Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(716) 849-4883(716) 849-4883
The Mohney Kneeland Malaney Team at Morgan Stanley
Our Mission Statement
Passionately helping our clients achieve their retirement and investing goals.
Our Story and Services
At The Mohney Kneeland Malaney Team, we bring a rare family history comprising three-generations of financial advisors passionately advocating for individuals, families and businesses in the Buffalo area and throughout the United States. Our team encompasses knowledgeable professionals--each committed to serving the needs of our clients with the integrity, energy, and client-first approach they deserve.
But we share much more than the company. We share values of integrity, humility and respect and the pride of serving our clients and their families with the energy and client-first approach they deserve. We take pride in our ability to combine knowledge and experience with warmth and patience to help clients build and preserve the wealth they have worked so hard to achieve. We are humbled to work together on your behalf.
But we share much more than the company. We share values of integrity, humility and respect and the pride of serving our clients and their families with the energy and client-first approach they deserve. We take pride in our ability to combine knowledge and experience with warmth and patience to help clients build and preserve the wealth they have worked so hard to achieve. We are humbled to work together on your behalf.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
50 Fountain Plaza
Suite 400
Buffalo, NY 14202
US
Direct:
(716) 849-2303(716) 849-2303
450 Essjay Road
Williamsville, NY 14221
US
Meet The Mohney Kneeland Malaney Team
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Financial Planning Specialist
Phone:
(716) 849-2322(716) 849-2322
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(716) 849-2361(716) 849-2361
Katie Harrington
Financial Planning Analyst
Phone:
(716) 849-2303(716) 849-2303
Laura Hall
Vice President, Wealth Management Associate
Phone:
(716) 849-4855(716) 849-4855
Jessica Bennet
Client Service Associate
Phone:
(716) 849-4805(716) 849-4805
About Katherine M Mohney
Achieving my B.A. and M.B.A from Canisius College; I furthered my education with the Certified Financial Planner Designation, Certified Portfolio Manager Designation, and completed advanced training as a Family Wealth Director. I am a Senior Portfolio Management Director as a member of the Portfolio Management Group at Morgan Stanley. I am thankful to be part of this team which represents over three generations of providing advice.
Throughout my career, it has been an honor to serve on the board of numerous WNY organizations. Currently, I am a board member of the Episcopal Church Home and Affiliates.
My husband Bruce and I enjoy our home in Holland, N.Y. In our free time you can find us walking by the pond with our dogs and tending to our gardens.
Throughout my career, it has been an honor to serve on the board of numerous WNY organizations. Currently, I am a board member of the Episcopal Church Home and Affiliates.
My husband Bruce and I enjoy our home in Holland, N.Y. In our free time you can find us walking by the pond with our dogs and tending to our gardens.
Securities Agent: TX, RI, MO, NV, MD, MI, PA, OH, VA, WA, UT, WI, SC, CA, CO, NY, FL, DC, IN, KY, LA, ME, MN, NC, CT, TN, OR, NJ, NH, MA, IL, HI, GA, AZ, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1383222
NMLS#: 1383222
About Zachary Kneeland
Graduating Summa Cum Laude from the State University of New York at Buffalo, I am now a member of the Portfolio Management Group and a Portfolio Management Director at Morgan Stanley. My passion has always been to make a positive difference in the lives of clients, and I am forever thankful to be a part of a team that goes above and beyond to make that happen.
Suffering a career ending Division 1 soccer injury during my undergraduate years helped ingrain my perspective of being resilient and always staying positive. I have spent the last 20 years mentoring today's youth as a soccer coach in Western New York; instilling the importance of determination, ethics, and leadership on and off the field.
My wife, Katie, our daughters, Riley and Ayla and dog, Dolly, reside in Clarence, N.Y. We enjoy spending time together and can often be seen chasing the kids around a nearby soccer field.
Suffering a career ending Division 1 soccer injury during my undergraduate years helped ingrain my perspective of being resilient and always staying positive. I have spent the last 20 years mentoring today's youth as a soccer coach in Western New York; instilling the importance of determination, ethics, and leadership on and off the field.
My wife, Katie, our daughters, Riley and Ayla and dog, Dolly, reside in Clarence, N.Y. We enjoy spending time together and can often be seen chasing the kids around a nearby soccer field.
Securities Agent: RI, UT, NY, NH, LA, HI, WI, WA, VA, TX, TN, SC, PA, OR, OH, NV, NM, NJ, NC, MO, MN, MI, ME, MD, MA, KY, IN, IL, GA, FL, DC, CT, CO, CA, AZ, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 1029346
NMLS#: 1029346
About Kevin Malaney
After graduating from the State University of New York at Fredonia, I continued my education earning my Certified Financial Planner Designation. I am a member of the Portfolio Management Group at Morgan Stanley. This places us amongst a select group of Financial Advisors who directly manage client portfolios.
