My Story

Kevin serves as a Financial Advisor at Morgan Stanley’s Wealth Management Corporate Headquarters in Purchase, New York. He focuses on providing the wealth management platform to a wide-range of clients including business owners, corporate executives, and attorneys. Kevin addresses various aspects of his clients’ financial lives by offering access to the investment insights of Morgan Stanley along with white glove service. As markets and economies are in constant flux, he carefully monitors and reviews the latest global financial research so that the asset allocations are in line with your goals. Kevin works in conjunction with his clients existing legal and accounting professionals to help align the portfolio with their tax and estate planning needs.

With 10 years of relationship management and business development experience, Kevin has a keen awareness of clients’ needs when it comes to goals based wealth management. He prides himself on delivering the highest level of service for all his clients.

A graduate from Fordham University with a bachelor's degree in Economics. Kevin is an active member of Fordham’s alumni community. Kevin also holds FINRA series 7, 66 registrations and Life & Health Insurance license. He speaks fluent Spanish, as well as conversational Portuguese.

Kevin resides in Westchester County, New York. Some of his personal interest includes sports (particularly basketball), music, and spending time with his family.
Securities Agent: CT, VA, PA, OH, NY, NJ, GA, FL, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1608518
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Location

2000 Westchester Ave 1nc
Purchase, NY 10577
US
Direct:
(914) 225-8702(914) 225-8702
Investment and Market Perspectives

On the Markets

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.

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Consolidate Your Cash at a Competitive Rate

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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.
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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

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
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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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.
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Ready to start a conversation? Contact Kevin Nunez today.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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