Wayne S Kimbell
Senior Vice President, Financial Advisor, Senior Investment Management Consultant, Portfolio Management Director
Phone:
(212) 878-3902(212) 878-3902
The Kimbell Ross Group at Morgan Stanley
Direct:
(212) 878-3902(212) 878-3902
Toll-Free:
(800) 627-0608(800) 627-0608
Our Mission Statement
With a white-glove attitude, we watch over client assets as if they were our own. We look forward to serving you.
Our Client-Centered Approach
With more than half a century of combined experience, we offer our clients personal, corporate financial services. We aim to be your financial butler. As your trusted servant, we are dedicated to you and to absolute discretion.
CREDO - Before you invest, invest the time to review your finances with us.
Your investments should make sense across your entire time horizon, from your current picture to your wishes for your heirs. We use your complete financial picture to design thoughtful investment packages.
It is our custom to work with clients' other professionals - your accountant, estate attorney, insurance agent, etc. - using a team approach on every topic. The goal through this teamwork is not only dynamic, tax efficient and estate-smart investments but also that your assets as a whole are suitably deployed, held correctly and appropriately insured.
CREDO - Before you invest, invest the time to review your finances with us.
Your investments should make sense across your entire time horizon, from your current picture to your wishes for your heirs. We use your complete financial picture to design thoughtful investment packages.
It is our custom to work with clients' other professionals - your accountant, estate attorney, insurance agent, etc. - using a team approach on every topic. The goal through this teamwork is not only dynamic, tax efficient and estate-smart investments but also that your assets as a whole are suitably deployed, held correctly and appropriately insured.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
Working With You
Our steps to ensuring that you are financially well-cared-for at every level are as follows:
Prepare and discuss with you:
•Net worth statement
•Current and, 30-year, cash flow analyses.
•Wills package review
•Full insurance assessment
•Investment reviews including:
○Asset, sector, industry and individual stock allocations;
○Risk tolerance statement, and;
○Specific security recommendations.
Prepare and discuss with you:
•Net worth statement
•Current and, 30-year, cash flow analyses.
•Wills package review
•Full insurance assessment
•Investment reviews including:
○Asset, sector, industry and individual stock allocations;
○Risk tolerance statement, and;
○Specific security recommendations.
Location
55 East 52nd Street 10th
12th Floor
New York, NY 10055
US
Direct:
(212) 878-3902(212) 878-3902
Toll-Free:
(800) 627-0608(800) 627-0608
Meet The Kimbell Ross Group
Elizabeth Ross
Senior Vice President, Wealth Management, Financial Advisor, Investment Management Consultant, Portfolio Manager
Phone:
(212) 878-3988(212) 878-3988
Kim Sanders
Senior Client Service Associate
Phone:
(212) 878-3993(212) 878-3993
About Wayne S Kimbell
Wayne takes great pride in his consistency and thorough approach. He has been with Morgan Stanley and its predecessor Firms his entire career (since 1983), and was awarded the Thirty Year Loyal Service Award. Wayne is dedicated to putting his clients and their financial goals first. He listens carefully to their concerns and needs, and works attentively with them to help develop a financial plan that can enhance their wealth, and helps to maintain a quality lifestyle. Wayne has developed a successful business and extensive experience in working with individuals, families and businesses. His areas of focus are technical analysis of equities, fixed income and investment management consulting.
Wayne graduated from Boston University with a B.S. in Communications. His community involvement includes serving on the Greenwich Village Little League - Board of Directors, Field Manager for Life, and also League for the Hard of Hearing - Supporter, Golf Committee. He and his wife, Sara have two children, Eli and Gracie. He enjoys time with his family, playing guitar, ski trips, working out and coaching baseball.
Associations: American Diabetes Association Contributor & City Harvest Supporter
Licensing: Senior Portfolio Manager-Morgan Stanley Portfolio Management Group- Series 3 - National Commodity Futures, Series 7 - General Securities Representative Series 63 - Uniform State Exam, Series 65 - Investment Advisory Representative -Life& Health Insurance Licensed
Disclaimer:
Technical analysis is the study of past price and volume trends of a security in an attempt to predict the security's future price and volume trends. Its limitations include but are not limited to: the lack of fundamental analysis of a security's financial condition, lack of analysis of macroeconomic trend forecasts, the bias of the technician's view and the possibility that past participants were not entirely rational in their past purchases or sales of the security being analyzed. Investors using technical analysis should consider these limitations prior to making an investment decision.
Wayne graduated from Boston University with a B.S. in Communications. His community involvement includes serving on the Greenwich Village Little League - Board of Directors, Field Manager for Life, and also League for the Hard of Hearing - Supporter, Golf Committee. He and his wife, Sara have two children, Eli and Gracie. He enjoys time with his family, playing guitar, ski trips, working out and coaching baseball.
