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Kenneth Sizemore, CIMA®, CRPC®

Kenneth Sizemore, CIMA®, CRPC®

Senior Vice President

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location of Kenneth Sizemore, CIMA®, CRPC®Greater Richmond Region

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  • Timeline

  • About me

    Senior Vice President | Senior Portfolio Management Director | Financial Advisor at Morgan Stanley

  • Education

    • University of Lynchburg

      1975 - 1978
      Bachelor of Science (BS) Business Management

  • Experience

    • Wheat First Butcher Singer

      Aug 1987 - Jan 1995
      Senior Vice President

    • Interstate Johnson Lane

      Jan 1995 - May 1997
      Senior Vice President

    • WACHOVIA SECURITIES

      May 1997 - Oct 2001
      Senior Vice President

    • SMITH BARNEY

      Oct 2001 - Jun 2009
      Senior Vice President

    • Morgan Stanley

      Jun 2009 - now
      Senior Vice President |Senior Portfolio Management Director | Financial Advisor

      I formulate financial strategies for individuals who are retiring or are High Net Worth. I seek to regularly meet with clients to check their progress to the agreed upon plan. I focus on the principals of asset allocation.©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-cadden-sizemore-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Asset Allocation does not assure a profit or protect against loss in declining financial markets.NMLS#: 1272752 Show less

  • Licenses & Certifications

    • NMLS#

      Nationwide Mortgage Licensing System
      Apr 2015

  • Honors & Awards

    • Awarded to Kenneth Sizemore, CIMA®, CRPC®
      2021 Forbes Best In-State Wealth Advisor Forbes.com Jan 2021 2021 Forbes Best-In-State Wealth Advisors​Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20. Award Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Kenneth Sizemore, CIMA®, CRPC®
      2019 Forbes Best-In-State Wealth Advisors Forbes.com Jan 2019 2019 ​Forbes Best-In-State Wealth AdvisorsSource: Forbes.com (Awarded Feb 2019) Data compiled by SHOOK Research LLC based on time period from 6/30/17 - 6/30/18. Award Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html