Merrill
47yrs
Top advisor by experience in Cincinnati
5yrs
Based in Cincinnati, Ohio, Grace Kappers is a fiduciary financial advisor with 5 years of industry experience. Grace has been with Morgan Stanley since 2022. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office7755 Montgomery Road 2nd Floor, Cincinnati, OH 45236
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMorgan StanleyCurrent firm
Contact Grace
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Grace. 7755 Montgomery Road 2nd FloorCincinnati, OH 45236Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Grace
Tailored to Grace’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Grace
How do I contact Grace?
Call Morgan Stanley at (914) 225-5510 and ask for Grace Kappers. Grace works from the Cincinnati, OH office.
How long has Grace been a financial advisor?
Grace has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Grace hold?
Series 66. Tap any license on this page to see what it allows.
Is Grace a fiduciary?
Grace is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Grace paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Grace for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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