The JLN Group at Morgan Stanley

With 35 years of experience in the investment and financial planning fields Kevin has established himself as one of the most dynamic and well respected financial advisors in the industry. He focuses on working with equities, fixed income and alternative investments with the emphasis on overall asset allocation. Kevin works closely with each client and makes recommendations based on their needs, circumstances and objectives.
 
As the founding partner of the JLN Group at Morgan Stanley, Kevin has attained Chairman’s club status, an honor granted to the firms most accomplished financial advisors.  Kevin’s experience in the industry spans three firms starting with Drexel Burnham, Merrill Lynch and now Morgan Stanley.

Kevin was educated at the University of Maryland and lives with his wife Joan and three children in Ridgewood NJ as well as Bayhead NJ.

In his spare time Kevin stays busy assisting and traveling the country with the local inner city AAU basketball programs.

Kevin’s interests include softball, paddle tennis, skiing and deep sea fishing.

Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.

I’ve worked as a Financial Advisor at Morgan Stanley Wealth Management since graduating from Indiana University in 2001. This has been my only career and my passion.  I enjoy the relationships I’ve built with our clients over many years as a partner in The JLN Group.

We look to keep things simple.  We know clients are concerned with all the complexities that come with wealth and we are here to help and deliver the best that Morgan Stanley has to offer.

We work with high net worth individuals, family offices, foundations, and small businesses - servicing a variety of needs and goals.

Whether a client is changing jobs, getting married or divorced, having a child, saving for retirement or college, making charitable contributions, planning their estate, or just wanting investment advice - we have solutions.

When I’m not at work, I’m spending time with my family (my amazing wife and three kids) or can be found on various basketball courts on Long Island.  I’m a die-hard Hoosiers basketball fan (and college hoops in general) and avid reader/podcast listener while commuting into New York City.

About William H. Napier

Bill is one of three partners with the JLN Group at Morgan Stanley. With over 40 years of diverse experience in the financial markets, he leverages his multidisciplinary background to provide holistic, customized wealth management advice and comprehensive solutions to families, foundations and high-net-worth individuals.

Prior to joining Morgan Stanley in 2011, Bill began his career on Wall Street at Bankers Trust Company in Institutional Fixed Income. After several years advising mutual funds, banks and insurance companies, he was appointed head of the Chicago office. In that role, Bill ran a team of professionals covering all institutional fixed income accounts in 11 states. He was then promoted to National Sales Manager, Municipal Securities, with responsibility for all institutional and retail accounts, nationwide. Bill continued developing his extensive experience in the fixed income markets and asset allocation at Kidder Peabody, Banco Santander and New York Private Bank & Trust.

Bill has achieved multiple firm designations and currently holds Series 7, 24, 63 and 65 Securities Licenses, as well as multiple insurance and annuities licenses, and is a licensed mortgage broker.

He is a graduate of Princeton University and also studied in the MBA program at New York University, now the Stern School. With his wife and son, Bill splits time between Bucks County, Pennsylvania and New York City.

Kevin Garcia, Financial Advisor, recently joined the Jones Lewis & Napier Group as the team’s dedicated Financial Planning Specialist. He has been a long-time Morgan Stanley employee, having spent the last two years as Wealth Advisor Associate where he served a critical role in wealth management and client relations.

In his new role, Kevin unites his wealth of financial experience from his twelve-year career in tandem with several industry certifications, including a newly earned Financial Planning Specialist title.

His addition to the Jones, Lewis & Napier Group extends the team’s expertise and core capabilities to provide expert recommendations that align with their clients’ needs. Kevin serves as a vital role in day-to-day client-facing activities and engagement, working across several roles in wealth management.

The Jones Lewis Napier and Garcia Group believe that financial planning sets a core foundation for clients to achieve their personal and financial goals. By understanding a client's risk profile, taxation situation and cash management needs the team looks to maximize long term potential while designing a personalized path of success.

Kevin holds a Bachelor of Science degree from Saint Peter’s University, formerly Saint Peter’s College, having majored in business management with a minor in sociology. During his time at Saint Peter’s he was a multi-sport division 1 athlete for the swimming and track and field team, where he competed in pole vaulting.

He currently resides in South Amboy, NJ with his girlfriend and their three pets – two cats and a dog. In his spare time, Kevin enjoys active hobbies such as skiing, rock climbing hiking & swimming. He is also an avid NFL fan – you can ask him for a download on the latest and greatest.

As a Financial Services professional, I have 20+ years of experience (including the last 12+ years at Morgan Stanley), servicing retail and institutional clients.

I hold Series 7, 63, and 66 licenses, and I am passionate about helping clients with what may seem like insurmountable logistical account tasks.

My aim is always to break things down to manageable parts that will help clients obtain their immediate objective.

In my spare time I enjoy spending time with family (most important). Also, as I am a huge jazz enthusiast, my weekends usually involve music-related activities.

Raised in Brooklyn New York, I currently reside in Westchester County with my beloved partner, Victor.

Drawing upon a wealth of experience from her former positions within Morgan Stanley Wealth Management, Laura works closely with the team to provide administrative, marketing, and client support.

Laura acts as our first point of contact making sure that group operations run smoothly and that client requests are completed promptly and with the highest level of service possible. Laura joined Morgan Stanley in 2012, and before joining the The JNL Group, held the positions of both Registered Client Service Associate and Group Director. She currently lives in New Jersey and has two daughters, Sydney and Dana.