Kimberly Friedman, Financial Advisor at Morgan Stanley

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Kimberly Friedman, Financial Advisor at Morgan Stanley

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Financial Advisor at Morgan Stanley
CERTIFIED FINANCIAL PLANNER™
Certified Private Wealth Advisor® NMLS #: 1733606
CA Insurance License #: 4089127

Working with You to Define and Achieve Your Goals

REGARDLESS OF WHAT STAGE YOUR LIFE IS IN – moving ahead in your career, enjoying retirement, or somewhere in between – we can work together to help you achieve your financial goals. Using a suite of tools that includes goal-specific analysis, we can create a realistic, holistic strategy that integrates your investments and cash management needs. The personalized wealth management process we will use is designed to provide a road map to your financial future and to help translate your goals into reality.

10/29/2026

In this episode of Exceptional Leaders, Danny Meyer, Founder and Executive Chairman of Union Square Hospitality Group, reflects on the journey from opening one restaurant to launching the global chain Shake Shack, and shares how companies can maintain their culture and core principles as they scale.

morganstanley.com

10/27/2026

Morgan Stanley Research mapped its global coverage of about 3,600 stocks to identify how the next phase of AI investing could broaden beyond technology enablers.

morganstanley.com

10/19/2026

Asset and wealth managers are likely to maintain solid growth rates through 2030, but the adoption of AI and tokenization could define winners and laggards.

morganstanley.com

10/01/2026

AI's next wave may reward companies using the technology most effectively—not just those building it. Here's what investors can watch as AI moves toward profits.

morganstanley.com

09/25/2026

New treatments for Alzheimer's, in-vivo gene editing, AI-enabled drug discovery: emerging technologies could reshape biotechnology productivity, treatment options and investment opportunities.

morganstanley.com

09/07/2026

Today, we honor the contributions and achievements of laborers in the United States.

09/03/2026

Join Morgan Stanley thought leaders and strategists to learn more about the expanding digital asset landscape. Register here: https://livesocial.seismic.com/atqi5f

08/26/2026

The Japanese yen is sitting near its weakest level in more than three decades – and with implications for U.S. Treasury yields, borrowing costs and global market volatility.

morganstanley.com

07/30/2026

Following recent drops in AI infrastructure stocks, Morgan Stanley Research revisits key debates and suggests ways for investors to play the dip.

morganstanley.com

Address

400 Capitol Mall, Suite 1900
Sacramento, CA
95814

Telephone

+19165672052

Website

https://advisor.morganstanley.com/kimberly.friedman

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