Welcome

For us, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve.Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll help address issues you might have overlooked and determine how we can adjust your investment strategy to accommodate changing conditions and help you meet any unforeseen expenses and income demands that may arise during retirement.
Services Include
  • Retirement Planning1
  • Financial Planning2
  • Business Planning3
  • 401(k) Rollovers
  • 529 Plans4
  • Planning for Education Funding5
  • Professional Portfolio Management6
  • Wealth Management7
  • Certificates of Deposit8
  • Corporate Cash Management
  • Corporate Retirement Plans9
  • Estate Planning Strategies10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

501 River St
3rd Fl
Greenville, SC 29601
US
Direct:
(864) 370-7279(864) 370-7279
Toll-Free:
(800) 755-5750(800) 755-5750

Meet The Fleming Kivett Group

About Me

H.J. Fleming is a First Vice President, Financial Advisor, and Branch Manager of the Greenville, SC Morgan Stanley office and the founder and senior managing partner of the Fleming Kivett Group at Morgan Stanley. H.J. has been helping individuals and companies make investment decisions since 1997. Prior to joining Morgan Stanley, H.J. had internships in New York City with Oppenheimer & Co. and Rudolf Wolfe. H.J. enjoys all the aspects of helping clients with their wealth management, financial planning and investments.

H.J. is a 1996 graduate of Wofford College in Spartanburg, SC with a B.A. in Government. In addition to his studies, H.J. was a 4 year soccer letterman and an active member of Kappa Alpha Order. H.J. was born in New York and raised in Charleston, SC and is proud to call Greenville and the Upstate SC area, his permanent home for his family. He and his wife Kay, a busy mother herself, and their two daughters Annie and Mary Beth, are members of the West Minster Presbyterian Church and the Greenville Country Club. In addition to spending time with his family and raising his daughters, H.J. is a United Way Palmetto Society contributor and enjoys playing golf with his lifelong friends.
Securities Agent: TX, SC, FL, WI, WA, VA, UT, SD, RI, PR, OR, OK, OH, NY, NV, NM, NJ, NE, ND, NC, MS, MO, MN, ME, MD, MA, IN, IL, GA, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1282488

About Me

Walter Kivett is a Financial Advisor, CERTIFIED FINANCIAL PLANNER Practitioner, Financial Planning Specialist, Portfolio Manager and senior partner with The Fleming Kivett Group at Morgan Stanley in Greenville, SC. Walter has been helping individuals and companies make investment and retirement decisions at Morgan Stanley since 2004. Prior to joining Morgan Stanley, Walter spent over 15 years working with small to large public and private corporations in the healthcare, oil and gas, industrial and manufacturing industries. Walter enjoys helping clients with their wealth management, retirement planning, social security options and investments.

Walter is a 1987 graduate of the University of Kentucky with a B.S. in Electrical Engineering and a 1989 graduate of the University of Cincinnati with an M.S. in Electrical Engineering. Walter and his wife Dee Wood Kivett, PhD., a busy entrepreneur herself, founded in 2003 a non-profit organization, Operation Bear Hug Inc., to provide stuffed animals to police, emergency responders and children's non-profit agencies. Walter is an active Rotarian in the Greenville Rotary Club, the largest in South Carolina, and enjoys coaching his 4 children, Sarah, Conley, Kyle and Kelli, in various sports and other activities.  Walter is active in the Boy Scouts of America as the Blue Ridge Council Outdoor Ethics Advocate, a Leave No Trace Master Educator, Tread Lightly Master Trainer and Assistant Scoutmaster in Troop 776.  Walter is a United Way Palmetto Society contributor, has served on various non-profit boards, and enjoys a variety of sports and outdoor activities. Walter and his family have been members of Brookwood Church in Simpsonville, SC since 2002. Walter is proud to call Greenville, SC and the Upstate SC area his home for life.
Securities Agent: TX, SC, VA, RI, OR, OK, OH, NY, NJ, NE, NC, MS, MO, ME, MD, MA, GA, FL, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1279292

About Me

Melissa Martin, Senior Client Service Associate has been with Morgan Stanley since 1998. Prior to joining The Fleming Kivett Group at Morgan Stanley, Melissa was in branch operations in the Greenville, SC office. Her knowledge of all aspects of account administration and general client service processes makes her a valuable member of the Fleming Kivett Group. With Melissa's experience, she understands how to provide a top level of client service for the Fleming Kivett Group's retirement planning, wealth management, financial planning and investment advisory service. She is a lifelong resident of the Greenville-Spartanburg Upstate, SC area where she lives with her husband Andy, son Keith and two step-daughters Peyton and Jordan. She also is the proud mother of two daughters, Jessica and Kathleen, and has five adorable grandchildren. As well as a hardworking mother of five, Melissa is an avid bowler, competing in regional and national bowling competitions along with her husband and son. Melissa enjoys all the outdoor activities available to her in the Upstate SC and Greenville area.
Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

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.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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Morgan Stanley and Justin Rose: A Winning Team

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Sign Up for eDelivery

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With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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Your Financial World. On the Go.

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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact The Fleming Kivett Group today.
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1Morgan 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.

2Morgan 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.

3Morgan 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.

4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

7Morgan 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.

8CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

9Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

10Morgan 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.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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.


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