Kelly Susann Willmer

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1995 → 09/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 10/2014 → 09/2019
  Bank Of America, N.A.
  Colunbus, OH
• 09/2019 → Present
  Morgan Stanley Smith Barney Llc
  Columbus, OH
• 10/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 1999-08-19 → 2019-09-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
  Columbus, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-02-17
• S65 Uniform Investment Adviser Law Examination
  2000-08-09

Designations

• Certified Financial Planner

Other Names

• Kelly Susann Feikle
• Kelly Susann Feikle