Kevin Malaney, CFP®
Senior Vice President, Wealth Management,
Financial Advisor,
Portfolio Management Director
Direct:
(716) 849-2361(716) 849-2361
Industry Award WinnerMy Mission Statement
Our Mission is to assist clients in achieving their financial and life goals through a needs-based financial planning approach. As experienced portfolio managers we strive to build portfolios that reflect clients' objectives, lifestyle expectations, cash flow needs and desires for their families. Once a plan and goals are in place, it must be monitored. Our success is measured by our clients success in achieving their goals.
My Story and Services
As a Financial Advisor, Senior Vice President, and Portfolio Management Director at Morgan Stanley, I focus on delivering clear, personalized guidance to help clients make confident financial decisions. I enjoy building long-term relationships, working with multigenerational families, and creating strategies that support goals at every stage of life.
After graduating from the State University of New York at Fredonia, I earned the Certified Financial Planner designation to further deepen my expertise across all areas of wealth management. This ongoing commitment allows me to support clients with both sophisticated investment strategies and comprehensive financial planning.
Outside of the office, I spend my time with my wife, Sarah, and our children, Caleb and Mia, in Clarence, NY. As avid dog lovers, our family includes four dogs-and often a foster-reflecting our commitment to supporting local animal rescues. We are also actively involved in our community, including coaching youth sports.
After graduating from the State University of New York at Fredonia, I earned the Certified Financial Planner designation to further deepen my expertise across all areas of wealth management. This ongoing commitment allows me to support clients with both sophisticated investment strategies and comprehensive financial planning.
Outside of the office, I spend my time with my wife, Sarah, and our children, Caleb and Mia, in Clarence, NY. As avid dog lovers, our family includes four dogs-and often a foster-reflecting our commitment to supporting local animal rescues. We are also actively involved in our community, including coaching youth sports.
Securities Agent: VA, KS, WA, RI, NJ, NH, NC, IN, DC, CA, TN, NY, CT, MN, HI, LA, FL, MD, GA, TX, OH, ME, MA, IL, AZ, OR, CO, UT, MI, KY, PA, SC, NV, NM, NE, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1312594
NMLS#: 1312594
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
450 Essjay Road
Ste 100
Williamsville, NY 14221
US
Direct:
(716) 849-2361(716) 849-2361
Fax:
(716) 631-4610(716) 631-4610
Hear From My Clients
My FA and his team have provided me with wonderful service, scrupulous attention to detail, regular communications, and frequent updates on my investment accounts. Their reliability, honesty, and integrity have given me confidence regarding my financial security both now and for the future. They are like family to me.
Sharon
Verified ClientOctober 22, 2025
I have been a client for more than 25 years and have always received amazing customer service, support and advice. I started with my advisor's father and his partner and was so happy I continued with his son when they retired. They consistently focus on my financial goals. As a result, I was able to achieve my financial goals.
Tim
Verified ClientOctober 22, 2025
Testimonial(s) are solicited by Morgan Stanley Wealth Management Canada and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
3846129 9/24
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2023-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Kevin Malaney today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
