Kodie S. Fridley, CFP®

Financial Advisor

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Kodie S. Fridley, CFP®

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

My Process

As a board CERTIFIED FINANCIAL PLANNER™ Kodie develops financial plans for select clientele taking into account each family’s tax, legal, and risk management circumstances. Ultimately, helping ensure all perspectives are properly evaluated in the development of your exclusive wealth plan. Through periodic reviews and adjustments, Kodie strives to provide lifelong guidance to his family of clients as they work toward achieving their financial goals now and in the years that follow.

Kodie graduated from Florida Gulf Coast University with his bachelor’s degree in Finance. After meeting the industry experience requirement, post-graduate course work, and an extensive exam process Kodie achieved his board CERTIFIED FINANCIAL PLANNER™ designation. Ultimately, becoming one the youngest to ever achieve the board certification. Kodie's first several years were spent analyzing corporate financial policies, corporate portfolio analysis, and security market efficiency. It wasn't until years later Kodie began his financial planning career at the nation’s largest independent brokerage firm, LPL Financial. Kodie then went on to join Morgan Stanley, where he felt he could most effectively help his clients meet their investment goals.

Services Include

  • Financial Planning
  • Corporate Retirement Plans
  • Professional Portfolio Management
  • Alternative Investments
  • Business Succession Planning
  • 401(k) Rollovers

Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1724244


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Planning Process

Goals Planning System | GPS

It's never been more important to create a plan that can help secure your future and guide you to your goals.  As your Financial Advisor I make it my priority to work with you to discover what matters most to you and your family.  Whether that be building security for your family, buying a home, sending your children to college, or being ready for unexpected health care expenses.  At Morgan Stanley, our integrated platform ties goals to implementation, leveraging the intellectual capital and sophisticated institutional capabilities of Morgan Stanley to help you prioritize and prepare.

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1. This functionality is currently limited and will expand with future phases of the tool. Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may not be realized.
This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material.


Total Wealth

A Comprehensive View of Your Financial Life

As a Morgan Stanley client, you can view your accounts from other financial institutions on any device, with Morgan Stanley Online or by using the Morgan Stanley Mobile App. With full visibility of your assets and liabilities all in one place, we can obtain a comprehensive view of your total wealth to help you track your goals or start planning for your future.


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Reserved Benefits

Morgan Stanley's Reserved Living & Giving Program

Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services.  The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.

Reserved clients can take advantage of a wide range of offers, including:

- Travel and cultural experiences from best-in-class planners

- Special pricing from iconic beauty, retail and automotive brands

- The latest fashion, wine and sweets from select emerging brands

Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving.  Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.

Ask us how you and your family can begin to take advantage of these wonderful offers.

Click the link below for more information:

Reserved Living & Giving Offers


Location

Location

  • 8889 Pelican Bay Blvd Ste 300
  • Naples, FL 34108


    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact Kodie S. Fridley, CFP® today.

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    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures