Rusty Clark
Branch Manager
Phone:
(513) 762-5200(513) 762-5200
Morgan Stanley
Kenwood Branch Office
You define success, we help you achieve it
7755 Montgomery Road 2nd
Floor
Cincinnati, OH 45236
US
Branch:
(513) 762-5200(513) 762-5200
Toll-Free:
(800) 543-2665(800) 543-2665
Branch Manager
JESSICA MALCHOPhone:
(513) 762-5316(513) 762-5316
About Morgan Stanley Kenwood Branch
At Morgan Stanley, one of the world's leading wealth management firms, we do things differently. By combining the vast resources of a global powerhouse with the personal touch of a local Financial Advisor, we’ve created a culture where first-class business is done in a first-class way. Whether you’re engaging with us as a new client or considering joining our team as a financial advisor, you'll experience the difference.
We also believe in the power of relationships. At our Kenwood Branch, located here in the northern suburbs of Cincinnati, our Financial Advisors aren’t just financial professionals; they’re your neighbors. From Indian Hill to Montgomery and throughout the surrounding suburbs, we live in the same communities, understand the local landscape, and share in the values that make this area so special.
Wealth management isn’t just a division at Morgan Stanley — it’s at the heart of what we do. As an advisor, you’ll have access to world-class resources, including powerful financial planning tools, renowned economists, and even proprietary Generative AI software. But more than that, you’ll be part of a team that believes in doing business with integrity and personal accountability, creating a culture that truly walks the walk.
For our clients, this means a wealth management experience that’s not just about numbers — but about understanding your life, your goals, and the legacy you want to leave behind.
Whether you’re looking for a dedicated Financial Advisor in managing your hard-earned money or a place to help grow your career, we invite you to join us on this journey. Together, we can build something extraordinary.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)
We also believe in the power of relationships. At our Kenwood Branch, located here in the northern suburbs of Cincinnati, our Financial Advisors aren’t just financial professionals; they’re your neighbors. From Indian Hill to Montgomery and throughout the surrounding suburbs, we live in the same communities, understand the local landscape, and share in the values that make this area so special.
Wealth management isn’t just a division at Morgan Stanley — it’s at the heart of what we do. As an advisor, you’ll have access to world-class resources, including powerful financial planning tools, renowned economists, and even proprietary Generative AI software. But more than that, you’ll be part of a team that believes in doing business with integrity and personal accountability, creating a culture that truly walks the walk.
For our clients, this means a wealth management experience that’s not just about numbers — but about understanding your life, your goals, and the legacy you want to leave behind.
Whether you’re looking for a dedicated Financial Advisor in managing your hard-earned money or a place to help grow your career, we invite you to join us on this journey. Together, we can build something extraordinary.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Kenwood Branch
Chris Goad
Vice President, Market Business Service Officer
Phone:
(513) 562-8344(513) 562-8344
Madeline Grosse
Branch Administrator
Phone:
(513) 762-5278(513) 762-5278
Briner Ellis
Vice President, Risk Officer
Phone:
(513) 762-5254(513) 762-5254
Steve Meihaus
Assistant Vice President, Risk Officer
Phone:
(513) 852-4454(513) 852-4454
Kimberly Emerson
First Vice President, Private Banker
Phone:
(614) 229-4920(614) 229-4920
About Rusty Clark
Rusty Clark is an Executive Director and Market Executive at Morgan Stanley, where he oversees the Ohio Valley Market, covering Dayton, Cincinnati, and Columbus. With over three decades of experience in financial services, Rusty has built his career on empowering financial advisors to harness their full potential and the firm’s vast resources in service of their clients.
With a deep passion for mentorship, Rusty centers his leadership approach on building trust, fostering collaboration, and supporting professional and personal growth. As a former National Trainer at Merrill Lynch, he discovered his love for teaching and guiding advisors, a mission he continues in his current role. Whether it’s helping advisors expand their knowledge or leverage Morgan Stanley’s global capabilities, Rusty works day in and day out to help his team achieve extraordinary results.
A graduate of West Virginia State University, Rusty began his career as a Financial Advisor and Producing Manager with Merrill Lynch, where his hands-on experience continues to shape his leadership style today. In 1998, he joined Morgan Stanley as part of the legacy Smith Barney team, and he later returned to the firm as a Complex Manager in 2015. Throughout his career, Rusty has been active on numerous Branch Manager Advisory Councils and committees, helping to shape the strategic direction of the firm and the teams he leads. Known for his diligence and approachable nature, Rusty has consistently been recognized as one of Morgan Stanley’s top recruiters.
Outside of the office, Rusty values time spent with family, especially cheering on his son at baseball games. He is also a proud first-time grandfather and fully embraces the joy of spoiling his grandson.
With a deep passion for mentorship, Rusty centers his leadership approach on building trust, fostering collaboration, and supporting professional and personal growth. As a former National Trainer at Merrill Lynch, he discovered his love for teaching and guiding advisors, a mission he continues in his current role. Whether it’s helping advisors expand their knowledge or leverage Morgan Stanley’s global capabilities, Rusty works day in and day out to help his team achieve extraordinary results.
