Bryce Kenny
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(813) 227-2009(813) 227-2009
Morgan Stanley Private Wealth Management
The Kenny Team
Our Mission Statement
The Kenny Team provides the white-glove service of a boutique investment firm backed by the strength, award winning platforms and products of Morgan Stanley, to assist Ultra-High Net Worth families, business owners and individuals navigating the complexities of possessing substantial wealth.
WELCOME
The Kenny Team was the first Private Wealth team on the West coast of Florida. With over 90 collective years of investment experience, we have built a professional network of senior Morgan Stanley colleagues and Florida financial and business communities. Our team focuses on the wealth management needs of private equity & finance industry professionals, entrepreneurs, family offices and multi-generational Ultra-High Net Worth families. By combining our individual areas of financial proficiency with the intellectual capital of Morgan Stanley, we provide our clients with sophisticated solutions in areas including Financial Planning for business enterprises and multi-generational families, Liability Management, Family Governance, and Philanthropy.
We work with clients, locally and nationwide, coming from different industries and wealth creation journeys. However, they all share a passion to embrace their roles as stewards of their family wealth. Our clients have a refined understanding of the markets but recognize that the right combination of investment vehicles and strategies are required to help protect and grow their wealth. By utilizing our team's experience, our clients have an ally in reaching their goals, as well as focusing on the legacy they want to build.
When we partner with you, we take a deep look at crucial aspects of your financial life. Using a holistic approach, our team considers everything from risk management, liability structure, trust and estate framework to family dynamics and lifestyle management issues. Our combined goals help foster your family, financial and social capital, allowing you to pursue your greatest positive impact, both today and for generations to come.
Visit our Value Proposition page to learn more about our offerings. We look forward to learning more about you and your family and discussing the resources we can place at your disposal.
AWARDS:
Bryce Kenny
- 2022 Barron's Top 1,200 Financial Advisors: State-by-State
- 2021, 2024 Forbes Best-In-State Wealth Advisors
- 2021-2023 Morgan Stanley President's Club
Disclosures
- Source: Barrons.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.
- Source: Forbes.com (Awarded 2021, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
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 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- 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, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Working with the Kenny Team at Morgan Stanley Private Wealth:
In joining our Tampa based team's network of clients, entrepreneurs, family offices, multi-generational High Net Worth families, and private equity and finance industry professionals, we help you:
Simplify Your Complex Financial Affairs:
- We help you gather your financial details in one place to develop a comprehensive view of your current wealth picture. Our team carefully analyzes your unique situation to pinpoint financial and liability risks and identify areas with room to optimize allocation.
Clarify Your Goals:
- We ask insightful questions and help you refine your inheritance structure, succession plan and philanthropic wishes into specific goals. Working with our network of financial professionals and Private Wealth resources, and partnering with legal and tax advisors as needed, we can help identify trust formats and estate planning techniques that move you toward those goals.
Access World Class Investment Opportunities:
- It is important to combine your objectives and the correct estate framework with assets meeting criteria that fit into comprehensive financial plan designed specifically for you. Our global platform and partner network offers access to a wide variety of differentiated public and private investment vehicles. Our team has experience utilizing Morgan Stanley's Private Investment group to find and execute on many investments that are only available here.
Reduce the Stress of Servicing Your Wealth:
- Our team's white glove approach to servicing your accounts will help you ensure your financial affairs are in good order. We monitor your investments and inform you if we feel adjustments are appropriate. Through regular communication and reviews, we keep you apprised of your progress toward your goals and revise your plan as new circumstances arise.
Exclusive Lifestyle Advisory:
- We offer our clients access to an array of lifestyle services including tangible asset management, health and personal safety advisory, concierge travel and event access, executive coaching, and college admission counseling.
For over 45 years, Morgan Stanley Private Wealth management has served the needs of ultra-high net worth individuals, their famiies and their foundations. By providing advice founded on a culture of excellence and driven by global insight, we are devoted to helping our clients preserve and grow their financial, family and social capital.
