Group serves and advises a select group of entrepreneurs, high net worth individuals, and their families on every aspect of their financial lives.
About Us
The Barlow Group at Morgan Stanley works with high-net-worth individuals and entrepreneurs that own family businesses. We provide our clients with customized investment management solutions, and a high level of personalized attention.
Many of our clients have worked with us for more than 20 years. Here are a few of the reasons why high net worth individuals and owners of family businesses seek out our advice:
• We believe our mission is to continuously listen to our clients to determine what they are trying to accomplish with the wealth they are creating for their families and their family legacies.
• We remain engaged and make changes as our clients’ needs change.
• We develop strategies and written plans to chart a course to help our clients achieve their stated financial goals and objectives.
• We welcome the opportunity to work with your attorney(s), CPA(s), and/or accountant(s) to make sure we align your finances with your values, and your family dynamics.
Initial consultations are free and give you a chance to see if we can provide you with more resources than you are currently receiving.
The Barlow Group at Morgan Stanley is a family business with more than 54*years of wealth management experience.
*Todd Barlow began his career as a Financial Advisor in 1986.
David Barlow began his career as a Financial Advisor in 2010.
Grace Barlow began her career as a Financial Advisor in 2022.
Combined experience as Financial Advisors is 54 years to date.
Many of our clients have worked with us for more than 20 years. Here are a few of the reasons why high net worth individuals and owners of family businesses seek out our advice:
• We believe our mission is to continuously listen to our clients to determine what they are trying to accomplish with the wealth they are creating for their families and their family legacies.
• We remain engaged and make changes as our clients’ needs change.
• We develop strategies and written plans to chart a course to help our clients achieve their stated financial goals and objectives.
• We welcome the opportunity to work with your attorney(s), CPA(s), and/or accountant(s) to make sure we align your finances with your values, and your family dynamics.
Initial consultations are free and give you a chance to see if we can provide you with more resources than you are currently receiving.
The Barlow Group at Morgan Stanley is a family business with more than 54*years of wealth management experience.
*Todd Barlow began his career as a Financial Advisor in 1986.
David Barlow began his career as a Financial Advisor in 2010.
Grace Barlow began her career as a Financial Advisor in 2022.
Combined experience as Financial Advisors is 54 years to date.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
OUR PROCESS: FOCUSED ON YOU
Charting a clear, confident course to financial success begins with understanding your values, priorities and aspirations. Working together, we define what is important to you and develop the solutions to help get you there.
1. Discovery
Every client’s situation is unique; we begin by learning about you, your family and your financial complexities. What we learn helps us to formulate specific strategies and, of equal importance, it helps us customize the entire relationship to your preferences and requirements.
2. Forming Your Strategy
After a comprehensive analysis of your goals and resources we share a customized wealth solution. Managing wealth involves identifying the proper asset allocation mix to help achieve the goals we establish with the appropriate amount of risk and high regard for tax and estate considerations.
3. Implementing Your Plan
Next, we implement the investment strategy based on extensive analysis of expected results across a range of market scenarios. This process can help create the most efficient balance of risk and return for your specific strategy.
4. Measuring Your Success
Achieving your goals requires ongoing stewardship. We help monitor progress and make adjustments to the Wealth Plan and Investment Strategy as markets and tax laws shift, life happens and priorities perhaps evolve.
PLANNING FOR BETTER OUTCOMES- WE DON'T JUST MANAGE MONEY; WE HELP OUR CLIENTS MANAGE THEIR LIVES
Planning for Better Outcomes for the families we serve requires a coordinated effort. Our personalized, “high touch” investment practice continuously asks our clients questions and more importantly, always listens to you for your response. Then together, in association with your other professional advisors, we strive to design a holistic plan for you, your family, and your business which includes:
Moving from Success to Significance
The Barlow Group offers the families we serve access to Morgan Stanley’s Dedicated Family Office Resources Team and availability to Morgan Stanley’s Signature Access Lifestyle Advisory Services, which include:
• Health and Security Advisory Services Eldercare Services Personal and Home Security Private Health Advisory
• Tangible Asset Management Aircraft Leasing and Ownership Advisory Services, Art Advisory Services Real Estate Services
• Travel and Concierge Services Travel and Luxury Vacations Tickets to Shows and Events Personal Interests and Hobbyist Specialties
• Financial Administration Bookkeeping and Bill Pay Services
• Personal Enrichment Executive and Professional Coaching College and Admissions Counseling Genealogy
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.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
• Tangible Asset Management Aircraft Leasing and Ownership Advisory Services, Art Advisory Services Real Estate Services
• Travel and Concierge Services Travel and Luxury Vacations Tickets to Shows and Events Personal Interests and Hobbyist Specialties
• Financial Administration Bookkeeping and Bill Pay Services
• Personal Enrichment Executive and Professional Coaching College and Admissions Counseling Genealogy
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.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Philanthropy Management Strategies
Trust and Estate Planning – Thoughts to Consider
Trust and Estate Planning Strategies
Cash Management and Lending Strategies
Tax-Efficient Portfolio Management Strategies
Retirement Planning Strategies
A FINANCIAL PLAN MADE FOR YOU
Our wealth management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Family Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.
