Our Story

Based in downtown Fort Lauderdale, The New River Wealth Management Group at Morgan Stanley is a team of ten seasoned financial professionals with over 150 years of collective experience managing assets and mitigating risks for affluent families and business owners. Each member of our team offers a unique and diverse perspective on investments, wealth planning, operations, and financial decision-making. Our mission is to help you manage your wealth with a long-term approach and an unwavering focus on your family's goals and best interests. We pride ourselves on delivering concierge-level service to our clients; using good judgment; following a comprehensive process to investing; maintaining strong communication; and building meaningful relationships with our clients.

Managing your finances can often be complex – that is why we take a holistic and strategic approach to wealth management for our clients. We begin every relationship with a thorough and in-depth conversation to understand your goals, balance sheet, and investment experience. The information we learn about you during these discovery conversations becomes the framework for your wealth plan and our investment strategy. Our team will leverage a sophisticated suite of analytic tools, as well as the exclusive solutions available to our Family Wealth Director (FWD) and Global Sports and Entertainment Director (GSE) Shaun Orcinolo, to develop a personalized strategy for your financial picture. This all-encompassing strategy is a living, breathing plan that will adapt and evolve as your life changes.

At The New River Wealth Management Group at Morgan Stanley, we are committed to helping you take charge of your financial future and achieve your goals even with the ever-changing economic landscape. Explore our website to learn more about our team and how we can work together.

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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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.

Family Wealth Director Capabilities

In 2012, Shaun Orcinolo received his Family Wealth Director (FWD) designation – a designation held by approximately 4% of Morgan Stanley's Financial Advisors. After rigorous coursework and a competitive 3-part examination process, Shaun Orcinolo earned this prestigious recognition and gained access to a greater array of resources to service our high-net-worth clientele.

To provide you and your family a truly differentiated experience, Shaun Orcinolo's approach to planning addresses family governance issues; wealth transfer; asset protection and location; and business succession planning. As the demands of your family grow and evolve, you are likely to need advisors who have expanded their capabilities to include the following:
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    Comprehensive Wealth Management Planning
    Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future and achieve your goals.
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    Estate Planning Strategies
    We offer a fully integrated analysis of your balance sheet, estate plan and investment strategy through a collaborative process, including your Morgan Stanley Family Wealth Director and Estate Planning Strategist and, at your request, your legal and tax advisors.
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    Family Governance and Wealth Education
    We recognize that wealth consists not only of a family’s financial capital, but also consists of its human and social capital. We seek to help you address sensitive family issues; facilitate communication; manage conflict; and achieve a shared sense of common direction in coordination with your outside network.
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    Philanthropy Management
    Our mission is to help you translate your personal values and family legacies into results-oriented, strategic giving programs by drawing upon our firm’s global reach and expertise in philanthropy.
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    Access to Cash Management and Lending
    Morgan Stanley offers a variety of digital tools to complement your investment strategy. These modern alternatives to regular banking give you more value and protection in one place.


    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
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    Lifestyle Advisory
    Lifestyle Advisory understands the importance of enhancing your lifestyle experiences and provides access to knowledgeable third-party providers to help meet your personal needs, from every day to the extraordinary.




    Lifestyle Advisory 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

Recognition for The New River Wealth Management Group

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    2026 Forbes Best-In-State Wealth Management Teams
    The fourth annual Forbes | SHOOK Best-In-State Wealth Management Teams list features more than 6,100 teams overseeing a combined $8.3 trillion in client assets. The list was compiled by SHOOK Research using quantitative data and qualitative insights, including interviews with candidates nominated by their firms. The New River Wealth Management Group was named to the list in 2026.

    Forbes Best-In-State Wealth Management Teams
    Source: Forbes.com (Awarded Jan 2026)
    Data compiled by SHOOK Research LLC based for the period from 3/31/24–3/31/25.
    Visit Our Team's Forbes Profile
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    2025 Forbes Best-In-State Wealth Management Teams
    The third annual Forbes | SHOOK Best-In-State Wealth Management Teams list features more than 5,300 teams with cumulative assets of $7 trillion. Forbes’ rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms. The New River Wealth Management Group was named to the list in 2025.

