
Kenneth Hecht, CFP®

My Mission Statement
We believe in the power of clear communication and customized solutions to empower our clients. Our goal is to help you navigate the complexities of the financial landscape with confidence and clarity, ensuring your long-term financial success.
My Story and Services
Ken's dedication to personalized service and meticulous attention to detail have earned him the trust and loyalty of his clients. He is passionate about providing clear, strategic guidance to help clients navigate their financial journeys with confidence.
A graduate of the University of Georgia with a B.A. in Journalism, Ken also holds an M.B.A. from the George Washington University School of Business. He began his financial services career at Legg Mason, which eventually became part of Morgan Stanley through a series of mergers. In 2013, Ken moved to UBS to further build his advisory business, and in 2022, he rejoined Morgan Stanley.
Ken and his wife, Elaine, reside in Potomac, MD. In their free time, they enjoy spending time with family, traveling, and exploring the rich cultural offerings of the Washington, DC area.
NMLS#: 2523321
Our Wealth Planning Approach
Your financial success is the top priority. Achieving financial goals begins with a clear and straightforward plan tailored specifically to your needs. The approach focuses on understanding your unique situation—where you are now, where you want to go, and how to get there.
Collaboration is at the heart of what we do. Together with you, we design a personalized portfolio that reflects your goals, values, and risk tolerance. From there, our team actively manages and monitors your investments, keeping them aligned with your objectives and adapting as life or the markets change.
The commitment is to make your money work in a way that feels right, considering important factors like taxes and personal values. This is all done while prioritizing top-tier customer service, ensuring that your experience is exceptional. Our team is always ready to answer questions and address concerns, making your financial journey as smooth and successful as possible.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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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
5Investing 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.
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