James J. Detterick, CRPS®
Managing Director, Corporate Client Group Director, Institutional Consulting Director, Stock Plan Director
Phone:
(212) 503-1670(212) 503-1670
Kyle Marshall, CRPS®
Associate Vice President, Wealth Management,
Financial Advisor,
Corporate Retirement Director,
Executive Financial Services Director,
Portfolio Manager,
Financial Planning Specialist,
Chartered Retirement Plans Specialist
Direct:
(415) 693-6026(415) 693-6026
My Mission Statement
Empowering institutional and private clients coast-to-coast leveraging proven high-efficacy frameworks aligned to their wealth objectives.
Client Philosophy and Service Model
Kyle is a member of Global Institutional Advisory Solutions, both a part of Morgan Stanley Graystone Consulting and Morgan Stanley Private Wealth Management. Each specialized unit within Morgan Stanley Wealth Management provides a boutique approach and specialized services to solve the complex, multidimensional challenges our clients face within each demographic. Our team core geographies include San Francisco/Bay Area, New York, Honolulu/Hawaii, Los Angeles, Denver, and Chicago.
Institutional Client Philosophy:
Well-designed retirement & equity compensation programs fulfill three primary objectives:
1. They serve as a cornerstone of your ability to hire & retain high-level talent.
2. They facilitate your employees' ability to retire successfully and on schedule.
3. They reduce employee financial stress, which in-turn boosts overall workforce productivity.
Private Client Philosophy:
Delivering you & your family a high-efficacy framework, executable process, and tailored guidance can streamline, simplify, and positively influence the trajectory of your financial life.
Services Provided:
Institutional, Non-Profit, Governmental:
Tailored plan design and investment management of:
1. Defined Contribution Plans (401(K), 403(B), Money Purchase, Profit-Sharing, 457, ESOP)
2. Tax-Deferred Individual Plans (SEP-IRA & SIMPLE-IRA)
3. Defined Benefit Plans (Traditional DB & Cash Balance)
4. Non-Qualified plans (Deferred Comp, Top Hats, SERPs)
Bespoke financial wellness programs for owners, c-suite management, and employees.
Global Equity Management Solutions (Shareworks platform/applications).
Business Succession Planning (Gifting Techniques & Buy-Sell Agreements).
Captive Insurance (contact me to have a feasibility study on your business performed).
Property & Casualty Insurance.
Corporate Cash Management & Lending Solutions
Private Client:
Kyle advises HNW/UHNW families and individuals holistically. Delivering tailored solutions in:
1. Asset Management
2. Liability Management
3. Lending & Cash Management
4. Tax Management Solutions
5. Financial & Estate planning strategies.
Kyle carries FINRA Series 7 & 66 licenses, NMLS license, CA Insurance license and holds the CRPS® designation.
Institutional Client Philosophy:
Well-designed retirement & equity compensation programs fulfill three primary objectives:
1. They serve as a cornerstone of your ability to hire & retain high-level talent.
2. They facilitate your employees' ability to retire successfully and on schedule.
3. They reduce employee financial stress, which in-turn boosts overall workforce productivity.
Private Client Philosophy:
Delivering you & your family a high-efficacy framework, executable process, and tailored guidance can streamline, simplify, and positively influence the trajectory of your financial life.
Services Provided:
Institutional, Non-Profit, Governmental:
Tailored plan design and investment management of:
1. Defined Contribution Plans (401(K), 403(B), Money Purchase, Profit-Sharing, 457, ESOP)
2. Tax-Deferred Individual Plans (SEP-IRA & SIMPLE-IRA)
3. Defined Benefit Plans (Traditional DB & Cash Balance)
4. Non-Qualified plans (Deferred Comp, Top Hats, SERPs)
Bespoke financial wellness programs for owners, c-suite management, and employees.
Global Equity Management Solutions (Shareworks platform/applications).
Business Succession Planning (Gifting Techniques & Buy-Sell Agreements).
Captive Insurance (contact me to have a feasibility study on your business performed).
Property & Casualty Insurance.
Corporate Cash Management & Lending Solutions
Private Client:
Kyle advises HNW/UHNW families and individuals holistically. Delivering tailored solutions in:
1. Asset Management
2. Liability Management
3. Lending & Cash Management
4. Tax Management Solutions
5. Financial & Estate planning strategies.
Kyle carries FINRA Series 7 & 66 licenses, NMLS license, CA Insurance license and holds the CRPS® designation.
