Keith Stevens
Executive Director, Wealth Advisor
Phone:
(610) 408-1946(610) 408-1946
The Morse Stevens Group at Morgan Stanley
Direct:
(610) 408-1944(610) 408-1944
Our Mission Statement
Delivering personalized service, experience and dynamic investment strategy to help protect and grow what matters most to you - your family, wealth and legacy.
The Morse Stevens Group
The Morse Stevens Group at Morgan Stanley is a team of seasoned financial professionals with extensive experience across the financial sector encompassing both asset and liability management.
Our focus is to provide comprehensive, tax-efficient strategies, long-term investment guidance to our clients and their families by aligning our wealth and investment planning services with each client’s goals throughout their lives.
Our focus is to provide comprehensive, tax-efficient strategies, long-term investment guidance to our clients and their families by aligning our wealth and investment planning services with each client’s goals throughout their lives.
- We truly care about our clients and we recommend strategies in accordance with their needs.
- Our clients are noted for their closeness and longevity, with many relationships spanning 3 generations.
- Every team member knows each of our clients. We proactively communicate and collaborate with each client and respond with speed and accuracy to client requests.
- We help our clients beyond investments, including estate planning strategies, cash management and lending solutions, tax management strategies, insurance, and more.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
At Morgan Stanley, we believe that identifying financial strategies begins with a solid understanding of each client's situation, goals, objectives and risk tolerance. We follow a disciplined process that allows us to work with you to craft a strategy that is designed to helps meet your individual needs. This process aligns our efforts with your interests, providing a road map focused on what is most important to you.
Step 1: 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.
Step 2: 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.
Step 3: 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.
Step 4: 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.
Step 5: 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.
Step 6: Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to help ensure that your strategy adapts to changing financial and family needs.
Reserved Living & Giving
Reserved Living & Giving is a complimentary loyalty program available to Morgan Stanley Clients with a minimum of $1M in AUM. As a reserved member, clients will have access to exclusive partner offers and discounts, as well as thought leadership content and a variety of lifestyle and personal finance topics.
Reserved Offers
Exclusive offers to keep Reserved clients and their families safe and engaged. Offers span across categories such as Dining, Health and Wellness, Travel, Entertainment, and more.
Browse the Latest Offers
Signature Access
Signature Access, the highest tier of Morgan Stanley's loyalty program Reserved Living & Giving, gives clients with $10 million or more in assets at the firm access to world class services such as Private Health Advisory, Personal Cybersecurity services, Aircraft Management and more all in addition to the discounts and content available through Reserved Living & Giving.
Signature Access Log-in
Reserved Insights
Curated insights and articles spanning such topics such as Family, Lifestyle, Health & Planning, Travel, and Giving Back.
Read the Latest InsightsPLANNING FOR YOUR FAMILY'S NEEDS
Family Office Resources
How can you integrate philanthropy and family values into your wealth plan? Family Office Resources at Morgan Stanley discusses the approach to articulating and memorializing your family philosophy in your overall plan.
More on Family Office Resources
Life Insurance Planning
Insurance is an essential part of financial planning, especially if loved ones rely on you for financial support and livelihood. There are a number of insurance products in the marketplace to help protect you and your family in the event of death.
More on Life Insurance
Exchange Funds
A highly concentrated stock position puts too many eggs in one basket. That lack of diversification can increase portfolio risk—but simply selling the security can lead to unwanted tax consequences. One solution is an exchange fund.
More on Exchange Funds
Tailored Lending Solutions
A comprehensive wealth management strategy often includes prudent borrowing to complement investments. We offer lending solutions to assist you with meeting your needs while keeping their investment strategies intact.
More on Lending Solutions
Alternative Investments
At Morgan Stanley, we provide individuals and institutions access to world-class alternative investment strategies spanning private equity, real assets, private credit, hedge funds and digital assets. These strategies may deliver differentiated sources of return relative to traditional equity and fixed income investments, as well as offer potential for tax efficiency.
More on Alternative Investments
Charitable Giving
Many of us prefer to combine our support for the causes and people we care about with a desire to save on taxes. Fortunately, there are strategies that may help us accomplish both.
More on Ways to GiveA GLOBAL FIRM
Our goal is to create a bespoke experience for you and your family by identifying the most appropriate resources offered by a global investment firm and delivering them in a clear and concise manner. Our team will be partnered with expert resources throughout Morgan Stanley but we also pride ourselves as your single point of contact who will see the process through from start to finish, no matter how small or large the task.
Our Core Values
Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
Five Core Values
A Track Record of Success
Watch various episodes that capture Morgan Stanley's success during eras of both prosperity and strife throughout our 87 year history.
