Our Story and Services

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.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

31099 Chagrin Blvd
3rd Fl
Pepper Pike, OH 44124
US
Direct:
(216) 360-4974(216) 360-4974
Toll-Free:
(800) 892-6126(800) 892-6126

Meet The FLM Group

About Me

Shawn began his financial services career with PaineWebber in 1999. He receives a great deal of satisfaction from helping his clients pursue their financial goals. Working primarily with small business owners, retirees and credit unions, Shawn leverages his knowledge of retirement planning, portfolio management strategies, insurance, annuities, fixed income securities and asset allocation to create personalized solutions for his clients. Shawn earned a Bachelor’s degree from the University of Pittsburgh. He holds Series 3, 7, 63 and 65 securities licenses, as well as his Ohio, Pennsylvania & North Carolina Life, Health and Variable Annuity insurance licenses. Shawn is also a Portfolio Manager in the Morgan Stanley Portfolio Management Program. Shawn is also part owner in a local restaurant. He and his wife, Julie, reside in Highland Heights, Ohio and have two children, Brooks and Nina.
Securities Agent: TX, OH, WA, VT, VA, TN, SC, PA, OR, OK, NY, NV, NM, NJ, NC, MO, MI, MD, MA, LA, IN, IL, ID, GA, FL, DE, DC, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1253003

About Me

Gary began his career in the financial services industry in 1987. He has always strived to be recognized as an experienced financial advisor who develops long-lasting relationships with his clients. He has spent the last 15 years in management before returning to his passion — helping clients pursue their financial goals. His knowledge of the planning process, asset allocation, portfolio management theory, 401(k) plans and insurance enables him to create personalized strategies and solutions for his clients. Gary graduated from Gannon University with a Bachelor’s degree in Industrial Management. He holds Series 3, 7, 63, and 65 securities licenses as well as his Ohio, Pennsylvania & North Carolina Life, Health and Variable Annuity insurance licenses. Gary enjoys golf, traveling and spending time with his two grandchildren.
Securities Agent: TX, PA, OH, WA, VA, SC, OR, NY, NJ, NC, MO, MI, MD, MA, LA, IN, IL, ID, IA, GA, FL, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1252983

About Me

Kevin has been advising clients since 1997. Kevin chose to work in this field so that he could help clients pursue their financial goals and he strives to have a positive impact on their financial lives. He works closely with individuals, business owners and families, providing comprehensive investment planning services and solutions. Kevin believes having a well-defined, customized financial plan is an essential component in helping his clients pursue their unique financial goals.

Kevin earned his Bachelor’s degree in financial management from Grove City College in Grove City, Pennsylvania. He currently holds several securities licenses Series 7, 31, 63, and 66 as well as his Ohio, Pennsylvania & North Carolina Life, Health and Variable Annuity insurance licenses. Kevin has also been awarded the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Plans Specialist™ designation. When not in the office, Kevin enjoys running, biking and spending time with his family. He and his wife, Robyn, reside in Bainbridge, Ohio, and have two children, Lillian and Oliver.
Securities Agent: TX, OH, WA, VA, SC, PA, OR, NY, NV, NJ, NC, MO, MI, MD, MA, LA, IN, IL, ID, GA, FL, DC, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1282485

About Me

Kelly has been working in the financial services industry since 1997. Providing quality customer service is the mission of every member of our team, and Kelly is our front line. She is an experienced professional who handles most day-today operations in the office. Her attention to detail and outstanding organizational skills are important attributes that help ensure our clients have a positive service experience. Kelly currently holds the Series 7 securities license. While not in the office, Kelly enjoys reading, planting flowers, and spending time with her three children: Ryan, Anna, and Owen. She and her husband, Darren, reside in Eastlake, Ohio.
Investment and Market Perspectives

On the Markets

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.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Morgan Stanley and Justin Rose: A Winning Team

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Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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Sign Up for eDelivery

Sign Up for eDelivery

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

Reserved | Living & Giving

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.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

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.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The FLM Group today.
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