Lisa Kimberly

Fiduciary Investment Adviser at Morgan Stanley | Comprehensive Financial Planning & Wealth Management

Role: Investment Adviser at Morgan Stanley
Location: Austin, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Lisa Kimberly

I am a Fiduciary Investment Adviser at Morgan Stanley. I work closely with individuals…

Experience

Investment Adviser
Morgan Stanley
Jun 2007 — Present
As a licensed financial advisor, I work closely with individuals and families to provide strategic investment management and personalized financial advice aimed at growing and protecting wealth over the long term. I offer my clients real-time market insights, carefully researched signals, and tailored guidance designed to help enhance income and support informed financial decision-making. I represent a firm registered with the U.S. Securities and Exchange Commission (SEC) and regulated by state securities authorities. As fiduciaries, we are legally bound to act in our clients’ best interests at all times—an obligation I take seriously in every aspect of my work. My advisory approach is grounded in rigorous analysis of financial data, market trends, and economic indicators. In addition to investment management, I provide comprehensive planning solutions across retirement, tax strategies, estate planning, and broader financial management to help clients build confidence in their financial future.

Contact information

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Work email
•••••@morganstanley.com
Personal email
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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