Phone:
(202) 778-1398(202) 778-1398
Morgan Stanley Private Wealth Management
The Kishter Group
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
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.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
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.
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.
MANAGING FAMILY & GENERATIONAL WEALTH
Managing significant family and generational wealth is complex and often raises difficult questions. See the resources below for more information about managing and preserving significant family wealth.
Family Governance and Wealth Education
Our mission is to help clients maximize the value of their family capital through the transfer and preservation of the family's shared values, and the creation of an enduring family legacy.
Learn More
Opening Pandora's Box: 10 Rules for Talking to Kids About Money
Discussing family wealth and financial matters with children can be daunting for families. Read the linked article from Glenn Kurlander, Head of Family Governance & Wealth Education at Morgan Stanley, for more information about navigating this delicate subject.
Learn More
Estate Planning Strategies
Tax, Trust & Estate (TTE) strategy has the potential to be incredibly powerful if executed effectively. For a successful TTE plan, it is critical to create a TTE implementation in combination with a TTE strategy.
Learn More
Importance of a Holistic Approach to Your Wealth
Watch the below video from Morgan Stanley Family Office Resources to learn how Morgan Stanley FOR can help integrate family values, philanthropy, and legacy into your unique wealth plan.
Watch VideoLocation
450 Royal Palm Way
5th Floor
Palm Beach, FL 33480
US
1747 Pennsylvania Avenue NW
Suite 900
Washington, DC 20006
US
Meet The Kishter Group
Phone:
(301) 556-2338(301) 556-2338
Rolando Guzman
Group Director
Phone:
(202) 778-1316(202) 778-1316
Lauren M Conlon
Private Wealth Management Registered Associate
Phone:
(202) 292-1394(202) 292-1394
Liam J Williams, CRPC™
Registered Client Service Associate
Phone:
(202) 292-5428(202) 292-5428
Jessica VanHorn
Private Wealth Management Registered Client Service Associate
Phone:
(202) 778-4355(202) 778-4355
About Me
Neil S. Kishter is the founder and leader of The Kishter Group within Morgan Stanley Private Wealth Management. Neil works closely with business owners, entrepreneurs, senior executives, and multi-generational families to develop tailored wealth management strategies that reflect their immediate needs and long-term goals. Neil is the group’s primary client liaison and directs overall strategy for the team, as well as portfolio management and investment manager evaluation.
In the March 2020 edition of Barron’s, Neil appeared on the Top 1,200 Advisors in America for the fourth time since 2016. He was also named to Forbes "Best-in-State Wealth Advisors" list in 2019, 2020, & 2021.
He has over two decades of experience in wealth management. Most recently, he was a Senior Vice President at UBS, where he led a wealth management team that catered to ultra-affluent clients.
Neil earned his B.S. in Marketing from the University of Maryland, College Park.
2016, 2017, 2019, 2020, 2021 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016, 2017, 2019, 2020, 2021). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2019, 2020, 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
In the March 2020 edition of Barron’s, Neil appeared on the Top 1,200 Advisors in America for the fourth time since 2016. He was also named to Forbes "Best-in-State Wealth Advisors" list in 2019, 2020, & 2021.
He has over two decades of experience in wealth management. Most recently, he was a Senior Vice President at UBS, where he led a wealth management team that catered to ultra-affluent clients.
Neil earned his B.S. in Marketing from the University of Maryland, College Park.
2016, 2017, 2019, 2020, 2021 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016, 2017, 2019, 2020, 2021). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2019, 2020, 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: NH, WV, DE, PA, GA, CA, VT, VI, NV, NJ, CO, FL, WA, OH, NC, MD, IN, AZ, AR, VA, RI, NY, MI, MA, DC, TX, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1194615
CA Insurance License #: 0E38603
NMLS#: 1194615
CA Insurance License #: 0E38603
About Me
Andrew works with clients to develop customized financial strategies and long-term initiatives to help grow and preserve their wealth.
He began his financial services career in 2009 as a Client Service Representative at Rydex Investments. He then served as an Operations Analyst for JPMorgan Chase before becoming a Senior Investment Valuation Analyst at Guggenheim Investments. Andrew joined The Kishter Group in 2014.
Andrew holds the Chartered Financial Analyst® designation. He is a Cum Laude graduate of the University of Delaware, where he earned his B.S. in Finance.