Services Include
- Corporate Retirement PlansFootnote1
- Corporate Pension Plans
- Professional Portfolio ManagementFootnote2
- Business Succession PlanningFootnote3
- Financial PlanningFootnote4
- Estate Planning StrategiesFootnote5
- Stock Option PlansFootnote6
- Stock Plan ServicesFootnote7
- Trust ServicesFootnote8
- Trust AccountsFootnote9
- Cash Management and Lending ProductsFootnote10
- Life InsuranceFootnote11
- Long Term Care InsuranceFootnote12
- AnnuitiesFootnote13
- 529 PlansFootnote14
- Alternative InvestmentsFootnote15
- Structured ProductsFootnote16
- Sustainable InvestingFootnote17
- 401(k) Rollovers
Securities Agent: PR, KS, WA, MT, ME, IN, IA, AR, VI, OK, NV, KY, FL, DC, WI, VA, SD, OR, NH, MA, DE, CO, RI, LA, GA, AL, WY, UT, TN, ND, MS, MD, CT, PA, NJ, MI, IL, CA, OH, WV, NM, ID, TX, NC, MO, HI, AZ, AK, VT, NY, NE, MN, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 1265139
CA Insurance License #: 0J08091
NMLS#: 1265139
CA Insurance License #: 0J08091
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Corporate & Institutional Clients
The world in which we live and operate is changing at an unprecedented pace. Whether you’re seeking help selecting or managing a retirement plan, developing portfolios focused on environmental, social and governance (ESG) criteria, or creating a corporate financial wellness program, my team and I will work with you to develop comprehensive solutions aimed at maximizing returns, reducing costs and satisfying customers, shareholders and employees.
I work with businesses, institutions, labor unions and not-for-profit organizations of all sizes. My clients include foundations and endowments, corporate retirement plans, governmental entities, Taft-Hartley plans and captive insurance.
I believe in lifelong learning as a way to keep pace with our changing world. My credentials help me to better serve the needs of our institutional clients.
I work with businesses, institutions, labor unions and not-for-profit organizations of all sizes. My clients include foundations and endowments, corporate retirement plans, governmental entities, Taft-Hartley plans and captive insurance.
I believe in lifelong learning as a way to keep pace with our changing world. My credentials help me to better serve the needs of our institutional clients.
Chartered Retirement Plans Specialist - CRPS®
- Enables me to utilize a wide range of retirement plans such as SEP, SIMPLE, 401(k) and more to match their desired retirement outcomes
- Attests to my graduate-level abilities to create, implement and maintain retirement plans for businesses and not-for-profits
You're the CEO of your wealth. I'm your personal CFO.
1. Discovery
Before our first meeting, I encourage you to take fresh inventory of your wealth, including where each asset is located and it's value. I will ask many questions to understand you personally, what matters most to you, and what you want to accomplish with your wealth. That way I can help determine how all the facets of your financial situation can dovetail effectively.
2. Analysis & Recommendation
Based on our discovery meeting, I will analyze your financial picture and present you a personalized plan that will help address your income & cash flow needs, borrowing requirements, asset protection, and other areas beyond investment management. I will ensure you're comfortable with the proposed strategy before implementing your wealth plan.
3. Implementation
After you have approved your wealth plan, I will work closely with you to implement it, bringing an objective approach, and paying special attention to how the various parts of your plan can affect, enhance, and integrate with each other. When appropriate, I will suggest seeking additional in-depth advice on particularly complex issues we've identified, including family dynamics, estate planning strategies, lending solutions, tax planning strategies, and more.
4. Reviewing Objectives
I believe ongoing communication is a vital component of our ongoing relationship and I will keep you abreast of changing market conditions and your needs. Your financial documents provide the foundation for quarterly meetings, and I will review your strategy as life circumstances change. If necessary, I will suggest adjustments to your strategy.
Before our first meeting, I encourage you to take fresh inventory of your wealth, including where each asset is located and it's value. I will ask many questions to understand you personally, what matters most to you, and what you want to accomplish with your wealth. That way I can help determine how all the facets of your financial situation can dovetail effectively.