Start Planning Now>
Aladdin - Intelligent Risk Management
There’s a chance your portfolio may be at risk, but how you manage that risk is what matters.
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Learn More Here>Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Strategy - Intelligent Withdrawals
Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results.
The decisions your make today can help you save for years to come. Use the resources found in the link below to help get started.
View Tax-Aware Strategies Here>The decisions your make today can help you save for years to come. Use the resources found in the link below to help get started.
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn More About MS ReservedCYBER TOOLS AND RESOURCES
Cybersecurity helps protect sensitive information, such as personal data and financial information, from being accessed by unauthorized individuals or entities. With the increasing use of technology and the internet in our daily lives, the threat of cyber-attacks and data breaches has become more prevalent. If proper cybersecurity measures are not in place, the consequences can be serious, such as identity theft, financial loss, and damage to reputation and brand. Therefore, it is crucial to prioritize cybersecurity in order to protect yourself, your assets, and your information. Below are modern wealth cybersecurity tools that can be used to protect oneself.
Addressing Cybersecurity
In a world that is now more virtual than ever, staying safe online is nothing short of paramount. Take advantage of these helpful hints on how to tell if you've been hacked.
Learn How To Detect Hacking
Online Security Center
Safeguarding your assets and personal information is paramount to us here at Morgan Stanley. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn More About Online Security
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
Learn More About Digital Vault
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Enroll In eDelivery
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSOLocation
211 Fulton Street
Suite 500A
Peoria, IL 61602
US
Direct:
(309) 671-2868(309) 671-2868
Toll-Free:
(800) 527-3579(800) 527-3579
Fax:
(309) 218-1615(309) 218-1615
7500 Dallas Parkway
Suite 500
Plano, TX 75024
US
Direct:
(972) 943-7227(972) 943-7227
7733 Forsyth Blvd
Suite 2100, 20th Floor
Clayton, MO 63105
US
Direct:
(314) 889-9816(314) 889-9816
Meet The Barlow Group
David Barlow, CFA
Vice President, Financial Advisor, Chartered Financial Analyst
Phone:
(972) 943-7227(972) 943-7227
Grace Barlow
Financial Planning Specialist, Financial Advisor
Phone:
(314) 889-9816(314) 889-9816
Sheryl Pullium
Senior Client Service Associate
Phone:
(309) 671-2868(309) 671-2868
Rose Christon
Senior Client Service Associate
Phone:
(972) 964-4513(972) 964-4513
About Todd Barlow
Todd began his career as a financial advisor in 1986, and he has been with Morgan Stanley since 2001. During his almost 39 –year career in the industry, Todd has held various roles including: Branch Manager, National Sales Manager, Syndicate Manager, and positions within Public and Corporate Finance.
Todd collaborates with team members David and Grace Barlow, and other firm professionals to help ensure assets entrusted to The Barlow Group at Morgan Stanley are positioned to meet client demands and financial goals; as well as the challenges of today’s investment markets.
As families grow and their wealth increases, Todd and The Barlow Group at Morgan Stanley realize each family, each family business, and each individual client we advise has their own unique goals. To address the unique needs of each client, we have face-to-face meetings and provide high-quality concierge wealth management services to those we serve. Discussions with clients often cover a wide range of topics, including trust and estate planning strategies, business succession planning, reviewing buy/sell agreements, attracting and retaining key employees, philanthropy management, lifestyle management, family governance, legacy planning, liability management, and insurance solutions. With that in mind, Todd is also responsible for coordinating our efforts to include our client’s attorneys and their tax professionals in the planning process. Our goal is to make sure our client’s financial and legal worlds are aligned and working toward their future goals.