Morgan Stanley Docuseries
Cybersecurity
Morgan Stanley has built a leading cyber defense organization in-house, drawn from former senior professionals at government security agencies and the technology industry. We work nonstop around the globe to defend your digital assets and monitor the threat landscape on your behalf.
Stay Cybersafe
Managing Your Everyday Finances
Our digital tools are available to help you conveniently manage your daily finances, accessible via Morgan Stanley Online and the Morgan Stanley Mobile App. Explore our various tools for your banking and lending needs.
Banking & LendingLocation
899 Cassatt Rd
Ste 100
Berwyn, PA 19312
US
Direct:
(610) 408-1944(610) 408-1944
Meet The Morse Stevens Group
Jennifer Raines
Assistant Vice President, Wealth Management Associate
Phone:
(610) 408-1944(610) 408-1944
Blaise Connor
Director of Business Strategy
Phone:
(610) 408-1927(610) 408-1927
Lindsay E. Friel
Registered Client Service Associate
Phone:
(610) 408-1949(610) 408-1949
About Keith Stevens
Keith, the other founding member of The Morse Stevens Group, is an Executive Director at Morgan Stanley. Keith concentrates primarily on customized asset allocation modeling tailored to our clients’ individual risk parameters. Where appropriate, Keith integrates institutional equity managers with an array of tailored alternative investment solutions to complement our core fixed income portfolios. His additional areas of focus include liability management through his access to the firm’s banking and lending products and services. Keith also works closely with Morgan Stanley’s Estate Planning Group and clients’ outside advisors to help deliver comprehensive, multi-generational wealth transfer solutions to our clients.
Keith joined Andrew as a Private Wealth Advisor at UBS and was a member of the firm’s President Council. He was a regular speaker for the firm’s corporate advisory council and an active mentor for incoming associate classes. Keith holds FINRA Series 3, 7, 31, 63 and 65 licenses as well as PA Life and Health insurance licenses. Keith is also a Chartered Retirement Plans Specialist with a CRPS designation, in addition to his NMLS license for mortgage and tailored lending solutions.
Keith joined Andrew as a Private Wealth Advisor at UBS and was a member of the firm’s President Council. He was a regular speaker for the firm’s corporate advisory council and an active mentor for incoming associate classes. Keith holds FINRA Series 3, 7, 31, 63 and 65 licenses as well as PA Life and Health insurance licenses. Keith is also a Chartered Retirement Plans Specialist with a CRPS designation, in addition to his NMLS license for mortgage and tailored lending solutions.
Securities Agent: IN, DE, VA, MA, CA, AZ, OH, CT, CO, WY, VT, RI, PA, NC, SD, TX, WA, TN, SC, NV, NH, DC, MN, GA, WI, MD, UT, NY, NJ, MI, IL, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282383
NMLS#: 1282383
About Jennifer Raines
Jen directs the group’s concierge-like approach to operational relationships with our clients, ensuring a seamless experience on all daily aspects of account administration. Jen is responsible for managing and reconciling daily cash flow, trade executions, fed funds wire transfers, and new account processing. Jen joined the team in 2004 while at UBS where she had previously served as a client service associate and operations manager.
Jen holds her Series 7, 31, 63 and 65 licenses.
Jen holds her Series 7, 31, 63 and 65 licenses.
About Blaise Connor
Backed by 5 years of industry experience all with The Morse Stevens Group, Blaise focuses on client relationship management and business development. Blaise creates long-term family and individual relationships by learning and listening to what is most important to our clients. On a daily basis, Blaise creates comprehensive, tax-efficient financial plans for existing and prospective clients and their families, while also managing equity trading, performance reporting, tax preparation and team marketing services.
Blaise also holds his Series 7 and 66 licenses.
Blaise also holds his Series 7 and 66 licenses.
About Lindsay E. Friel
Lindsay is a Registered Client Service Associate supporting the Morse Stevens Group at Morgan Stanley. She works closely with Jennifer to ensure a positive experience for all clients. Lindsay is responsible for administrative and operational services which allows the other team members to focus on your financial planning and wealth management needs.
Lindsay hold her Series 7 and 66 licenses.
Lindsay hold her Series 7 and 66 licenses.
Contact Keith Stevens
Wealth Management
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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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Ready to start a conversation? Contact The Morse Stevens Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2When 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.
3Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
4Morgan 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
6Morgan 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
7Morgan 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.
8Morgan 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.
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
2When 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.
3Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
4Morgan 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
6Morgan 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
7Morgan 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.
8Morgan 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.
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)
