Kathryn Starkovich, Financial Advisor at Morgan Stanley

Kathryn Starkovich, Financial Advisor at Morgan Stanley I am a Financial Advisor at Morgan Stanley. NMLS #: 1270071
CA Insurance Lic. I tailor the plan according to changing priorities.

I work with clients at various stage in their careers, whether that be working, soon to be retired, or long since retired. Over time, I have formed long-lasting relationships built on respect and integrity. I live in Bow, WA, with my husband, Aaron, and five children. My husband and I are members of the Burlington Rotary Club, where we served as President. I am a Burlington Chamber of Commerce boa

rd member. I am a Financial Advisor, Financial Planning Specialist and Senior Vice President at Morgan Stanley with over 20 years of experience in the industry. I hold the Certified Investment Management Analyst® (CIMA®) designation. NMLS #: 1270071
CA Insurance License #: 0H71539

Now that tax season is behind us, it's a great time to turn those filings into a roadmap for the rest of 2026. Your retu...
04/23/2026

Now that tax season is behind us, it's a great time to turn those filings into a roadmap for the rest of 2026. Your return can reveal meaningful planning opportunities—from reviewing withholdings and adjusting estimated payments, to maximizing retirement contributions, evaluating charitable giving strategies, and revisiting tax-smart investing and cash-flow goals. Feel free to reach out to discuss any these topics! https://advisor.morganstanley.com/kathryn.starkovich

morganstanley.com

Happy . While it may not be the most exciting day of the year, it's an important one. Today is the deadline for filing ...
04/15/2026

Happy . While it may not be the most exciting day of the year, it's an important one. Today is the deadline for filing your federal income tax return for the previous year. If you haven't filed yet, don't panic! There's still time to file an extension or get your return in. Please don't hesitate to reach out if you have questions regarding tax efficiency in your portfolio or other financial matters.



Disclaimer: Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

This Saturday is ! It's also Charlie's 9th birthday. We love you Charlie! Take a moment to celebrate the pets who bring...
04/10/2026

This Saturday is ! It's also Charlie's 9th birthday.
We love you Charlie! Take a moment to celebrate the pets who bring extra joy (and a little extra energy) to our days!

Happy Easter to all who are celebrating! I hope you all enjoy some quality time with loved ones. In observance of Good ...
04/02/2026

Happy Easter to all who are celebrating! I hope you all enjoy some quality time with loved ones.

In observance of Good Friday, our office and the stock market will be closed on Friday, April 3rd.

Enjoy the long weekend!

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Bellingham, WA
98226

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