Welcome

Kevin is an Executive Director, Private Wealth Advisor with Morgan Stanley’s Private Wealth Management division. Drawing on 20 years of industry experience with Morgan Stanley, Kevin develops customized wealth management solutions for entrepreneurs, C level executives, UHNW families and their foundations and private endowments. His team manages fixed income, equities and alternative investments on behalf of their clients. Kevin and his team have worked with a number of public and private executives, assisting them in maximizing value for their personal stock holdings and incorporating those holdings into comprehensive financial plans.  Kevin was selected by The Financial Times as one of the Top 400 advisors in the US (2016) and by Barron's Magazine as one of the Top 1,200 Financial Advisors (2017).Kevin began his career with Morgan Stanley in 1996. Prior to that, Kevin played professional golf on the Hooters Tour, Nike Tour, Golden Bear Tour and various mini tours around the United States. Kevin graduated from Florida Atlantic University with a degree in Economics. While at Florida Atlantic University, Kevin was a three time All TAAC Conference Golfer and two-time All-Academic Conference Golfer.Kevin and his wife, Jenna, are involved in numerous charitable organizations in Naples. Kevin is on the Board of Directors with The Immokalee Foundation, The First Tee Naples /Collier, Bonefish Tarpon Trust and is the past District Chairman, Southwest Florida Council of the Boy Scouts of America and member of the National Eagle Scout Association NESA. Kevin, Jenna and their three children, Emma(15), Brooke(13) and Matthew(8) live full time in Naples, FL.
Services Include
  • Family Governance & Wealth Education
  • 10b5-(1) Programs
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Open-Architecture Platform
  • Risk Management
  • Hedging Strategies
  • Philanthropy Management
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Clients

Our clients are an uncommonly dynamic group of entrepreneurs, corporate leaders and other successful individuals and families. They tend to be active in their communities, passionate in their interests and devoted to their families… leaving little time to focus on the multifaceted complexities of managing the wealth they have accumulated.

Our average household relationship is north of $10 million. Many of our clients are current and former executives and directors of publicly traded companies. We focus on helping these individuals and their families manage concentrated equity positions and address the other tax / estate and financial planning issues they face. We also work with many individuals and families who accumulated their wealth as business owners, or by other means, helping them face the everyday challenges of providing for their families and creating a legacy for generations to come.

As an extension of our relationships with senior executives, we also provide investment management services to a number of private foundations and endowments.

    Awards

    • Kevin T. Johnson Named to The Financial Times' "Top 400 Financial Advisors"
    • Kevin T. Johnson Named to Barron's "Top 1,200 Financial Advisors"
    • Kevin T. Johnson Named to Barron's "Top 1,200 Financial Advisors" (2018)

    Location

    8889 Pelican Bay Blvd
    Ste 300
    Naples, FL 34108
    US
    Direct:
    (239) 449-7877(239) 449-7877

    Meet Kevin Johnson

    About Me

    Kevin is an Executive Director, Private Wealth Advisor with Morgan Stanley’s Private Wealth Management division. Drawing on 20 years of industry experience with Morgan Stanley, Kevin develops customized wealth management solutions for entrepreneurs, C level executives, UHNW families and their foundations and private endowments. His team manages fixed income, equities and alternative investments on behalf of their clients. Kevin and his team have worked with a number of public and private executives, assisting them in maximizing value for their personal stock holdings and incorporating those holdings into comprehensive financial plans.

    Kevin was selected by The Financial Times as one of the Top 400 advisors in the US (2016) and locally by Gulf Shore Magazine as one of the top investment advisors in Florida (2008-2016).

    Kevin began his career with Morgan Stanley in 1996. Prior to that, Kevin played professional golf on the Hooters Tour, Nike Tour, Golden Bear Tour and various mini tours around the country.
    Kevin graduated from Florida Atlantic University with a degree in Economics. While at Florida Atlantic University, Kevin was a three time All TAAC Conference Golfer and two-time All-Academic Conference Golfer.

    Kevin and his wife, Jenna, are involved in numerous charitable organizations in Naples. Kevin is on the Board of Directors with The Immokalee Foundation, The First Tee Naples /Collier, Bonefish Tarpon Trust and is the past District Chairman, Southwest Florida Council of the Boy Scouts of America and member of the National Eagle Scout Association NESA.
    Kevin, Jenna and their three children, Emma(15), Brooke(12) and Matthew(8) live full time in Naples, FL.
    Securities Agent: GA, FL, WY, WV, WI, VA, TX, TN, SC, PA, OK, OH, NY, NV, NM, NJ, NH, NC, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, DE, CT, CO, CA, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1395592

    About Me

    Maureen handles the daily operations and administrative tasks for the team. She has both her Series 7 and 66 licenses and has worked with Kevin since 1998. She went to school in Buffalo NY and has been with Morgan Stanley for 35 years. She and her fiancé Steve reside in Southwest Florida and spend their leisure time enjoying time with family and friends.

    About Me

    Adam works as an analyst for the team.  He focuses on the framework and investment managers of our portfolios. He graduated from Penn State with a B.S. in Business and began working with Morgan Stanley in 2013.  Adam has his Series 7, 66 and insurance licenses.    Adam and his wife, Jenine both work with charitable organizations in their free time.  Adam is on the board of the Penn State Alumni Association of Fort Myers and Jenine is on the board of Junior League of Fort Myers. During his free time, Adam also likes to golf, fish and play tennis. Adam and Jenine live in Fort Myers with their son, Alec who is seven.
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