

The K2 Group at Morgan Stanley

Our Mission Statement
Our Story
TOGETHER, UTILIZING OUR TEAM’S UNIQUE PROCESS, WE CAN:
- Develop a comprehensive financial plan
- Substitute discipline for emotion in the investment process
- Defend capital during bear markets
- Minimize investment costs and taxes
- Adjust holdings in response to evolving opportunities and risk
- Maintain strict objectivity and avoid conflicts of interest
Wealth and Estate Planning
Estate planning is the process of arranging one's assets and affairs to ensure that they are being managed and distributed according to one's wishes after their death or in the event of incapacity.
As Financial Advisors, we look at all aspects of an individual's estate to understand the potential income tax and estate planning attributes of the vehicles. Our goal is for our clients, and their investment professionals, to make more informed investment decisions looking at their estate plan holistically, in accordance with their objectives.
A number of tools, in general, allow the individual rather than the state to control his or her person and property when he or she is not able to do so due to death or incapacity. With an extensive understanding of your personal and financial situation, our mission is to educate you about income tax and estate planning strategies while working together to recommend and implement various techniques in relation to you and your family's investment goals. The tools we utilize include, but are not limited to:
- Annual Gifting: There are two gifting limits that apply to the transfer of wealth in 2023: (1) the annual gift tax exclusion which allows you to gift up to $17,000 each year to any person (or a trust for that person) and (2) the lifetime exemption which allows you to gift up to $ 12.92 million over the course of your lifetime.
- Wills: A well-prepared will helps ensure that an individual's wishes regarding the distribution and use of their assets and properties are all fulfilled after their passing.
- Trusts: An alternative to (or in addition to) a will, a trust can be established. A trust involves three key parties: the Grantor (the person who funds the trust ), the trustee (the person who controls the trust and is the legal owner of the assets held in the trust), and one or more beneficiaries (for whose benefit the trust is established and who are the beneficial owners of the trust assets).
- Estate: A person's estate consists of everything in their name that makes up his or her net worth. This can include real estate, personal property, retirement accounts, brokerage accounts, bank accounts, cash, stocks and bonds. The value of your estate (as defined by tax regulations) will generally determine if your estate is subject to any estate taxes.
TRUST AND BUSINESS SALE PLANNING
Managing the financial needs of your business while also considering your personal wealth objectives can be a balancing act. Our team assumes responsibility for those concerns; navigating complex situations and offering planning-based solutions. We start with whatever is keeping you up at night, then tackle other priorities until every piece of your financial life is connected and accounted for.
Preparing for the transition and sale of a business requires planning across many financial disciplines. Working closely with clients early in this process helps them consider all aspects of the transaction to optimize the economic opportunity. Below are some resources that provide insight on the process of selling a business and different types of trusts to consider.
Location
Meet The K2 Group
About Kevin W Keating
Kevin graduated from St. Elizabeth School and Our Lady of Good Counsel High School. He earned a Bachelor of Arts in Government and Politics and a minor in Economics from the University of Maryland. Kevin has been active in several charitable organizations and recently served as the Chairperson of the Investment Committee of the Catholic Cemeteries of the Archdiocese of Washington, Inc. Kevin lives in Washington DC with his wife and three children.
NMLS#: 1261969
CA Insurance License #: 4045900
About Christopher M. Barcellona
Christopher is originally from Millburn, NJ and now resides in Red Bank, NJ with his wife and two children. He is a graduate of The Catholic University of America where he is remains active in the school as a nominated member of the Alumni Board of Directors. Christopher has been with Morgan Stanley since 2012 and holds the Series 7 and 66 licenses, as well as Life & Health Insurance licenses and is an Insurance Planning Director. Outside of work he enjoys running, skiing, and cooking.
NMLS#: 1290605
CA Insurance License #: 4045208
About Chris Greenberg
Chris graduated from Walt Whitman High School. He earned a B.A. in Business Administration with a major in Finance at the University of South Carolina. In his spare time, Chris enjoys playing lacrosse, taking his chocolate lab to the park, and attending Washington Capitals games.
NMLS#: 2521282
About Tolu Adeyemi
About Jordan Christian
Jordan has always been drawn to the world of finance and investments, and his passion for helping clients navigate the complexities of the financial world led him to Morgan Stanley. As a Client Service Associate, Jordan provides exceptional service to clients to help them achieve their goals.
When not working, Jordan loves to indulge in his hobbies. Jordan enjoys cooking, skiing, watching football, and golfing. With his dedication to clients and passion for finance, Jordan is a valuable addition to the Morgan Stanley team.
About Myah Bales
With a background in marketing and operations, Myah knows how to work well on a team and provide excellent customer service. She is passionate and thorough in finding solutions and giving direction to clients regarding their financial needs.
Myah has always had a passion for art, and she enjoys painting and drawing in her free time. Some of her other hobbies include traveling, trying new restaurants, working out, baking, and snowboarding.

Contact Kevin W Keating

Contact Christopher M. Barcellona

Contact Chris Greenberg
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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 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.
6Morgan 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.
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