2. Analysis & Recommendation
Based on our discovery meeting, I will analyze your financial picture and present you a personalized plan that will help address your income & cash flow needs, borrowing requirements, asset protection, and other areas beyond investment management. I will ensure you're comfortable with the proposed strategy before implementing your wealth plan.
3. Implementation
After you have approved your wealth plan, I will work closely with you to implement it, bringing an objective approach, and paying special attention to how the various parts of your plan can affect, enhance, and integrate with each other. When appropriate, I will suggest seeking additional in-depth advice on particularly complex issues we've identified, including family dynamics, estate planning strategies, lending solutions, tax planning strategies, and more.
4. Reviewing Objectives
I believe ongoing communication is a vital component of our ongoing relationship and I will keep you abreast of changing market conditions and your needs. Your financial documents provide the foundation for quarterly meetings, and I will review your strategy as life circumstances change. If necessary, I will suggest adjustments to your strategy.
A Holistic Approach
I implement a pentagon framework that factors in the five critical points of your financial life: asset management, liability management, banking & cash management, financial planning, and estate planning.
Financial planning serves as the foundation for which the other listed components are built upon. This holistic approach can maximize your chances of achieving both your stated purpose and goals behind the wealth you've created.
Financial planning serves as the foundation for which the other listed components are built upon. This holistic approach can maximize your chances of achieving both your stated purpose and goals behind the wealth you've created.
Our Suite of Digital Tools & Resources
Morgan Stanley Online & MS Mobile App
Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App have a variety of features beyond viewing your account balance and activity that you should take advantage of, including:
- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
- Managing your everyday finances such as paying bills online, sending money or transferring funds
Morgan Stanley Online- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
- Managing your everyday finances such as paying bills online, sending money or transferring funds
Cybersecurity
Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and respond appropriately when they do.
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
Cybersecurity ResourcesThe firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
Total Wealth View
We launched a tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Total Wealth ViewThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love.
The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Digital VaultThe Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
View the Thoughts On The Market Podcast
Morgan Stanley's Ideas Podcast
From the use of satellite data technology to solve some of the world's most complex problems, to learning how not to follow the crowd when making decisions, The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.
View the Morgan Stanley's Ideas PodcastLocation
101 California St 23rd
Fl
San Francisco, CA 94111
US
Direct:
(415) 693-6026(415) 693-6026
Fax:
(415) 644-5696(415) 644-5696
55 E 52nd St.
30th Fl.
New York, NY 10055
US
Direct:
(415) 693-6026(415) 693-6026
733 Bishop St.
28th Fl.
Honolulu, HI 96813
US
Direct:
(415) 693-6026(415) 693-6026
Meet My Team
Ryan C. Lewis, CFP®
Managing Director, Private Wealth Management
Phone:
(212) 503-2327(212) 503-2327
Rob Martz
Registered Client Service Associate
Phone:
(415) 693-6628(415) 693-6628
About James J. Detterick
Jim is a Managing Director and Institutional Consulting Director at the firm. He is responsible for managing a large advisory group that focuses on Corporate & Institutional Wealth Solutions as well as Family Office Resources. Jim advises institutions and their Boards and Committees on investment strategy and other financial matters within; qualified plans (both defined benefit plans and defined contribution plans), non-qualified plans (deferred compensation, top hats, SERPs, etc.), equity plans (i.e. RSU, RSA, PSU, SARs, SOPs, etc.), Retiree Medical and Health plans (HSA & VEBA trusts) as well as Family Offices.
Jim has sat on the firm’s Institutional Investment Consulting Advisory Board (serving as Chairman of that board), The Retirement Plans Advisory Board (Chairman) and the Stock Plan Advisory Board. Jim also serves as the Chair of the firm's ERISA Strategic Market Client Practice Group.
Jim received his undergraduate degree (BA) from Colorado State University and earned his graduate degree (MBA) from the University of Denver, Daniels College of Business. Jim is a CRPS® (Chartered Retirement Plan Specialist) and has his Series 7, 31, 63, 65 and insurance licenses.
Jim has served on numerous non-profit boards over the years for organizations focused on education, faith, poverty, and hunger issues and is currently serving on the Board of Directors for the Colorado State University Foundation (one of the largest land grant universities in the country) and serves as the Investment Committee Chair for the University’s Endowment.
