Kara P. Noone - Morgan Stanley Financial Advisor

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Welcome Education Associations Experience Services Honors

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations

Orange County Performing Arts Bravo!
Board of Directors
Costa Mesa, CA
Corona Del Mar Kiwanis Club
Member
NAPW National Association of Professional Women
Member

Services

Asset Management
Lending Services
Philanthropic Services
Trust Services and Accounting
Estate Planning
Family Consulting
Education Planning
Insurance Services
Long Term Care Insurance

Education and Licensing

B.A. - Finance
California State University Fullerton
Fullerton, CA
Series 7 & 66
Insurance Licensed
Life & Long-Term Care Insurance Licensed
Certified Financial Planning Credential, CFP

Honors and Recognition

2011 Five Star Wealth Manager by Orange Coast Magazine
Co-Chair of So-Cal Women's Buisness Exchange at Morgan Stanley*
Featured Business Writer for "Today's Innovative Woman" Magazine www.todaysinnovativewoman.com

Business Experience

Present : Morgan Stanley*
Certified Financial Planner
Financial Advisor
Financial Planning Specialist
Irvine, CA

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See Investing & Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Equities Show Resilience, but ..." Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the firm’s Global Investment Committee, says equity markets appear to be looking beyond the soft patch in the economic data, but they may not be forgiving for long.

• "Positioning Portfolios for (Slightly) Higher Rates" We expect interest rates to trend higher through the year, which is why we are recommending investors shorten the duration in their bond portfolios.

• "Our Favored Overseas Plays" We find opportunities in Japanese automakers, European industrial restructurings, overseas tech champions and companies that sell to emerging market consumers.

Plus, look for more on economics, real estate investment trusts, energy, gold and asset allocation.

Kara P. Noone is licensed in the following state(s): CA, WA

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

Awards Disclosures

FEATURED REPORTS

Weathering Divorce - Flipbook

Women and Wealth - Flipbook