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Your financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Associations
- Greenwich Village Little League-Board of Directors, Field Manager for Life
- League for the Hard of Hearing- Supporter, Golf Committee
- American Diabetes Association Contributor
- City Harvest Supporter
Services
- Asset Management
- Lending Services
- Trust Services and Accounting
- Estate Planning
- Family Consulting
- Alternative Investments
- Wealth Management
- Corporate Pension Funds
- Futures
- Municipal Bonds
- Education Planning
Education and Licensing
- B.S., 1977
Boston University
Boston, MA - Senior Portfolio Manager-Morgan Stanley Portfolio Management Group
- Series 3 - National Commodity Futures
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life & Health Insurance Licensed
- Financial Planning Specialist
- Senior Investment Management Specialist
Honors and Recognition
- Chairman's Council - Smith Barney
- President's Council - Smith Barney
- 30 Year Loyal Service Award - Smith Barney
- Senior Portfolio Manager- Smith Barney Portfolio Management Group
- Senior Investment Management Specialist
- Financial Planning Specialist
Business Experience
- 1983
- Present: Morgan Stanley*
Senior Vice President
Senior Portfolio Manager
Senior Investment Management Consultant/Financial Advisor
New York, NY
Bulletin Board
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Too many IRAs? Call or email us to help you consolidate your retirement plans.
Wayne Seth Kimbell is licensed in the following state(s):
AL, AZ, CA, CT, FL, GA, IL, MA, MD, MT, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TX, VA, VT, 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
