My Story

Kevin is a Senior Vice President and Portfolio Management Director within the Wealth Management business of Morgan Stanley. Kevin joined Morgan Stanley in 2009. He works with high net worth families to manage all aspects of their wealth. He collaborates with his clients in a proactive manner to create and manage a comprehensive wealth management plan.

Kevin graduated from Villanova University in 1991. Prior to joining Morgan Stanley, Kevin spent 16 years in the Private Client Group at Merrill Lynch. Kevin has worked directly with high net worth families for the last 25 years and is a Chartered Retirement Planning CounselorSM®. He works directly with his clients to help preserve and grow their assets, manage cash flow and help ensure estate plans create the desired impact for his clients’ families.

When not spending time with his family, Kevin dedicates his time and talents to causes concerned with special needs and is very active in his church community. Kevin lives in Wayne, PA with his daughter and son.

Kevin has the following licenses; General Securities Representative (Series 7), Combined Uniform State Exam (Series 63), Investment Advisory Agent (Series 65), Combined Investment Advisory Agent & Uniform State Exam (Series 66), Certified Retirement Planning Counselor (CRPC®), and is Life, Health & Annuities Insurance Licensed.
Services Include
  • Financial Planning1
  • Wealth Management2
  • 401(k) Rollovers
  • 529 Plans3
  • Planning for Individuals with Special Needs4
  • Qualified Retirement Plans5
  • Stock Option Plans6
  • Life Insurance7
  • Trust Accounts8
  • Divorce Financial Analysis9
  • Lending Products
Securities Agent: PA, TX, TN, SC, RI, OR, OH, NY, NM, NJ, NC, MD, MA, KY, GA, FL, DE, CO, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1288094
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
I manage money for people who do not have either the time, knowledge or experience to do so most effectively for themselves. My clients are typically high net worth individuals (i.e. retired individuals, corporate executives and business owners who want to benefit from goal oriented financial planning). I design detailed financial plans for my clients, taking into account their investment needs, their ability or willingness to assume risk, their situations, and any other personal considerations that might impact their investment decisions. I am interested in long term relationships with clients, not individual transactions. I accomplish this with a four step process:

Step 1: My initial in-person meeting is the most important step. My objective is to:
 •  Thoroughly review your current situation
 •  Establish your risk tolerance
 •  Discuss your investment objective, income needs and your financial goals or dreams

Step 2: I will then analyze this data and develop a financial plan. Within 5 business days we will meet again to review the plan. At this time I will explore your long term goals in more detail and we will agree on an appropriate strategy.

Step 3: We will implement an investment strategy. At this point the investments are more specifically defined. Let me take a moment to explain the basic elements of my investment philosophy. I am conservative. Preservation of my client’s capital is my primary concern. I take only the appropriate risk necessary to meet the stated objectives. This does not preclude me from utilizing more aggressive strategies when warranted but we must adhere to the objectives of our overall plan. We will use asset allocation as a guideline.

Step 4: The last step of the process is to review the strategy regularly to monitor its performance and make adjustments to reflect changes in your financial situation. We will speak quite regularly on the phone but we should plan to meet face to face at least twice a year.

    Community Involvement

    Overbook Golf Club

    St. Monica's All Abilities

    Tough Mudder

    Spartan Run

    Client Service Team

    • Libby Swartz - Senior Client Service Associate
      With 30 years of experience in the financial services industry, Libby joined Morgan Stanley Wealth Management in 2009. Prior to Morgan Stanley, Libby was with Merrill Lynch in senior service associate roles. Libby focuses on supporting the clients' accounts and operational needs with quality service, including daily client communication, account opening and maintenance and cash management solutions.

      In her spare time, she bakes and rides motorcycles.

      Please feel free to call her at 610-408-1925 or email at Libby.Swartz@morganstanley.com.

    Location

    899 Cassatt Rd
    Ste 100
    Berwyn, PA 19312
    US
    Direct:
    (610) 408-1926(610) 408-1926
    Toll-Free:
    (800) 345-3050(800) 345-3050
    Fax:
    (215) 789-4310(215) 789-4310

    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

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    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
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    More from Morgan Stanley

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    Morgan Stanley and Justin Rose: A Winning Team

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    Your Financial World. On the Go.

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    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.
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    Reserved | Living & Giving

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    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
    Sign Up for eDelivery

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    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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    Access Morgan Stanley Online

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    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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    Ready to start a conversation? Contact Kevin A McCoy 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.

    2Morgan 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.

    3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    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.

    5Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    6Morgan 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.

    7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    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 and other legal matters.

    9Morgan 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.

    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 suitable 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”) 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.


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