He began his financial services career in 2009 as a Client Service Representative at Rydex Investments. He then served as an Operations Analyst for JPMorgan Chase before becoming a Senior Investment Valuation Analyst at Guggenheim Investments. Andrew joined The Kishter Group in 2014.
Andrew holds the Chartered Financial Analyst® designation. He is a Cum Laude graduate of the University of Delaware, where he earned his B.S. in Finance.
Securities Agent: CO, CA, NY, NC, MD, GA, NV, WV, VI, AZ, VT, VA, PA, NJ, WA, OH, NH, MA, TX, SC, RI, MI, IN, DC, AR, DE, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1331877
NMLS#: 1331877
About Rolando Guzman
As the Group Director of The Kishter Group , Ron works closely with ultra-affluent clients to address a range of needs. He is responsible for managing and maintaining client accounts, a process he performs with precision and diligence. Ron is a highly accomplished and results-driven professional. He relishes the opportunity to streamline the financial lives of the clients he serves.
Ron has worked in financial services since 1995. Most recently, he was an Investment Associate with the Kishter Group at UBS. He joined The Kishter Group in 2014.
Ron holds a B.A. in Economics from the University of Maryland, Baltimore County. He lives in Rockville, Maryland.
Ron has worked in financial services since 1995. Most recently, he was an Investment Associate with the Kishter Group at UBS. He joined The Kishter Group in 2014.
Ron holds a B.A. in Economics from the University of Maryland, Baltimore County. He lives in Rockville, Maryland.
About Lauren M Conlon
Lauren provides a number of operational and administrative services to the team’s ultra-affluent clients. She is sensitive to the preferences of each family, tailoring her approach to reflect clients’ needs. Lauren is also skilled in streamlining complex administrative matters, charting an efficient and thoughtful path forward.
She began her financial services career in 2017 and in 2020 she joined The Kishter Group, where she serves as a Registered Private Wealth Client Associate. Lauren received a B.S. in Financial Planning from Liberty University.
Lauren is originally from Ruckersville, Virginia but now lives in Boca Raton with her husband Ryan.
She began her financial services career in 2017 and in 2020 she joined The Kishter Group, where she serves as a Registered Private Wealth Client Associate. Lauren received a B.S. in Financial Planning from Liberty University.
Lauren is originally from Ruckersville, Virginia but now lives in Boca Raton with her husband Ryan.
About Liam J Williams
Liam offers a wide range of administrative and operational services to the team's extensive list of affluent clienteles. He works closely with clients providing an acute attention to detail to their unique needs and concerns. Diligent and results driven, Liam assists in opening new accounts, maintaining relationships and addressing clients' questions.
After receiving a B.A. in Economics from Penn State University, Liam joined The Kishter group in 2021 as a Wealth Management Client Associate. Liam is originally from Rochester, NY. He enjoys skiing, golfing, and spending time with his family in his free time.
After receiving a B.A. in Economics from Penn State University, Liam joined The Kishter group in 2021 as a Wealth Management Client Associate. Liam is originally from Rochester, NY. He enjoys skiing, golfing, and spending time with his family in his free time.
About Jessica VanHorn
Jessica specializes in providing various operational and administrative services to the team’s ultra-affluent clients. She focuses on the individualized needs of each family, molding her approach to accommodate the clients’ requests. Jessica possesses an exclusive set of skills including opening brokerage accounts, attending to client requests, executing administrative matters, building rapport, and maintaining client relationships.
Jessica began her career in the financial sector in 2016 and joined The Kishter Group in March of 2023, where she serves as a Private Wealth Management Registered Client Service Associate.
Jessica obtained a B.A. in Sociology from Southern New Hampshire University. Jessica is originally from Pennsylvania and currently resides in Boynton Beach, Florida.
Jessica began her career in the financial sector in 2016 and joined The Kishter Group in March of 2023, where she serves as a Private Wealth Management Registered Client Service Associate.
Jessica obtained a B.A. in Sociology from Southern New Hampshire University. Jessica is originally from Pennsylvania and currently resides in Boynton Beach, Florida.
Contact Neil Kishter
Contact Andrew Freedenberg
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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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.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.
1Morgan 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
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
1Morgan 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
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)