In his free time Jim enjoys spending time with his wife and three children while decompressing in the mountains.
Jim has sat on the firm’s Institutional Investment Consulting Advisory Board (serving as Chairman of that board), The Retirement Plans Advisory Board (Chairman) and the Stock Plan Advisory Board. Jim also serves as the Chair of the firm's ERISA Strategic Market Client Practice Group.
Jim received his undergraduate degree (BA) from Colorado State University and earned his graduate degree (MBA) from the University of Denver, Daniels College of Business. Jim is a CRPS® (Chartered Retirement Plan Specialist) and has his Series 7, 31, 63, 65 and insurance licenses.
Jim has served on numerous non-profit boards over the years for organizations focused on education, faith, poverty, and hunger issues and is currently serving on the Board of Directors for the Colorado State University Foundation (one of the largest land grant universities in the country) and serves as the Investment Committee Chair for the University’s Endowment.
In his free time Jim enjoys spending time with his wife and three children while decompressing in the mountains.
Securities Agent: OH, MN, WV, NC, PR, MS, ID, KY, CT, IL, SC, SD, PA, NJ, UT, VA, OR, WA, TX, NH, NY, TN, WY, WI, VT, NM, VI, ME, MI, NE, RI, AR, MT, OK, AZ, ND, NV, KS, CO, DC, DE, MO, IN, AL, MD, GA, MA, LA, FL, IA, HI, CA, AK; General Securities Representative; Investment Advisor Representative; Managed Futures
About Ryan C. Lewis
Ryan Lewis is a Managing Director within the Global Institutional Advisory Solutions team in New York City, leading the team's Private Wealth Management efforts. Ryan advises ultra-high net worth families on their family balance sheets as Private Wealth Advisor, as well as institutions on their portfolio construction as a Consultant within the team's Graystone Consulting client base.
Ryan’s primary area of focus is on affluent families with complex needs. Ryan strives to align family’s wealth with their life legacy goals. Diversified knowledge throughout the team has established a deep understanding of C-suite Executives and Private Equity Professionals of public companies, the two largest concentrations within Ryan's practice.
Outside of the office, Ryan is an avid triathlete, completing multiple Ironman Triathlons and racing at a high level globally for the last 10 years. Ryan and his wife Nichole, along with their two children, spend their time in New Fairfield, CT.
Ryan's career spans over 24 years in the industry with the last 16 spent with Morgan Stanley. Ryan's professional designations include Certified Financial Planner (CFP®), Chartered Mutual Fund Counselor (CMFC), Certified Fund Specialist (CFS), Family Wealth Director, Senior Portfolio Management Director, Alternative Investments Director, and member of a Tier 1 Stock Plan Director Team.
Ryan has been named a Barron's Top 1200 Financial Advisor repeatedly since 2018, most recently being ranked #36 in the state of New York for 2023. Additionally, he has been named a Forbes Best-In-State Wealth Advisor for 2020, 2021, & 2022, Financial Times 400 Top Financial Advisor for 2014 & 2015, and New York Magazine’s 5 Star Wealth Manager for 2014.
Disclosures:
2020-2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com 2020-2021. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2018-2019 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (2018-2019. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2014-2015 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Five Star Wealth Advisor Award
This award was issued in 2014. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Ryan’s primary area of focus is on affluent families with complex needs. Ryan strives to align family’s wealth with their life legacy goals. Diversified knowledge throughout the team has established a deep understanding of C-suite Executives and Private Equity Professionals of public companies, the two largest concentrations within Ryan's practice.
Outside of the office, Ryan is an avid triathlete, completing multiple Ironman Triathlons and racing at a high level globally for the last 10 years. Ryan and his wife Nichole, along with their two children, spend their time in New Fairfield, CT.
Ryan's career spans over 24 years in the industry with the last 16 spent with Morgan Stanley. Ryan's professional designations include Certified Financial Planner (CFP®), Chartered Mutual Fund Counselor (CMFC), Certified Fund Specialist (CFS), Family Wealth Director, Senior Portfolio Management Director, Alternative Investments Director, and member of a Tier 1 Stock Plan Director Team.
