Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Services Include
  • Financial Planning1
  • Wealth Management2
  • Retirement Planning3
  • Alternative Investments4
  • Estate Planning Strategies5
  • Long Term Care Insurance6
  • Planning for Education Funding7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

18167 US Hwy 19N
Ste 580
Clearwater, FL 33764
US
Direct:
(727) 507-5708(727) 507-5708
Toll-Free:
(800) 237-5232(800) 237-5232

Meet The Belleair Group

About Me

Shane is a Senior Partner with The Belleair Group at Morgan Stanley. Shane and his team deliver a high touch service model to a select group of high net worth families that fall into three categories: endowments and family foundations, entrepreneurs/business owners, and individuals that have a concentrated position in a public company. The team advises clients on matters such as risk mitigation, portfolio management strategies, cash flow analysis, business succession planning, and trust and estate planning. Shane draws on his nearly two decades of experience with respect to management of equities, fixed-income, alternatives, and liability management. He coordinates with client’s attorneys and accountants to ensure they are on track to meet their personal financial goals as well as their family’s multi-generational legacy goals.

Shane is an alumnus of the University of South Florida with a degree in Chemistry and holds additional certifications from the Wharton School of Business. Shane is a member of the Pinellas County Estate Planning Council and Florida Institute of CPAs.  Shane is a prior fundraising chair for Rotary International and St Jude's Hospital. Shane and his wife Molly are also sponsors of All Children’s Hospital and work as Court Appointed Special Advocates (CASA) on behalf of abused and neglected children. Shane grew up in Clearwater and lives in Sarasota with his wife, Molly and their three children.
Securities Agent: TX, FL, WA, VT, VA, TN, SC, PA, OH, NY, NM, NJ, NC, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, GA, DC, CO, CA, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative

About Me

As a partner for The Belleair Group at Morgan Stanley, Chris is responsible for developing, presenting, and implementing financial plans that provide clients with utmost care.  He finds the most rewarding part of planning to be when clients achieve the goals they have set in previous years, or even decades.

Chris is a graduate of The University of Central Florida and holds his Bachelor of Science in Business Administration with a concentration in Finance.  He began his career in the financial services industry at Ameriprise in 2005 where he earned the Chartered Retirement Planning Counselor™ (CRPC®) designation.  Chris has been a partner with The Belleair Group at Morgan Stanley for over 10 years and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the standard of excellence for personal financial planning.

Chris is an active member in the Sports Car Club of America and enjoys spending his free time building and racing F2000 cars.  He is a Florida native, born and raised in Miami.  Today, Chris resides in St. Petersburg, FL with his wife, Ally, and their one year old daughter, Emma.  Their family spends most weekends enjoying Tampa Bay by boat.
Securities Agent: TX, FL, WA, VT, VA, TN, SC, PA, OH, NY, NM, NJ, NC, MN, MI, MD, MA, LA, KY, KS, IN, IL, GA, DE, DC, CO, CA, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1265123

About Me

Michael Kindt joins The Belleair Group with his passion for financial planning solutions. Mike, formerly a partner in a national CPA firm, now non-practicing, brings 32 years of tax planning experience to Morgan Stanley. He acquired his Certified Financial Planner designation in 2003 to meet his clients’ financial and investment tax planning needs. Today, Mike pairs his CFP education with his experience as a former CPA to analyze a client’s financial condition and provide proactive planning solutions.

 Mike finds that a client’s financial picture can be scattered between various organizations, entities, and multiple account types. He enjoys taking this financial chaos and using his experience to identify creative and proactive solutions to form an organized, efficient, and purposeful financial plan that meets the client’s specific objectives.

 Mike is a Florida native and holds a B.A. degree in Accounting from The University of South Florida. He serves as a Board Member of Charity Works, Inc., a non-profit that aids charitable organizations in acquiring and managing their funding resources efficiently. He is a member of the American Institute of CPAs (AICPA) and the Florida Institute of CPAs. Mike and his wife of 31 years, Gina, reside in New Port Richey. They enjoy spending time with their 3 grown children and first grandchild.
Securities Agent: TX, FL, WA, VT, VA, TN, SC, PA, OH, NY, NM, NJ, NC, MN, MI, MD, MA, LA, KY, KS, IN, IL, GA, DC, CO, CA, AR, AL; General Securities Representative; Investment Advisor Representative
Investment and Market Perspectives

On the Markets

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

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Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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Access Morgan Stanley Online

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Ready to start a conversation? Contact The Belleair Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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.

2Morgan 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.

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.

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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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.

6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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.

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 suitable 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”) 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.


CRC 2019752 10/2018