Andrew Kuenneke
Client Service Associate
Phone:
(314) 889-9867(314) 889-9867
Arnold Kelly
Financial Advisor
Direct:
(314) 889-9849(314) 889-9849
My Mission Statement
Helping clients make confident financial decisions through personalized planning, disciplined investment strategies and a business-minded approach built on service and trust.
Welcome
I work with individuals, families and business owners who want a clear plan for building, preserving and transferring wealth—especially when life and markets are changing.
My approach is grounded in service, trust and disciplined planning. Before making recommendations, I take time to understand what matters most to you—your goals, priorities, time horizon and comfort with risk—so we can build a strategy that fits your life.
With experience spanning decades in business leadership and financial services, I help clients coordinate the moving parts of their financial lives, including investments, retirement planning, education funding and legacy considerations. Clients value a relationship that is responsive, straightforward and focused on progress over time.
If you’re looking for a long-term advisor relationship and a personalized plan, I invite you to start a conversation.
My approach is grounded in service, trust and disciplined planning. Before making recommendations, I take time to understand what matters most to you—your goals, priorities, time horizon and comfort with risk—so we can build a strategy that fits your life.
With experience spanning decades in business leadership and financial services, I help clients coordinate the moving parts of their financial lives, including investments, retirement planning, education funding and legacy considerations. Clients value a relationship that is responsive, straightforward and focused on progress over time.
If you’re looking for a long-term advisor relationship and a personalized plan, I invite you to start a conversation.
Securities Agent: OH, CA, VA, TN, NM, NC, GA, WA, KS, MD, MO, IN, IL, NY, WI, UT, TX, OR, FL, AZ, DC, NJ, MN, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1655527
NMLS#: 1655527
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client's situation, goals, objectives, and risk tolerance. I follow a disciplined process that allow me to work with you to craft a solution that helps to meet your individual financial needs:
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, I will work with you to establish your financial goals by reviewing your current financial situation and discussing an appropriate risk approach aligned with your objectives and time horizon.
Step 3: Financial Plan Presentation
Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your accounts helping ensure a comprehensive financial plan.
Step 4: Action Items / Next Steps
After the financial plan presentation, I will follow up with you regarding my analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits, and insurance coverage.
Step 5: Implementation Meeting
The implementation meeting focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, I will monitor your strategy over time and review progress with you as your goals, circumstances and market conditions evolve. You can expect proactive communication and a responsive relationship so questions and priorities are addressed in a timely manner.
INVESTOR RESOURCES
Here are linked resources with the latest insight and information available to be better informed in the current marketplace.
GIC On The Markets
The Global Investment Committee's Michael Wilson provides insightful commentary on the markets while covering key areas to help investors with the financial landscape.
Read The Latest Report
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read The Latest Report
Thoughts on the Market Podcast
Join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check Out The Latest Episode
What Should I Do With My Money?
A podcast where real people get real answers from Financial Advisors to their most important questions about money.
Check Out The Latest Episode
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology, and beyond.
Check Out The Latest Episode2025 Income Tax Tables
Please view the following attachment to find the 2025 federal tax tables.
Learn More
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts and timely insights to support them at home and beyond.
Learn MoreNAVIGATING MAJOR LIFE EVENTS
Major life events often come with important financial decisions. I help clients think through priorities, tradeoffs and next steps—so they can move forward with a plan that fits their goals and comfort with risk. If you’re approaching a transition (or already in one), I encourage you to reach out early so we can map out options and timing.
Marriage
Few events are more exciting than when you decide to align your life with the person you love. I help you plan for these milestones and guide these conversations.
Divorce
Divorcing a spouse can be a difficult ordeal, with repercussions that affect your emotional and financial well being. I can help you prepare for these difficult situations to feel more in control and better equipped to make informed decisions about your financial future.
Retirement
Saving for retirement is a lifelong process that relies on defined financial planning strategies. I can help guide you through the process each step of the way toward achieving your retirement goals.
Elder Care
Aging can be challenging whether you are looking to develop a plan for yourself, or trying to figure out the best way to support you loved ones. I can help you develop a clear plan that prioritizes the desires and preferences of the aging individual.
Widowhood
Dealing with death is never easy. Aside from coping with the loss of a loved one, legal matters also require immediate attention. That is why I can help you plan ahead to ensure that your wishes and your Will are followed.
Business
From executive-level employment situations to other business ventures - from startups to established enterprises, I can help you navigate the complexities of business ownership and investments. As well as helping you with associated activities such as selling, divesting, or planning for succession.
Birth
Welcoming a child into the family is a joyous occasion for everyone. I can help you and your extended family members plan and prepare for the financial components that a new child may introduce into your lives.
Education
Education is a major investment and expense that often requires years of careful, advanced planning. I can help you approach a variety of educational expenses, such as tuition, extension programs, and advancing professional training, with appropriate funding strategies for each unique situation.
What to Bring to Our First Conversation
Recent account statements (investment and retirement)
A list of major goals and upcoming decisions (timing matters)
Employer benefit details (if applicable)
Insurance policies and estate documents (if you have them)
A list of major goals and upcoming decisions (timing matters)
Employer benefit details (if applicable)
Insurance policies and estate documents (if you have them)
DIGITAL TOOLS
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More
Digital Vault
Easily and conveniently manage and share life's most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings. Digital Vault allows for easy document sharing, convenient access, and encrypted files.
Learn More
eAuthorization
With eAuthorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.
Learn More
E-Delivery
Morgan Stanley Online has a variety of features that can enhance your digital experience and provide a deeper level of security. One of those tools, eDelivery, allows you to securely save, print, send, and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App.
Learn More
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual’s financial life, including investments and cash management needs. Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.
Complete Questionnaire HereLocation
7733 Forsyth Blvd
Ste 2100
Clayton, MO 63105
US
Direct:
(314) 889-9849(314) 889-9849
Fax:
(314) 854-5606(314) 854-5606
Meet My Team
Wealth Management
Global Investment Office
Portfolio Insights
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
A 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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact Arnold Kelly today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
3Morgan 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.
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.
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 appropriate 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”), 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
3Morgan 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.
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.
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 appropriate 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”), 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
