The Keystone - Miami Valley Group at Morgan Stanley

Terry Bissonett

Terry Bissonett is a Senior Vice President, Senior Portfolio Management Director and Financial Advisor with The Keystone – Miami Valley Group at Morgan Stanley based in Beavercreek, OH. He has over 20 years of experience in the Wealth Management industry, all of which have been at Morgan Stanley.

Terry specifically focuses on helping his clients develop integrated Wealth Management strategies by providing comprehensive solutions covering wealth accumulation, preservation of capital, wealth transfer and legacy planning strategies. The Keystone – Miami Valley Group focuses on retirement planning.

Terry’s approach revolves around listening to his clients needs. Each client gets a custom portfolio based upon their specific goals and objectives. Terry incorporates investment strategies that are clear and easy to understand. He prides himself in taking a sincere personal interest in his clients which is the foundation of his advisory practice. Terry educates his clients on everything he is doing for them and why. He is constantly looking to add value to his clients, whether for their current financial situation or for better preparedness for later in life.

As your Financial Advisor, Terry can help you define and strive to meet your goals by delivering a vast array of resources and knowledge. Working together, he can help you to grow and preserve your wealth for future generations to come. You will have access to some of the world’s most veteran and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Terry has been a Beavercreek resident for over 25 years. He has an adult daughter, who also works at Morgan Stanley, a son and four grandkids. When he’s not spending time entertaining family and friends, one of Terry’s favorite hobbies is woodworking.

As a Senior Portfolio Manager and Financial Planning Specialist at Morgan Stanley, Randy Bolin’s training and experience help him to not only provide objective investment guidance to the individuals and families he works with, but also to ensure that their investments fit into their full financial picture as well. This enables Randy to not only help those he works with to navigate volatile markets, but also to plan for their future while building a lasting legacy for the ones they love and the things they care about.

In addition to completing the rigorous coursework required to earn the prestigious designations of Senior Portfolio Manager and Financial Planning Specialist, Randy has also attained the Chartered Retirement Plans Specialist^® and Qualified Plan Financial Consultant designations. Randy has also earned his Series 7, 31, 63 and 65 securities licenses as well as Ohio life and health insurance licenses. Randy began his career with Morgan Stanley in 2005, and is also an alumnus of The Ohio State University and a proud Veteran of the United States Air Force.

Randy and his wife Angie reside in Beavercreek, Ohio where they enjoy spending time with their 4 children: Ryan, Jack, Paige and Ben. Randy spends additional time with his children while coaching their baseball, basketball and golf teams. Randy is also very involved at his church, St. Luke Parish in Beavercreek, Ohio. He has served on several committees at St. Luke and volunteers his time to many of their causes, for which he has been awarded the St. Luke Volunteer of the Year award.

Brendan Cunningham is a First Vice President, Financial Advisor and Senior Portfolio Manager with The Keystone – Miami Valley Group at Morgan Stanley based in Beavercreek, OH. Brendan received his bachelor’s degree majoring in Financial Services from Wright State University, and subsequently has earned his FINRA Supervisory Series 9 and 10 licenses, FINRA Representative Series 7, 31, 63, and 65 licenses as well as Ohio life and health insurance licenses. He is a former Branch Manager with supervisory responsibilities overseeing in excess of $5 Billion in client assets. Brendan is a 2015 graduate of the Dayton Chamber of Commerce’s Leadership Dayton program.

With over 28 years’ experience advising clients, Brendan specifically focuses on helping multi-generational families, individuals, businesses and non-profits meet their financial planning goals, affording them the ability to live and retire as planned. He takes pride in having worked with clients for decades. Brendan has helped guide families through their life cycle, from planning for their children’s education, retirement, to succession to the next generation.

Utilizing skills and knowledge derived from decades in the industry, Brendan helps guide his clients through turbulent markets as well as providing solutions for their needs. He employs a comprehensive wealth management process to develop actionable plans tailored to individual situations. He is dedicated to thoroughly understanding each client’s financial position, long and short-term goals and appetite for risk. He uses this information along with the firm’s modern wealth management analytics and risk management tools to formulate customized strategies. Brendan often collaborates with his clients attorneys and accountants while producing financial plans. He and his team check in regularly with their clients to monitor their success and help them stay the course to attain their unique objectives.

