Welcome

Arnold Kelly’s professional career started at Graybar Electric Co., Inc. in 1977, where he spent over three decades. During his tenure, he held various positions each contributing to his growth as a business leader.

Arnold pursued higher education with a passion, graduating from the University of Missouri – St. Louis, earning a BS in Finance with Summa Cum Laude honors in 2002 and an MBA in General Business Studies in 2007.

Arnold’s focus is on service and trust. He serves as a First Vice President and Financial Advisor for Morgan Stanley. His client centric process delivers a path toward families and individuals across 29 different states within the US. He works closely with his clients to help ensure that they have a solid financial plan to reach their life goals.

Throughout his career, he has been proficient in utilizing various software programs dedicated to trading, finance, market analysis, and financial planning. His advanced understanding of financial markets and instruments has enabled him to help his clients navigate challenging and ever-changing market conditions.

Looking forward, Arnold remains committed to excellence, driven by a passion for success, and motivated by the desire to make a meaningful impact for his clients.
Services Include
Securities Agent: NM, NY, DC, NJ, MN, ID, NV, CA, VA, TN, NC, GA, WA, KS, MD, WI, UT, TX, OR, FL, AZ, MO, IN, IL, OH; General Securities Representative; Investment Advisor Representative
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:
    Icon Image
    Step 1: Introductory Meeting
    Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
    Icon Image
    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 developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    Step 6: Monitoring & Performance Tracking
    Finally, I will be constantly monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are being met and adjusted accordingly. I will keep a high degree of communication with you to make sure your concerns and requests are always addressed.

INVESTOR RESOURCES

Here are linked resources with the latest insight and information available to be better informed in the current marketplace.
    Icon Image
    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
    Icon Image
    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
    Icon Image
    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
    Icon Image
    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
    Icon Image
    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 Episode
    Icon Image
    2025 Income Tax Tables
    Please view the following attachment to find the 2025 federal tax tables.
    Learn More
    Icon Image
    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 More

NAVIGATING MAJOR LIFE EVENTS

Most major life events have financial implications. I am here to help you through them and make the right financial decisions for you and your family.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.

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.
    Icon Image
    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
    Icon Image
    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
    Icon Image
    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
    Icon Image
    eAuthorization
    With eAuthorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.
    Learn More
    Icon Image
    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
    Icon Image
    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
    Icon Image
    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 Here

Location

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
Article Image

A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
Rational Investing in an Age of Uncertainty
Article Image

Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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
Article Image

529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

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
Article Image

Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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 Arnold Kelly today.
Market Information Delayed 20 Minutes
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.

Back to top



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.

Back to top



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.

Back to top



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.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)