Brian Kerns
Lead Private Banker
Matthew C Kelly, CRPS®
Senior Vice President,
Financial Advisor,
Portfolio Management Director
Direct:
(407) 849-4732(407) 849-4732
Toll-Free:
(800) 869-0007(800) 869-0007
My Mission Statement
I am driven to optimize clients’ financial outcomes through intelligently crafted wealth management strategies. I commit to the highest standards of engagement and professional conduct with both my clients and their affiliated professionals such as accountants and attorneys.
My Story and Services
With over 30 years’ experience entirely with Morgan Stanley (beginning with legacy firm Smith Barney Harris Upham), I offer exceptional experience, competence, and a comprehensive process. My practice leverages Morgan Stanley’s world class investment talent to solve client’s most important financial challenges, generation after generation.
I share my clients’ belief in the importance of building a deep and longstanding relationship with their wealth management team. My clients have grown to depend on my proactive approach to solving their most complex financial needs.
Above all, I share the belief that by working together we can accomplish not only our life’s goals, but also leave a better place for future generations. I stand ready for the challenge!
I am driven to optimize clients’ financial outcomes through intelligently crafted wealth management strategies. I commit to the highest standards of engagement and professional conduct with both my clients and their affiliated professionals such as accountants and attorneys. Three core values underlie this commitment:
• Responsiveness to clients’ needs and concerns, and thoroughness in client
interactions.
• Intelligence in my advice and implementation of investment strategies.
• Professionalism in my conduct and client engagement.
I share my clients’ belief in the importance of building a deep and longstanding relationship with their wealth management team. My clients have grown to depend on my proactive approach to solving their most complex financial needs.
Above all, I share the belief that by working together we can accomplish not only our life’s goals, but also leave a better place for future generations. I stand ready for the challenge!
I am driven to optimize clients’ financial outcomes through intelligently crafted wealth management strategies. I commit to the highest standards of engagement and professional conduct with both my clients and their affiliated professionals such as accountants and attorneys. Three core values underlie this commitment:
• Responsiveness to clients’ needs and concerns, and thoroughness in client
interactions.
• Intelligence in my advice and implementation of investment strategies.
• Professionalism in my conduct and client engagement.
Securities Agent: PA, WA, TX, MO, LA, FL, WV, VT, VA, UT, TN, SD, SC, OR, OH, NY, NV, NJ, NH, NC, MI, MD, MA, IN, IL, GA, DE, DC, CT, CO, CA, AZ, AR, AL, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1406544
NMLS#: 1406544
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Process
As your dedicated financial advisor, my role is to tailor a personalized financial strategy which fits your needs. In my experience working with clients, I have developed a step-by-step approach to service.
Discovery
Taking the time to fully understand you and your family - Whether you're planning for retirement, purchasing a home, or living out your golden years - I consider all of your challenges, goals, and aspirations when building your financial picture.
Forming Your Strategy
Using your life goals as my compass, I create a risk-balanced strategy which maps a clear path to achieving your success.
Implementing Your Plan
Applying extensive research and analysis, and also utilizing Morgan Stanley's full suite of resources, to ensure swift decisive action in all market scenarios.
Measuring Your Success
Checking in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. The ultimate mission is your success and well-being.
Financial Planning
Your goals, assets, liabilities and other important information are gathered and analyzed. Using perspective and my experience with other unique clients like you to make recommendations on spending, giving, and living.
Wealth Management
I take a holistic approach to bring all the aspects of your financial life together. Using analysis and experience to develop a customized plan for you.
Retirement Planning
This is paramount in ensuring a successful retirement. I plan to bring an intense focus on this process. You have worked hard to get where you are at. Now it is up to me to help you live the retirement you have always dreamed of.
Asset Management
Based on your goals, asset and input, we can create an investment strategy tailored to your unique needs.
Business Planning
I can help you by sharing my experience in working with other business owners just like you. In working together, I will be able to share ideas and strategies to help you grow or liquidate your business.
Corporate Retirement Planning
Working with companies to develop and manage their corporate retirement plans. Let me bring my experience and resources to the table to take this burden off your shoulders.
Manage Your Wealth & Stay Updated
Morgan Stanley has included resources meant to transform complex financial analysis and research into concise and easily digestible content. Furthermore, Morgan Stanley's comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
The Latest Report
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
The Latest Report
Morgan Stanley's "What's Next?" Podcast
Bringing you revealing stories about the world of business, finance, technology, and beyond.
The Latest Episode
Lessons In Leadership
A Morgan Stanley speaker series by invitation-only, giving you the chance to sit in on conversations with artists, politicians, economists, and athletes.
Stay tuned to receive additional updates on this truly unique opportunity.
Stay tuned to receive additional updates on this truly unique opportunity.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More: Total Wealth View
Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your goals.