Associations: American Diabetes Association Contributor & City Harvest Supporter
Licensing: Senior Portfolio Manager-Morgan Stanley Portfolio Management Group- Series 3 - National Commodity Futures, Series 7 - General Securities Representative Series 63 - Uniform State Exam, Series 65 - Investment Advisory Representative -Life& Health Insurance Licensed
Disclaimer:
Technical analysis is the study of past price and volume trends of a security in an attempt to predict the security's future price and volume trends. Its limitations include but are not limited to: the lack of fundamental analysis of a security's financial condition, lack of analysis of macroeconomic trend forecasts, the bias of the technician's view and the possibility that past participants were not entirely rational in their past purchases or sales of the security being analyzed. Investors using technical analysis should consider these limitations prior to making an investment decision.
Securities Agent: DE, TN, NH, NC, PA, AZ, CT, TX, SC, NJ, MA, IA, DC, WY, PR, NM, FL, MI, NY, CA, MD, VT, NV, ME, GA, VA, OH, CO, IN, IL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1294089
NMLS#: 1294089
About Elizabeth Ross
Liz' 40-year career includes working abroad selling gold, diamonds and commodity futures. Liz came to work at Morgan Stanley's predecessor, E.F. Hutton in 1979, where she has built a career helping clients and forming enduring bonds with them and their families. She was awarded the 35-year-Year Loyal Service Award - Smith Barney, Morgan Stanley. Liz has had the opportunity to serve entrepreneurs and self-made individuals who have built and sustained multi-generational family businesses in a wide range of industries and sectors. This extensive experience of working with a wide array of clients and their families has given her a rare set of skills and perspectives to view her clients' financial challenges and opportunities in a cohesive manner. Liz has continued to focus on developing financial strategies for her clients that can help meet their unique needs. Her clients trust her and appreciate the care she takes in helping them make well-informed decisions and maintain the discipline necessary to navigate the most challenging markets. Liz focuses on taking a financial planning approach to investing, hedging opportunities, municipal bonds and Special Situation models such as options and futures.
Liz resides in New York City with her husband, Tom. On a personal note, Liz enjoys Ashtanga yoga and Sanskrit and guitar.
Business Honors and Recognition:
Morgan Stanley Financial Advisor since 1979.
Chairman's Club - Smith Barney
Liz resides in New York City with her husband, Tom. On a personal note, Liz enjoys Ashtanga yoga and Sanskrit and guitar.
Business Honors and Recognition:
Morgan Stanley Financial Advisor since 1979.
Chairman's Club - Smith Barney
Securities Agent: AZ, PR, VT, PA, OH, NV, IN, GA, CA, MI, IL, CO, NH, NC, MA, VA, IA, DC, CT, NY, FL, NJ, MD, SC, NM, DE, WY, HI, TN, TX; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262193
NMLS#: 1262193
About Kim Sanders
Drawing on more than 15 years of industry experience, Kim is often the first line of contact on a broad array of client services. Highly adept at addressing questions quickly and efficiently, Kim is committed to providing each client with the highest level of personal service and professional integrity. She has been an integral member of The Kleiner Group since joining the team in 2007.
From the largest task to the smallest request, Kim works tirelessly to exceed clients’ expectations. Her core responsibilities are essential to enabling the Group to carry out its mission of helping financially successful individuals plan, invest and lead fulfilling lives. She began her career with Deutsche Bank and over the years has held a number of important client-focused positions at BT Alex Brown, Smith Barney and Wells Fargo Advisors.
Kim’s spirit in solving problems and giving back extends outside the office. She is community-oriented and volunteers her free time to charitable endeavors specifically related to elder care. She is an avid reader and fitness enthusiast. Kim is a long-time resident of Brooklyn, NY.
Email: Kim.Sanders@morganstanley.com
From the largest task to the smallest request, Kim works tirelessly to exceed clients’ expectations. Her core responsibilities are essential to enabling the Group to carry out its mission of helping financially successful individuals plan, invest and lead fulfilling lives. She began her career with Deutsche Bank and over the years has held a number of important client-focused positions at BT Alex Brown, Smith Barney and Wells Fargo Advisors.
Kim’s spirit in solving problems and giving back extends outside the office. She is community-oriented and volunteers her free time to charitable endeavors specifically related to elder care. She is an avid reader and fitness enthusiast. Kim is a long-time resident of Brooklyn, NY.
Email: Kim.Sanders@morganstanley.com
Contact Wayne S Kimbell
Contact Elizabeth Ross
Wealth Management
From Our Team
2024 Global Macroeconomic Outlook: Central Banks Look for ‘Just Right’ on Rates
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Ready to start a conversation? Contact The Kimbell Ross Group today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
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.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Investors 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.
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.
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For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
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.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Investors 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.
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.
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CRC 6491812 (04/2024)
