My Story

Thirty-three years of portfolio management experience and an extensive academic background give Kent Akins a sound approach in any market. Kent received his Master of Business Administration degree in 1991 at the Crummer School of Business at Rollins College and a Master of Applied Economics degree from the University of Central Florida in 2001. Additionally, Kent Akins has completed and received the prestigious Chartered Financial Analyst® designation.   With an emphasis on consistent communication and excellence in service, Kent Akins manages each client’s assets using Modern Portfolio Theory, assessing risk and return ratios to match each client’s short and long term goals.   “Our comprehensive financial planning approach to managing our high net worth clients means that we go beyond portfolio management and work with our clients’ complete financial picture” says Kent Akins.  “Morgan Stanley offers industry-leading market research and planning tools so we can offer our clients excellence in advice, planning and service.” Prior to joining Morgan Stanley as a Wealth Advisor and First Vice President in 2009, Kent was a Vice President and Wealth Management Advisor at Merrill Lynch for 19 years, earning positions in the Executive Club, President’s Club and Chairman’s Club. Kent also enjoys teaching at the Hamilton Holt School at Rollins College.Kent lives in Maitland with his wife, Teresa, and his daughter, Macy. In his free time, he serves on the Board of Directors for Agua Viva Serves, responsible for 75 completed operating water wells impacting nearly 10,000 people in Los Chile, Costa Rica. Kent is also an avid amateur mountain climber.
Services Include
  • 401(k) Rollovers
  • Financial Planning1
  • Retirement Planning2
  • Sustainable Investing3
  • Trust Accounts4
  • Wealth Consulting
  • Wealth Management5
Securities Agent: TX, FL, WI, WA, VA, TN, RI, PA, OR, OH, NY, NV, NJ, NH, NC, MS, MO, MI, MD, MA, KY, IN, IL, IA, HI, GA, DE, DC, CT, CO, CA, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1310684
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

CFA _x0016_ Chartered Financial Analyst

    Client Service Team

    • Jennifer Baer - Portfolio Associate
      Jennifer Baer, a 23 year veteran of the industry, serves as Portfolio Associate.

      She assists in all phases of financial services, while maintaining client satisfaction. Her ability to provide skillful handling of client administrative needs including trade executions while providing a superior level of service to all clients.

      Jennifer is responsible for all of the group's administrative and operational activities. She coordinates the daily activities of the team by regulating workflow within the group. She independently develops, communicates and implements procedures to best meet the logistical and administrative needs of clients and team members. She began her career with Merrill Lynch in 1993 in Jacksonville, Florida.

      Jennifer is a Florida native and a running enthusiast. She is married to Steve and has three children Christa, Alexis and Dawson.

    Location

    250 So Park Avenue
    Suite 500
    Winter Park, FL 32789
    US
    Direct:
    (407) 740-4925(407) 740-4925
    From My Desk

    Washington Update Retirement Issue


    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
    The Simple Six-Step Retirement Checkup

    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

    More from Morgan Stanley

    OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

    OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

    “You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
    Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
    Learn more about Morgan Stanley and Justin Rose: A Winning Team
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact Kent Akins today.
    Market Information Delayed 20 Minutes
    1Morgan 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.

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    3The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

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