Todd holds a Bachelor’s degree from Illinois Wesleyan University. He and his wife Sandi live in Bloomington, IL.. In addition to David and Grace, Todd and Sandi have one other grown child.
Todd works from Morgan Stanley’s Peoria, IL office.
Todd collaborates with team members David and Grace Barlow, and other firm professionals to help ensure assets entrusted to The Barlow Group at Morgan Stanley are positioned to meet client demands and financial goals; as well as the challenges of today’s investment markets.
As families grow and their wealth increases, Todd and The Barlow Group at Morgan Stanley realize each family, each family business, and each individual client we advise has their own unique goals. To address the unique needs of each client, we have face-to-face meetings and provide high-quality concierge wealth management services to those we serve. Discussions with clients often cover a wide range of topics, including trust and estate planning strategies, business succession planning, reviewing buy/sell agreements, attracting and retaining key employees, philanthropy management, lifestyle management, family governance, legacy planning, liability management, and insurance solutions. With that in mind, Todd is also responsible for coordinating our efforts to include our client’s attorneys and their tax professionals in the planning process. Our goal is to make sure our client’s financial and legal worlds are aligned and working toward their future goals.
Todd holds a Bachelor’s degree from Illinois Wesleyan University. He and his wife Sandi live in Bloomington, IL.. In addition to David and Grace, Todd and Sandi have one other grown child.
Todd works from Morgan Stanley’s Peoria, IL office.
Securities Agent: NE, IL, AZ, NM, NY, CO, PR, SC, OH, MO, KS, TX, PA, IA, OK, GA, IN, FL, DE, TN, MS, DC, WA, OR, MI, CA, AR, WI, UT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1390914
CA Insurance License #: 4201302
NMLS#: 1390914
CA Insurance License #: 4201302
About David Barlow
David began his career as a financial advisor with Morgan Stanley in 2010. David is a CFA® charter holder and is truly a student of the investment markets. He believes that research and quality investment selection are the foundation of a successful strategy.
David and the team believe that each client has unique financial goals. With that in mind, David collaborates Grace and Todd Barlow, and other firm professionals to help ensure assets entrusted to The Barlow Group at Morgan Stanley are positioned to meet client demands and financial goals; as well as the challenges of today’s investment markets.
David functions as the investment manager for the team, and he develops and implements the asset management strategies for the Barlow Group at Morgan Stanley. David’s responsibilities include: investment research, portfolio management, and client portfolio progress management.
David holds a Bachelor’s degree from Illinois Wesleyan University. He and his wife Kami live in McKinney, TX. David works from Morgan Stanley’s Plano, TX office.
David and the team believe that each client has unique financial goals. With that in mind, David collaborates Grace and Todd Barlow, and other firm professionals to help ensure assets entrusted to The Barlow Group at Morgan Stanley are positioned to meet client demands and financial goals; as well as the challenges of today’s investment markets.
David functions as the investment manager for the team, and he develops and implements the asset management strategies for the Barlow Group at Morgan Stanley. David’s responsibilities include: investment research, portfolio management, and client portfolio progress management.
David holds a Bachelor’s degree from Illinois Wesleyan University. He and his wife Kami live in McKinney, TX. David works from Morgan Stanley’s Plano, TX office.
Securities Agent: CO, DC, AR, TX, OH, FL, CA, WA, NM, GA, AZ, MD, IA, MI, TN, WI, SC, PR, NY, IN, UT, OR, OK, MO, IL, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1393560
NMLS#: 1393560
About Grace Barlow
Grace Barlow is a highly accomplished professional with a diverse range of skills and interests. Grace attended Southern Methodist University in Dallas, Texas. While at SMU, she earned a Bachelor of Arts in History and Religious Studies. After graduation, Grace continued her education at Washington University in St. Louis where she earned her Master of Arts in Teaching in Social Science.
Grace’s passion for education and teaching initially led her to a career in academia. She taught at Mary Institute and St. Louis Country Day School and Whitfield School. She was known for her dedication and connection to her students as well as her ability to make her subject matter relevant.
