Phone:
(816) 932-8735(816) 932-8735
The Perry Acuff Group at Morgan Stanley
Direct:
(816) 932-7800(816) 932-7800
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Invest For The Future
A 529 account can help you pave the way for a loved one on the path to success, while both potentially reducing the income taxes on your investments and the taxable value of your estate for federal estate tax purposes.
The Perry Acuff Group can help answer your questions about 529 plans and provide guidance on developing an approach to help you achieve your goals.
The 529 Plan Program Disclosure contains more information on investment options, risk factors, fees and expenses, and potential tax consequences. Investors can obtain a 529 Plan Program Disclosure from their Financial Advisor and should read it carefully before investing. Investors should also consider whether tax or other benefits are only available for investments in your home state 529-college savings plan.
The Perry Acuff Group can help answer your questions about 529 plans and provide guidance on developing an approach to help you achieve your goals.
The 529 Plan Program Disclosure contains more information on investment options, risk factors, fees and expenses, and potential tax consequences. Investors can obtain a 529 Plan Program Disclosure from their Financial Advisor and should read it carefully before investing. Investors should also consider whether tax or other benefits are only available for investments in your home state 529-college savings plan.
What You Get From Us:
- Industry-leading thought leadership and portfolio construction
- Integration into a goals-based total wealth plan
- Sophisticated advice from your trusted Financial Advisor
Potential Benefits Of A 529 Plan:
- Tax Advantages - Once you fund a 529 account, any growth of that money is generally income tax-free. And it can normally be distributed income tax-free if it’s used to pay for qualified education expenses, including tuition and supplies.
- Versatility & Control - Help pay for private K-12 education, graduate school, semesters abroad, apprenticeship programs and student loans. Stay in full ownership of your account even as you change beneficiaries or withdraw funds.
- Estate Planning - Because contributions to a 529 plan are generally excluded from a donor’s gross estate calculation, you can typically move money from your taxable estate to beneficiaries estate tax-free, without ever losing control.
- Flexibility - 529 plans are notable for their flexibility—with no income, age or time limits, no minimum distributions, no state residency requirements, no limits on who can benefit or contribute, and high contribution limits.
More Value And Protection In Cash Management
Smart management of your cash is critical to the success of your overall wealth management plan and can help your Morgan Stanley team more effectively deliver sophisticated advice across all of your wealth.
Types Of Morgan Stanley CashPlus Accounts Available
- Premier CashPlus Account
- Platinum CashPlus Account
CashPlus Benefits
- ATM Fees Rebates Worldwide
- Online Bill and Pay with Morgan Stanley Payments
- Send Money with Zelle
- Morgan Stanley Debit Card with Price Protection from Mastercard
- Mobile Deposits with Higher Limits
- Identity and Credit Protection Provided by Experian
- Morgan Stanley Online & Morgan Stanley Mobile App
- Direct Deposit
- Morgan Stanley Cards from American Express
Our Suite of Digital Tools
Digital technology is centered on how people communicate, consume, transact and travel. Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
Learn More Here- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery. Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.
Learn More Here
Total Wealth View
We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Learn More HereThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Learn More HereLocation
4520 Main St. 8th
Fl
Kansas City, MO 64111
US
Direct:
(816) 932-7800(816) 932-7800
Meet The Perry Acuff Group
Phone:
(816) 932-8734(816) 932-8734
About Todd Weston Acuff
Todd Acuff has over 31 years of industry experience starting his investment career in 1989 after earning his Bachelor’s degree in Finance and Banking from The University of Missouri-Columbia. He joined Morgan Stanley in 2012 and his primary responsibilities include client relationships, investment strategies, liability management, coordinating with accountants, estate planning attorneys and other professionals to shape clients' full financial lives. Todd is a Senior Portfolio Manager and Vice President.
Todd lives in Kansas City, Missouri with his wife, Kate and their two children, Evan and Brooklyn. He enjoys time with his family and loves traveling, hiking, fishing, golfing and watching his kids play tennis in his free time.
Todd lives in Kansas City, Missouri with his wife, Kate and their two children, Evan and Brooklyn. He enjoys time with his family and loves traveling, hiking, fishing, golfing and watching his kids play tennis in his free time.
Securities Agent: ID, MN, AR, NY, LA, IL, WA, SC, MO, OH, GA, CO, AZ, WI, KS, AK, IA, VA, SD, MT, MI, AL, OR, MD, FL, CA, NV, NC, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1428658
NMLS#: 1428658
About Art Perry
Art Perry is a Senior Vice President and Financial Advisor at the Morgan Stanley Kansas City office. He has dedicated his 35 year long career to focusing on providing extensive wealth building and planning strategies for families, individuals and small businesses, helping them to identify and accomplish their most important financial goals and objectives.
As a CERTIFIED FINANCIAL PLANNER (CFP®), Art takes a comprehensive, personalized approach to retirement and investment planning. He introduces strategies that help his clients minimize income taxes, enhance income, prepare for education, and manage their liabilities.
Art received his Bachelor’s degree in Social Psychology from Park University in Parkville, Missouri. He is active in the Kansas City community working with organizations that empower individuals and families to prevent, navigate or end homelessness. He and his wife Susan live in the historic Westport district of Kansas City, Missouri.
As a CERTIFIED FINANCIAL PLANNER (CFP®), Art takes a comprehensive, personalized approach to retirement and investment planning. He introduces strategies that help his clients minimize income taxes, enhance income, prepare for education, and manage their liabilities.
Art received his Bachelor’s degree in Social Psychology from Park University in Parkville, Missouri. He is active in the Kansas City community working with organizations that empower individuals and families to prevent, navigate or end homelessness. He and his wife Susan live in the historic Westport district of Kansas City, Missouri.
Securities Agent: WI, SC, MT, MI, LA, ID, NC, IA, OR, MD, FL, AZ, WA, NY, MO, SD, MN, IL, AK, TX, NV, KS, GA, AR, AL, OH, CO, CA, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1401649
AR Insurance License #: 935001
NMLS#: 1401649
AR Insurance License #: 935001
Contact Todd Weston Acuff
Contact Art Perry
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
Gabe Toltus
Planning Associate
About Gabe Toltus
Gabe Toltus is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Gabe provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from the Stevens Institute of Technology and received the Financial Planning Specialist® designation from the College for Financial Planning. Gabe is originally from New Jersey and currently resides in Hoboken, NJ.
He earned his undergraduate degree from the Stevens Institute of Technology and received the Financial Planning Specialist® designation from the College for Financial Planning. Gabe is originally from New Jersey and currently resides in Hoboken, NJ.
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
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
Article Image
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
Article Image
Ready to start a conversation? Contact The Perry Acuff Group 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.
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
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)