David Kenney
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Manager, International Client Advisor
Phone:
(310) 285-2629(310) 285-2629
The Kenney Group at Morgan Stanley
Direct:
(310) 285-2629(310) 285-2629
Our Mission Statement
Our mission is to preserve and grow our clients' wealth to help them achieve their life goals.
We enable clients to focus on their careers, their families, and their organizations while feeling secure in their financial present and future.
We enable clients to focus on their careers, their families, and their organizations while feeling secure in their financial present and future.
Our Story And Services
The Kenney Group brings over 50 years cumulative experience in the financial advice field.
We help families and business owners develop a financial plan and tax efficient investment strategy to help them to achieve their goals and focus on their passions while enjoying financial confidence.
When you choose to become a client of the Kenney Group, you become a member of our family. As such, we commit to deliver the quality and speed of service that you deserve.
By joining the Kenney Group, you gain access to the resources of Morgan Stanley, best-in-class investment research, investment products, cash management and lending solutions, and cybersecurity.
Our Recognitions:
- David Kenney named to Forbes Best-In-State Wealth Advisor in 2024
- The Kenney Group earned recognition as one of Forbes America's Best-In-State Wealth Management Teams in 2023-2025.
Source: Forbes.com (Awarded 2023-2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Crafting Tailored Wealth Management Solutions
Our clients are much more than a portfolio of assets – they are families with active lives, who want an advising team who will provide them with thorough, unbiased, and carefully considered guidance on a full range of financial topics. When working with The Kenney Group, you can expect to be treated like family; with respect, care, confidentiality, and given unwavering commitment to you and your family.
We use a disciplined six-step consulting process to uncover your most important goals, so that we may design and implement appropriate solutions to help plan for your future.
We use a disciplined six-step consulting process to uncover your most important goals, so that we may design and implement appropriate solutions to help plan for your future.
Step 1: Exploratory Session
This initial open discussion centers around understanding your financial goals and aspirations and how we can help you achieve them.
Step 2: In-Depth Financial Assessment
We gather key information to gain a full perspective of your finances.
Step 3: Analysis
Our team of specialized professionals evaluates each component of your finances. Estate attorneys will review estate plans, investment analysts will review portfolios and financial planners will build cash flow models. Each is responsible for using modern analysis to help formulate the effectiveness of each component in today's environment.
Step 4: Recommendation
We present strategies tailored to work harmoniously with your financial goals, risk tolerance and growth expectations, empowering you to move forward with confidence.
Step 5: Implementation
We execute the recommended strategies, translating financial plans into tangible actions.
Step 6: Oversight and Monitoring
We monitor the actions and strategies on a regular cadence and adapt to changes in market conditions as needed.
By joining The Kenney Group, a family practice, you become a member of our family.
We are a father-son team and have complete trust in each other, which enables you to benefit from our experience without complicated team dynamics and egos.
We have worked together as a team for 30 years, so we are well positioned to take care of you and your investments to help you achieve your goals.
We look forward to learning more about your unique background, family, and experiences.
We are a father-son team and have complete trust in each other, which enables you to benefit from our experience without complicated team dynamics and egos.
We have worked together as a team for 30 years, so we are well positioned to take care of you and your investments to help you achieve your goals.
We look forward to learning more about your unique background, family, and experiences.
A Personally Tailored Plan
The Morgan Stanley Wealth Management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life – your investments and your cash management needs – making sure they align with your goals and wealth management plan.
The sophisticated suite of tools and the extensive list of resources that Morgan Stanley has to offer, allows us to translate your goals into reality.
Whatever your financial goal – whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
The sophisticated suite of tools and the extensive list of resources that Morgan Stanley has to offer, allows us to translate your goals into reality.
Whatever your financial goal – whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
Personal
Highly individualized and committed to helping you achieve financial success.
Flexible
Responsive to changes in your life and in your priorities over time.
Comprehensive
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us.
Financial Planning Analysis
To begin your complementary financial planning analysis, please look at the two featured planning platforms below and fill out either questionnaire.
Goals Planning System (GPS)
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.
GPS Client Questionnaire
LifeView Intelligent Planning
LifeView provides progress-to-goals reporting and can also illustrate complex planning strategies such as methods of stock option exercise, Roth conversions and 401k early distributions.
LifeView Client QuestionnairePlanning For Your Family's Financial Needs
Trust & Estate Planning
We are with you every step of the way. We analyze your tax and estate structures so that your characteristics are accurately incorporated in the asset allocation analysis performed for our clients.
Why You May Need a Trust
Tax Management
The tax decisions you make today can help you save for years to come. There are many tax-smart strategies for your financial plan.
Your Guide to Tax-Efficient Planning
Sustainable Investment Solutions
The interconnected nature of global finance, economics and politics means investors play a critical role in driving the systems-level change necessary to battle climate change and preserve biodiversity. As a facilitator of relationships between businesses, governments, nonprofits, philanthropists and individuals, Morgan Stanley is committed to deploying capital at scale in four areas of sustainable finance that will have the greatest impact and are most in need of funding.