    Forbes Best-In-State Wealth Management Teams
    Source: Forbes.com (Awarded Jan 2025)
    Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24.
    Visit Our Team's Forbes Profile
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    2024 Forbes Best-In-State Wealth Management Teams
    The second annual Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams. The New River Wealth Management Group was named to the list in 2024.

    Forbes Best-In-State Wealth Management Teams
    Source: Forbes.com (Awarded Jan 2024)
    Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
    Visit Our Team's Forbes Profile
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    2023 Forbes Best-In-State Wealth Management Teams
    Forbes/SHOOK has just launched its inaugural list of Best-In-State Wealth Management Teams, spotlighting teams of financial professionals identified as representing the best our industry has to offer. The New River Wealth Management Group was named to the list in 2023.


    Forbes Best-In-State Wealth Management Teams
    Source: Forbes.com (Awarded Jan 2023)
    Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
    Visit Our Team's Forbes Profile
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    Barron's 2026 Top 1,500 Financial Advisors
    Barron’s has released its 2026 ranking of the nation’s Top 1,500 Financial Advisors by state. The list recognizes Advisors across the country using multiple measures, including Individual Assets Under Management, firm nomination, industry experience, and adherence to best practices. Senior Partner Shaun Orcinolo was named to the list in 2026.


    Barron's Top 1,500 Financial Advisors: State-by-State
    Source: Barrons.com (Awarded Mar 2026)
    Data compiled by Barron's for the period Oct 2024-Sept 2025.
    Visit Shaun Orcinolo's Barron's Profile
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    2026 Forbes Best-In-State Wealth Advisors
    Forbes’ Best-in-State Wealth Advisors ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Senior Partner Shaun Orcinolo was named to the list in 2026.

    ​Forbes Best-In-State Wealth Advisors
    Source: Forbes (Awarded Apr 2026)
    Data compiled by SHOOK Research LLC based on time period from 6/30/24 - 6/30/25.
    Visit Shaun Orcinolo's Forbes Profile

Investor Resources

Below are recent articles, research reports, and investment resources from Morgan Stanley.
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    Morgan Stanley Online
    Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
    Register for Morgan Stanley Online today
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    Security Center
    Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
    How to Maintain Good Cybersecurity Habits
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    The GIC Weekly Report
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
    Read The Latest Weekly Report
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    On The Markets Research Report
    Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
    Read The Latest Monthly Report
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    Morgan Stanley Podcasts
    Bringing you revealing stories about the world of business, finance, technology and beyond. Listen on Apple Podcasts or Spotify now!
    Listen Now
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    2026 Tax Tables
    2026 Federal Tax Table to assist you and your family in your investment decisions.
    What to Know

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

AWARD-WINNING WEALTH MANAGEMENT. FOCUSED ON YOU.

With the guidance of a Morgan Stanley Financial Advisor and the strength of a five-time award-winning wealth management platform<sup> <a href="#wm-disclosure-1" class="Link--underline"> <span class="sr-only">Footnote</span> 1 </a> </sup>, you can build, preserve, and manage your wealth with precision and purpose. For every stage of your financial journey.

