Kevin Johnson
Executive Director, Market Manager
Phone:
(801) 947-3001(801) 947-3001
Morgan Stanley
Holladay Branch Office
You define success, we help you achieve it
6510 S Millrock Drive
Ste 100
Holladay, UT 84121
US
Branch:
(801) 733-2700(801) 733-2700
Toll-Free:
(800) 925-0927(800) 925-0927
Branch Manager
Kevin JohnsonPhone:
(801) 947-3001(801) 947-3001
About Morgan Stanley Holladay Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
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 Holladay Branch
Deana F. Perry
Branch Administrator
Phone:
(801) 947-3043(801) 947-3043
Lisa Pollock
Business Service Manager
Phone:
(801) 733-2732(801) 733-2732
Joseph H. Barnhurst
Vice President, Business Service Officer
Phone:
(801) 578-8005(801) 578-8005
Jeremy Smith
Vice Presiednt, Risk Officer
Phone:
(801) 733-2733(801) 733-2733
About Kevin Johnson
Kevin Johnson, Senior Vice President, and Market Manager for Morgan Stanley covering the Utah and Wyoming Markets. As Market Manager, Kevin oversees 5 locations, 65 Financial Advisors with over 11 billion in assets under management.
Kevin moved to Utah with this family as a child. Upon graduating from the University of Utah with a bachelor’s degree in finance, Kevin joined Morgan Stanley Dean Witter as a Financial Advisor in 2001 at the Salt Lake Branch. In 2006 Kevin took a position at the Park City Branch as the Branch Manager. 2015 Kevin was promoted to Associate Market Manager for the Mountain States Market in Denver, Colorado. Meeting his wife Ashley while in Colorado. 2018 Kevin returned to Salt Lake City in his current role.
Kevin and his wife Ashley have two beautiful children, Josey, and Sawyer. Kevin & his family spend most weekends recreating in and around Utah. They are avid snowboarders, skiers, fly fisherman, playground enthusiasts and recently have taken up pickleball.
Kevin moved to Utah with this family as a child. Upon graduating from the University of Utah with a bachelor’s degree in finance, Kevin joined Morgan Stanley Dean Witter as a Financial Advisor in 2001 at the Salt Lake Branch. In 2006 Kevin took a position at the Park City Branch as the Branch Manager. 2015 Kevin was promoted to Associate Market Manager for the Mountain States Market in Denver, Colorado. Meeting his wife Ashley while in Colorado. 2018 Kevin returned to Salt Lake City in his current role.
Kevin and his wife Ashley have two beautiful children, Josey, and Sawyer. Kevin & his family spend most weekends recreating in and around Utah. They are avid snowboarders, skiers, fly fisherman, playground enthusiasts and recently have taken up pickleball.
Securities Agent: NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
About Deana F. Perry
Deana started with Morgan Stanley in 2011 as a Client Service Associate, aiding Financial Advisors run their businesses and providing excellent client service. In 2018 Deana was promoted to join the Utah/Wyoming Market management team as Branch Administrator, covering six branch locations. Deana provides support to our management team, financial advisors, employees, coordinates firm initiatives, assists in executing the wealth management business smoothly and is a valuable resource for multiple aspects of our business.
Deana is an avid lover of most things outdoors, including river rafting, snow skiing, hiking, bootcamp workouts, music festivals, volunteering with elephant rescues in Thailand, travelling, cooking/entertaining. Deana has a son, two stepsons and three fur babies.
Deana is an avid lover of most things outdoors, including river rafting, snow skiing, hiking, bootcamp workouts, music festivals, volunteering with elephant rescues in Thailand, travelling, cooking/entertaining. Deana has a son, two stepsons and three fur babies.
About Lisa Pollock
Lisa started her career in this industry in 1988 joining Merrill Lynch as a Client Service Associate. She worked in that position for 12 years before joining their Service Management Training Program. Lisa has spent years in the Service Manager role at Merrill Lynch, Farmers Financial Solutions and joined Morgan Stanley in 2013.
Lisa enjoys going to concerts, kayaking and bike riding. She has a daughter, two sons and a puggle, Max.
Lisa enjoys going to concerts, kayaking and bike riding. She has a daughter, two sons and a puggle, Max.
About Joseph H. Barnhurst
Joseph H Barnhurst is a Vice President, Business Service Officer with Morgan Stanley. He oversees the service side of the wealth management branches for the State of Utah. Currently including, Salt Lake City, Park City, Cottonwood Heights and Provo. He is originally from Sandy, UT and received his bachelor’s degree in Business Administration from University of San Francisco. Joe joined Ameriprise Financial as a Financial Advisor in 2006, in 2008 he Joined Morgan Stanley, in 2016 he took a position at Goldman Sachs to help start Marcus by Goldman Sachs, and eventually came back to Morgan Stanley in August 2018. Joe has two daughters and lives in the greater Salt Lake City area.
About Jeremy Smith
Jeremy Smith is a Vice President and Risk Officer with Morgan Stanley. He oversees the risk supervision function for offices in Utah, Wyoming and Colorado covering Holladay UT, Park City UT, Provo UT, Casper WY, Sheridan WY and Cherry Creek CO wealth management offices. He started his career in Financial Services at Morgan Stanley owned Discover Brokerage and has spent the last 4 years at the Morgan Stanley branch in Holladay UT. Jeremy received his bachelor’s degree from Brigham Young University and is originally from Pennsylvania but has called Utah home for most of his life. He enjoys spending time with his wife and two children exploring national parks, sites of interest, museums and road trips throughout the United States.
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Branch Address
6510 S Millrock Drive
Ste 100
Holladay, UT 84121
US
Branch:
(801) 733-2700(801) 733-2700
Toll-Free:
(800) 925-0927(800) 925-0927
Fax:
(801) 733-2750(801) 733-2750
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