Jacqueline Motta
Portfolio Associate
Phone:
(631) 755-8915(631) 755-8915
Kyle S. Kennelly, CRPS®
Senior Vice President,
Financial Advisor,
Corporate Retirement Director
Direct:
(631) 755-8911(631) 755-8911
Toll-Free:
(800) 473-0320(800) 473-0320
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story
Kyle is a Senior Vice President and founding partner of The Sapient Wealth Management Group. He has been a Financial Advisor in the Wealth Management business for over 24 years. Prior to joining Morgan Stanley in 2007, Kyle spent over 10 years working at Smith Barney. As a financial advisor Kyle focuses on developing asset allocation and investment strategies for his clients. He believes in advising his clients by utilizing a holistic financial planning process that integrates portfolio construction, risk management, investment selection, trust & estate planning strategies, retirement planning, and insurance. His team’s shared goal is preserving client assets while guiding and assisting them on how to most efficiently grow their hard earned assets over time.
While at Morgan Stanley, Kyle has attained the Chartered Retirement Plans Specialist, CRPS designation. He has also achieved the title of Corporate Retirement Director at the Firm. In this dedicated role, Kyle is able to advise and guide his Corporate Retirement Plan clients on how to potentially maximize their retirement savings. He accomplishes this by educating his clients and working alongside their tax advisors and various strategic professionals.
A graduate of St. Anthony’s High School, Kyle then went on to pursue and attain a Bachelor’s of Science Degree from Bentley University.
Kyle is most proud of his three children. While away from the office, he enjoys playing golf, platform tennis, and fishing.
While at Morgan Stanley, Kyle has attained the Chartered Retirement Plans Specialist, CRPS designation. He has also achieved the title of Corporate Retirement Director at the Firm. In this dedicated role, Kyle is able to advise and guide his Corporate Retirement Plan clients on how to potentially maximize their retirement savings. He accomplishes this by educating his clients and working alongside their tax advisors and various strategic professionals.
A graduate of St. Anthony’s High School, Kyle then went on to pursue and attain a Bachelor’s of Science Degree from Bentley University.
Kyle is most proud of his three children. While away from the office, he enjoys playing golf, platform tennis, and fishing.
Securities Agent: NV, DC, WI, HI, OH, MD, CO, PA, CT, CA, VA, AZ, TX, NY, NC, FL, DE, NJ, WA, SC, MI, MN, MA, GA, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 1468171
NMLS#: 1468171
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Accomplishments
Learn about the recognitions and professional credentials that demonstrate my commitment to delivering quality financial advisory services. These acknowledgments reflect my ongoing efforts to help support my clients in achieving their financial goals.
Corporate Retirement Director (CRD)
A Corporate Retirement Director's (CRD) priority is to understand and consult on the specific needs of you and your employees in a collaborative, professional, and educational manner—one that places your goals at the center of our relationship. At Morgan Stanley, our Corporate Retirement Directors know what it takes to achieve results and drive outcomes by fully leveraging valuable resources to support your vision for your organization's retirement plan. They've built their practice around consulting on unique financial solutions for myriad businesses and requirements.
CRPS® - Chartered Retirement Plans Specialist®
The Chartered Retirement Plan Specialist® (CRPS®) designation signifies expertise in retirement plan consulting, including plan design, compliance, and strategies to help clients achieve their retirement goals. Professionals with the CRPS® credentials are trained to navigate complex retirement plan challenges and deliver tailored solutions.
Morgan Stanley Tools
Morgan Stanley provides a comprehensive suite of digital tools tailored to support aspects of your financial portfolio. Explore the wide range of Modern Wealth Management resources available to our clients.
Morgan Stanley Online
A secure and user-friendly platform that provides you with convenient access to your financial accounts and services.
Log In to Morgan Stanley Online
Digital Vault
Access Digital Vault through Morgan Stanley Online allowing you to upload important documents online and automatically share them with your Morgan Stanley team.
Explore Digital Vault Here
Morgan Stanley Mobile App
A mobile application available to Morgan Stanley clients. This app provides you with immediate, real-time access to your accounts.
Discover the Mobile App
Total Wealth View
With Total Wealth View within Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
Learn About Total Wealth ViewIntegrated Planning Strategies
From trusts and beneficiary planning to ownership transition considerations, we help align your strategies to protect your legacy and support the people who matter most.
Trust Planning
A trust can help provide structure and oversight for how assets are managed and distributed, with three key roles: the grantor, a trustee, and one or more beneficiaries. Different trust types can be tailored to specific goals—such as a living trust created during your lifetime, a revocable trust that can be changed and may help avoid probate for assets titled to the trust, or an irrevocable trust that generally cannot be changed and may remove contributed assets from your estate.
Estate Planning
Estate planning is designed to help ensure assets transfer according to your preferences, with fewer complications along the way. It can help your family navigate the process more smoothly and may offer opportunities to address tax and charitable objectives.
