Kelly Dawn Bowers

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

• 12/2011 → 10/2016
  Morgan Stanley Smith Barney
  Scottsdale, AZ
• 05/2016 → 10/2016
  Morgan Stanley
  Bellevue, WA
• 10/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 03/2017 → 02/2022
  Bank Of America, N.A.
  Bellevue, WA
• 02/2022 → Present
  Morgan Stanley
  Seattle, WA

Previous Registrations

• 2016-10-07 → 2022-02-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 2012-01-03 → 2016-10-21
  Morgan Stanley
  Seattle, WA
  Scottsdale, AZ
  Scottsdale, AZ
  Seattle, WA
  Bellevue, WA
• 2009-06-01 → 2011-01-04
  Morgan Stanley
  Bellevue, WA
• 2005-04-13 → 2009-06-01
  Citigroup Global Markets Inc.
  Bellevue, WA
  Bellevue, WA
• 2003-11-07 → 2005-04-06
  Td Ameritrade, Inc.
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2003-10-10
• S63 Uniform Securities Agent State Law Examination
  1998-12-07

Other Names

• Kelly Dawn Corder
• Kelly Dawn Rodriguez