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!

Spring is here and it's a great time to start spring cleaning your finances and take a fresh look at your financial plan...
03/26/2026

Spring is here and it's a great time to start spring cleaning your finances and take a fresh look at your financial plan. The resources below highlight a few key areas to review and help you prioritize next steps.

- A lot can pile up over a year, or just a season. I included five tips below to help you tidy up, declutter, and organize your finances this spring.

- There are many factors to consider when you start building a financial plan. You can read more about the tools that are available to you and questions to consider here: https://www.morganstanley.com/what-we-do/wealth-management/financial-management-tools?cid=mg-vm-springc-7716

Call me to review your plan and discuss any updates that may be appropriate for your situation.

morganstanley.com

March is all about big moments and smart preparation. As the brackets heat up, it's a great reminder that education plan...
03/19/2026

March is all about big moments and smart preparation. As the brackets heat up, it's a great reminder that education planning for the future works best with a solid game plan: build a strategy and make steady progress over time. Here's to making thoughtful decisions on and off the court.

Who are you rooting for and who do you have winning it all?

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies tha...
03/10/2026

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies that may help reduce your overall federal tax burden.

morganstanley.com

Don't forget to set your clocks forward for today (3/8)! Spring forward!
03/08/2026

Don't forget to set your clocks forward for today (3/8)! Spring forward!

What could military escalation with Iran mean for the markets and your investments? Learn more from our strategists.
03/06/2026

What could military escalation with Iran mean for the markets and your investments? Learn more from our strategists.

morganstanley.com

You still have time to max out your IRA contributions for the 2025 tax year (if eligible). Invest in your future retirem...
02/26/2026

You still have time to max out your IRA contributions for the 2025 tax year (if eligible). Invest in your future retirement today and contribute by the April 15th, 2026 tax deadline. Learn more here:

morganstanley.com

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2200 Rimland Drive Suite 105
Bellingham, WA
98226

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