The Belleair Group at Morgan Stanley

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.

Chris Scharnow is an experienced financial advisor and partner with the Belleair Group at Morgan Stanley, which has offices in Palm Harbor and downtown St. Petersburg, FL. In 2023, 2024, & 2025, the team was voted one of Forbes Best-in-State Wealth Management Teams. While Chris works with a broad range of investors, he primarily serves high-net-worth individuals and business owners.
As a Certified Financial Planner (CFP^®) and Chartered Retirement Planning Counselor (CRPC^®), Chris is knowledgeable about the many ways investors can plan and invest for their financial future. Since he has worked in all types of market and economic environments during his career, he is also skilled at helping clients remain focused on their long-term plan during periods of volatility.
Known for his integrity and professionalism, Chris cares deeply for his clients and works hard every day in an attempt to exceed their expectations for service and support. Having been with Morgan Stanley since 2007, he also knows how to leverage the firm’s global resources and vast capabilities to each client’s unique advantage.
Finance has been a part of Chris’s life long before he entered the financial services industry. Born and raised in Florida, he learned about the importance of saving, investing, and planning growing up in a hard-working, middle-class family, which fueled his desire to major in finance at the University of Central Florida. He graduated from UCF in 2002. Before joining Morgan Stanley, Chris worked for two years at Ameriprise, where he attained his Series 7 and Series 66 licenses.
Today, as a member of the Belleair Group and as a First Vice President with Morgan Stanley, he is part of a seasoned five-person team, which includes three financial advisors and two support staff. “We offer clients the full range of products and services as well as myriad alternative investments to help them get to where they want to be,” he explains.
In his free time, Chris enjoys spending time with his wife and three daughters. His hobbies include racing cars and boating.

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 also serves as a Board Member, and Treasurer, of Homeless Empowerment Program, a non-profit that provides homeless and low income families with housing, food, clothing, and support services. He is a member of the American Institute of CPAs (AICPA) and the Florida Institute of CPAs. Mike and his wife of 33 years, Gina, reside in New Port Richey. They enjoy spending time with their 3 grown children and first grandchild.

Debbie is the Senior Client Service Associate for The Belleair Group. She has multifaceted duties and is dedicated to all aspects of client service, helping individuals, families, and organizations, often anticipating their needs. Debbie’s management systems and 43 years of industry experience with the firm bring an unparalleled depth of knowledge and continuity, ensuring exceptional client service. Debbie is committed to the continued growth and success of our clients.

Outside of work Debbie is a fan of the Tampa Bay Lightning. She is also an avid shell collector and enjoys spending time with her family and grandchildren.