Welcome

Steadfast Commitment • Discipline in Process • Earning Your Confidence

The Himich Group at Morgan Stanley provides a complete range of wealth management services to affluent individuals and their families – including: mid and late-career professionals planning the next chapter of their lives, retirees focused on planning for income in the current interest rate environment and those focused on leaving a legacy to their loved ones or favorite charities. Our financial advisory practice is based in the Mid-West, with clients located from coast to coast. In 2018, David was named to Forbes' inaugural list of America's Top Wealth Advisors: State-by-State.

With roots dating back to 1971, we have helped hundreds of clients build, maintain and distribute wealth over time. This has been the result of our disciplined planning and investment process we have used for decades – for you and for your portfolios. Our group believes financial relationships are built on a foundation of trust, integrity and transparency. Whether we are managing your portfolio or assisting you in developing a financial plan to guide you and your family, our concern is what best meets your objectives and expectations regardless of market conditions. Thus, we follow three core principals when engaging with you:

1. OUR STEADFAST COMMITMENT – We understand complex situations and
are backed by a global leader in financial services.
2. DISCIPLINE IN OUR PROCESS – We can handle all of your financial needs
with our planning and investment process.
3. EARNING YOUR CONFIDENCE – We work hard on your behalf to earn your
trust to manage your money

Toledo, OH Ann Arbor, MI
7311 Crossleigh Court 2001 Commonwealth Blvd
Toledo, OH 43617 Ann Arbor, MI 48105

Phone: 419-842-5369 Phone: 734-827-0556
Toll Free: 1-800-330-9699 Toll Free: 1-800-772-6198
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Morgan Stanley's Reserved Living & Giving Program

Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services. The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.

Reserved clients can take advantage of a wide range of offers, including:

- Travel and cultural experiences from best-in-class planners

- Special pricing from iconic beauty, retail and automotive brands

- The latest fashion, wine and sweets from select emerging brands

Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.

Ask us how you and your family can begin to take advantage of these wonderful offers.

Click the link below for more information:

Asset Aggregation

You may have bank accounts, brokerage accounts, insurance policies and retirement plans scattered across financial institutions. Wouldn’t you like to see your full financial picture in one place? Morgan Stanley can help.

As a Morgan Stanley client, you can use Asset Aggregation to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture.
Asset Aggregation offers:


CONVENIENCE – Enroll all of your accounts – including investments, retirement plans, loans, banking and credit cards – so you can view your entire financial life right from our online site.

CLARITY – Obtain a holistic view of your wealth picture. You and your Financial Advisor can better assess where you stand on: your total net worth, alignment of your financial resources to your financial plan or analysis, and your risk and diversification.

SECURITY – Understand that your privacy is protected with the strictest attention to security and confidentiality through comprehensive multifactor authentication and the strongest data encryption available.


Asset Aggregation can provide you with a current, comprehensive understanding of your overall financial situation – putting you in a better position to implement your wealth management strategy and your Financial Advisor in a better position to deliver personalized financial strategies to help you protect and grow your wealth.

    Location

    7311 Crossleigh Court
    Toledo, OH 43617
    US
    Direct:
    (419) 842-6500(419) 842-6500
    Fax:
    (419) 956-0124(419) 956-0124
    2001 Commonwealth Blvd
    Ann Arbor, MI 48105
    US
    Direct:
    (419) 842-5369(419) 842-5369

    Meet The Himich Group

    About Me

    David Himich is a Senior Vice President and Financial Advisor with Morgan Stanley. He works with affluent professionals and retirees to help them build and maintain a lifetime stream of income. He is responsible for designing and implementing retirement plans that assist his clients in attaining the retirement lifestyle they aspire to have.

    Professionally, Dave is recognized as both a Portfolio Management Director and Alternative Investment Director at Morgan Stanley. He is most proud of the fact that he is one of only 350 industry professionals in the country to be recognized as a Certified Portfolio Manager. He earned his CPM designation through the Fu Foundation of Engineering and Applied Science at Columbia University. Most recently, Dave was included on Forbes List of America’s Top Wealth Advisors: State by State.

