About Us

Welcome to The Equis Group at Morgan Stanley

The cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products & services. A commitment to professionalism and the cooperative development of unique, personal goals forms the foundations of any financial plan. We strive to be the financial advice team of choice who provides the highest value by delivering the best solutions and service.

Our success can be directly attributed to our ability to educate clients, help them clarify and prioritize their financial goals, implement a plan of action and then providing consistent and timely ongoing client service. Our focus is on estate and retirement planning strategies for individuals, families and business owners. The Equis Group focuses on helping grow and protect client’s assets.
Services Include
  • Financial Planning1
  • Estate Planning Strategies2
  • Professional Portfolio Management3
  • 401(k) Rollovers
  • Business Succession Planning4
  • Retirement Planning5
  • Divorce Financial Analysis6
  • Trust Accounts7
  • 529 Plans8
  • Cash Management9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

4890 W Kennedy Blvd
Ste 700
Tampa, FL 33609
US
Direct:
(813) 286-5641(813) 286-5641
Toll-Free:
(800) 326-4662(800) 326-4662
Fax:
(813) 286-4322(813) 286-4322

Meet The Equis Group

About Me

Michael understands the value and necessity of our community’s great institutions and organizations. He is passionate about being involved with business organizations and giving back wherever he can through participation in his community. He currently serves as an active member of the Rotary Club of Tampa-Westshore, Association for Corporate Growth, & Commercial Finance Association.

Michael and his wife, Kim, have been longtime residents of the Tampa Bay area. Though hard work was always emphasized in his family, so too was the importance of taking the time to stop now and then to appreciate its benefits – such as the satisfaction of enjoying a nice walk on the beach with his wife after a busy week in the office.
Securities Agent: FL, TX, SC, PA, OH, NY, NJ, NC, MO, MI, MA, LA, IL, GA, DE, DC, CO, CA, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1431001

About Me

Kaitlyn Kirkpatrick is part of a team of dedicated financial advisors that work to enhance individual’s financial futures while building relationships. Kaitlyn works to lead clients along a successful path while helping them with their current and long-term goals. Together, Kaitlyn and her team deliver the many resources of Morgan Stanley to help with client’s investment needs.

Kaitlyn’s desire to work for the financial industry grew when she attended the University of Central Florida and received her BSBA in Economics and Finance. Shortly after graduating college, Kaitlyn began working at Morgan Stanley in Tampa, Florida. Kaitlyn is also passionate about being involved with business organizations and giving back wherever she can through participation in her community.
Securities Agent: FL, TX, SC, PA, OH, NY, NJ, NC, MO, MI, MA, LA, IL, GA, DE, DC, CO, CA, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1811730
From Our Team

Study Links Good Financial Habits to Achieving Happiness


Investment and Market Perspectives

On Retirement Quarterly Video

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
The Tao of Guy

The Tao of Guy

Best-selling author Guy Kawasaki shares how to live your best life.

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Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

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Sign Up for eDelivery

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With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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Your Financial World. On the Go.

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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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Access Morgan Stanley Online

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Ready to start a conversation? Contact The Equis Group today.
Market Information Delayed 20 Minutes
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 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 suitable 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.

4Morgan 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.

5Morgan 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.

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 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.

8Investors 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.

9Morgan 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

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