Welcome

Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Services Include
  • 529 Plans1
  • Alternative Investments2
  • Annuities3
  • Business Planning4
  • Financial Planning5
  • Retirement Planning6
  • Structured Products7
  • Trust Accounts8
  • Wealth Management9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Clients

We help people just like you, in all stages of life.

We understand that your specific circumstances may require unique solutions. No problem: we’ll work with you individually to develop detailed wealth plans and concrete strategies.
Our satisfied clients include:
  • Business Owners (including family businesses)
  • Corporate executives
  • High net worth young investors
  • Mid-career professionals and their families
  • Nonprofit organizations
  • Seniors near or in retirement

Awards and Recognition

Congratulations!
Morgan Stanley is pleased to announce that Gregory Kennedy has been promoted to Executive Director.

Congratulations!
Taylor Young has been named to the Firms Pacesetter’s club, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service.

Location

5251 Dtc Parkway
Suite 1500
Greenwood Village, CO 80111
US
Direct:
(303) 925-9695(303) 925-9695
Toll-Free:
(800) 347-5099(800) 347-5099
Fax:
(720) 253-0790(720) 253-0790

Meet The Inverness Group

About Me

Financial Advisor, Gregg Kennedy is currently an Executive Director, Portfolio Management Director, and Senior Investment Management Consultant at Morgan Stanley Wealth Management in Greenwood Village, Colorado. Gregg is also a Government Entity Specialist and is part of the Institutional Middle Markets Fixed Income Group at Morgan Stanley and Company. He received his bachelor’s degree from the Boston University Questrom School of Business in 1988 where he was a student athlete playing ice hockey.

Gregg began his financial services career at Boettcher and Company as a Municipal Finance Specialist in 1988. Gregg left Boettcher to join Shearson Lehman in 1993 which later became Morgan Stanley Wealth Management. Gregg’s currently works with numerous clients including hospitals, colleges and universities, local governments, and both public and private companies helping with many fixed income needs as well as many other corporate services. Gregg spends most of his time meeting with families helping them achieve their financial goals.

Gregg is a third generation Colorado native and currently resides in Columbine Valley, Colorado with his wife, Kelly, of over 20 years and their two children, Zach and Rachel. Gregg enjoys spending time with his family, playing and coaching hockey, skiing, golfing, and fly fishing.

Gregg is very active in the local community. He is an active volunteer at the Denver Rescue Mission and provides support to Denver City Lax, a non-profit organization that creates educational and enrichment opportunities for youth in underserved Denver neighborhoods through the sport of Lacrosse.

Gregg holds his Series 7, 31, 63, 65 and Life and Health Insurance licenses.

(303) 925-9615
Gregory.W.Kennedy@morganstanley.com
Securities Agent: TX, OK, CO, WY, WI, WA, VT, VA, UT, SD, SC, RI, PA, OR, OH, NY, NV, NM, NJ, NE, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1312662

About Me

Financial Advisor John Baker is currently a Vice President with the Inverness Group at Morgan Stanley in Greenwood Village, Colorado.  He received his bachelor’s degree from Utah State University and brings over 40 years of industry experience to the Inverness Group.

John assists clients with portfolio construction, investment advice and financial planning.  He began his career at Reynolds Securities Inc. in 1974 after a 6 year tour in the United States Air Force.  John remained in the Air Force Reserves, and retired as a Lieutenant Colonel.

John is very active in the local community.  He is President of the Manor Ridge Homeowners Association and is a Director of the Burt Foundation, a non-profit corporation that provides funding for children and senior citizens who are in need.  In his free time, John enjoys spending time with his family, hunting, and watching sports.

John holds his Series 7, 3, 63, 65 and Life and Health Insurance licenses.

(303) 925-9614
John.C.Baker@morganstanley,com
Securities Agent: CO, WY, WI, WA, VA, UT, TX, SD, SC, PA, OR, OH, NY, NV, NM, NC, MT, MS, MO, MN, MI, MD, MA, KY, KS, ID, GA, FL, DE, DC, CA, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1393614

About Me

As a partner in The Inverness Group at Morgan Stanley, Taylor strives to provide unique wealth management solutions for individuals, families, government entities, corporations, and non-profit organizations. His primary focus is on investment analysis and financial planning. Having started at Morgan Stanley as a Financial Planning Specialist in 2013, Taylor developed experience in building/maintaining in-depth financial plans for our clients.