Participating in baseball throughout college I have seen first hand how collaborative team efforts lead to more positive outcomes, and the importance of being part of something greater than yourself. I am fortunate to have the opportunity to be a part of this team combining efforts to personalize the client experience.
Outside of the office my time is spent with my wife Sarah and two children Caleb and Mia in Clarence N.Y. We have three dogs, and being avid dog lovers you will very seldom see our house without a foster. When not jumping from activity to activity, I enjoy spending time with friends on the golf course.
Participating in baseball throughout college I have seen first hand how collaborative team efforts lead to more positive outcomes, and the importance of being part of something greater than yourself. I am fortunate to have the opportunity to be a part of this team combining efforts to personalize the client experience.
Outside of the office my time is spent with my wife Sarah and two children Caleb and Mia in Clarence N.Y. We have three dogs, and being avid dog lovers you will very seldom see our house without a foster. When not jumping from activity to activity, I enjoy spending time with friends on the golf course.
Securities Agent: NE, MI, NH, NY, UT, RI, LA, WA, VA, TX, TN, SC, PA, OR, OH, NV, NM, NJ, NC, MO, MN, ME, MD, MA, KY, IN, IL, HI, GA, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1312594
NMLS#: 1312594
About Katie Harrington
As a member of The Mohney Kneeland Malaney Team since 2006, I have the responsibility for our team's administrative and operational activities providing a high level of customer support to resolve our clients' inquiries. My role also includes preparation and updates to financial plans that guide clients by establishing and monitoring their goals.
Throughout my 20 plus years in the financial services industry, I have expanded both my capability and dedication by obtaining the Financial Planning Associate designation and completing the Series 7, 63 and 66 licensing.
Living in Arcade with my husband Tom and our rescue dog Lucy, I enjoy quilting in my free time.
Throughout my 20 plus years in the financial services industry, I have expanded both my capability and dedication by obtaining the Financial Planning Associate designation and completing the Series 7, 63 and 66 licensing.
Living in Arcade with my husband Tom and our rescue dog Lucy, I enjoy quilting in my free time.
About Laura Hall
In preparation for my career, I earned a Bachelor of Science degree in Business Administration at Hilbert College. As a member of The Mohney Kneeland Malaney Team since 2002, one of the highlights of my work is interacting with our clients to ensure their needs are being met.
A good deal of my attention is dedicated to managing overall account administration and operational activities, overseeing the team's day-to-day workflow and client requests. I am also responsible for scheduling periodic account reviews and financial planning meetings with clients.
To enhance my proficiencies toward acting in the best interest of our clients, I have successfully completed the Series 7, 63, 65, and Life, Accident and Health Insurance License examinations.
My husband, Justin, and I live in Elma with our daughters, Maya and Clara. As a family, we appreciate spending time together and cooking nutritious meals.
A good deal of my attention is dedicated to managing overall account administration and operational activities, overseeing the team's day-to-day workflow and client requests. I am also responsible for scheduling periodic account reviews and financial planning meetings with clients.
To enhance my proficiencies toward acting in the best interest of our clients, I have successfully completed the Series 7, 63, 65, and Life, Accident and Health Insurance License examinations.
My husband, Justin, and I live in Elma with our daughters, Maya and Clara. As a family, we appreciate spending time together and cooking nutritious meals.
About Jessica Bennet
As a Client Service Associate, I am responsible for assisting clients with any administrative questions or concerns they may have. I pride myself in providing you a personalized, best in service, client experience and look forward to speaking with you.
To help prepare for my career, I studied Finance at SUNY Buffalo and Erie Community College. I joined The Mohney Kneeland Malaney Team at Morgan Stanley in 2021. Prior to this, I worked at Bank of America as a Relationship Banker.
My husband, Jadon and I reside in Cheektowaga with our dog, Oscar and in my spare time, I compete in horse shows across the Northeast with my horse, Camalii.
To help prepare for my career, I studied Finance at SUNY Buffalo and Erie Community College. I joined The Mohney Kneeland Malaney Team at Morgan Stanley in 2021. Prior to this, I worked at Bank of America as a Relationship Banker.
My husband, Jadon and I reside in Cheektowaga with our dog, Oscar and in my spare time, I compete in horse shows across the Northeast with my horse, Camalii.
Contact Katherine M Mohney
Contact Zachary Kneeland
Contact Kevin Malaney
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Mohney Kneeland Malaney Team today.
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.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