An advantage of working with the Kenny Team is our strong suite of offerings for your unique needs, including:
- A wide variety of specialized capabilities for ultra-high net worth families and family offices, including Governance & Legacy., Estate Plannng, Philanthropy, and Signature Accesss Lifestyle Adviosry
- A major firmwide commitment to cybersecurity and advanced technologies, including portfolio analytics, the intellectual capital of renowned economists, analysts and subject-matter experts
- Strong connectivity to Morgan Stanley Investment Bank, Investment Management and Trading Desks
Private Wealth Management Overview
Learn More
Private Wealth Management Capabilities Brochure: Structuring Family Wealth
Read More
Family Office Resources
Watch Here
Family Governance & Wealth Education
Read More
Private Wealth Organizer
Access Here
Wealth Transfer Brochure
Learn More
Diversification Strategies for Public Company Executives
Learn More
The Entrepreneur Toolkit
Read More
Exclusive Experiences & Networking Opportunities
Learn More
Signature Access Lifestyle Advisory
Discover MoreOur cutting-edge technology allows you to utilize Morgan Stanley's online suite of digital tools to organize your finances and allow you to take steps to achieving your goals. We also provide resources for you to organize significant life events. Please let us know if you need any assistance familiarizing yourself with these tools.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Morgan Stanley Moble App
Access your account wherever, whenever using the Morgan Stanley Mobile App. It gives you the same capabilities as Morgan Stanley Online from the convenience of your phone.
E-Delivery
E-Delivery allows you to securely save, print, send, and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App.
E-Sign
E-Sign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork. There is no registration process for you to begin using E-Sign - all you need is a valid email address and phone number.
E-Authorization
With E-Authorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
Total Wealth View
The ability to view all of your assets and liabilities together, whether held at Morgan Stanley or elsewhere, enables us to advise with your entire financial picture in mind.
Goals Planning System
GPS helps clients define what they want out of life, and then creates a financial framework to bring these goals to life.
2024 Tax Tables
The 2024 tax tables detail the marginal tax rates for various income brackets and filing statuses. Important deadlines include the 2024 estimated tax payments and the last day to file federal income tax returns. Other key details include the tax rates on long-term capital gains, the Child Tax Credit, and various retirement plan contribution limits.
2025 Tax Tables
As well as providing standard deductions for different filing statuses, phaseout amounts, and tax deadlines, the tables include: additional deductions for non-itemizers and tax rates for long-term capital gains, qualified dividends, and child tax credit, deductibility of long-term care premiums, social security benefits, retirement plan contribution limits, and traditional IRA and Roth IRA deductibility and contribution limits.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that's adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Investment Advisory
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platforms.
Insured Solutions
As a leader in the distribution of insurance and annuities, our offerings include disability, long-term care and property & casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Private Markets
Many of today's companies stay private longer, with more of their valuation being created before they become publicly traded. Morgan Stanley Private Markets connects a broad network of potential private investors in an accessible ecosystem, allowing eligible clients to buy and sell securities of private companies.
Capital Markets
An integrated organization across fixed income, equities, and structured investments leveraging the thought leadership of Morgan Stanley Research and dedicated product specialists to identify key investment opportunities to help enhance the growth potential of diversified portfolios.
Location
100 N Tampa St
Ste 3000
Tampa, FL 33602
US
Direct:
(813) 227-2009(813) 227-2009
Meet The Kenny Team
Brett Benson
Vice President, Private Wealth Advisor
Phone:
(813) 227-2044(813) 227-2044
Senior Vice President, Wealth Management, Financial Advisor, Alternative Investments Director, Portfolio Manager, Financial Planning Specialist
Phone:
(813) 227-2121(813) 227-2121
Rob Cecil
Financial Advisor
Phone:
(813) 227-2151(813) 227-2151
Audrey Schreier
Associate Vice President, Director of Business Strategy
Phone:
(813) 227-2184(813) 227-2184
Megan Miller
Registered Client Service Associate
Phone:
(727) 803-8798(727) 803-8798
Katie Curtis
Client Service Associate
Phone:
(813) 227-2004(813) 227-2004
About Bryce Kenny
Bryce is the founder and Managing Director of the Kenny team, a group of seven investment professionals that reside within Morgan Stanley’s Private Wealth Management division. Bryce is based in Tampa, Florida however, he and his team work with clients throughout the United States. The Kenny team’s clients are typically high net worth individuals and families that fall into four categories: family offices, entrepreneurs/business owners, individuals that have a concentrated position in a public company, and Finance professionals. 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 over 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.
Originally from Grosse Pointe, Michigan Bryce graduated from Miami University (Ohio) with a Bachelor of Arts in Political Science. He has worked in Finance his entire career and began working at Morgan Stanley Private Wealth Management in March, 2012.
Over the years, Bryce has received numerous industry awards starting in February, 2012 when he was named one of the Top 1,000 Financial Advisors in the country by Barron’s magazine. In September, 2013 he was named one of the Top 40 Wirehouse Advisors Under 40 years of age by REP magazine.
