My Story and Services

I started in the financial services industry in 1995, after graduating from the University of Central Florida. Since that time, I've become a Certified Financial Planner™, completed a master's degree in financial services from the American College of Financial Services, married my sweetheart, Melissa, and we've been raising a daughter, Tia, and a son, Ethan. I was originally from Pennsylvania, but have lived in or near Ormond Beach since 1984. Besides family, my passion is being in the water either surfing, stand-up paddle boarding, boating, fishing or swimming.
Services Include
Securities Agent: AR, IL, PA, NJ, CO, CA, WI, NV, WA, MD, CT, AZ, VA, TN, MI, UT, OR, WY, WV, OH, GA, SC, NY, ME, NC, FL, AL, TX, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1252929
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Client Service Team

    Carousel Associate Image
    Suzan Harrington - Portfolio Associate
    Phone:
    (386) 615-3407(386) 615-3407
    Email:Suzan.Harrington@MorganStanley.com
    Suzan joined The Boales Kearney Group from Merrill Lynch in 2018 with seven years of experience in financial services. She began her career at Bank with America and U.S. Trust, working many years in the field of banking and lending. She strives to provide a superb client experience by optimizing financial goals through administrative and operational support to the team.
    Suzan and her husband, Steve, are both native Floridians and she is actively involved with her local YMCA.
    Carousel Associate Image
    Patricia A. Cabrl - Senior Registered Client Service Associate
    Phone:
    (386) 615-3439(386) 615-3439
    Email:Patricia.Cabral@MorganStanley.com
    Patti has been working in the financial services industry since March of 1978. She was an Operations Manager for Thomson McKinnon, Prudential Securities, Paine Weber and UBS for over 30 years. She has been in her current role as a Senior Registered Associate since November 2008, when she moved to Morgan Stanley. Patti has been married to her husband, Phil, since 1968. She has two grown children and four grandchildren.

Location

285 Clyde Morris Blvd
Ste 100
Ormond Beach, FL 32174
US
Direct:
(386) 615-3427(386) 615-3427
Toll-Free:
(800) 824-1391(800) 824-1391
Fax:
(386) 671-2350(386) 671-2350

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships

About Brian Kerns

Brian Kerns is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.

Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

Brian began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Premier Banker at SunTrust. He also served as a Wealth Management Banker at the Merrill Lynch.

Brian is a graduate of the University of North Florida, where he received a Bachelor of Business Administration in Business Management. Brian resides in Lake Mary, Florida with his wife and children. Outside of the office, he enjoys playing golf and coaching his son T-ball team.
NMLS#: 663185
Wealth Management
From My Desk

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Portfolio Insights

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving 
Article Image

Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Adam R Kearney today.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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.

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2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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3Morgan 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 (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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.

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4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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, charitable giving, philanthropic planning and other legal matters.

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5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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

The 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.

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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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

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

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.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures
CRC 6491812 (04/2024)