    In addition to his CPM from Columbia Dave has a BBA in Finance and Commercial Law from Western Michigan University. He is actively involved with his church, St. Francis of Assisi in Ann Arbor, Michigan. Dave is also a member of the Detroit Alumni Association of Sigma Alpha Epsilon. His hobbies include golfing and running.
    Securities Agent: TX, OH, MI, WV, WA, VA, TN, SD, SC, PA, OR, NY, NV, NM, NJ, NC, MT, MO, ME, MD, MA, LA, KY, IN, IL, IA, HI, GA, FL, DE, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
    NMLS#: 1297922

    About Me

    Karen is a Financial Advisor with The Himich Group at Morgan Stanley. She has a well-rounded background that includes seven years in the financial industry with Morgan Stanley, along with twenty years’ experience as a small business owner. Her primary focus is taking a holistic approach to delivering financial solutions to meet the unique needs of those preparing for their retirement with an emphasis on small business owners. Karen’s unique ability to help clients understand both sides of their personal balance sheet is pivotal in helping them achieve their long term financial goals.

    Karen received her Bachelor of Science degree from Ohio University. She resides in Maumee, Ohio with her husband Mike and their three dogs, Samantha, Loki and Buddy. Karen enjoys reading, hiking, skiing and spending time with family.
    Securities Agent: TX, OH, MI, WV, WA, VT, VA, TN, SD, SC, PA, OR, NY, NV, NM, NJ, NC, MT, MS, MO, MN, ME, MD, MA, LA, KY, IN, IL, IA, HI, GA, FL, DE, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative

    About Me

    Robert Kunkle has worked in the financial services industry since 1971. He works with our clients to provide an exceptional level of client service. Bob was a First Vice President, Branch Manager, Financial Advisor, and Partner with McDonald Investments.

    Bob came to Smith Barney in 1999 as a Financial Advisor and Branch Manager of the Ann Arbor, Michigan office. He is a former member of the Financial Analysts Association as well as the Toledo Bond Club.

    Bob has a BA in both Economics and Political Science from Defiance College. He is actively involved in the Alumni Association of Theta Zi and the Defiance College Sports Club. Bob is an avid reader who enjoys coaching youth football. He also enjoys spending time with his family at his second home near Venice, Florida.

    Tel: (419) 842-5325
    Fax: (419) 842-6565
    E-Mail: Robert.Kunkle@morganstanley.com

    About Me

    Nelson E. Snellenberger is a Wealth Management Associate with the Himich Group at Morgan Stanley. The Himich Group works with successful business owners who are still working and ones preparing for retirement (selling a business or in transition to family or employees). They also do work with professionals and families who are retired and need assistance with their complex financial planning needs. Nelson’s role in the group is to keep their clients informed and have contact with them on a regular basis. He works in helping clients understand Alternative Investments and how these vehicles can help mitigate risk and enhance portfolio returns. He also assists the group in building out customized portfolios for their clients and prospects.

    Nelson is a life Member of PGA (Professional Golfers Association), an owner in a large Family Farm Grain operation in Northwest Ohio and golf course his father built in 1960. He understands the trials and tribulations of being a business owner and can relate well to the business owner in drawing upon his own experiences.

    Nelson has a BBA in Finance from Defiance College. His hobbies include, golfing, boating and fishing in the Great Waters of the Les Cheneaux Islands in Upper Peninsula of Michigan.

    Tel: 419-842-5357
    Fax: (419) 842-6565
    Email: Nelson.snellenberger@morganstanley.com

    About Me

    Jackie Riley is a Senior Registered Associate for The Himich Group at Morgan Stanley in Toledo, OH. She works with the group’s clients to handle all of the operations and administration of accounts. Her expertise in addressing their clients’ unique service needs is based on over 25 years of experience.

    Jackie started her career in the financial services industry in 1986 as a clerk on the Chicago Board of Options Exchange (CBOE) and became a trader in 1987. In 1988, she recognized her talents in working directly with clients as a service associate. Jackie is a dedicated and talented professional that ensures clients’ requests are met promptly and keeps the office running smoothly.

    Jackie has a BBA in Marketing from Ohio University. She is actively involved in her community having volunteered at The Nature Conservancy, Toledo Metroparks, The Ohio Lepidopterists and Toledo Naturalists’ Association.

    Tel: 419-842-5365
    Fax: 419-956-0124
    Email: jackie.w.riley@morganstanley.com
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