Kimberlee Carver, Financial Advisor at Morgan Stanley

05/07/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/aqfGLN

04/30/2026

Now that tax season is behind us, it's a great time to turn those filings into a roadmap for the rest of 2026. Your return can reveal meaningful planning opportunities—from reviewing withholdings and adjusting estimated payments, to maximizing retirement contributions, evaluating charitable giving strategies, and revisiting tax-smart investing and cash-flow goals. Feel free to reach out to discuss any these opportunities! https://advisor.morganstanley.com/kimberlee.carver

morganstanley.com

03/02/2026

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan. https://livesocial.seismic.com/afityP

02/27/2026

Join us on March 2 for Wealth Education for the Next Generation: Understanding Risk and Volatility. https://livesocial.seismic.com/azObno

Managing risk is essential for long-term financial success. Whether you're just starting out or refining your investment approach, register and attend to learn actionable insights from Morgan Stanley experts who make complex concepts easy to understand.

02/19/2026

Is now a good time to buy a home? Learn more in Morgan Stanley's 2026 housing outlook and let's discuss what makes financial sense for you. https://livesocial.seismic.com/7lYcg https://livesocial.seismic.com/anC3hK

02/17/2026

Register now for this exclusive virtual event on February 19: https://livesocial.seismic.com/aN9tGP

Looking forward to hearing from four-star U.S. Navy Admiral William McRaven as he joins Morgan Stanley Wealth Management to share his insights into recent geopolitical developments and his storied career.

02/13/2026

In this episode of Morgan Stanley's Exceptional Leaders, The Coca-Cola Company Chairman and CEO James Quincey shares how cultural transformation, global agility and consumer focus are reshaping the company's future.

morganstanley.com

10/03/2025

Protecting your personal information online is more important than ever. Join our next Wealth Education for the Next Generation virtual event on Monday, October 6th to discover essential cybersecurity practices and develop responsible social media habits that will help safeguard your digital presence in today's interconnected world. Register here: https://livesocial.seismic.com/aNTmP6

09/29/2025

Even small contributions to a retirement fund can have a big impact for young investors. Check out our "Millennial and Gen Z Guide to a Sweet Retirement" and let me know how I can help you get started. https://livesocial.seismic.com/avrqnR

09/27/2025

Morgan Stanley clients with eligible brokerage accounts can now earn up to 4.11% Annual Percentage Yield on our Preferred Certificate of Deposit (CD). Check out the competitive limited time offer on our 11-month CD available until 10/7/25. https://livesocial.seismic.com/aLC8zM