The FLM Group at Morgan Stanley

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 and is a Senior Portfolio Manager in the Morgan Stanley Portfolio Management Program. He and his wife, Julie, reside in Highland Heights, OH and have three children, Brooks, Nina and Alana.

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, Florida, Pennsylvania & North Carolina Life, Health and Variable Annuity insurance licenses. Gary enjoys golf, traveling and spending time with his three grandchildren.

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.

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.