A graduate of West Virginia State University, Rusty began his career as a Financial Advisor and Producing Manager with Merrill Lynch, where his hands-on experience continues to shape his leadership style today. In 1998, he joined Morgan Stanley as part of the legacy Smith Barney team, and he later returned to the firm as a Complex Manager in 2015. Throughout his career, Rusty has been active on numerous Branch Manager Advisory Councils and committees, helping to shape the strategic direction of the firm and the teams he leads. Known for his diligence and approachable nature, Rusty has consistently been recognized as one of Morgan Stanley’s top recruiters.
Outside of the office, Rusty values time spent with family, especially cheering on his son at baseball games. He is also a proud first-time grandfather and fully embraces the joy of spoiling his grandson.
About Chris Goad
Chris Goad is a Branch Service Officer for the Kenwood Branch Office at Morgan Stanley in Cincinnati. With over 26 years in the financial industry, he plays a vital role in the management team, partnering with advisors and support staff to help ensure the enduring success of their practices.
A graduate of Manchester College with a Bachelor of Science, Chris has been with Morgan Stanley since 2017. His career has taken him across several states, including Florida, Texas, Indiana, and Michigan, and his experience spans Ultra High Net Worth Relationship Management, Operations, Risk Management, and Client Service.
With diverse, hands-on experience, Chris has the creative skillset and broad perspective to navigate complex wealth management challenges, optimize operations, and ensure the branch runs seamlessly. By enhancing the efficiency of advisor support systems, he empowers them to focus on delivering top-tier service to clients and their families, particularly those with intricate wealth management needs. Known for his problem-solving abilities and passion for building strong relationships, Chris prides himself on being a trusted partner advisors can turn to time and again for guidance, support, and innovative solutions.
Outside of work, Chris loves spending quality time with his family, diving into DIY projects around the house, and staying active in the lacrosse community. He and his wife, Rachel, are proud parents of two talented kids: Alex, who shines in varsity swimming and lacrosse, and Sydney, who’s earned varsity letters in swimming, weightlifting, and lacrosse. Both have competed on National Club teams across the U.S., and Chris couldn’t be prouder of their accomplishments.
A graduate of Manchester College with a Bachelor of Science, Chris has been with Morgan Stanley since 2017. His career has taken him across several states, including Florida, Texas, Indiana, and Michigan, and his experience spans Ultra High Net Worth Relationship Management, Operations, Risk Management, and Client Service.
With diverse, hands-on experience, Chris has the creative skillset and broad perspective to navigate complex wealth management challenges, optimize operations, and ensure the branch runs seamlessly. By enhancing the efficiency of advisor support systems, he empowers them to focus on delivering top-tier service to clients and their families, particularly those with intricate wealth management needs. Known for his problem-solving abilities and passion for building strong relationships, Chris prides himself on being a trusted partner advisors can turn to time and again for guidance, support, and innovative solutions.
Outside of work, Chris loves spending quality time with his family, diving into DIY projects around the house, and staying active in the lacrosse community. He and his wife, Rachel, are proud parents of two talented kids: Alex, who shines in varsity swimming and lacrosse, and Sydney, who’s earned varsity letters in swimming, weightlifting, and lacrosse. Both have competed on National Club teams across the U.S., and Chris couldn’t be prouder of their accomplishments.
About Madeline Grosse
Madeline Grosse is the Branch Administrator at Morgan Stanley’s Kenwood Branch in Cincinnati, where she supports her colleagues by ensuring they have the tools and resources necessary to thrive.
A graduate of the University of Cincinnati with a degree in Economics, Madeline joined Morgan Stanley shortly after graduation. Continuously striving to grow, she is currently pursuing her Series 66 license, with plans to earn her Series 9 and 10 in the near future.
Madeline wears many hats in her role at the Kenwood Office — from managing day-to-day office operations and onboarding new team members to organizing employee and client events, providing IT support, and assisting with the branch’s budgeting efforts. As the head of both the Social and Charitable Committees, she also plays a key role in fostering a collaborative, positive office culture. She thrives on making sure her colleagues have what they need to succeed, so that they can stay focused on providing an even more seamless service to their clients.
Outside of work, Madeline is actively involved in her community and regularly volunteers her time. She also has a passion for baking and cooking, a skill she honed during her time as a professional baker. In her free time, Madeline enjoys traveling, playing frisbee golf, and exploring the countryside with her longtime boyfriend, Kevin.
A graduate of the University of Cincinnati with a degree in Economics, Madeline joined Morgan Stanley shortly after graduation. Continuously striving to grow, she is currently pursuing her Series 66 license, with plans to earn her Series 9 and 10 in the near future.
Madeline wears many hats in her role at the Kenwood Office — from managing day-to-day office operations and onboarding new team members to organizing employee and client events, providing IT support, and assisting with the branch’s budgeting efforts. As the head of both the Social and Charitable Committees, she also plays a key role in fostering a collaborative, positive office culture. She thrives on making sure her colleagues have what they need to succeed, so that they can stay focused on providing an even more seamless service to their clients.
