Kate Meyering, Financial Advisor at Morgan Stanley

Kate Meyering, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley Kate is happily married to her husband Rodney, and is the proud mother of their daughter, Morgan Taylor.

Kate Meyering began employment with Morgan Stanley in Ormond Beach, Florida in 1993 and has been employed in the Financial Services industry since 1988. She has served her Morgan Stanley office in many different capacities, such as Branch Operations Management and Portfolio Associate, however most recently as a Financial Advisor & Financial Planning Associate. Kate’s superior attention to detail a

llows her to focus on the principals of Holistic Financial Planning, while following a carefully crafted Goals Based Planning Process. Her thoughtful character and dedication to those in both her professional & personal circles makes her an excellent & trusted Advisor to many while doing World Class Business. Kate has joined an Advising Partnership with long time Morgan Stanley Advisor, Stuart Sixma, who has been employed with the firm in Ormond Beach for over 38 years. Stuart has established a very successful high net worth clientele based practice and is a trusted Center of Influence among many attorneys and accountants in the Central Florida area. Away from the office, Kate most enjoys spending quality time with family and friends. NMLS #: 2039098
© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.
05/20/2026

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

A strong estate plan can help reduce uncertainty, support your legacy goals, and keep important decisions aligned with y...
05/01/2026

A strong estate plan can help reduce uncertainty, support your legacy goals, and keep important decisions aligned with your wishes. This May's Topic of the Month highlights the importance of Estate Planning to help you take stock of what you have in place, and what to revisit. Explore the checklist on our website, and let us know how we can help:

https://advisor.morganstanley.com/kate.meyering -of-the-month

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you loo...
04/27/2026

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you look forward to retirement. https://livesocial.seismic.com/aZ756u

04/20/2026

Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://livesocial.seismic.com/BHXSx

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the...
04/13/2026

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the basics can help you navigate major money decisions. https://livesocial.seismic.com/aKEEWj

A new season can be a great time to reflect on what's next personally, professionally, and financially. The Office of Ka...
04/10/2026

A new season can be a great time to reflect on what's next personally, professionally, and financially. The Office of Kate Meyering's Topic of the Month, for April 2026, is "Planning for Retirement." This month, we are offering a practical perspective to help you think through priorities, plan with intention, and take confident next steps. Read more on our website:

https://advisor.morganstanley.com/kate.meyering -of-the-month

Eid Mubarak! Wishing a happy and prosperous Eid to my friends and their loved ones celebrating.
03/19/2026

Eid Mubarak! Wishing a happy and prosperous Eid to my friends and their loved ones celebrating.

You still have time to max out your IRA contributions for the 2025 tax year (if eligible). Invest in your future retirem...
03/16/2026

You still have time to max out your IRA contributions for the 2025 tax year (if eligible). Invest in your future retirement today and contribute by the April 15th, 2026 tax deadline. Learn more here: https://livesocial.seismic.com/a-Hjjh

Tax season is here, and a little preparation can go a long way. The Office of Kate Meyering's Topic of the Month, for Ma...
03/01/2026

Tax season is here, and a little preparation can go a long way. The Office of Kate Meyering's Topic of the Month, for March 2026, is "Tax Day Prep". We have timely, practical points to help you get organized, stay ahead of key deadlines, and approach filing with confidence. Read the article here:

https://advisor.morganstanley.com/kate.meyering -of-the-month

Address

285 Clyde Morris Boulevard, Suite 100
Ormond Beach, FL
32174

Telephone

+13866712355

Website

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