Kelly Baumgartner, Financial Advisor at Morgan Stanley

05/28/2026

05/15/2026

Congratulations to David Pendleton on being named to the 2026 Forbes ranking of Best-In-State Wealth Advisors. You continue to redefine our industry's standards for success and represent the best of our firm.

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026

04/22/2026

To our outstanding administrative team - thank you for being the steady foundation we all rely on.

It takes a team to keep things organized, efficient, and running smoothly. Your hard work and support make a lasting impact.

04/20/2026

Our family had the chance to volunteer with Sleep in Heavenly Peace in Saginaw, helping build beds for children in need. Honored to serve together and grateful for the opportunity to give back.

04/10/2026

Happy National Sibling Day to the people who have been part of our story from the very beginning.

From childhood memories and shared adventures to supporting each other through life's milestones, siblings become lifelong friends and some of our biggest supporters. Today is a great reminder to appreciate those bonds and the memories that continue to grow over the years.

04/08/2026

Financial literacy helps turn goals into plans. During Financial Literacy Month, consider taking time to reflect on your financial priorities and the steps that may help you work toward them.

CRC: 5328972 https://livesocial.seismic.com/aDjKhv

04/05/2026

Easter brings a sense of peace, renewal, and togetherness.

Grateful for traditions, family time, and the opportunity to pause and appreciate what truly matters. Happy Easter!

03/29/2026

Palm Sunday is more than a moment, it's a tradition that connects past, present, and future. Gathering with loved ones, reflecting on faith, and preparing for the week ahead together.

03/20/2026

Spring cleaning isn't just for your home.

It's a great time to simplify and organize your financial life - old accounts, outdated strategies, or habits that no longer serve you.

Clearing space creates room for better opportunities ahead. https://livesocial.seismic.com/aA6xiX

03/14/2026

I'm never quite sure what my kids absorb from all the money and investing conversations that happen at our house.

But my 7-year-old recently told me:
"Mom, I wish we were in your Morgan Stanley office right now because I own a portion of that company and that means I'd be in charge of you."

So apparently:
• She understands ownership
• She's ready to exercise her authority
• I may have created a tiny activist shareholder