After nearly a decade in education, Grace transitioned her career to join The Barlow Group at Morgan Stanley as a financial advisor. Her ability to connect with people and her passion for helping others achieve their goals inspire her as a financial advisor. The Barlow Group’s family approach is what encouraged
Grace’s decision to shift her career path. Grace firmly believes through her collaboration with Todd and David Barlow and other Morgan Stanley professionals that current and future clients of The Barlow Group will be well positioned to meet their goals and the challenges of today’s markets.
In her free time, Grace is an accomplished group fitness instructor and personal trainer at Life Time. She enjoys being active, reading, and going to concerts. She is dedicated to living a well-rounded life and is always looking for new ways to challenge herself both personally and professionally.
Grace works from Morgan Stanley’s Clayton, MO office.
Grace’s passion for education and teaching initially led her to a career in academia. She taught at Mary Institute and St. Louis Country Day School and Whitfield School. She was known for her dedication and connection to her students as well as her ability to make her subject matter relevant.
After nearly a decade in education, Grace transitioned her career to join The Barlow Group at Morgan Stanley as a financial advisor. Her ability to connect with people and her passion for helping others achieve their goals inspire her as a financial advisor. The Barlow Group’s family approach is what encouraged
Grace’s decision to shift her career path. Grace firmly believes through her collaboration with Todd and David Barlow and other Morgan Stanley professionals that current and future clients of The Barlow Group will be well positioned to meet their goals and the challenges of today’s markets.
In her free time, Grace is an accomplished group fitness instructor and personal trainer at Life Time. She enjoys being active, reading, and going to concerts. She is dedicated to living a well-rounded life and is always looking for new ways to challenge herself both personally and professionally.
Grace works from Morgan Stanley’s Clayton, MO office.
Securities Agent: TN, WI, AZ, WA, PR, SC, OR, IN, OK, MI, IL, DE, WY, UT, NM, CO, AR, TX, NY, FL, DC, OH, MO, GA, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 2447591
NMLS#: 2447591
About Sheryl Pullium
Sheryl began her career at Morgan Stanley in 2004 as an Operations Associate. In 2006 she was promoted to a Senior Client Service Associate.
Sheryl is the administrative and operational support backbone for The Barlow Group at Morgan Stanley. She truly cares about you, our client, and works hard to help you simplify and manage every aspect of your financial life. Whether scheduling portfolio review meetings, transferring funds electronically for the purchase of a new home, paying tuition costs for a child or grandchild, or helping you register for Morgan Stanley Online, Sheryl strives to provide every client we serve with first class customer care.
Sheryl and her husband Dan live in East Peoria. They are the proud parents of two grown children, and four grandchildren.
In their spare time in the summer months, she and Dan enjoy going to antique car shows, exploring the country back-roads of Illinois, hiking, painting scenes from her explorations, and gardening. In the winter months, Sheryl frequently visits Iowa and Grafton, Illinois to unite her passion of photography with her joy of eagle watching.
Sheryl is the administrative and operational support backbone for The Barlow Group at Morgan Stanley. She truly cares about you, our client, and works hard to help you simplify and manage every aspect of your financial life. Whether scheduling portfolio review meetings, transferring funds electronically for the purchase of a new home, paying tuition costs for a child or grandchild, or helping you register for Morgan Stanley Online, Sheryl strives to provide every client we serve with first class customer care.
Sheryl and her husband Dan live in East Peoria. They are the proud parents of two grown children, and four grandchildren.
In their spare time in the summer months, she and Dan enjoy going to antique car shows, exploring the country back-roads of Illinois, hiking, painting scenes from her explorations, and gardening. In the winter months, Sheryl frequently visits Iowa and Grafton, Illinois to unite her passion of photography with her joy of eagle watching.
Contact Todd Barlow
Contact David Barlow
Contact Grace Barlow
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Kimberly Guidone
Private Banker
Lynn King
Family Office Resources Generalist
Kimberly Nute Jones, CFP®
Financial Planning Director, Vice President
About Kimberly Guidone
Kimberly is a Private Banker serving Morgan Stanley Wealth Management offices in Indiana.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kimberly began her career in financial services in 1996 and joined Morgan Stanley in 2016. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch. She also served as an Investment Relationship Manager with Key Investment Services and a Financial Advisor at Thrivent Financial.