    Tax-Smart Solutions
    Leading tax optimization capabilities\<sup\> \<a href="#wm\-disclosure\-2" class="Link\-\-underline"\> \<span class="sr\-only"\>Footnote\</span\> 2 \</a\> \</sup\> designed to deliver year\-round tax management with an eye toward reducing taxes and boosting after\-tax returns.
    Seamless Cash Management Integration
    A comprehensive, coordinated strategy with access to competitive yields, flexible financing options, and exclusive cash management resources.
    Premier Risk Management and Cyber Defense
    Industry\-acclaimed risk management tools\<sup\> \<a href="#wm\-disclosure\-3" class="Link\-\-underline"\> \<span class="sr\-only"\>Footnote\</span\> 3 \</a\> \</sup\> to help drive smarter portfolio decisions. In\-house team of cybersecurity experts dedicated to help protect you from cyber threats.
    Personalized Legacy Planning
    Guidance from experienced professionals across estate, trust, philanthropy, and financial planning to help preserve and grow your legacy.
    An Industry-Leading Platform
    Expert insights from 500+ equity analysts to help unlock your portfolio's potential and investment guidance.
    Liquidity When You Need It
    Industry\-leading securities\-based lending solutions to help access liquidity without selling assets or disrupting your investment strategy.\<sup\> \<a href="#wm\-disclosure\-4" class="Link\-\-underline"\> \<span class="sr\-only"\>Footnote\</span\> 4 \</a\> \</sup\>
    Robust Concentrated Stock Solutions
    Powerful tools and strategies to help manage concentrated stock positions and look to optimize portfolio outcomes.
    Alternatives & Private Markets Access
    A comprehensive alternative investments platform offering tailored solutions, early access to select offerings, and competitive pricing structures. Exclusive private market and pre\-IPO opportunities that were previously reserved for institutions.

Location

350 East Las Olas Blvd
Ste 1500
Ft Lauderdale, FL 33301
US
Direct:
(954) 267-5600(954) 267-5600
Toll-Free:
(800) 669-7262(800) 669-7262

Meet The New River Wealth Management Group

Photo of Barry Klein

Barry Klein

Executive Director, Wealth Management, Financial Advisor, Lending Specialist
Phone:
(954) 267-5620(954) 267-5620
Photo of John Kirk

John Kirk

Senior Vice President, Financial Advisor, Portfolio Management Director, NFLPA Registered Institutional Player Financial Advisor
Phone:
(954) 267-5717(954) 267-5717
Photo of Jarrett Klein

Jarrett Klein

Vice President, Wealth Management, Financial Advisor
Phone:
(954) 267-5604(954) 267-5604
Photo of Calida Stone

Calida Stone

Senior Registered Associate
Phone:
(954) 267-5614(954) 267-5614
Photo of Liuby Meriño

Liuby Meriño

Client Service Associate
Phone:
(954) 762-3086(954) 762-3086
Photo of Belinda C. Galbraith

Belinda C. Galbraith

Senior Registered Client Service Associate
Phone:
(954) 713-8443(954) 713-8443
Photo of Kerry Jenny

Kerry Jenny

Portfolio Associate
Phone:
(954) 267-5639(954) 267-5639
Photo of Savannah Miller

Savannah Miller

Registered Client Service Associate
Phone:
(954) 267-5682(954) 267-5682

About Shaun Orcinolo

Shaun Orcinolo is a founding partner of The New River Wealth Management Group at Morgan Stanley and has been working in the financial services industry since 1994.

Shaun helps families develop a customized family wealth management plan utilizing values-based wealth planning strategies, which takes into consideration his client's long term financial objectives; the human capital of their family; philanthropic aspirations; and legacy planning needs. Shaun's knowledge base of the complex financial markets, economic landscapes, and family dynamics runs extremely deep. With 30 years of experience, Shaun spends an incredible amount of time working with families to understand their appropriate asset allocation, specific investment goals, cash flow needs, and succession planning strategies.

In 2012, Shaun earned Morgan Stanley's prestigious Family Wealth Director (FWD) designation – a designation held by approximately 5% of Morgan Stanley's Financial Advisors. In 2018, Shaun earned the Certified Portfolio Manager (CPM®) designation offered jointly by Columbia University's School of Engineering and Applied Science and the Academy of Certified Portfolio Managers (ACPM®). In 2025, Shaun was selected for the Morgan Stanley Global Sports and Entertainment Director designation program. As a member of this specialized group, Shaun is dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals in the sports and entertainment industry.

Shaun is a past member of the Board of Directors of the United Cerebral Palsy of South Florida and a founder of the Ziff Jewish Museum of Florida and Next Generation – Miami Jewish Home & Hospital. He is a past president of the Hope Center in Miami and past Chairman of the Family Advisory Council at Joe DiMaggio Children’s Hospital.

