The Harbor East Group

Nicholas Williams (left)
• Portfolio Manager
• Financial Advisor

Thomas Kimmerle (right)
• First Vice President — Wealth Management
• Senior Investment Management Consultant
• Portfolio Manager
• Financial Advisor

Branch Address
650 S. Exeter St., Suite 1100, Baltimore, MD 21202

The Harbor East Group Expands Practice to Rehoboth Beach​

The long-term financial success of their clients drives Nicholas (“Nick”) Williams and Thomas (“Tom”) Kimmerle to be their very best each and every day. To that end, the founding partners of The Harbor East Group at Morgan Stanley are expanding their practice to the Eastern Shore and will be holding client meetings in their Rehoboth Beach offices.

“We are expanding our practice to Rehoboth because our clients are retiring to the Delaware Beaches, and we want to be closer to them,” said Tom, who has owned a home at the beach in Sawgrass North since 2016 and will meet with clients regularly in Rehoboth.

Tom and Nick formed The Harbor East Group of Morgan Stanley four years ago in an effort to provide a holistic team approach for their clients. They believe a team approach allows for different perspectives when conducting research and executing a family’s financial plan.

“We start every relationship with a conversation and a personalized financial plan,” Nick said. “This process allows us to take a holistic approach to wealth management and gives our clients a framework to which they can measure their success. By running a boutique practice, building customized portfolios and delivering individual attention, our clients may potentially achieve their desired outcomes.”

Collectively, Tom and Nick have over 40 years of experience and industry accreditations, which are well respected for their difficulty, rigor and emphasis on putting clients first. Each holds Certified Financial Planner and Chartered Financial Analyst designations, respectively.

New clients of The Harbor East Group can expect white-gloved service and customized portfolios.

“We run a boutique practice, so we have more time and attention to devote to our clients,” Tom said. “We are looking to create long-term relationships with our clients built on trust and mutual respect.

These core values are the foundation of The Harbor East Group’s relationships with their clients, and helping realize successful results provides Nick and Tom with tremendous pride and achievement.

“It brings us great joy when we help achieve the financial outcomes from a client’s financial plan,” Nick said. “When a client is able to live their best financial life and pass on their legacy of wealth and values, we feel a great sense of accomplishment and satisfaction. It is the reason why we work so hard for our clients. In our view, the best compliment a client can give is a referral.”

When not at work, Tom can be found gardening at his Rehoboth residence, reading a book on the beach or hosting friends over a home-cooked meal. Nick, who married his wife, Calista, in October 2017, runs a small charity in his free time. The couple enjoys playing board games and traveling when they’re not spending time with family.

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

Morgan Stanley Smith Barney LLC.  Member SIPC.  CRC 2854156 12/19

Leave a Reply

Your email address will not be published. Required fields are marked *