Kevin A Shimmel, Senior Vice President, Financial Advisor at Morgan Stanley

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Kevin A Shimmel, Senior Vice President, Financial Advisor at Morgan Stanley

Financial Advisor at Morgan Stanley He started working as a Financial Advisor while he was still in college, and he joined Morgan Stanley in 2001.

Kevin Shimmel is a Senior Vice President, Financial Advisor, Senior Investment Management Consultant, and Financial Planning Specialist at Morgan Stanley. As a valedictorian, Kevin received a full academic scholarship to California State University Long Beach where he earned a bachelor's degree in finance as well as an MBA in Finance. He has extensive training in wealth management, and he is a Cer

tified Financial Planner, a Chartered Financial Consultant, a Chartered Retirement Planning Counselor, a Chartered Mutual Fund Counselor, a Certified Retirement Counselor, and a Qualified Plan Financial Consultant. He is passionate about helping people grow their wealth and meet their retirement goals. Kevin met his wife Courtney in college, and they were married on their shared birthday in 2005. Their son Nick was born in 2011 and their daughter Whitney was born on St. Patrick’s Day in 2015. In his spare time, he enjoys golfing, skiing, traveling, and spending time with family and friends. If you would like to learn more about Kevin's services, please feel free to contact him directly at 916-788-9461 to discuss possible financial solutions for your goals.

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For more information on the designation(s), go to: https://advisor.morganstanley.com/kevin.shimmel

CA Insurance Lic. # 0D45782
NMLS #: 1253056

05/04/2026

Cybercriminals are becoming more sophisticated by the day. At Morgan Stanley, we take steps to help protect your money and data and educate you on the latest scams. https://livesocial.seismic.com/a4UvXo

04/20/2026

Do just a few stocks dominate your portfolio? Learn more about the risks of concentrated stock positions and tax-smart strategies to help you diversify your portfolio. https://livesocial.seismic.com/arbNMj

04/06/2026

Saving for retirement? Consider these strategies to help reduce your taxable income and keep more of what you've saved. https://livesocial.seismic.com/avzXmc

03/24/2026

As the market fluctuates, it's easy to feel uncertain. This article shares five strategies that can help you navigate through the turbulence. https://livesocial.seismic.com/a0pH6C

03/09/2026

Life changes, and so should your financial plan. Regularly reviewing and updating your plan can help you stay on track and pivot when necessary. https://livesocial.seismic.com/a_6qhU

03/02/2026

I am very proud to announce that I have been named to Morgan Stanley's prestigious Century Club, an elite group of the Firm's Financial Advisors. I appreciate this recognition of my dedication in providing first-class service to my clients.

02/23/2026

Cryptocurrency scams are becoming more sophisticated by the day. Discover strategies to identify common scams and safeguard your assets. https://livesocial.seismic.com/aC1EUP

02/09/2026

As women balance careers, caregiving and personal goals, putting financial strategies in place can help prepare for every stage of life. Here are some topics we can explore together. https://livesocial.seismic.com/aT3-6g

02/04/2026

Did you know college students can be prime targets for cybercriminals? Learn how to help them stay safe online.

morganstanley.com

01/26/2026

Protecting your assets and personal information is a top priority for me. This article shares tips on how to respond if you suspect you've been hacked or scammed. As always, I'm here to help. https://livesocial.seismic.com/alY76f

Address

1478 Stone Point Drive, Suite 500
Roseville, CA
95661

Website

https://advisor.morganstanley.com/kevin.shimmel

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