Bryce is active in the community and believes in giving back to those less fortunate. He served on the Board of Metropolitan Ministries for over a decade and currently sits on the Board of Positive Coaching Alliance. He volunteers his time mentoring several of the firm’s Financial Advisors and enjoys watching and coaching his kid’s sports (currently flag football and baseball).
Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2012) Data compiled by Barron's based on time period from Sept 2010 - Sept 2011.
Originally from Grosse Pointe, Michigan Bryce graduated from Miami University (Ohio) with a Bachelor of Arts in Political Science. He has worked in Finance his entire career and began working at Morgan Stanley Private Wealth Management in March, 2012.
Over the years, Bryce has received numerous industry awards starting in February, 2012 when he was named one of the Top 1,000 Financial Advisors in the country by Barron’s magazine. In September, 2013 he was named one of the Top 40 Wirehouse Advisors Under 40 years of age by REP magazine.
Bryce is active in the community and believes in giving back to those less fortunate. He served on the Board of Metropolitan Ministries for over a decade and currently sits on the Board of Positive Coaching Alliance. He volunteers his time mentoring several of the firm’s Financial Advisors and enjoys watching and coaching his kid’s sports (currently flag football and baseball).
Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2012) Data compiled by Barron's based on time period from Sept 2010 - Sept 2011.
Securities Agent: UT, PA, NH, NC, GA, AZ, WI, SC, OH, MO, MI, MA, DE, CA, VT, ID, VA, KS, IA, NM, NJ, MD, IL, FL, CT, AR, AL, ND, KY, DC, NY, MT, CO, WA, MN, TX, TN, SD, NV, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1566211
NMLS#: 1566211
About Brett Benson
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. Soon after, he moved to Morgan Stanley Private Wealth Management.
Drawing on over twenty 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 and his wife, Susie, have three young daughters. Blair, Rowan and Vivian take up much of his time outside of work. Brett’s family also has two dogs that keep him busy. He is an avid fisherman; and loves to spend his free time on the water. Brett believes in giving back to the community and volunteers at the Florida Aquarium.
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. Soon after, he moved to Morgan Stanley Private Wealth Management.
Drawing on over twenty 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 and his wife, Susie, have three young daughters. Blair, Rowan and Vivian take up much of his time outside of work. Brett’s family also has two dogs that keep him busy. He is an avid fisherman; and loves to spend his free time on the water. Brett believes in giving back to the community and volunteers at the Florida Aquarium.
Securities Agent: TX, ND, MT, MA, ID, AR, VA, TN, FL, DC, NY, KS, IN, NC, CO, AZ, NH, SD, OH, MN, DE, CA, WI, SC, PA, NJ, KY, GA, NV, MO, UT, MI, MD, IL, IA, WA, NM, CT, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1579580
NMLS#: 1579580
About Doug Reller
Doug's passion is in guiding successful Individuals, Families and Business Owners through outcomes-driven wealth accumulation investment plans and comprehensive post-career financial planning. He believes to navigate today's environment of complex financial markets and interconnected global economies requires implementing innovative and tailor-made investment strategies, financial solutions, and thoughtful client specific advice.
As a proud Pierre Laclede Honors Graduate from The University of Missouri at Saint Louis, Doug brings over three decades of valuable experience in business and investment management. Notably, he's received recognition on managing large capital projects and leading regional and nationally based organizations.
Doug's roots have been firmly planted in the beautiful Tampa Bay area of Florida for many years. Alongside his wife Deborah, he calls St. Petersburg home, indulging in passions such as golf, kayaking, fishing, and a love for music and the arts.
As a proud Pierre Laclede Honors Graduate from The University of Missouri at Saint Louis, Doug brings over three decades of valuable experience in business and investment management. Notably, he's received recognition on managing large capital projects and leading regional and nationally based organizations.
Doug's roots have been firmly planted in the beautiful Tampa Bay area of Florida for many years. Alongside his wife Deborah, he calls St. Petersburg home, indulging in passions such as golf, kayaking, fishing, and a love for music and the arts.
Securities Agent: ND, ID, NM, DE, CA, AZ, WI, PA, IL, AR, SD, MT, UT, NC, IA, DC, CT, AL, TX, TN, NH, KS, IN, CO, SC, NY, NV, GA, OH, MI, MD, FL, WA, MN, NJ, MO, MA, VA, KY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1423957
NMLS#: 1423957
About Rob Cecil
Rob is a Financial Advisor with Morgan Stanley’s Wealth Management division based in the firm’s downtown Tampa, Florida office. Rob’s focus is helping business owners/founders, corporate executives, and families navigate their financial journeys. He strives to build strong personal relationships with his clients and optimizes solutions for every family based on their unique circumstances while utilizing the vast resources that Morgan Stanley has to offer.
