Walter Kivett, CFP, Portfolio Manager, Financial Advisor at Morgan Stanley.

Walter Kivett, CFP, Portfolio Manager, Financial Advisor at Morgan Stanley. Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Practitioner, Portfolio Manager and Senior Partner with the Fleming Kivett Group at Morgan Stanley.

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 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 corporation

s in the healthcare, oil and gas, industrial and manufacturing industries. Clients that work best with me are busy with their own work, businesses and families, prefer to delegate the daily management of their investment assets and 401(k) choices to us and follow the advice we provide. I listen to our client’s concerns and understand what is important to them before making any recommendations. My investment approach helps provide clients with a reproducible, non-emotional investment process that uses tools to monitor market risk within the, countries, industries and sectors of our investments. I determine client’s investment suitability by first understanding their risk profile. By utilizing supply and demand economic laws, I place a premium on when and what to invest in, and when to exit that investment, either to preserve profits or to reduce principal risk.

©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept page purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information. NMLS #: 1279292

As we share more of our daily lives online, it's important to balance security and convenience. These five tips can put ...
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As we share more of our daily lives online, it's important to balance security and convenience. These five tips can put you in greater control of your digital footprint. https://livesocial.seismic.com/a-sy1l

‘Tis the season for happiness, peace and joy. Merry Christmas!
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‘Tis the season for happiness, peace and joy. Merry Christmas!

Wishing everyone a joyful Thanksgiving filled with gratitude and cherished moments.
11/27/2025

Wishing everyone a joyful Thanksgiving filled with gratitude and cherished moments.

In recognition of International Fraud Awareness Week, take a moment to learn about these top scams and tactics fraudster...
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In recognition of International Fraud Awareness Week, take a moment to learn about these top scams and tactics fraudsters use to trick victims. https://livesocial.seismic.com/az7PqV

11/18/2025

businessinsider.com

We are thrilled to be part of Forbes' Top Wealth Management Teams this year. Our clients are at the heart of everything ...
11/17/2025

We are thrilled to be part of Forbes' Top Wealth Management Teams this year. Our clients are at the heart of everything we do. Their trust and confidence have been instrumental in achieving this recognition.

[Source: Forbes (Awarded Nov. 2025). Data compiled by SHOOK Research LLC based on the period from 3/31/24–3/31/25. https://livesocial.seismic.com/aPuV31 ]

Honoring the courage and commitment of our veterans today. We are deeply grateful for your service.
11/11/2025

Honoring the courage and commitment of our veterans today. We are deeply grateful for your service.

10/29/2025

Having an extra layer of protection for your accounts can help stop cybercriminals in their tracks. Learn how multi-factor authentication can help.
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