Ryan has been named a Barron's Top 1200 Financial Advisor repeatedly since 2018, most recently being ranked #36 in the state of New York for 2023. Additionally, he has been named a Forbes Best-In-State Wealth Advisor for 2020, 2021, & 2022, Financial Times 400 Top Financial Advisor for 2014 & 2015, and New York Magazine’s 5 Star Wealth Manager for 2014.
Disclosures:
2020-2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com 2020-2021. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2018-2019 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (2018-2019. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2014-2015 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Five Star Wealth Advisor Award
This award was issued in 2014. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: UT, WA, OR, NV, WY, WV, WI, VT, VI, VA, TX, TN, SD, SC, RI, PR, PA, OK, OH, NY, NM, NJ, NH, ND, NC, MT, MS, MO, MN, MI, MD, MA, LA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, KY, AL, AK, NE, ME; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
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
Kevin Cueva
Associate Private Banker
Jeff Spence
Brent Curlow, CFA, CFP®
Financial Planning Director, Vice President
About Kevin Cueva
Kevin Cueva is an Associate Private Banker serving Morgan Stanley Wealth Management offices in California and Hawaii.
Associate Private Bankers partner with Private Bankers and 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.
Kevin began his career in financial services in 2012, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Advisor at JP Morgan Chase.
Kevin is a graduate of the University of California, Davis, where he received a Bachelor of Arts in Communications. He lives in Oakland, California with his family. Outside of the office, Kevin enjoys traveling and playing sports.
Associate Private Bankers partner with Private Bankers and 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.
Kevin began his career in financial services in 2012, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Advisor at JP Morgan Chase.
Kevin is a graduate of the University of California, Davis, where he received a Bachelor of Arts in Communications. He lives in Oakland, California with his family. Outside of the office, Kevin enjoys traveling and playing sports.
NMLS#: 949442
About Jeff Spence
Jeff Spence is a Private Banker serving Morgan Stanley Wealth Management offices in California.
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.
Jeff began his career in financial services in 2004, and joined Morgan Stanley in 2014 as a Private Banking Vice President. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as a Branch Manager at Bank of America.
Jeff is a graduate of the University of California, Riverside, where he received a Bachelors in Business Administration. He lives in Oakland, CA with his wife, Sherie. Outside of the office, Jeff enjoys riding his motorcycle in the East Bay mountains of California, and traveling the world with his wife enjoying new experiences.
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.
Jeff began his career in financial services in 2004, and joined Morgan Stanley in 2014 as a Private Banking Vice President. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as a Branch Manager at Bank of America.
Jeff is a graduate of the University of California, Riverside, where he received a Bachelors in Business Administration. He lives in Oakland, CA with his wife, Sherie. Outside of the office, Jeff enjoys riding his motorcycle in the East Bay mountains of California, and traveling the world with his wife enjoying new experiences.
NMLS#: 637529
About Brent Curlow
Brent Curlow is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in San Francisco and Hawaii. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Brent began his career in financial services in 2003, and joined Morgan Stanley in 2022. Prior to his current position, he worked at First Hawaiian Bank as an Investment Services Analyst.
Brent graduated from the Wharton School of the University of Pennsylvania and holds his CERTIFIED FINANCIAL PLANNER™ designation and is a CFA charter holder . Brent lives in Honolulu, Hawaii with his wife, Helen. Outside of work, Brent volunteers as Social Chair for CFA Hawaii and Board Director for Financial Planning Association of Hawaii.
Brent began his career in financial services in 2003, and joined Morgan Stanley in 2022. Prior to his current position, he worked at First Hawaiian Bank as an Investment Services Analyst.
Brent graduated from the Wharton School of the University of Pennsylvania and holds his CERTIFIED FINANCIAL PLANNER™ designation and is a CFA charter holder . Brent lives in Honolulu, Hawaii with his wife, Helen. Outside of work, Brent volunteers as Social Chair for CFA Hawaii and Board Director for Financial Planning Association of Hawaii.
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
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
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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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
Are You Prepared for Tax Day?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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
State of the Workplace Study 2023
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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 Marshall today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan 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.
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Morgan 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.
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.
7Morgan 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.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
9Morgan 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.
10Morgan 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
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
13Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
14Investors 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.
15Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
16Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
17The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan 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.
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Morgan 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.
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.
7Morgan 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.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
9Morgan 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.
10Morgan 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
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
13Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
14Investors 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.
15Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
16Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
17The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
