Lauren Akers
Private Banker
Ken Stewart
Vice President,
Financial Advisor,
Portfolio Manager
Direct:
(609) 844-7991(609) 844-7991
Toll-Free:
(800) 659-0650(800) 659-0650
My Mission Statement
Striving to build trusting relationships and wealth management for a bright future
Welcome
A seasoned professional for nearly 29 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 specially-suited plan designed to build and preserve their wealth, and leave 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, diversity, and time and events. He has developed strong values of commitment, accountability and loyalty, 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. 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 in business succession, 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 24 years. In his spare time, he enjoys art, music, and literature.
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, diversity, and time and events. He has developed strong values of commitment, accountability and loyalty, 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. 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 in business succession, 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 24 years. In his spare time, he enjoys art, music, and literature.
Securities Agent: HI, PA, VT, MA, NM, TN, IL, FL, CO, TX, SC, RI, OH, NJ, GA, CT, AR, MO, ME, NY, MI, IN, AL, VA, OK, AZ, WY, WI, WA, NC, MD, DE, CA, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 1394938
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 trusted, reliable resource to help you make informed decisions on any financial issue.
My practice is built on the development of close and enduring relationships and the delivery of comprehensive wealth management services to a broad range of clients:
My practice is built on the development of close and enduring relationships and the delivery of comprehensive wealth management services to a broad range of clients:
- Business owners and entrepreneurs
- Pre-retirees striving to preserve and grow their wealth
- Retired professionals in need of secure retirement income
- Individuals experiencing a significant life event
- 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 specially-structured 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 nearly all your financial needs.
I research, evaluate, and recommend 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.
I research, evaluate, and recommend 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 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.
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 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 I 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 we begin to define 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. Then, with attention to detail, I develop a comprehensive plan to reach your goals.
4 – Plan Presentation
I present my recommendations along with the next steps to implement your plan.
5 - Implementation
As I implement 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 carried out as expected.
6 – Ongoing Service
I apply an ongoing 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
We have an in depth discussion about the changeable nature of the capital markets. We assess your tolerance for volatility within the context of your investment goals, experience, and how much time you have to invest. I then put your money to work in strategies that align with appropriate guidelines.
Proactive Communication
Our conversations allow me to develop an understanding of you and your values. Once I understand your perspective, I will present personalized 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 Morgan Stanley's deep bench of highly skilled investment professionals, who have vast experience in a broad array of industries. This access informs my guidance and enables me to incorporate a sophisticated framework into my disciplined process.
Financial Education
I am committed to staying current through ongoing 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
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Lauren Akers
Lauren Akers is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lauren began her career in financial services in 2011, and joined Morgan Stanley in 2013 as a Regional Transaction Manager for the Home Loans Division. Prior to joining the firm, she served as a Credit Analyst at PHH Mortgage.
Lauren is a graduate of Rider University, where she received a Bachelor of Science in Business Administration with a concentration in Finance. She and her family currently reside in Chesterfield, NJ. Outside of the office, Lauren dedicates her time to her family and a number of volunteer activities. Lauren also enjoys spending time with her 2 kitties, cooking, baking, reading, gardening, shopping. traveling and going to the beach. She remains active by exercising and participating in 5K runs.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lauren began her career in financial services in 2011, and joined Morgan Stanley in 2013 as a Regional Transaction Manager for the Home Loans Division. Prior to joining the firm, she served as a Credit Analyst at PHH Mortgage.
Lauren is a graduate of Rider University, where she received a Bachelor of Science in Business Administration with a concentration in Finance. She and her family currently reside in Chesterfield, NJ. Outside of the office, Lauren dedicates her time to her family and a number of volunteer activities. Lauren also enjoys spending time with her 2 kitties, cooking, baking, reading, gardening, shopping. traveling and going to the beach. She remains active by exercising and participating in 5K runs.
NMLS#: 1457897
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Ready to start a conversation? Contact Ken Stewart today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When 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.
4Morgan 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.
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.
6When 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.
7Morgan 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.
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When 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.
4Morgan 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.
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.
6When 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.
7Morgan 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.
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
