Heidi Beattie
Client Service Associate, Financial Planning Specialist
Phone:
(631) 755-8878(631) 755-8878
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
Industry Award WinnerMy 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: WA, CA, WI, VA, AZ, TX, NY, NC, FL, DE, NJ, VT, DC, SC, MI, MN, MA, GA, NV, MD, CO, PA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1468171
NMLS#: 1468171
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Sapient Wealth Management Group
Discover our team dedicated to helping you navigate every stage of your financial journey. Learn more about our experience, areas of focus, and how we work with you to deliver personalized guidance.
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.
Forbes Best-In-State Wealth Management Teams
2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2026. Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.)
Award Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Source: Forbes.com (Awarded 2026. Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.)
Award Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
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.
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.
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
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 View
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
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 HereValuable Tools and Resources
I believe financial education helps my clients better understand my investment strategy and discipline, and in turn, result in superior long-term decisions. Therefore, we are committed to providing important information about managing your wealth more effectively in today’s global markets.
I've assembled the following resources in order to supply information I feel fit for my clients and current world events. I've provided links to these materials, where available, and hope you'll return often to learn more and stay up-to-date on relevant financial topics.
I've assembled the following resources in order to supply information I feel fit for my clients and current world events. I've provided links to these materials, where available, and hope you'll return often to learn more and stay up-to-date on relevant financial topics.
Global Investment Committee On the Markets
Check out the Global Investment Committee's market outlook for this month. A publication containing thought- provoking content that examines the forces shaping the investment landscape.
Read: "GIC on the Markets"
Tax Tables 2026
This document outlines the tax rates, standard deductions, and exemptions applicable for different filing statuses in 2026. It also includes information on tax deadlines, investment income tax, alternative minimum tax, and other tax-related credits and exclusions.
Access the 2026 Federal Tax TablesLocation
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
Jacqueline Motta
Portfolio Associate
Phone:
(631) 755-8915(631) 755-8915
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2026 Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2026) Data compiled by SHOOK Research LLC based for the period 3/31/24-3/31/25. Awards Disclosures
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
Rational Investing in an Age of Uncertainty
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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)
