WNW Group at Morgan Stanley

Dan has over 43 years of experience in the financial industry. He began his career at Merrill Lynch in August 1981. In 1992, Dan started managing portfolios at Smith Barney through their portfolio management program.

Dan’s focus has been specifically in equity research with emphasis on individual large capitalization stocks. Dan is cognizant of portfolio management theory and diversification in building out portfolios. Over the years, Dan has gathered extensive knowledge from around Wall Street and independent sources and through this has developed many industry contacts to source.

He has extensive experience in buying individual municipal bonds, building bond ladders, and a deep understanding of call features and credit quality. In addition to this, Dan has substantial experience in alternative investments, including private equity, real estate, hedge funds, and credit structures.

Dan graduated with a Bachelor of Science degree in Business Administration from Arizona State University and a master’s degree from Washington University.

Dan's hobbies include, traveling, playing golf, coin collecting, going on walks along the ocean, swimming, and philanthropy.

Dan enjoys spending time with his family, especially his wife Jennifer, their three children and three grandchildren.

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.

With eight years in the finance industry and decades experience handling logistics in multiple business sectors including luxury hospitality, real estate development, media, and healthcare - Kimberly seeks to develop relationships with people who share similar values – being a good person, caring for community and family, and affecting positive change. Through financial road mapping, strategic big picture investment analysis, and tax analysis, she works with clients to identify what matters most and create a living, breathing plan that allows them to achieve their goals and dreams.

Kimberly attended The George Washington University School of Business with dual concentration in International Business and Tourism, Hospitality and Sport Event Management. She also holds certifications in multiple modalities of yoga and mindfulness and has been a dedicated yoga practitioner for over 20 years.

Kimberly lives in Saint Charles, Missouri with her daughter and a menagerie of animals. She enjoys time with her family and community, golfing, victory gardening, enjoying outdoor music and camping, acroyoga and yoga.

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.