Outside of work, Shaun enjoys attending concerts, riding his bike, and spending time with his family. Shaun's interests also include major league baseball and film history.
Securities Agent: TX, CT, WY, MI, MA, KY, IL, OH, KS, IN, CO, NH, MD, FL, AZ, AK, WA, VI, UT, NM, DE, SD, OR, MN, SC, PA, NV, LA, RI, PR, MS, VA, TN, OK, NJ, GA, CA, NC, MO, NY, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1278938
CA Insurance License #: 0D26202

About Barry Klein

Barry has been in the financial services industry since 1983. His area of focus is providing innovative strategies and risk-management solutions for his clients. He holds FINRA Series 7, 63 and 66 securities licenses, as well as licenses to offer health, long-term care and variable annuities insurance.

Barry helps clients manage portfolios containing money market, currency, equity, fixed income, hedging techniques, commodities, structured products and real estate investments. Barry earned an A.A. degree in business and then attended Broward College. In his spare time, Barry raises funds for the local American Cancer Society chapter and various local charities. Barry and his wife, Jaime, have two children and reside in Boca Raton.
Securities Agent: CA, SD, NC, MO, MN, IN, DC, PA, PR, NJ, IL, AK, NH, MA, WY, OK, NY, NV, DE, AZ, TX, NM, MI, FL, VI, UT, OR, KS, MS, RI, MD, GA, CT, CO, WA, VA, TN, SC, OH, LA, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1279066
CA Insurance License #: 0E07916

About John Kirk

John Kirk began his career in financial services in 1999 working for a private portfolio manager at Smith Barney. John joined The New River Wealth Management Group in 2001, and he is responsible for directing the team's efforts regarding portfolio management, operations, and administration.

John earned his degree from the University of Florida. He is an active supporter of St. Jude Children’s Hospital and The David Sheldrick Wildlife Fund. He has served as the Chairman of the Endowment Committee and the Board of Trustee's, as well as the Finance and Legacy Committees for All Saints Episcopal Church.

John along with his wife, Arlie, and their two children reside in Plantation and are active members of All Saints Episcopal Church.
Securities Agent: NC, MI, NM, KS, CA, SD, IL, NV, NH, MN, IN, DE, MS, SC, VI, OH, NJ, MA, FL, WA, TX, TN, OR, MO, KY, GA, CT, PR, OK, LA, NY, RI, CO, WY, VA, UT, MD, DC, AK, PA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1288104
CA Insurance License #: 0E07905

About Jarrett Klein

Jarrett started his career with Morgan Stanley in 2016 working at our Portfolio Management and Consulting Group Advisor desk. Jarrett became a Financial Advisor in 2019 and joined the New River Group in 2022. As an experienced financial professional having his series 7 and 66 licenses, Jarrett enjoys working with successful individuals, families, and business owners, providing personalized advice through a disciplined wealth management approach. He combines his analytical skills with his institutional knowledge to guide clients towards the achievement of their specific financial goals. Jarrett focuses on what is most important to each client, so he can develop a customized plan designed to build, preserve, and transfer their wealth.

Jarrett was born and raised in Weston Florida, then attended Florida State University for his higher education. Jarrett currently resides in Fort Lauderdale. He’s an avid sports fan and supports all of the local teams. Jarrett enjoys playing sports and attending sporting events, traveling, the outdoors, and spending time with family and friends.
Securities Agent: WY, CA, WA, VA, OR, NV, SD, IN, CO, AZ, MN, KS, NH, CT, OK, NM, KY, FL, AK, VI, SC, OH, NJ, MA, MS, PR, NC, GA, TX, TN, NY, MO, MI, DE, UT, MD, DC, RI, PA, LA, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 2317920
CA Insurance License #: 0N13301

About Lauren Fiori

Lauren Fiori joined The New River Wealth Management Group as a Financial Advisor. Lauren is passionate about helping clients identify their financial goals; building comprehensive wealth plans; and aligning an investment strategy that will help clients meet those goals. On the team, Lauren is responsible for financial planning and portfolio analysis.