Rob is a graduate of Berkeley Preparatory School in Tampa. He then went on to study at Northwestern University where he graduated in 2021 with a Bachelor of Arts in Economics. While at Northwestern, Rob was a member of the Men’s Varsity Swim Team where he competed at Big Ten Championships all four years and broke the school record in the 4 by 200 Freestyle Relay.
In 2019, Rob interned for Morgan Stanley with the Kenny Team. The following year, he interned at Proforma (a domestic leader in the printing, promotional products, and packaging industries) in Tampa with the company’s Information Technology department. Following the conclusion of his collegiate swimming career, Rob qualified for and competed at the 2020 (2021) US Olympic Team Trials in the 100 Freestyle.
Rob is an active member of the Tampa Bay community and is passionate about helping others. He has volunteered at and supported organizations such as Meals on Wheels of Tampa Bay, Starting Right, Now, and the Boys & Girls Club of Tampa Bay. He has presented on multiple occasions to the University of Tampa Personal Finance Club on the subject of a career in wealth management. He serves on the Berkeley Open Committee, which raises money for student scholarships through an annual golf tournament. He is also an active member of The Stovall House. Rob enjoys spending free time with his family, friends, and dog. His favorite hobbies include golfing, skiing, fishing, and surfing.
Securities Agent: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH , OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 2319517
Rob is a graduate of Berkeley Preparatory School in Tampa. He then went on to study at Northwestern University where he graduated in 2021 with a Bachelor of Arts in Economics. While at Northwestern, Rob was a member of the Men’s Varsity Swim Team where he competed at Big Ten Championships all four years and broke the school record in the 4 by 200 Freestyle Relay.
In 2019, Rob interned for Morgan Stanley with the Kenny Team. The following year, he interned at Proforma (a domestic leader in the printing, promotional products, and packaging industries) in Tampa with the company’s Information Technology department. Following the conclusion of his collegiate swimming career, Rob qualified for and competed at the 2020 (2021) US Olympic Team Trials in the 100 Freestyle.
Rob is an active member of the Tampa Bay community and is passionate about helping others. He has volunteered at and supported organizations such as Meals on Wheels of Tampa Bay, Starting Right, Now, and the Boys & Girls Club of Tampa Bay. He has presented on multiple occasions to the University of Tampa Personal Finance Club on the subject of a career in wealth management. He serves on the Berkeley Open Committee, which raises money for student scholarships through an annual golf tournament. He is also an active member of The Stovall House. Rob enjoys spending free time with his family, friends, and dog. His favorite hobbies include golfing, skiing, fishing, and surfing.
Securities Agent: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH , OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 2319517
Securities Agent: WY, NJ, CT, AR, UT, NM, PA, SC, VT, IA, ME, WV, MA, MO, CO, DC, HI, AK, RI, MT, KS, NH, OH, SD, KY, ND, NE, MI, GA, NV, OR, OK, MN, CA, MS, FL, IL, NY, AZ, WI, TN, LA, NC, AL, ID, TX, IN, DE, WA, MD, VA; General Securities Representative; Investment Advisor Representative
About Audrey Schreier
Audrey Schreier is the Director of Business Strategy for the Kenny Team at Morgan Stanley Private Wealth. With over a decade of experience, she has spent her career helping clients navigate the complexity of managing their wealth. Audrey focuses on enhancing both new and existing client relationship through active communication and problem resolution: this includes identifying new client needs and priorities and reviewing current investment goals. Audrey works closely with all of the financial advisors on her team to provide leadership and coordination on strategic business planning, team goals, and practice management. She helps identify business opportunities for the team by utilizing the Firm’s vast products and initiatives.
Audrey is a long time resident of Tampa, having graduated from Academy of the Holy Name and then from the University of South Florida with a Bachelor of Science in Finance. Since college, Audrey has held numerous positions with Morgan Stanley Private Wealth Management. Working in various capacities has given Audrey the ability to view the business from an operational, service, and analytical perspective. She started as a Client Service associate and was quickly promoted to Consulting Group Analyst. In 2020, Audrey was promoted to Director of Business Strategy for The Kenny Team. She has extensive experience with ultra-high net worth clients, specifically: family offices, entrepreneurs/business owners, finance industry professionals (including private equity founders) and individuals that have a concentrated position in a public company.
