Kimberlee Carver, Financial Advisor at Morgan Stanley

Kimberlee Carver, Financial Advisor at Morgan Stanley I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you.

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explo...
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

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 retu...
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

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