He has an active presence in the community through various memberships as well as volunteering with local and national non-profit groups with a special focus on the younger generation. He serves as President at The Centerville-Washington Foundation and a Trustee at the Indian Lake Chamber of Commerce. He is a past President of T.J.’s Place of Hope, President of the Greene Optimists Club and Executive Board Member with the Centerville United Soccer Association.
Together, he and his wife Aimee, both multi-generational Daytonians, reside in Washington Township and are the proud parents of Dylan, Connor and Caitlyn.
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Brian G. Dannemiller

Brian Dannemiller is a Senior Vice President, Senior Portfolio Management Director and Financial Advisor with The Keystone – Miami Valley Group at Morgan Stanley based in Beavercreek, OH. He has over 34 years of experience in the Financial Services industry, and has been with the firm since 2010. Brian holds the following Licenses: Series 3, 7, 8, 31, 63, 66 as well as the CPA License (non-practicing). He also has his Ohio Life and Health Insurance License. He is a graduate of the University of Dayton with a Bachelor’s degree in Accounting and Finance.

Brian’s distinctive background formulates a well-rounded Financial Advisor that can be hard to find. He started off his career in public accounting for a handful of years. This career path helped him better understand finances, taxes and the need to develop and maintain a financial plan. Brian takes his knowledge and experience in accounting when building financial plans by incorporating tax minimization strategies for investments into his clients financial pictures.

Brian values the relationships he has with his clients and is grateful for their confidence and trust. He focuses on multi-generational planning and investment management for families, helping them articulate and define their goals and objectives. He collaborates with his clients to develop strategies designed for their unique situations, utilizing financial planning as the basis for the strategy. He helps guide his clients through turbulent markets and provides solutions for their needs, drawing upon the skills and knowledge derived from his years of experience. He is readily accessible to his clients, explains market conditions and presents comprehensive strategies in a straightforward manner.

In his spare time, Brian enjoys spending time with his wife and family. Travel and being outdoors are also on his list of enjoyable activities. Brian along with his wife Julie and children reside in Centerville, Ohio. He also served as past President of The Dayton Boat Club, Carillion Park Bell Board and Holy Angels Parish Council.



NMLS# 1027762

David P. Garber

Dave Garber is a Senior Vice President, Wealth Advisor, and Senior Portfolio Management Director with The Keystone – Miami Valley Group at Morgan Stanley, based in Beavercreek, Ohio. Dave began his career in Wealth Management at Morgan Stanley in 1993, where he has been advising clients for over 31 years. He earned his Bachelor’s degree in Accounting from Wright State University and his M.B.A in Finance from the University of Dayton.

Dave started his career at General Motors/Delphi upon earning his Bachelor’s degree. He worked in various Finance, Marketing, Business Planning, and Managerial positions over the course of his 15 years at GM. Working in these various roles provided Dave with a diversified background across all facets of business, which is unparalleled in the advisory business. He incorporates his knowledge and expertise from his actual business work experience.

Dave is part of a team of professionals who are able to match your specific objectives with solutions due to their diverse resources. The team consists of a Certified Financial Planner, a Chartered Retirement Plans Specialist, two Portfolio Management Directors, two Portfolio Managers, a Senior Portfolio Manager, and a Financial Planning Specialist. In addition, you will have access to some of the world’s most veteran and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices by investing at Morgan Stanley.

Dave is a lifelong local area resident in Beavercreek, Ohio, where he resides with his wife, Glenda of over 45 years. Together, they have two grown sons, Ryan and Ross, who are both married and have five grandchildren Dylan, Addison, Grant, Madelyn, and Callie. In his spare time, Dave enjoys traveling, visiting historical sites, exercising, and high performance classic American muscle cars.