Explore Estate Planning Essentials
Retirement Planning
Retirement planning helps you map where you are today to where you want to be in the future. It typically starts with goals, a timeline, and an estimate of retirement expenses, then builds toward a savings and investment strategy that fits your needs. Reviewing the plan regularly can help you make timely adjustments and stay aligned with your objectives.
Read About Retirement Planning Insights
Business Succession Planning
Succession planning is a proactive approach to preparing your business for an eventual transition—whether that means passing the company to family or management, or pursuing a sale. It typically includes clarifying your personal and financial goals, establishing a timeline, and identifying actions that may strengthen enterprise value.
Location
58 South Service Rd
Ste 400
Melville, NY 11747
US
Direct:
(631) 755-8911(631) 755-8911
Toll-Free:
(800) 473-0320(800) 473-0320
Fax:
(516) 773-7283(516) 773-7283
Meet My Team
Jenna Belic
Client Service Associate
Phone:
(631) 755-8902(631) 755-8902
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Shawn Alvarado
Private Banker
John Traynor CFP®, CPWA®
Financial Planning Director, Vice President
About Shawn Alvarado
Shawn Alvarado is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Shawn began his career in financial services in 2003 and joined Morgan Stanley in 2020. Prior to joining the firm, he was a Citigold Private Client Relationship Manager at Citibank and a Wealth Management Banker at Merrill Lynch.
Shawn is a graduate of Montclair State University, where he received a Bachelor of Science in Finance. He lives in Salisbury, New York with his family. Outside of the office, Shawn enjoys golfing and coaching his kid’s baseball and football teams.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Shawn began his career in financial services in 2003 and joined Morgan Stanley in 2020. Prior to joining the firm, he was a Citigold Private Client Relationship Manager at Citibank and a Wealth Management Banker at Merrill Lynch.
Shawn is a graduate of Montclair State University, where he received a Bachelor of Science in Finance. He lives in Salisbury, New York with his family. Outside of the office, Shawn enjoys golfing and coaching his kid’s baseball and football teams.
NMLS#: 642179
About John Traynor CFP®, CPWA®
John Traynor, CFP®, CPWA® is a seasoned wealth management and financial planning professional with more than 15 years of experience advising high-net-worth and ultra-high-net-worth individuals and families.
Prior to joining Morgan Stanley, John spent six years at Fiduciary Trust International, a wholly owned subsidiary of Franklin Templeton, where he served as a senior wealth planner and relationship manager. In that role, he partnered with clients and their families on complex planning matters across the full spectrum of wealth management.
John began his career in 2010 at UBS, where he spent six years in wealth management, advising clients on a broad range of financial planning and wealth strategy topics. He has also held financial planning roles at Jefferies and LearnVest, further broadening his experience across advisory platforms and client needs.
John is a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® (CPWA®) professional, specializing in comprehensive financial planning. As the financial planning director for Eastern Long Island, he partners with advisors and their service teams to deliver strategic, integrated guidance across key planning areas, including cash-flow analysis, tax and transaction strategy, retirement management, employee stock option and deferred compensation planning, wealth transfer and estate strategies, philanthropy, and liability and risk management. John earned a Bachelor of Science degree in business information systems, with a minor in management, from Fairfield University’s Charles F. Dolan School of Business. Further, as part of earning his CPWA® designation, he completed the Wealth Management Theory & Practice education program through the Yale School of Management. Outside of work, John enjoys spending time with his wife, two young children and their dog, as well as playing golf, enjoying music, and following the New York Mets and New York Jets.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
Prior to joining Morgan Stanley, John spent six years at Fiduciary Trust International, a wholly owned subsidiary of Franklin Templeton, where he served as a senior wealth planner and relationship manager. In that role, he partnered with clients and their families on complex planning matters across the full spectrum of wealth management.
John began his career in 2010 at UBS, where he spent six years in wealth management, advising clients on a broad range of financial planning and wealth strategy topics. He has also held financial planning roles at Jefferies and LearnVest, further broadening his experience across advisory platforms and client needs.
John is a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® (CPWA®) professional, specializing in comprehensive financial planning. As the financial planning director for Eastern Long Island, he partners with advisors and their service teams to deliver strategic, integrated guidance across key planning areas, including cash-flow analysis, tax and transaction strategy, retirement management, employee stock option and deferred compensation planning, wealth transfer and estate strategies, philanthropy, and liability and risk management. John earned a Bachelor of Science degree in business information systems, with a minor in management, from Fairfield University’s Charles F. Dolan School of Business. Further, as part of earning his CPWA® designation, he completed the Wealth Management Theory & Practice education program through the Yale School of Management. Outside of work, John enjoys spending time with his wife, two young children and their dog, as well as playing golf, enjoying music, and following the New York Mets and New York Jets.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Wealth Management
Global Investment Office
Portfolio Insights
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
A 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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
Small Business Retirement Plans
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Kyle S. Kennelly today.
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
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
CRC 4665150 (8/2025), 4763067 (9/2025)
