The Coyle Delmonico Burfeind Group at Morgan Stanley

John has been helping clients meet their most important financial goals for more than 20 years. He started his financial services career as a part-time bank teller while in college and rose to become a banker and subsequently, a Financial Advisor with several well-known firms. Every career move he has made was in the interest of providing clients with the resources they needed to maximize results. When he joined a Morgan Stanley predecessor firm in 2007, John realized he had found a place where he could help clients manage their assets to the best of his ability and provide them with the technological and professional support to pursue even their most complex financial objectives.  

A native Minnesotan, John was brought up in Minneapolis and attended The Carlson School of Management at the University of Minnesota. He plays a number of roles on the team he helped establish, including business development, relationship management and collaborating with clients’ attorneys and accountants to help plan their estates, formulate business succession strategies and prepare for retirement.

John has always been active in his community, coaching his children’s baseball and soccer teams and working with Group Mission Tours, an organization that sponsors youth mission trips to repair homes and help the disadvantaged.
John resides in Hanover with his wife and three children.

Joe joined Morgan Stanley in 2007 after working at another large financial services firm. He spearheads our communications to keep clients informed about trends in the U.S. and global markets that could affect their investment results.

Born and raised in Minneapolis, Joe graduated from De La Salle High School and received a BA in Economics from the University of St. Thomas. Outside the office, he’s an active Alumnus of St. Charles Borromeo School. Where his three children attended. He spends much of his time coaching football and baseball, as well as engaging in fundraising efforts.

The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

With over three decades of wealth management experience, Dan is dedicated to helping clients pursue their financial goals. Dan joined Morgan Stanley in 2015 after starting his career at Dean Witter Reynolds. As a CERTIFIED FINANCIAL PLANNER™, Dan develops comprehensive financial plans for clients and their families. Dan’s roles on the team include managing insurance and annuities, estate planning solutions and complex charitable planning.
Originally from Milwaukee, Dan attended the University of Wisconsin where he received a BBA in Finance and Marketing. Dan currently resides in Wayzata with his two sons. Outside of the office Dan enjoys running, alpine skiing and traveling to different national parks.

Kyle began his career in financial services in 2015, and joined Morgan Stanley in 2019. He proudly holds his Certified Financial Planner™ (CFP^®) and Chartered Retirement Planning Consultant CRPC^® designations. Kyle works closely with clients and their families to develop financial plans that build, maintain, and expand their wealth. His roles on the team include managing concentrated stock positions, alternative investment solutions, equity compensation management, and generational wealth planning.
Born and raised in Minneapolis, Kyle attended the University of St. Thomas where he received his bachelor’s degree in Political Science and Business Administration. Kyle is passionate about his local community involvement and has served as a mentor in the Big Brother Big Sisters Program since 2014. Kyle is also a board member of Hallie Q. Brown, a nonprofit social service agency, and serves as their Treasurer.
Kyle currently resides in Minneapolis with his fiancé. Outside of the office Kyle enjoys long distance cycling, and visiting his family who are spread across the globe.