Kyle W. Poland

Kyle Poland is a Senior Vice President, Financial Advisor, Portfolio Management Director, and Financial Planning Specialist with The Keystone – Miami Valley Group at Morgan Stanley, based in Beavercreek, Ohio. Kyle has over 16 years of experience in Financial Services, specifically in Wealth Management. In 2009, Kyle and his team were recruited from UBS to join Morgan Stanley. He holds his Series 7 and 66, Ohio Life and Health Insurance Licenses, as well as the Certified Financial Planner™ designation. Kyle earned his degree in Psychology from Centre College, where he was on the track, cross country and swim teams.

Kyle’s passion in the Financial Advisory business is derived from his father, who serviced the local investment needs in Kyle’s hometown of Danville, Kentucky. Kyle learned early in life the power of compounding interest and goal setting from his father. These lessons would prove to be crucial as they play a major role when Kyle is developing his Goals-Based Planning approach with his multi-generation families and individual clients.

Kyle’s approach revolves around listening to his clients needs. Each client gets an actively managed portfolio based upon their specific goals and objectives. Kyle incorporates investment strategies that are clear and easy to understand. He prides himself in taking a sincere personal interest in his clients, which is the foundation of his advisory practice. He is constantly looking to help add value to his clients, whether for their current financial situation or for better preparedness for later in life.

Kyle was a professional triathlete and certified triathlon coach. He was the President of the Mason-Deerfield Rotary Club, where he has been an active member since 2009. In his spare time, Kyle is an active sports enthusiast as a member of the US Masters Swimming Association, and an assistant swim coach at the Coffman Family YMCA. In August 2013, Kyle carried out a long time dream when he successfully swam across the English Channel in support of the Miles that Matter Foundation. Together, he and his wife reside in Springboro, Ohio with their two children.

Leslie Sandhu

Leslie Sandhu is a Financial Advisor with The Keystone – Miami Valley Group at Morgan Stanley, based in Beavercreek, Ohio. She has twenty years of experience in the financial services industry, and joined the firm in 2008.

As your Financial Advisor, Leslie can help you define and strive to meet your goals. She draws on her broad experience and Morgan Stanley’s vast resources to assist with almost every facet of financial services including investment management, retirement, legacy, philanthropy, and education planning. Working with an extensive network of specialists in insurance, structured solutions, estate planning, and lending services, complements and deepens the advice Leslie offers.

Leslie received her Bachelor’s degree from Wright State University with a major in Economics. She holds Series 7, Series 63 and Series 65 as well as Ohio Life and Health Insurance Licenses.

She resides in Centerville, Ohio where she spends time coaching her daughter’s sports teams and staying involved with their school and local community. Outside of work, Leslie loves traveling and playing tennis.

I have provided comprehensive financial strategies for individuals, corporations and family foundations for over 28 years. A member of Morgan Stanley’s elite President’s Club, Master’s Club and most recently in 2019, Century Club, I focus on Wealth Management for my client base. Implementing customized strategies to help meet and exceed each client’s unique goals, I specifically concentrate on portfolio management. As the son of recently retired financial consultant Dick Taylor, I grew up in the industry. As a Dayton native, I have a strong connection with the community. A member of Moraine Country Club, my sons Sam and Chance and I enjoy golfing with family and friends. I am proud to supportive of a host of community philanthropic organizations and my wife and I are active in Catholic Social Services and Moms 4 Miracles, a charity founded by my sister Sallie. An alumnus of The Ohio State University, I double majored in Computer Information Science and Production Operations Management. I feel fortunate to work with many creative, talented and successful individuals, and feel blessed to help them simplify the complex financial issues and challenges that often face them. I understand the demands and responsibilities of significant wealth, and I work with clients at all stages of their lives. As a financial planning specialist, it is a joy to help empower my clients and their families to fully embrace their preferred lifestyle.


Morgan Stanley Wealth Management President’s, Master’s and Century Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. President’s, Master’s and Century Club membership is no guarantee of future performance.