4 Investor Priorities
Philanthropic Planning
Your set of Philanthropic objectives is as personal as your vision of a better world. Determining your objectives, however, can be challenging when there are so many worth causes with so many unmet needs.
Impact Profile Builder
Integrational Wealth Planning
Highly-skilled accountants and estate planning attorneys are vital to constructing sound wealth-transfer plans, but sometimes it is the matters these experts cannot address that pose the greatest challenges.
Emotional Challenges in Planning
Wealth Education
Financial literacy means being empowered with the knowledge to make smart financial decision during every stage of life. Discussing family finances is always important, but not always easy. Starting the conversation is a key step in long-term wealth planning.
Financial Literacy for Any Stage of Your LifeLocation
9665 Wilshire Blvd
Ste 600
Beverly Hills, CA 90212
US
Direct:
(310) 285-2629(310) 285-2629
Meet The Kenney Group
Chris Kenney, QPFC
Vice President, Financial Advisor, Portfolio Manager
Phone:
(310) 285-2620(310) 285-2620
Lynn Alvarado
Assistant Vice President, Wealth Management Associate, Financial Planning Specialist
Phone:
(310) 285-2645(310) 285-2645
About David Kenney
For over 25 years I have been helping individuals plan for and enjoy their retirement and provide funds for their loved ones and causes important to them.
After a review of your goals and objectives, we will implement a customized strategy appropriate to your risk tolerance and financial goals.
When not helping my clients, I love to hike, travel, play tennis and spend time with my family.
After a review of your goals and objectives, we will implement a customized strategy appropriate to your risk tolerance and financial goals.
When not helping my clients, I love to hike, travel, play tennis and spend time with my family.
Securities Agent: NE, PA, OR, NM, GA, NY, NH, MN, ID, VA, FL, TX, MT, MD, WY, VT, NC, MI, OH, NV, DC, KS, CO, AZ, AL, WA, MA, HI, CA, TN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262255
CA Insurance License #: 0A63527
NMLS#: 1262255
CA Insurance License #: 0A63527
About Chris Kenney
Chris is a Financial Advisor and member of The Kenney Group at Morgan Stanley. He is responsible for all facets of financial planning, investment strategy, and client relations serving business owners, families, and executives.
The Kenney Group is skilled in all aspects of family office services including investment management, trust and estate planning and private banking. He is committed to helping clients understand the financial planning process and investment landscape to accomplish their financial goals.
Prior to joining Morgan Stanley, Chris worked as a management consultant in the government and defense industries and most recently as a tech-focused private equity investor.
Chris attended the United States Naval Academy in Annapolis, MD before graduating from Georgetown University, where he received a Bachelor of Science in Business Administration.
Outside of the office, Chris enjoys his time playing tennis, hiking, cycling, and cooking with family and friends. He and his wife, Kelly have twin girls and live in Laurel Canyon, California. Chris volunteers his time as a Board Member at the Mulholland Tennis Club.
The Kenney Group is skilled in all aspects of family office services including investment management, trust and estate planning and private banking. He is committed to helping clients understand the financial planning process and investment landscape to accomplish their financial goals.
Prior to joining Morgan Stanley, Chris worked as a management consultant in the government and defense industries and most recently as a tech-focused private equity investor.
Chris attended the United States Naval Academy in Annapolis, MD before graduating from Georgetown University, where he received a Bachelor of Science in Business Administration.
Outside of the office, Chris enjoys his time playing tennis, hiking, cycling, and cooking with family and friends. He and his wife, Kelly have twin girls and live in Laurel Canyon, California. Chris volunteers his time as a Board Member at the Mulholland Tennis Club.
Securities Agent: TX, NV, KS, OH, NE, NC, AZ, AL, WY, OR, NY, MT, CO, MN, MI, FL, TN, CA, PA, NH, WA, VT, VA, NM, MD, MA, HI, GA, SC, ID, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 2106459
CA Insurance License #: 4116347
NMLS#: 2106459
CA Insurance License #: 4116347
About Lynn Alvarado
Lynn started with Merrill Lynch in March 1980 as a Registered Associate, moved to Bear Stearns in 1995 and then to the Beverly Hills Smith Barney/Morgan Stanley office in 2000.
She was a Portfolio Associate working with 2 FAs and became the CSA Complex Coach in 2012. Lynn moved to the position of Regional Client Engagement Associate (RCEA) in January 2018 and most recently joined David Kenney and The Kenney Group.
Lynn and her husband Jose have two grown children and enjoy
spending time with family and friends, playing games and cooking.
She was a Portfolio Associate working with 2 FAs and became the CSA Complex Coach in 2012. Lynn moved to the position of Regional Client Engagement Associate (RCEA) in January 2018 and most recently joined David Kenney and The Kenney Group.
Lynn and her husband Jose have two grown children and enjoy
spending time with family and friends, playing games and cooking.
Contact David Kenney
Contact Chris Kenney
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact The Kenney Group today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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 is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Morgan 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.
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.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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 is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Morgan 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.
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.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
