Welcome

A seasoned professional for nearly 25 years, Ken enjoys working with financially successful professionals, corporate executives and business owners, providing highly personalized advice through a disciplined wealth management approach. His diverse background enables him to help his clients understand the intricate details of their personal wealth. He focuses on what is most important to each client, so he can develop a customized plan designed to build and preserve their wealth, while leaving a lasting legacy.

Prior to beginning his financial career, Ken served in the United States Navy. His tour of duty had a profound impact on his life, teaching him many life lessons and deepening his beliefs in valuing people, time and events. He has developed strong values of duty, honor and discipline and clearly understands the importance of executing a strategic plan. These tenets serve as the foundation of his practice today. Upon returning home, Ken graduated from Niagara University with an M.B.A. and began his career in financial services. Over the years, Ken has served as a Managing Director at S.C. Parker and Co. and a Financial Advisor at UBS Financial Services, before joining Morgan Stanley in 2013.

Over the years, Ken has developed a strong understanding of economics and is well versed in the equity and fixed income markets. He has cultivated skills in asset allocation, investment management, banking and lending strategies, as well as retirement and estate planning. By advising his clients on how to effectively grow, protect and transition their wealth, he has earned the reputation of being a valued and trusted advisor.

Ken’s commitment to his clients is equaled only by his dedication to his family and community. Originally from Lewiston, NY, Ken currently lives in Langhorne, PA with Kellyanne, his wife of 20 years. In his spare time, he enjoys art, music, literature and golf.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Cash Management3
  • Financial Planning4
  • Retirement Planning5
  • 401(k) Rollovers
  • Corporate Retirement Plans6
  • Executive Financial Services7
  • Trust Services*
Securities Agent: NJ, VA, TX, TN, SC, PA, NY, MI, IL, FL, DE, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1394938
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

My Valued Clients

As we begin to work together, I’m confident you will come to regard me as a steward, here to help you make informed decisions on any financial issue you face.

My practice is built on the development of deep and enduring relationships and the delivery of comprehensive wealth management services to a broad range of clients:
  • Business owners and entrepreneurs
  • Individuals experiencing a significant life event, such as a divorce, loss of a spouse or a large inheritance
  • Pre-retirees striving to preserve and grow their wealth
  • Retired professionals in need of secure retirement income
  • Foundations and religious endowments
  • Referrals from existing clients
  • Financial Strategies for Life
    As a seasoned investment professional, I bring a lifetime of experience to you and your family. From retirement planning and cash management solutions to business succession and charitable giving strategies, I cover the full spectrum of customized solutions for individuals, families and business owners. I blend all the elements important to you into an integrated plan designed to build and preserve your wealth across generations.
  • What Sets Me Apart
    With significant investment and industry experience, I offer a unique combination of education, knowledge, and skill. What’s more, my level of experience enables me to serve as your single point of contact for almost all your financial needs.

    I research, evaluate, and recommend appropriate strategies that address your particular needs. I also work closely with your legal, insurance and tax advisors to help ensure you have an efficient, coordinated wealth management strategy.
  • Getting Started
    My customized approach begins with gaining a thorough knowledge of you, as well as your vision for the future. I believe wealth management should be a consultative, disciplined process that balances your values, concerns and goals with careful analysis of the markets and the opportunities they present.

    I am proud of the services and resources I offer my clients and welcome the opportunity to deliver this same level of excellence to you and your family.
Wealth planning is an ongoing process that must be cultivated and diligently reviewed. My approach identifies and implements appropriate strategies to help you achieve – and maintain – financial independence.
  • 1 – Introductions
    I begin with an informal conversation to understand your financial concerns and determine how we can add value to your situation. This is your opportunity to interview me as I get to know you. If we agree to move forward, I’ll schedule our next meeting and request important financial information.
  • 2 – Discovery
    I continue the dialogue by fostering an in-depth conversation where I listen carefully to what is important to you. I learn about the values that shape your decisions and identify any unique circumstances. I also review the documents you’ve prepared and begin to define your priorities.
  • 3 – Analysis & Strategy Development
    Here, I review your financial situation, determine the likelihood of reaching your goals and address the impact of unexpected life events. I may also reach out to your CPA and estate attorney to ensure the strategies I recommend are fully coordinated. With attention to detail and utilizing Morgan Stanley’s proprietary LifeView® financial planning tools, I develop a comprehensive plan tailored for your goals.
  • 4 – Plan Presentation
    I present my recommendations along with key action steps to implement your plan.
  • 5 - Implementation
    As I execute your plan, I set up tools to provide convenient access to your accounts. I’ll provide ongoing updates and follow up on key items to ensure your plan is implemented as expected.
  • 6 – Ongoing Service
    I apply a strict due diligence process to evaluate investment performance and set up regular calls to discuss progress towards your goals. In these discussions, I determine if any adjustments are needed, since personal goals and market conditions can change over time.
  • Risk Management
    I conduct an extensive risk profile to determine your personal level of investment risk. I then tailor strategies that are designed to put your money to work for the long-term within your risk parameters.
  • Size Matters
    Your satisfaction is my priority. I accomplish this by working with a select group of clients, so I may dedicate the time, attention and service they each deserve. I strive to earn your trust not only through the quality of my advice and investments, but through the excellence with which I deliver them.
  • Proactive Communication
    Our conversations allow me to develop an understanding of you and your values. Once I understand your perspective, I take the time to explain complex strategies so you can make informed decisions to achieve your goals.
  • Service Excellence
    My goal is to offer advice and service before you know you need it and to respond to every request whenever it comes up. I take the time to ensure you understand all your opportunities and how each one impacts your overall financial picture. I hope to be your first phone call for any financial or life decision.
  • Teamwork
    I often collaborate with colleagues across Morgan Stanley’s extensive network, as well as other professionals within the industry who are considered experts in their fields. I work in tandem with your accountant, attorney and other advisors to gain the precise knowledge needed to effectively manage all aspects of your wealth.
  • Fresh, Strategic Ideas
    I touch the markets every day through my exposure to a diverse range of money managers and thought leaders at Morgan Stanley and around the industry. This access informs my guidance and enables me to incorporate a sophisticated framework into my disciplined process.
  • Financial Education
    I am committed to providing ongoing and proactive education, resulting in enhanced knowledge about financial and non-financial issues that may impact your life.

Location

1200 Lenox Dr.
Ste 300
Lawrenceville, NJ 08648
US
Direct:
(609) 844-7991(609) 844-7991
Toll-Free:
(800) 659-0650(800) 659-0650
Fax:
(609) 844-7950(609) 844-7950
Investment and Market Perspectives

On the Markets

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
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The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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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Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • 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 Ken Stewart 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’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.

3Morgan 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

4Morgan 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.

5Morgan 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.

6Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

7Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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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