Born and raised in New York, Lauren graduated from the University of Florida with her Bachelor's Degree in Finance and Real Estate. Shortly after graduation, Lauren began her career in the financial services industry here at Morgan Stanley as a Wealth Advisor Associate (WAA) in 2021. In this role, Lauren worked with over 250 Financial Advisors across the South Florida region to help them implement financial planning into their practice.

Lauren is a licensed Registered Representative with FINRA holding her Series 7 and 66 Licenses, plus she holds her Life, Health and Variable Annuities Insurance license. In August of 2024, Lauren earned the CERTIFIED FINANCIAL PLANNER™ certification. This designation is awarded to candidates who have demonstrated extensive knowledge and experience in the areas of education, investment, tax, retirement, estate and insurance planning strategies. CFP® professionals must accrue several years of experience related to delivering financial planning services to clients and pass a comprehensive exam.

Outside of work, Lauren enjoys spending time with her family, friends, and Mini-Goldendoodle named Winston.
Securities Agent: MD, IN, SD, SC, NH, VA, TN, PA, OK, NV, MO, MA, KS, DE, AZ, NM, CT, OH, IL, TX, PR, NY, NJ, NC, MN, GA, DC, CA, UT, OR, KY, FL, CO, WY, MI, LA, AK, MS, VI, RI, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 2442935
CA Insurance License #: 4266501

About Calida Stone

Calida Stone is our team’s Senior Registered Associate. She began her career in Seattle, Washington at a regional firm as a client associate in 2005. She joined The New River Wealth Management Group at Morgan Stanley in 2014 and currently holds the Series 7, and 66 FINRA registrations. She is instrumental in client onboarding, as well as the operational and administrative functions of our business. Calida cultivates and enhances new and existing client relationships through active communication with clients, processing client requests, resolving inquiries by providing guidance and making sure key information and documentation remains current. She excels at organizational efficiency, overseeing the administration of client accounts, banking services, and ensuring clients remain informed on account-related updates.

Calida enjoys traveling, days at the beach, music and spending time with family and friends.

About Liuby Meriño

Liuby started in the business in 1998 as a receptionist with A. G. Edwards. Through the years, she moved to Operations as the cashier and then as the wire operator and eventually becoming the Branch Manager’s Assistant. Her career at Morgan Stanley began in March 2014 in the Aventura office, she later transferred to the Commercial branch and then to Las Olas branch as the Branch Administrator. As the Branch Administrator, the role enabled her to learn all aspects of the business at a high level and the wide range of responsibilities represents opportunities to grow skill sets and progress her career in the business.

After many years of handling administrative duties, she decided to expand her skill set and join The New River Wealth Management Group as a Senior Client Associate. Liuby is Series 7 & 63 licensed.

Outside of work, her greatest joys are spending time with her family and traveling. She is married has a young son and 2 mischievous dogs.

About Belinda C. Galbraith

Drawing on more than 14 years of industry experience, Belinda is often the first line of contact on a wide range of administrative and operational services. A consummate professional, she is committed to providing each client with the highest level of personal service and integrity.

From the largest task to the smallest request, Belinda works diligently to exceed client expectations. Her primary responsibilities include onboarding new clients, ensuring client account information is up to date, and performing operational tasks that support the team in the day-to-day management of their wealth management practice.

She joined Morgan Stanley in 2008 where she maintains all of her FINRA licenses, which include Series, 7, 31, 63 and 66.

Belinda comes from a large family and is happily married with three daughters and 3 grandchildren. She loves the outdoors, loves to travel and eat authentic foods.

About Kerry Jenny

Kerry is a consummate professional who has been an integral part of The New River Wealth Management Group for over 25 years. She began her career with Thomson McKinnon in Miami and holds the Series 7 and Series 63 licenses.

As a longtime Florida resident, Kerry can be found in her spare time on the water and beaches of South Florida, often accompanied by her puppies.

