Emily Kanefield
Senior Vice President, Branch Manager
Phone:
(636) 733-7602(636) 733-7602
Morgan Stanley
Chesterfield Branch Office
You define success, we help you achieve it
14805 N Outer Forty Rd
Ste 200
Chesterfield, MO 63017
US
Branch:
(636) 733-7600(636) 733-7600
Toll-Free:
(800) 966-4407(800) 966-4407
Branch Manager
Emily KanefieldPhone:
(636) 733-7602(636) 733-7602
About Morgan Stanley Chesterfield Branch
Our long term success lies within our strong culture, values and talented employees. When we work with clients, we put them first and provide them with the resources they need to be successful with their unique goals.
We look forward to connecting with you.
We look forward to connecting with you.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Chesterfield Branch
Chanda Sumrall
Business Service Officer
Phone:
(636) 733-7633(636) 733-7633
Andrew Ray
Risk Officer
Phone:
(636) 733-7635(636) 733-7635
About Emily Kanefield
Emily is a Senior Vice President and Branch Manager within the St. Louis market, overseeing the Chesterfield, Missouri and Edwardsville, Illinois branches.
Emily began her career in Financial Services after graduating from the business school at Emory University with a degree in Business Administration and a minor in Dance. Emily started her career in 2008 in the Graduate Training Program with UBS Financial Services and held various roles throughout the headquarters in New York City. She returned home to St. Louis in 2012 where she served as the Complex Operations Manager and then the Associate Complex Manager for the Kansas Missouri Complex of UBS. In 2017, Emily joined Morgan Stanley as the Branch Manager in Chesterfield, Missouri and eventually including Edwardsville, Illinois.
Emily’s greatest passion lies in raising and nurturing her family, skills and commitment she extends to the advisors and teams she works with at Morgan Stanley. Emily and her husband Neil live in University City with their four amazing children, Leah, Davi, Miriam and Mendy. Emily is a runner, reader and passionate about education. She serves on the board of the Clayton Education Foundation.
Emily began her career in Financial Services after graduating from the business school at Emory University with a degree in Business Administration and a minor in Dance. Emily started her career in 2008 in the Graduate Training Program with UBS Financial Services and held various roles throughout the headquarters in New York City. She returned home to St. Louis in 2012 where she served as the Complex Operations Manager and then the Associate Complex Manager for the Kansas Missouri Complex of UBS. In 2017, Emily joined Morgan Stanley as the Branch Manager in Chesterfield, Missouri and eventually including Edwardsville, Illinois.
Emily’s greatest passion lies in raising and nurturing her family, skills and commitment she extends to the advisors and teams she works with at Morgan Stanley. Emily and her husband Neil live in University City with their four amazing children, Leah, Davi, Miriam and Mendy. Emily is a runner, reader and passionate about education. She serves on the board of the Clayton Education Foundation.
About Chanda Sumrall
Chanda Sumrall joined Morgan Stanley in 2022 with 23 years in the industry. Chanda serves as our Business Service Officer in the Chesterfield sub-complex, managing the Chesterfield, MO and Edwardsville, IL offices. In this role, Chanda leads the sub-complex service team in professional development, team building and collaboration.
Chanda’s goal as BSO is to achieve high performance from herself and her team, through providing support, coaching and guidance. “We all belong. We all are valued. We all have a voice. Be present. Be dedicated. Be you.”
Prior to her time with Morgan Stanley, Chanda spent 23 years at Edward Jones as a Branch Manager, Branch Auditor, Trader, and several other positions in the Service and Operations Divisions. Chanda is a mentor, culture carrier and inclusion ambassador. Chanda began her career in Financial Services in 1999.
Chanda earned a bachelor’s degree in Finance, with an emphasis in Financial Management, from Southern Illinois University at Carbondale. Chanda and her husband Maurice reside in IL. Chanda loves to be surrounded by people and has yet to meet a stranger. Chanda lives purposefully and enjoys volunteering in the community, travelling, spending time with her family and friends, exploring culture and singing.
Chanda’s goal as BSO is to achieve high performance from herself and her team, through providing support, coaching and guidance. “We all belong. We all are valued. We all have a voice. Be present. Be dedicated. Be you.”
Prior to her time with Morgan Stanley, Chanda spent 23 years at Edward Jones as a Branch Manager, Branch Auditor, Trader, and several other positions in the Service and Operations Divisions. Chanda is a mentor, culture carrier and inclusion ambassador. Chanda began her career in Financial Services in 1999.
Chanda earned a bachelor’s degree in Finance, with an emphasis in Financial Management, from Southern Illinois University at Carbondale. Chanda and her husband Maurice reside in IL. Chanda loves to be surrounded by people and has yet to meet a stranger. Chanda lives purposefully and enjoys volunteering in the community, travelling, spending time with her family and friends, exploring culture and singing.
About Andrew Ray
Andrew has 15 years of experience in the financial industry, and currently serves as a Risk Officer for the Chesterfield, MO and Edwardsville, IL branches.
Andrew focuses on partnering with branch associates to manage risk and serves as the point of contact for risk related matters for his assigned branches.
He is married to his wife, Jenna, and has three children, Austin, Emma, and Audrey. They also have two black labs and a cat. In his spare time, you can typically find him coaching and attending his children’s sporting events.
Andrew focuses on partnering with branch associates to manage risk and serves as the point of contact for risk related matters for his assigned branches.
He is married to his wife, Jenna, and has three children, Austin, Emma, and Audrey. They also have two black labs and a cat. In his spare time, you can typically find him coaching and attending his children’s sporting events.
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Branch Address
14805 N Outer Forty Rd
Ste 200
Chesterfield, MO 63017
US
Branch:
(636) 733-7600(636) 733-7600
Toll-Free:
(800) 966-4407(800) 966-4407
Fax:
(636) 733-7660(636) 733-7660
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024