Lynn Alvarado
Vice President, Wealth Management Associate, Financial Planning Specialist
Phone:
(310) 285-2645(310) 285-2645
Chris Kenney, QPFC
Vice President,
Financial Advisor,
Portfolio Manager
Direct:
(310) 285-2620(310) 285-2620
My Mission Statement
Our mission is to preserve and grow our clients' wealth to help them achieve their life goals.
We enable clients to focus on their careers, their families, and their organizations while feeling secure in their financial present and future.
We enable clients to focus on their careers, their families, and their organizations while feeling secure in their financial present and future.
My Story and Services
We help high net worth families and business owners develop a financial plan and investment strategy to help them to achieve their goals and focus on their passions while enjoying financial confidence.
When you choose to become a client, you become a member of our family. As such, we commit to deliver the quality and speed of service that you deserve.
By joining our team, you gain access to the specialization, accountability, and customer service of Morgan Stanley’s global resources, best-in-class investment research, investment products, cash management and lending solutions, and cybersecurity.
The Kenney Group earned recognition as one of Forbes America's Best-In-State Wealth Management Teams in 2023-2025.
Source: Forbes.com (Awarded 2023-2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
When you choose to become a client, you become a member of our family. As such, we commit to deliver the quality and speed of service that you deserve.
By joining our team, you gain access to the specialization, accountability, and customer service of Morgan Stanley’s global resources, best-in-class investment research, investment products, cash management and lending solutions, and cybersecurity.
The Kenney Group earned recognition as one of Forbes America's Best-In-State Wealth Management Teams in 2023-2025.
Source: Forbes.com (Awarded 2023-2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
Securities Agent: CA, PA, NH, DC, NY, MT, CO, MN, MI, FL, WA, VT, VA, NM, MD, MA, HI, GA, TX, OH, KS, NV, NE, NC, AL, WY, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 2106459
CA Insurance License #: 4116347
NMLS#: 2106459
CA Insurance License #: 4116347
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
CRAFTING TAILORED WEALTH MANAGEMENT SOLUTIONS
Our clients are much more than a portfolio of assets – they are families with active lives, who want an advising team who will provide them with thorough, unbiased, and carefully considered guidance on a full range of financial topics. When working with The Kenney Group, you can expect to be treated like family; with respect, care, confidentiality, and given unwavering commitment to you and your family.
We use a disciplined six-step consulting process to uncover your most important goals, so that we may design and implement appropriate solutions to help plan for your future.
Step 1: Exploratory Session
This initial open discussion centers around understanding your financial goals and aspirations and how we can help you achieve them.
Step 2: In-Depth Financial Assessment
We gather key information to gain a full perspective of your finances.
Step 3: Analysis
Our team of specialized professionals evaluates each component of your finances. Estate attorneys will review estate plans, investment analysts will review portfolios and financial planners will build cash flow models. Each is responsible for using modern analysis to help formulate the effectiveness of each component in today's environment.
Step 4: Recommendation
We present strategies tailored to work harmoniously with your financial goals, risk tolerance and growth expectations, empowering you to move forward with confidence.
Step 5: Implementation
We execute the recommended strategies, translating financial plans into tangible actions.
Step 6: Oversight and Monitoring
We monitor the actions and strategies on a regular cadence and adapt to changes in market conditions as needed.
A PERSONALLY TAILORED PLAN
The Morgan Stanley Wealth Management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life – your investments and your cash management needs – making sure they align with your goals and wealth management plan.
The sophisticated suite of tools and the extensive list of resources that Morgan Stanley has to offer, allows us to translate your goals into reality.
Whatever your financial goal – whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
The sophisticated suite of tools and the extensive list of resources that Morgan Stanley has to offer, allows us to translate your goals into reality.
Whatever your financial goal – whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
Personal
Highly individualized and committed to helping you achieve financial success.
Flexible
Responsive to changes in your life and in your priorities over time.
Comprehensive
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us.
Financial Planning Analysis
To begin your complementary financial planning analysis, please look at the two featured planning platforms below and fill out either questionnaire.
Goals Planning System (GPS)
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.
GPS Client QuestionnairePLANNING FOR YOUR FAMILY'S FINANCIAL NEEDS
Trust & Estate Planning
We are with you every step of the way. We analyze your tax and estate structures so that your characteristics are accurately incorporated in the asset allocation analysis performed for our clients.
Why You May Need a Trust
Tax Management
The tax decisions you make today can help you save for years to come. There are many tax-smart strategies for your financial plan.
Your Guide to Tax-Efficient Planning
Sustainable Investment Solutions
The interconnected nature of global finance, economics and politics means investors play a critical role in driving the systems-level change necessary to battle climate change and preserve biodiversity. As a facilitator of relationships between businesses, governments, nonprofits, philanthropists and individuals, Morgan Stanley is committed to deploying capital at scale in four areas of sustainable finance that will have the greatest impact and are most in need of funding.
4 Investor Priorities
Philanthropic Planning
Your set of Philanthropic objectives is as personal as your vision of a better world. Determining your objectives, however, can be challenging when there are so many worth causes with so many unmet needs.
Impact Profile Builder
Integrational Wealth Planning
Highly-skilled accountants and estate planning attorneys are vital to constructing sound wealth-transfer plans, but sometimes it is the matters these experts cannot address that pose the greatest challenges.
Emotional Challenges in Planning
Wealth Education
Financial literacy means being empowered with the knowledge to make smart financial decision during every stage of life. Discussing family finances is always important, but not always easy. Starting the conversation is a key step in long-term wealth planning.
Financial Literacy for Any Stage of Your LifeLocation
9665 Wilshire Blvd
Ste 600
Beverly Hills, CA 90212
US
Direct:
(310) 285-2620(310) 285-2620
Meet My Team
About Lynn Alvarado
Lynn started with Merrill Lynch in March 1980 as a Registered Associate, moved to Bear Stearns in 1995 and then to the Beverly Hills Smith Barney/Morgan Stanley office in 2000.
She was a Portfolio Associate working with 2 FAs and became the CSA Complex Coach in 2012. Lynn moved to the position of Regional Client Engagement Associate (RCEA) in January 2018 and most recently joined David Kenney and The Kenney Group.
Lynn and her husband Jose have two grown children and enjoy spending time with family and friends, playing games and cooking.
She was a Portfolio Associate working with 2 FAs and became the CSA Complex Coach in 2012. Lynn moved to the position of Regional Client Engagement Associate (RCEA) in January 2018 and most recently joined David Kenney and The Kenney Group.
Lynn and her husband Jose have two grown children and enjoy spending time with family and friends, playing games and cooking.
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
James Diaz
Associate Private Banker
About James Diaz
James Diaz is an Associate Private Banker serving Morgan Stanley Wealth Management offices in California.
Associate Private Bankers partner with Private Bankers and 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.
James began his career in financial services in 2005 and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase. He also served as a Personal Banker at Wells Fargo Bank, N.A.
James lives in Long Beach, California. Outside of the office, he enjoys traveling, playing the guitar, and trying new restaurants.
Associate Private Bankers partner with Private Bankers and 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.
James began his career in financial services in 2005 and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase. He also served as a Personal Banker at Wells Fargo Bank, N.A.
James lives in Long Beach, California. Outside of the office, he enjoys traveling, playing the guitar, and trying new restaurants.
NMLS#: 943515
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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
Rational Investing in an Age of Uncertainty
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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 Chris Kenney today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Alternative 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.
4Morgan 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
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 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.
7Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
2When 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.
3Alternative 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.
4Morgan 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
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 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.
7Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