Kimberly is a graduate of Wright State University where she received a Bachelor of Arts degree in Psychology. Outside of the office, Kimberly spends time with her family enjoying hiking, camping, and other outdoor activities.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kimberly began her career in financial services in 1996 and joined Morgan Stanley in 2016. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch. She also served as an Investment Relationship Manager with Key Investment Services and a Financial Advisor at Thrivent Financial.
Kimberly is a graduate of Wright State University where she received a Bachelor of Arts degree in Psychology. Outside of the office, Kimberly spends time with her family enjoying hiking, camping, and other outdoor activities.
NMLS#: 619678
About Lynn King
Lynn R. King is a Family Office Resource Generalist for the Mid-America region. She has over 15 years of experience working with families, family offices, and their attorneys, CPAs and financial advisors on issues unique to the UHNW client. Lynn started her career as an attorney in Illinois working with closely held businesses across the country on a broad range of topics, including entity structuring, estate planning, business succession and tax. She then joined New York Life Insurance as a Corporate Vice President in their Advanced Planning Group. In this role she expanded on her experience from private practice and engaged with clients on complex business and personal planning needs.
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
About Kimberly Nute Jones
Kimberly is a Vice President and Financial Planning Director serving Morgan Stanley’s Private Wealth Management offices in Illinois, Indiana, Michigan, Minnesota and Pennsylvania. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Kimberly began her career in financial services in 1991 and joined Morgan Stanley in 2012. Prior to her current role, Kimberly was a Senior Executive Financial Planner at Goldman Sachs Ayco in Deerfield, Illinois and an Associate Vice President and Financial Advisor in Morgan Stanley’s Oak Brook Illinois complex. Kimberly currently serves on Morgan Stanley’s Great Lakes Region Diversity Council and is a member of several firm-led affinity groups. She is an active member of Women Investment Professionals (WIP), and the Association of African American Financial Advisors (Quad A).
Kimberly currently serves on the Museum of Science and Industry’s Black Creativity Advisory Council, sit on various national and local committees for the National Coalition of 100 Black Women, and plans events for Go Fish NFP, a nonprofit organization started by her children.
Kimberly earned her Bachelor of Science degree in Financial Counseling and Planning from Purdue University, West Lafayette, Indiana, Master's degree in Education with distinction from Saint Xavier University in Chicago, and Certified Financial Planning certificate program from Northwestern University School of Professional Studies, Evanston, Illinois. She currently holds her Certified Financial Planner® designation. Kimberly lives in Flossmoor, Illinois with her husband, two children and their dog. In her spare time, Kimberly enjoys doing genealogical research and traveling with her family and friends.
Kimberly began her career in financial services in 1991 and joined Morgan Stanley in 2012. Prior to her current role, Kimberly was a Senior Executive Financial Planner at Goldman Sachs Ayco in Deerfield, Illinois and an Associate Vice President and Financial Advisor in Morgan Stanley’s Oak Brook Illinois complex. Kimberly currently serves on Morgan Stanley’s Great Lakes Region Diversity Council and is a member of several firm-led affinity groups. She is an active member of Women Investment Professionals (WIP), and the Association of African American Financial Advisors (Quad A).
Kimberly currently serves on the Museum of Science and Industry’s Black Creativity Advisory Council, sit on various national and local committees for the National Coalition of 100 Black Women, and plans events for Go Fish NFP, a nonprofit organization started by her children.
Kimberly earned her Bachelor of Science degree in Financial Counseling and Planning from Purdue University, West Lafayette, Indiana, Master's degree in Education with distinction from Saint Xavier University in Chicago, and Certified Financial Planning certificate program from Northwestern University School of Professional Studies, Evanston, Illinois. She currently holds her Certified Financial Planner® designation. Kimberly lives in Flossmoor, Illinois with her husband, two children and their dog. In her spare time, Kimberly enjoys doing genealogical research and traveling with her family and friends.
Wealth Management
From Our Team
The Barlow Group - What we do for our Clients
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
Article Image
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
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
Ready to start a conversation? Contact The Barlow Group today.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
3Morgan 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.
4Morgan 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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.
8Products 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.
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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
3Morgan 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.
4Morgan 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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.
8Products 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.
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.
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)