About Savannah Miller

Savannah recently moved from Salt Lake City, UT to join The New River Wealth Management Group. She has previous experience as a Client Service Associate in an independent wealth management office in SLC where she started her career after graduating from the University of Utah. At her previous firm, Savannah earned her Series 7 and Series 66 licenses and grew with her team through a rebranding, broker-dealer transition, and an acquisition. She is excited to continue to grow in her career with her new team and looks forward to getting to know everyone in the office and exploring what Fort Lauderdale has to offer.

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Photo of John Fanning

John Fanning

Senior Private Banker
Photo of Kevin Leon

Kevin Leon

Wealth Solutions Associate - Cash Management

About John Fanning

John Fanning is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.

Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

John began his career in financial services in 1992, and joined Morgan Stanley in 2010 as a Financial Advisor. Prior to joining the firm, he was a Commercial Banker at SunTrust Bank (now Truist Bank) and Bank United. He also also served as a Finance Manager at Merrill Lynch Business Financial Services.

John is a graduate of Florida Atlantic University, where he received a Bachelor of Science in Finance. He lives in Fort Lauderdale, Florida with his family. Outside of the office, John enjoys coaching and watching his sons excel in sports, spending time with family and friends, and cheering on all South Florida sports team.
NMLS#: 803783

About Kevin Leon

Kevin Leon is a Wealth Solutions Associate & Cash Engagement Specialist at Morgan Stanley providing dedicated support to Financial Advisors and their teams. Operating as an extension of the FA/Team, Kevin collaborates with clients to discover how best to engage and enroll in the services available at Morgan Stanley during their onboarding journey, specifically cash management. Kevin provides guidance across a wide suite of cash management offerings and is able to help open cash management accounts, transfer funds, assist with credit cards and provide education on the breadth of what Morgan Stanley has to offer in the cash management space.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.

Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.

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

Wealth Management
From Our Team

Rational Investing in an Age of Uncertainty

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Equity Compensation

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  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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
Learn More about Family
529 Plans: A Powerful Tool to Save for Education
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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
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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.
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  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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  • Foundations
  • Donor Advised Funds
  • Impact Investing
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
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Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
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  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
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You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career?and your money?is essential to help best position you to thrive. Here?s how.

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.
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The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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 | Morgan Stanley

Please read the important disclosures below.
1) Morgan Stanley Wealth Management secured Money Management Institute/Barron’s Industry Awards for Wealth Manager Platform of the Year. The Wealth Manager Platform of the Year category recognizes a wealth manager platform that exemplifies innovation in delivering better outcomes for investors and Financial Advisors. This award has been secured in 2024, 2021, 2020, 2019 & 2018. The winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI’s 207 member firms were eligible to vote to determine the winners. Nominations were reviewed and evaluated to determine finalists June 2024 - July 2024. Finalists were voted on to determine a winner August 2024. MMI/Barron’s does not receive compensation from the participating firms in exchange for the award and Morgan Stanley did not pay a fee to MMI/Barron’s in exchange for its receipt of the award. Morgan Stanley is a member of MMI and pays a fee to MMI as part of its membership dues. Morgan Stanley’s receipt of this award is not indicative of any future performance. These awards were granted to Morgan Stanley based on the time period from October 2023 to June 2024. There were 6 firms considered for the Wealth Management Platform of the Year Award and 12 firms considered for the Distribution Excellence Award. The Money Management Institute (MMI) is the industry association representing financial services firms and Barron’s is a financial magazine; both groups are responsible for the award. Accolade qualifications for past years may vary; additional information available upon request.

2) Industry’s top tax-optimization technology refers to tax management capabilities developed by Eaton Vance and Parametric, affiliates of Morgan Stanley. Morgan Stanley is a leading provider of direct indexing strategies. According to Cerulli Associates’ Q1 2026 Managed Account Edition, Morgan Stanley ranked first among 15 firms in Direct Index SMA assets under management based on reported industry assets. The ranking reflects scale of assets and does not evaluate tax outcomes, performance, or quality of technology. Tax outcomes will vary and are not guaranteed.