Learn More: Goals Based Planning
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More: Protecting You
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More: Morgan Stanley OnlineAbout Us:
Matthew Kelly
Matt is a proud member of the Central Florida community, observing our tremendous growth over the years. After spending seven years in the United States Navy, Matt received his degree in Finance from Stetson University and in 1993 and began his career with a predecessor firm of Morgan Stanley. Matt now has over 30 years experience with the firm.
A Vice President with Morgan Stanley, Matt focuses on custom portfolio management for both high net worth families, business owners and retirees. Along with his Securities and Insurance licenses, Matt holds the Chartered Retirement Plan Specialist designation. He brings his extensive experience and knowledge to every client relationship.
Matt and his wife, Cecilia, have raised their three children in Winter Park, all graduating from Bishop Moore High School. Matt enjoys travelling, reading a good story and listening to interesting podcasts when not helping his clients prepare for what lies ahead.
A Vice President with Morgan Stanley, Matt focuses on custom portfolio management for both high net worth families, business owners and retirees. Along with his Securities and Insurance licenses, Matt holds the Chartered Retirement Plan Specialist designation. He brings his extensive experience and knowledge to every client relationship.
Matt and his wife, Cecilia, have raised their three children in Winter Park, all graduating from Bishop Moore High School. Matt enjoys travelling, reading a good story and listening to interesting podcasts when not helping his clients prepare for what lies ahead.
Linette Bell
With over 25 years of experience in the financial services industry, Linette is committed to providing exceptional attention and care for all her clients’ operational and service-related needs. Linette’s commitment to developing deep professional relationships has made her a trusted resource for her clients and an indispensable partner for her team members.
Linette originally joined Morgan Stanley in 2006, working with an Orlando-based advisory team that specialized in servicing high net worth and institutional clients. In addition to her experience at Morgan Stanley she has also worked at Merrill Lynch and Charles Schwab, and she holds the Series 7, 66, 9 and 10 licenses.
Linette enjoys spending time with her family and friends, and her hobbies include cooking, interior decorating and hiking.
Linette originally joined Morgan Stanley in 2006, working with an Orlando-based advisory team that specialized in servicing high net worth and institutional clients. In addition to her experience at Morgan Stanley she has also worked at Merrill Lynch and Charles Schwab, and she holds the Series 7, 66, 9 and 10 licenses.
Linette enjoys spending time with her family and friends, and her hobbies include cooking, interior decorating and hiking.
Mark Jansen
Mark Jansen is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering
the Southeast Region. In this capacity, Mark provides specialized expertise to Financial Advisors and their
UHNW clients across a broad range of family wealth management issues including; family governance and
wealth education, strategic estate and financial planning, philanthropy management and lifestyle
advisory. Mark has over 30 years of experience advising wealthy families, business owners, and their
children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and
their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession
planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National
financial organizations. He originally started his career in the financial services industry in the tax
department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making
them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he
brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD
degree Cum Laude from the University of Minnesota and his CPA license while working at Grant
Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his
wife and occasionally one of their 6 children.
the Southeast Region. In this capacity, Mark provides specialized expertise to Financial Advisors and their
UHNW clients across a broad range of family wealth management issues including; family governance and
wealth education, strategic estate and financial planning, philanthropy management and lifestyle
advisory. Mark has over 30 years of experience advising wealthy families, business owners, and their
children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and
their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession
planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National
financial organizations. He originally started his career in the financial services industry in the tax
department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making
them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he
brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD
degree Cum Laude from the University of Minnesota and his CPA license while working at Grant
Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his
wife and occasionally one of their 6 children.
Location
201 E. Pine St 11th
Fl
Orlando, FL 32801
US
Direct:
(407) 849-4732(407) 849-4732
Toll-Free:
(800) 869-0007(800) 869-0007
Fax:
(407) 418-1996(407) 418-1996
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
About Brian Kerns
Brian Kerns is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.
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.
Brian began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Premier Banker at SunTrust. He also served as a Wealth Management Banker at the Merrill Lynch.
Brian is a graduate of the University of North Florida, where he received a Bachelor of Business Administration in Business Management. Brian resides in Lake Mary, Florida with his wife and children. Outside of the office, he enjoys playing golf and coaching his son T-ball team.
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.
Brian began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Premier Banker at SunTrust. He also served as a Wealth Management Banker at the Merrill Lynch.
Brian is a graduate of the University of North Florida, where he received a Bachelor of Business Administration in Business Management. Brian resides in Lake Mary, Florida with his wife and children. Outside of the office, he enjoys playing golf and coaching his son T-ball team.
NMLS#: 663185
Wealth Management
Global Investment Office
Portfolio Insights
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact Matthew C Kelly today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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
7When 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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
7When 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.
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)
