WNW Group at Morgan Stanley

As a financial advisor in the St. Louis region, Dan Naert works with individuals, families, businesses, and institutions to deliver services and solutions that help build, preserve, and manage wealth. With over 41 years of experience, he facilitates the design and implementation of small to mid-size employer sponsored retirement plans, ongoing employee education and consulting.

In 2018, Dan joined a select group with fewer than 2% of Morgan Stanley Financial Advisors who have completed the rigorous Family Wealth Director (FWD) certification program. Building on his experience working with ultra-high net worth families, the training Dan received enables him to better assist clients with a broad spectrum of wealth management areas, including:

Business succession planning and monetizing business ownership
Alternative investments
Control and restricted securities
Equity and interest rate risk management
Wealth transfer strategies
Family Governance and Dynamics
Philanthropic Services

The Family Wealth Director designation also allows Dan to access an exceptional group of wealth management professionals across a broad spectrum of needs.

Dan attended Missouri State University and earned a Bachelor of Science in Accounting. Dan served as the treasurer of Forest Park Forever from 1995 through 2006. The “Restoring the Glory” capital campaign has provided for Forest Park’s complete transformation. St. Louisans can take pride in this piece of land we hold so dear.

Dan is an avid golfer and continues to be active with Forest Park Forever.

Dave brings more than 31 years investment experience to our group. His responsibilities include money management and mutual fund analysis as well as asset allocation and technical research. Dave’s extensive knowledge of risk management aids our clients in implementing investment strategies that are built around an understanding of how diverse investment instruments change the overall volatility in a portfolio.

Dave graduated from McKendree University with degrees in Business Administration and Finance. He continues his professional education attending various investment conferences and academic studies.

Dave’s hobbies include golfing, boating, skiing and swimming with his family.

Kimberly Akuna is a Vice President and Financial Advisor with the WNW Group at Morgan Stanley Wealth Management in Clayton, Missouri. She brings a thoughtful, well-rounded perspective to wealth management, shaped by her experience as a corporate professional, mother, community member, and lifelong learner.

Kimberly works with clients through meaningful life transitions, including career changes, divorce, retirement, and evolving family responsibilities. She has a particular focus on supporting the “sandwich generation” — individuals and families balancing the financial needs of aging parents while planning for children, independence, and future generations.

Kimberly’s approach is grounded in balance, trust, and clear communication. A dedicated yoga and AcroYoga practitioner for more than 25 years, with certifications across multiple yoga and mindfulness disciplines, she draws on those principles to help clients make thoughtful financial decisions with clarity and intention. Whether guiding a family through a complex transition or helping an individual prepare for the next chapter, Kimberly seeks to create a planning experience that feels steady, personal, and empowering.

Her passion for overlanding, wilderness camping and motorcycle riding also informs her work with clients. These pursuits require preparation, adaptability, and sound risk management — qualities she brings to financial planning and portfolio conversations, particularly during periods of personal or market uncertainty. As a gardener and local “victory farmer” in Saint Charles, Missouri, Kimberly also appreciates that meaningful growth requires patience, discipline, and consistent care. She applies that same mindset to helping clients build, preserve, and transfer wealth through customized strategies, including multi-generational planning and education funding.

Kimberly attended The George Washington University School of Business, where she pursued dual concentrations in International Business and Tourism, Hospitality and Sport Event Management. Prior to her work in wealth management, she built a diverse professional background across luxury hospitality and media operations, land and real estate development, and mind-body healthcare programming. Today, she combines that operational experience, client-centered mindset, and disciplined planning approach to deliver highly personalized financial guidance.

Fax: +1 314 450 8282

Amy Olvitt has 33 years of financial industry experience. She graduated from University City High School and began her career at AG Edwards in 1990 on the fixed income desk. In 1997 she moved to a local branch to work with the Institutional Sales Group. In 2012 she joined Morgan Stanley with an Institutional Sales Team. Amy has received her Series 7, 63 and 65 certifications.

She is celebrating 26 years of marriage to James and is the proud mother of 2 adult children and grandmother to an amazing granddaughter. She also shares her life with 4 Border Collies, a German Shepherd and a small menagerie of other animals.

Amy’s hobbies include, dog sports (disc, nose work and dock diving), reading, cross stitching, camping and spending time with her family and dogs.