3) The Celent Model Wealth Manager 2025 Awards for Data and Analytics and Essential and Emerging Technologies were granted to Morgan Stanley following an evaluation process conducted by Celent analysts. To be considered for this award, Morgan Stanley submitted Model Wealth Manager 2025 Nomination Award Worksheets to Celent on or about January 30, 2025. Celent judged each submission on three criteria: (1) Measurable business benefits of live initiatives; (2) degree of innovation relative to the industry; and (3) technology or implementation excellence. In order to win, the initiatives must demonstrate clear business benefits, innovation, and technology or implementation excellence. Celent does not receive compensation from the participating firms in exchange for the award and Morgan Stanley did not pay a fee to Celent in exchange for the award. Morgan Stanley is not affiliated with Celent. Based on their submission on January 30, 2025 for Celent’s 2025 Model Awards program, Celent granted Morgan Stanley their awards in June, 2025 and publicly shared the news in June, 2025. Celent is a global financial services research and advisory firm and is responsible for determining the recipient of this award.

4) Q4 2025 Securities Based Lending McLagan Survey – 6 Firm Report. Based on both Non-Purpose Lending and total SBL balances. Borrowing against securities may not be appropriate for everyone. Clients must be aware that there are risks associated with a securities based loan, including possible maintenance calls on short notice, and that market conditions can magnify any potential for loss.

Not all products, tools, platforms, and services referenced are available to all clients. Please speak with your Financial Advisor for eligibility criteria.

Investing in securities involves risk, including possible loss of principal. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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.

Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.

Cash management and lending products and services are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.

Borrowing against securities may not be appropriate for everyone. Clients must be aware that there are risks associated with a securities based loan, including possible maintenance calls on short notice, and that market conditions can magnify any potential for loss. For details please see the important disclosures below.

Important Risk Information for Securities Based Lending: Clients must be aware that: (1) Sufficient collateral must be maintained to support the loan and to take future advances; (2) Clients may have to deposit additional cash or eligible securities on short notice; (3) Some or all of the pledged securities may be sold without prior notice in order to maintain account equity at required collateral maintenance levels. Clients will not be entitled to choose the securities that will be sold. These actions may interrupt long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as "Morgan Stanley") reserve the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase the collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.

With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.

To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.

Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.

There is no guarantee that tax-loss harvesting will achieve any particular tax result. Clients may elect Tax Management Services for the account by notifying their Financial Advisor, and indicate what Maximum Tax or Realized Capital Gain Instruction is desired for the account, if any. The Tax Management Services Terms and Conditions attached to the Morgan Stanley Smith Barney LLC Select UMA ADV brochure as Exhibit A will govern Tax Management Services in the account. Review the Morgan Stanley Smith Barney LLC Select UMA ADV brochure carefully with your tax advisor.

Industry acclaimed risk platform refers to Morgan Stanley Smith Barney LLC’s (“Morgan Stanley”) Portfolio Risk Platform. The assumptions used in the Report incorporate portfolio risk and scenario analysis employed by BlackRock Solutions (“BRS”), a financial technology and risk analytics provider that is independent of Morgan Stanley. BRS’ role is limited to providing risk analytics to Morgan Stanley, and BRS is not acting as a broker-dealer or investment adviser nor does it provide investment advice with respect to the Report. Morgan Stanley has validated and adopted the analytical conclusions of these risk models. The analysis provided is illustrative only. Morgan Stanley cannot predict a portfolio’s risk of loss due to, among other things, changing market conditions or other unanticipated circumstances. The analysis is based purely on assumptions made using available data and any of its forecasts are subject to change.

The footnotes below apply to the industry-leading claims referenced above. More information is available upon request.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.

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

Morgan 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 visit us at www.morganstanley.com/wealth or consult with your Morgan Stanley Financial Advisor to read about those differences.

The sole purpose of this material is to inform, and it in no way is intended to be an offer or solicitation to purchase or sell any security, other investment service, or to attract any funds or deposits. Investments mentioned may not be appropriate for all clients. Before making any investment, each investor should carefully consider the risks associated with the investment, as discussed in the applicable offering memorandum and make a determination based on their own particular circumstances that the investment is consistent with their investment objectives and risk tolerance.

© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.

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