Outside of work, Madeline is actively involved in her community and regularly volunteers her time. She also has a passion for baking and cooking, a skill she honed during her time as a professional baker. In her free time, Madeline enjoys traveling, playing frisbee golf, and exploring the countryside with her longtime boyfriend, Kevin.
About Briner Ellis
Briner Ellis is an Assistant Vice President and Risk Officer at Morgan Stanley's Ohio Valley Complex. With two decades of experience in the financial industry, Briner plays a vital role in ensuring that all branch operations adhere to the firms high standards of compliance and regulatory requirements.
His responsibilities include supervising account activity, monitoring trading practices, and ensuring all employees maintain the necessary licensure and registration. Briner is committed to training employees on the ever-evolving regulatory landscape and firm initiatives, seeking to ensure that compliance with state and federal regulations is integrated into everyday practices. His work helps safeguard clients' assets and ensures the branch operates with the utmost integrity.
A graduate of Ball State University, Briner spent over 16 years at a well-respected regional financial services firm, where he gained extensive experience in annuities and securities suitability review. After building a strong foundation in navigating complex regulatory environments, he joined Morgan Stanley in 2021, bringing with him a hands-on approach to helping teams meet firm and regulatory requirements and help protect clients' assets.
Outside of the office, Briner is active in the Greater Cincinnati Ball State Alumni Association and enjoys immersing himself in Cincinnati's dynamic restaurant scene. An outdoor enthusiast, he can often be found hiking, camping, or working on home improvement projects when he’s not exploring the city.
His responsibilities include supervising account activity, monitoring trading practices, and ensuring all employees maintain the necessary licensure and registration. Briner is committed to training employees on the ever-evolving regulatory landscape and firm initiatives, seeking to ensure that compliance with state and federal regulations is integrated into everyday practices. His work helps safeguard clients' assets and ensures the branch operates with the utmost integrity.
A graduate of Ball State University, Briner spent over 16 years at a well-respected regional financial services firm, where he gained extensive experience in annuities and securities suitability review. After building a strong foundation in navigating complex regulatory environments, he joined Morgan Stanley in 2021, bringing with him a hands-on approach to helping teams meet firm and regulatory requirements and help protect clients' assets.
Outside of the office, Briner is active in the Greater Cincinnati Ball State Alumni Association and enjoys immersing himself in Cincinnati's dynamic restaurant scene. An outdoor enthusiast, he can often be found hiking, camping, or working on home improvement projects when he’s not exploring the city.
About Steve Meihaus
Steve Meihaus is an Assistant Vice President and Risk Officer for Morgan Stanley's Wealth Management offices in Kenwood and Downtown Cincinnati. Since joining Morgan Stanley in 2022, Steve has leveraged his deep experience in managed account risk and trading supervision to help financial advisors and support teams navigate complex regulatory landscapes and ensure clients' assets are well-protected.
A graduate of Thomas More University (B.B.A. & M.B.A), Steve has spent nearly a decade focused on risk management and operational oversight. Before joining Morgan Stanley, he developed expertise in managing account risks and supervising high-stakes trading operations at Fidelity. His hands-on approach and attention to detail have been key to ensuring compliance with firm policies and industry regulations.
As a proud U.S. Army Veteran, Steve attributes his disciplined, mission-driven work ethic to his military service. His leadership experience in the Army ingrained in him a strong sense of responsibility, which he now applies to his role at Morgan Stanley. Steve ensures his team is always audit-ready and compliant, working proactively to maintain the highest standards. He collaborates closely with financial advisors and employees to foster a deep understanding of risk management strategies, simplifying the complexities of the regulatory landscape and making it easier to navigate.
Outside of work, Steve enjoys spending time with his family in Hebron, KY, where he resides with his wife Hannah and their kids, Camryn and Henry. A fan of both travel and home improvement, Steve spends his free time either exploring new places with his family or working on projects around the house.
A graduate of Thomas More University (B.B.A. & M.B.A), Steve has spent nearly a decade focused on risk management and operational oversight. Before joining Morgan Stanley, he developed expertise in managing account risks and supervising high-stakes trading operations at Fidelity. His hands-on approach and attention to detail have been key to ensuring compliance with firm policies and industry regulations.
As a proud U.S. Army Veteran, Steve attributes his disciplined, mission-driven work ethic to his military service. His leadership experience in the Army ingrained in him a strong sense of responsibility, which he now applies to his role at Morgan Stanley. Steve ensures his team is always audit-ready and compliant, working proactively to maintain the highest standards. He collaborates closely with financial advisors and employees to foster a deep understanding of risk management strategies, simplifying the complexities of the regulatory landscape and making it easier to navigate.
Outside of work, Steve enjoys spending time with his family in Hebron, KY, where he resides with his wife Hannah and their kids, Camryn and Henry. A fan of both travel and home improvement, Steve spends his free time either exploring new places with his family or working on projects around the house.
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Branch Address
7755 Montgomery Road 2nd
Floor
Cincinnati, OH 45236
US
Branch:
(513) 762-5200(513) 762-5200
Toll-Free:
(800) 543-2665(800) 543-2665
Fax:
(513) 762-5201(513) 762-5201
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
7Morgan 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.
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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
7Morgan 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.
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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024