Sam Taylor is a third-generation Financial Advisor with Morgan Stanley. As a 2022 Pacesetter's Club Award Winner, Sam is passionate about sharing his knowledge, as well as Morgan Stanley's robust suite of services, with his clients and their loved ones. Sam's focus lies in multigenerational wealth management and financial planning. He takes pleasure in communicating across generations and serving his client's needs as they journey towards financial success.

Sam graduated magna cum laude from the University of Kentucky with degrees in both Finance and Management. He is a fourth-generation member of the Moraine Country Club and is proud of his strong connections throughout Ohio. Sam shares in his family's competitive spirit and competes in golf tournaments throughout the year. Sam also supports his alma mater through the Dance Blue benefit for Lexington's Children Hospital.

The second grandson of retired financial advisor Dick Taylor, Chance grew up in the world of finance and studied at the Fisher School of Business at The Ohio State University. As Financial Advisor, Chance’s responsibilities include client relationships, investment strategies and managing portfolios for the team’s multigenerational client base. Chance worked as a summer intern for two years at Morgan Stanley, where he was able to learn his grandfather’s techniques which he combines with the latest technological advances to create solutions for clients and for their families. Chance joins his father Rick and his brother Sam who, with their grandfather’s experience, have 70 years of industry knowledge.

Chance is a graduate of Alter High School, where played Varsity golf as a freshman and was team captain as a senior. He won the school’s awards for Business and for Health and Fitness. Chance carries these passions into his adult life, where he is a member of Moraine Country Club and of the Columbus Young Professionals. He is also the owner of a mini Aussie Doodle puppy named Tito. A believer in giving back to his community from his lifetime of attending Catholic school, Chance has been a long time supporter of JDRF and has supported Moms 4 Miracles, Food for the Journey Project and CHA CHA for Dayton Children’s Hospital. Chance loves to travel, learn about wine and cook gourmet meals. He feels fortunate to be the third generation in this industry and knows that he is blessed to still have two of his grandparents, with whom he spends as much time as possible.

In addition to his responsibility as a Portfolio Management Associate, Dan serves as the portfolio analyst for The Keystone – Miami Valley Group, performing due diligence including fundamental, qualitative and technical research for each investment our Portfolio Managers consider to ensure outstanding value to the client. As a 2019 graduate from the University of Dayton, Dan brings his unique undergraduate experience in investments from the Davis Center for Portfolio Management as well as the Flyer Angels Venture Capital fund, two of the largest funds with full student discretion in the United States.

Dan learned the value of investing at an early age from his father, a successful small business owner in St. Louis, Missouri. This passion for investments is what brought him to the University of Dayton to study finance, then to Morgan Stanley as a Portfolio Management Intern, and now as a Portfolio Management Associate for The Keystone - Miami Valley Group at Morgan Stanley.

When he isn’t conducting research for our portfolios, Dan enjoys cheering on the St. Louis Cardinals and St. Louis Blues, composing music, cooking gourmet dishes and weight training. Since becoming a resident of downtown Dayton, Dan has also developed an affinity for going to Dayton Dragons games and enjoying local restaurants.

Wendy Arnold began her Morgan Stanley journey as a college intern, and returned to join the Taylor Group in 2018 after a successful career in sales and customer service. As Client Service Associate for the Taylor Group, her primary responsibilities include building client relationships, technological engagement including assisting clients with Morgan Stanley Online, and overseeing the new client onboarding process. Wendy holds the Registered Service Associate designation, as well as a Bachelor’s degree in Business Administration from Lee University.
Prior to joining Morgan Stanley, Wendy worked in a variety of industries, including real estate, mortgage lending, software sales and support, and interior design.
Wendy is the mother to twin daughters who keep her very busy with cheerleading, baking projects, and summer travels to Western Michigan.

Julie brings her marketing and development background to the Taylor Group at Morgan Stanley. The 2012 Elsie T. Mead Award Winner for Dayton Children's Women's Board, Julie is a past co-chair of CHA CHA, co-founder of the Catholic Schools Unity Mass, former member of the Board of Trustees at Alter High School and serves in numerous philanthropic capacities in our community.