Audrey continues to fulfill the analyst duties for her team, assisting them with client reporting, investment research, risk mitigation, and manager selection. She is responsible for the preparation of the team’s analytical reports, including: custom performance reports, options analysis, and asset allocations. She also handles the third-party manager selection, including due diligence meetings with portfolio managers. As the main trader for her team, Audrey also has experience trading equities, fixed income, currency, and complex options.
Audrey is an active member of the Tampa Bay community and is passionate about helping others. She is an active member in the University of South Florida’s Women in Leadership and Philanthropy (WLP). WLP helps raise funds for USF scholarships and programs. She is always looking for her next opportunity to give back to her community. Audrey lives in Tampa with her two dogs and enjoys spending her free time outdoors in the beautiful weather Florida has to offer.
Audrey is a long time resident of Tampa, having graduated from Academy of the Holy Name and then from the University of South Florida with a Bachelor of Science in Finance. Since college, Audrey has held numerous positions with Morgan Stanley Private Wealth Management. Working in various capacities has given Audrey the ability to view the business from an operational, service, and analytical perspective. She started as a Client Service associate and was quickly promoted to Consulting Group Analyst. In 2020, Audrey was promoted to Director of Business Strategy for The Kenny Team. She has extensive experience with ultra-high net worth clients, specifically: family offices, entrepreneurs/business owners, finance industry professionals (including private equity founders) and individuals that have a concentrated position in a public company.
Audrey continues to fulfill the analyst duties for her team, assisting them with client reporting, investment research, risk mitigation, and manager selection. She is responsible for the preparation of the team’s analytical reports, including: custom performance reports, options analysis, and asset allocations. She also handles the third-party manager selection, including due diligence meetings with portfolio managers. As the main trader for her team, Audrey also has experience trading equities, fixed income, currency, and complex options.
Audrey is an active member of the Tampa Bay community and is passionate about helping others. She is an active member in the University of South Florida’s Women in Leadership and Philanthropy (WLP). WLP helps raise funds for USF scholarships and programs. She is always looking for her next opportunity to give back to her community. Audrey lives in Tampa with her two dogs and enjoys spending her free time outdoors in the beautiful weather Florida has to offer.
About Megan Miller
Megan Miller is an experienced Wealth Management Associate with almost a decade of experience in the financial services industry.
Originally from Pennsylvania, she has called the Tampa Bay area home for more than 15 years.
Megan is genuinely dedicated to maintaining and cultivating client relationships. Through a combination of marketing methods and product knowledge she facilitates the client onboarding processes, addresses the specific needs of our clients, and oversees day-to-day operations within her team.
Megan holds Series 7 and 66 registrations with FINRA, reflecting her commitment to professional excellence and regulatory compliance.
Originally from Pennsylvania, she has called the Tampa Bay area home for more than 15 years.
Megan is genuinely dedicated to maintaining and cultivating client relationships. Through a combination of marketing methods and product knowledge she facilitates the client onboarding processes, addresses the specific needs of our clients, and oversees day-to-day operations within her team.
Megan holds Series 7 and 66 registrations with FINRA, reflecting her commitment to professional excellence and regulatory compliance.
About Katie Curtis
In her prior role with Raymond James Wealth Solutions, Katie served as a Financial Planner II for three years, where she collaborated with advisors to grow their businesses and deliver a value add to clients and prospects. Her main responsibilities were customizing wealth solutions from across the firm for their HNW clients and prospects; travelling across the country as a client speaker on topics such as Social Security, Medicare and Longevity & Long-Term Care Planning; and as a lead trainer for their financial planning software.
Katie started her career at Armwood High School in Seffner, Florida. She spent five years as the head of US History and Hillsborough Community College Magnet Professor.
An Academy of the Holy Names graduate, Katie returned home to the Midwest for school. She earned her B.A. in History, Philosophy and Languages from Saint Mary’s College and continued to Marquette University for her M.A. in Medieval History and Languages. Away from the office, Katie stays active with family and friends, loves time on the water and travelling.
Katie started her career at Armwood High School in Seffner, Florida. She spent five years as the head of US History and Hillsborough Community College Magnet Professor.
An Academy of the Holy Names graduate, Katie returned home to the Midwest for school. She earned her B.A. in History, Philosophy and Languages from Saint Mary’s College and continued to Marquette University for her M.A. in Medieval History and Languages. Away from the office, Katie stays active with family and friends, loves time on the water and travelling.
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Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 4237142 (02/2025)
