Kevin Pickard is a Senior Vice President with 26 years of experience as a Financial Advisor, 21 years with Morgan Stanley. He has dedicated his career to helping others. He manages assets for ultra-high net worth individuals and multi-generational families, as well as for-profit and not-for-profit institutions. As a member of the Jacobs Group, one of the premier Morgan Stanley teams in the country with over 300 years of combined industry experience*, he helps guide our clients toward reaching their financial goals while delivering impeccable service.
Watching his father create, build, manage and sell a successful business provided Kevin with a distinctive perspective and valuable life lessons. He is very passionate and takes great pride in helping business owners address the many challenges including exit strategies such as family succession and the outright sale of a business. He has cultivated a network of leading professionals and leverages the many tools and resources of our world class firm to address these liquidity events including comprehensive tax and estate planning strategies.
As a graduate of Tiffin University and captain of the football team, he received a bachelor’s degree in business administration. Since then, he has earned several awards and designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®). As a CFP, customizing a plan that is closely monitored and aligned with our client’s vision is top priority.
Kevin’s parents are cancer survivors. He is an avid supporter of cancer research and the American Cancer Society’s Relay for Life. An accomplished triathlete, Ironman, and licensed pilot he takes the same disciplined approach to his everyday life. As time allows, he enjoys spending it with family and friends at the Bay Harbor Yacht Club and Bay Harbor Golf Club.
Kevin.P.Pickard@morganstanley.com
248-723-1825
NMLS#1293931
Services Include
- Retirement Planning
- Estate Planning Strategies
- Planning for Individuals with Special Needs
- Business Succession Planning
- Professional Portfolio Management
- Philanthropic Services
- Divorce Financial Analysis
- 529 Plans
- 401(k) Rollovers
- Alternative Investments
- Lending Products
- Life Insurance
- Cash Management
- Long Term Care Insurance
- Fixed Income
Securities Agent: ID, VA, NC, IA, CA, AZ, MI, MD, MA, MT, TN, NY, NM, IN, GA, NH, MN, IL, DC, CO, OR, CT, WY, WI, TX, SC, OH, MO, HI, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1293931