My Approach

My practice is built around one central tenant: Always do what is best for the client. All of our conversations and decisions will be focused on your needs and goals and how I can best help you achieve them. By working with me, you will get service that is tailored to you and your unique situation. Whether planning for yourself, your family or your business, I will work to ensure all of your needs are being met.

Through my collaboration with my father, Tim Lawrence, you will benefit from our combined knowledge and my experience in portfolio management. I have seen the positive impact my father has on his clients’ lives and I am honored to continue helping our clients take control of their finances and plan for the future.
Services Include
  • Wealth Management1
  • Asset Management2
  • Endowments and Foundations3
  • Exchange Traded Funds4
  • Financial Planning5
  • Fixed Income6
  • Institutional Services
  • Professional Portfolio Management7
  • Retirement Planning8
Securities Agent: MS, TX, TN, NY, NC, MO, MI, MD, LA, KY, KS, GA, FL, DE, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1705091
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Kellon Lawrence is a financial advisor at Morgan Stanley and a CFA® charterholder. Prior to joining the firm, Kellon spent nearly five years as a Securities Analyst with Southern Farm Bureau Life Insurance Company, where he managed the firm’s mortgage backed securities and equity portfolio. A graduate of Mississippi State University, Kellon holds a Bachelor’s degree in Business Administration, with a focus on finance and economics. He also holds a Master’s of Business Administration from MSU.

Kellon and his wife, Rae Ann, live in Jackson with their two daughters—Vera and Eleanor—and are members of St. Andrew’s Episcopal Church. Kellon is also a member of the CFA Society of Mississippi. In his free time he likes to play plenty of tennis, hunt or spend time with his family and friends.

    Client Service Team

    • Diane Noel - Senior Registered Associate, Portfolio Associate
      An industry veteran with 15 years of financial services experience, Diane is often the first point of contact for clients calling in with questions about their accounts. She assists with various aspects of the client onboarding process, including account opening, account transfers and ensuring that all paperwork is processed properly. She also helps clients with their cash management needs, such as distributions, transfers and deposits.

      A Jackson native, Diane is active in her church andenjoys spending time with her family when she is away from the office.

    Location

    4450 Old Canton Road
    Suite 100
    Jackson, MS 39211
    US
    Direct:
    (601) 321-7745(601) 321-7745
    Investment and Market Perspectives

    On the Markets

    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
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    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    Access Morgan Stanley Online

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    Ready to start a conversation? Contact Richard Lawrence today.
    Market Information Delayed 20 Minutes
    1Morgan 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.

    2Morgan 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.

    3Morgan 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.

    4An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

    5Morgan 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.

    6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    8Morgan 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.

    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 suitable 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”) 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.


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