Anna McKinnon

Anna has built her investment advisory practice by providing a holistic approach to the families she works alongside. At the heart of her investment philosophy is a commitment to providing a high-level, personalized service and a desire to make the financial planning process as stress free as possible.  Through the world renowned investment research and top notch financial talent available at Morgan Stanley, Anna is able to offer her clients customized investment solutions that focus on:

• IRA rollovers & 401K Plans; Equity Trading & Fixed Income Investing
• Retirement & Estate Planning Strategies; Investment Consolidation
• Portfolio Analysis & Construction; Annuity & Insurance Reviews

“I spend a lot of time getting to know my clients and their families. I listen intently to their concerns and their dreams. I guide them through difficult financial decisions we all eventually face during life changing events; like marriage, divorce, death, birth of a child and job transitions. We live in an ever changing economic world, and at the end of the most volatile trading day, I want my clients to know that I am watching, listening and doing what is best for them and their loved ones.” 

Anna earned a Bachelor of Applied Arts in Radio & Television Communications from Ryerson University in Toronto, Canada.  It was her passion for the markets, her life- long dream to be a business news anchor; and her ability to connect with others, that led her to a financial services career.  Anna began with Morgan Stanley in the Greater NYC Area, where she lived for 12 years.  She now works and resides in Naples, Florida and is the proud mother of three, 7lbs, Shih Tzus.  Anna speaks Italian, is a naturalized, US citizen from Canada and proudly admits that the happiest day of her life, is the day she became an American citizen.
Services Include
  • 401(k) & IRA Rollovers
  • Retirement Planning1
  • Equity Trading
  • Fixed Income2
  • Professional Portfolio Management3
  • Estate Planning Strategies4
  • Trust Accounts5
  • Annuity & Insurance Services
  • Financial Planning6
Securities Agent: TX, NJ, FL, WI, VA, PA, OH, NY, NC, MT, MA, IN, IL, CT, CO, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1423938
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Events

I find it crucial that during times of volatility and uncertainty that I leverage the intellectual capital at Morgan Stanley and bring quality information to my clients. 

Working With You

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

By implementing a three-step, holistic process of analyzing, organizing and consolidating assets, I help customize an investment road map for clients to navigate and optimize their financial future. 






Holistic approach to financial health

High level, personalized service

Stress-free financial planning

Investment consolidation

Customized financial road maps

    Awards

    • Ranked Top 1% - Morgan Stanley Reach for Excellence Tier One
    • FAA Coach- Mentored Financial Advisor Associates on Best Practices
    • 2015-2019 Five Star Award Wealth Manager Winner
    • 2017 Influential Women Leaders

    Experience

    Series 7








    Series 66








    Series 31








    Series 10








    Life & Health Insurance








    Ryerson University, Toronto, Canada



          Bachelor of Applied Arts: Radio & Television Communications







    University of Toronto, Toronto, Canada



          Italian and French

      Location

      8889 Pelican Bay Blvd
      Ste 300
      Naples, FL 34108
      US
      Direct:
      (239) 449-7871(239) 449-7871
      Toll-Free:
      (800) 237-8686(800) 237-8686
      Fax:
      (239) 790-5061(239) 790-5061
      From My Desk

      Making the Most of Your Fixed Inome Investments - Tuesay, January 22, 2019


      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

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      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      From Clueless to Clued In: Teaching Teens About Money

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      As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      Facing Financial Stress? Your Employer May Be Able to Help

      Facing Financial Stress? Your Employer May Be Able to Help

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      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
      Choosing an Environmental Charity

      Choosing an Environmental Charity

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      Ready to start a conversation? Contact Anna McKinnon today.
      Market Information Delayed 20 Minutes
      1Morgan 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 legal matters.

      2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      4Morgan 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.

      5Morgan 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.

      6Morgan 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.

      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.

      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: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      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.


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