Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.

We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Capabilities
  • Family Governance & Wealth Education
  • Consolidated Reporting
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Manager Selection
  • Sustainable & Responsible Investing
  • Risk Management
  • Philanthropy Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

100 N Tampa St
Ste 3000
Tampa, FL 33602
US
Direct:
(813) 227-2009(813) 227-2009

Meet The Kenny Team

About Me

Bryce is an Executive Director with Morgan Stanley Private Wealth Management.  He is based in the firm’s Tampa, Florida complex.  Bryce and his team typically work with high net worth individuals and families that fall into three categories:  family offices, entrepreneurs/business owners, and individuals that have a concentrated position in a public company.  The team advises clients on matters such as risk mitigation, portfolio management strategies, cash flow analysis, business succession planning, and trust and estate planning .  Bryce draws on his nearly two decades of experience with respect to management of equities, fixed income, alternatives, and lending.  He coordinates with client’s attorneys and accountants to ensure they are on track to meet their personal and financial goals.  Bryce prides himself on building strong personal relationships with his clients and delivers a high touch service model.  He tailors customized solutions for each and every client and takes a disciplined approach to investing while accessing the tools and resources that are available to him in the Morgan Stanley Private Wealth platform.  

 Bryce is originally from Grosse Pointe, Michigan and graduated from Miami University (Ohio) with a Bachelor of Arts in Political Science in 1997.  While in college, he interned for Otis Elevator company’s Finance department in New York city.  Following graduation, he moved to Chicago and worked in the Finance department at Worldcom.  He began his career as a Financial Advisor with Merrill Lynch in 2000.  In 2004, he moved to Credit Suisse to focus his practice exclusively on high net worth individuals.  After building a successful book of business in Chicago, he moved to Tampa, Florida to build out the firm’s presence on the west coast of Florida.  In March, 2012 he joined Morgan Stanley Private Wealth Management as the firm’s first team in the Tampa Bay region dedicated exclusively to ultra-high net worth individuals.

 In February, 2012 Bryce was named one of the Top 1,000 Financial Advisors in the country by Barron’s magazine.  He was ranked # 18 in the state of Florida.  In September, 2013 he was named one of the Top 40 Wirehouse Advisors Under 40 years of age by REP magazine.  He was ranked # 31 in the country.  

Bryce is active in the community and believes in giving back to those less fortunate.  He serves on the Board of Trustees for Metropolitan Ministries, he is a member of Old Memorial Country Club, Ye Mystic Krewe, The Union League Club in Chicago, and a graduate of the Lifework Leadership program in Tampa.  He volunteers his time mentoring several of the firm’s Financial Advisors and is active watching and coaching his kids sports (currently soccer, flag football, and baseball).  He is married to his wife, Christa, and lives with their two young boys in the Beach Park neighborhood of Tampa, Florida.
Securities Agent: TX, GA, FL, WI, VA, TN, SD, SC, OH, NY, NV, NM, NJ, NC, MO, MI, MD, MA, KY, IL, DE, CT, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1566211

About Me

Brett R. Benson is a Private Wealth Advisor with Morgan Stanley’s Private Wealth Management division.

Brett graduated from Purdue University with a Bachelor of Science in Financial Planning in 2007.  While attending Purdue he also owned and operated a pet store in the suburbs of Chicago.  In addition, he worked as a runner at the Chicago Mercantile Exchange (CME) during the summertime.  Upon graduation, he began working for Credit Suisse as a Sales Assistant.  Brett moved to Florida in 2012 to assist with the opening of the Credit Suisse Tampa office.    

Drawing on over ten years of experience in the financial services industry, Brett works with affluent families and individuals to create highly customized wealth management solutions based on their needs, goals and challenges.

Brett now lives in the Old Northeast area of St. Petersburg and is an avid fisherman; spending much of his free time on the water.  Brett believes in giving back to the community and currently volunteers at the Florida Aquarium.
Securities Agent: TX, GA, FL, WI, VA, TN, SD, SC, OH, NY, NV, NJ, ND, NC, MO, MI, MD, MA, KY, IL, DE, CT, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1579580

About Me

Audrey Schreier is an Analyst with Morgan Stanley Private Wealth Management.

Audrey graduated from the University of South Florida with a Bachelor of Science in Finance. While in college, her employment experience focused on strengthening her background in Finance and allowed her to work in a customer service capacity.

Since college, Audrey has held numerous positions with Morgan Stanley Private Wealth Management. She works with ultra-high net worth clients, specifically: family offices, entrepreneurs/business owners, and individuals that have a concentrated position in a public company. She has earned her Series 7, and Series 66 licenses. In addition to her position with Morgan Stanley, Audrey founded and currently operates an online retail business.

Audrey’s focus for the team is client reporting and investment research. She is responsible for the preparation of analytical reports, including: custom performance reports, options analysis, and asset allocations. She assists with third-party manager selection, including due diligence meetings with portfolio managers.

In addition, Audrey helps identify business opportunities for the team by utilizing the Firm’s vast products and initiatives. She also helps strengthen the team’s existing client relationship by offering superior service in all aspects of a client’s financial strategy.

Audrey lives in St. Petersburg with her dog, Winnie, and enjoys spending her free time outdoors in the beautiful Florida weather.

About Me

Leslie Scott is a Registered Client Service Associate with Morgan Stanley Private Wealth Management.
Leslie graduated from Gulf High School in 2001 and immediately went into the work force. She began her career as a teller with SunTrust Bank and Bank of America before starting her career at Morgan Stanley in 2006. Leslie has developed years of experience with Morgan Stanley working in the Operations department prior to becoming a Client Service Associate. Leslie obtained her Series 7, and Series 66 licenses.

Leslie’s main focus is providing clients with exceptional service and supporting the team operationally. She runs the “back office” for the team.
Leslie lives in Seminole Heights with her Husband, Lance, and enjoys spending her free time with family and friends. Some of her hobbies are gardening, cheering on the Tampa Bay Lightning, and enjoying all the amenities that beautiful Tampa Bay area has to offer.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Make Your Words Memorable

Make Your Words Memorable

Master public speaking with savvy tips from the pros.

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
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  • Philanthropic Giving
  • Non-Traditional Assets
  • Managing Family Wealth
LISTEN | Passion Assets: Investing in Art

LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.

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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.