In 2019, Taylor has been named to the Firms Pacesetter’s club, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service.

Born and raised in Littleton, Colorado, Taylor graduated from the University of Denver’s Daniels College of Business with a BS in Finance. While attending DU, Taylor played NCAA lacrosse for the top ranked Pioneers. Prior to DU, Taylor attended Heritage High School.

Taylor is a member of the University of Denver’s Young Alumni Board, the Daniels College of Business Alumni Engagement Committee, and the Young Alumni Endowed Scholarship Committee. He is also a coach for the non-profit Denver City Lax organization. In his free time Taylor enjoys being active - playing sports, waterskiing, traveling, volunteering, spending time with family and friends.

Taylor holds his Series 7, 31, 66, Health and Life Insurance, and Long-Term Care licenses.

(303) 925-9708
Taylor.Young@morganstanley.com
Securities Agent: CO, WY, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1312832

About Me

Tristen Smith is a Financial Advisor and he began his career with Morgan Stanley in 2011. He studied finance at the University of Denver and graduated Cum Laude from DU in November 2011 with a Bachelor of Science.

Tristen was born in Poughkeepsie, New York and joined the United States Air Force after graduating high school. He was honorably discharged in 2008 after completing his 4 year tour of duty. He enjoys lacrosse, cycling, photography, hiking/snowshoeing, backpacking, listening to music and traveling. Tristen has climbed all 58 of Colorado’s mountain peaks above 14,000 feet (14ers).

Tristen is very active in the local community. He sits on the Board of Directors of the Brain Injury Alliance of Colorado (BIAC), a non-profit organization that aims to better the lives of Coloradans who have been affected by an injury to the brain. He is also an active member of the Student Development Committee at the University of Denver, and coaches youth lacrosse with Denver Lacrosse Club (DLC).

Tristen holds his Series 7 and 66 securities licenses. He is a Colorado Life, Health & Long Term Care Insurance Producer.

(303) 925-9641
Tristen.Smith@morganstanley.com
Securities Agent: TX, CO, WY, WV, WI, WA, VT, VA, UT, TN, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1633093

About Me

Ute joined Morgan Stanley in June 2016. She focuses primarily on service related and administrative matters and is adept at resolving a myriad of client inquiries. She brings with her more than 15 years of experience in the private wealth management industry. Prior to joining Morgan Stanley, Ute worked in both client service and management roles at UBS Financial Services in Atlanta and Miami. 

Ute graduated with a Bachelor of Science in Finance from the OSZ Banken und Versicherungen in Berlin, Germany. She is fluent in both the German and English language and frequently travels back to Berlin to visit family and friends. 

Outside of work, Utes passion is travel. Two of her favorite destinations are Japan and Singapore. She is also an animal lover, parent of two cats, foodie and aspiring yogi.  

Ute holds her Series 7, Series 66, Series 3, and Life, Accident, and Health Insurance Licenses. 

(303) 925-9660
Ute.Lehmann@morganstanley.com

About Me

Sylvia has been a Registered Associate with Morgan Stanley since June of 2015. Before joining the Inverness Group in October 2017, she worked with an advisor team in Albany, New York, where she learned to manage the operational, administrative, and compliance aspects of the business.

Sylvia has a Bachelor of Science degree in Business and Management with a concentration in Finance from Rensselaer Polytechnic Institute (RPI) - Lally School of Management and Technology. Her strong passion for entrepreneurship led her to win The Class of ‘51 Entrepreneurial Fund for an idea she and a classmate entered in RPI’s Change the World Challenge. The idea later turned into a small business which she pursued until starting her career with Morgan Stanley.

Sylvia enjoys giving back to her community, painting, photography, and travel.

Sylvia holds her Series 7 and 66.

(303) 925-9695
Sylvia.Sorriento@morganstanley.com
From Our Team

Global Investment Committee Weekly


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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

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
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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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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.

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

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact The Inverness Group today.
Market Information Delayed 20 Minutes
1Investors 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.

2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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 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.

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.

7Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

8Morgan 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.

9Morgan 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.

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