Morgan Stanley Private Wealth Management


Kevin Johnson

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Kevin Johnson

Private Wealth Management is dedicated solely to the complex, multigenerational needs of ultra high net worth families, foundations and family offices.

Welcome

Biography

Kevin is an Executive Director, Private Wealth Advisor with Morgan Stanley’s Private Wealth Management division. Drawing on 20 years of industry experience with Morgan Stanley, Kevin develops customized wealth management solutions for entrepreneurs, C level executives, UHNW families and their foundations and private endowments. His team manages fixed income, equities and alternative investments on behalf of their clients. Kevin and his team have worked with a number of public and private executives, assisting them in maximizing value for their personal stock holdings and incorporating those holdings into comprehensive financial plans. 

Kevin was selected by The Financial Times as one of the Top 400 advisors in the US (2016) and by Barron's Magazine as one of the Top 1,200 Financial Advisors (2017, 2018).

Kevin began his career with Morgan Stanley in 1996. Prior to that, Kevin played professional golf on the Hooters Tour, Nike Tour, Golden Bear Tour and various mini tours around the United States. Kevin graduated from Florida Atlantic University with a degree in Economics. While at Florida Atlantic University, Kevin was a three time All TAAC Conference Golfer and two-time All-Academic Conference Golfer.

Kevin and his wife, Jenna, are involved in numerous charitable organizations in Naples. Kevin is on the Board of Directors with The Immokalee Foundation, The First Tee Naples /Collier, Bonefish Tarpon Trust and is the past District Chairman, Southwest Florida Council of the Boy Scouts of America and member of the National Eagle Scout Association NESA. 

Kevin, Jenna and their three children, Emma(15), Brooke(13) and Matthew(8) live full time in Naples, FL.

Capabilities

  • Family Governance & Wealth Education
  • 10b5-(1) Programs
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Open-Architecture Platform
  • Risk Management
  • Hedging Strategies
  • Philanthropy Management


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

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.  Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control 

Private Wealth Management Highlights
  • Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Approach

Approach

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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.

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.

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.

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.

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.

Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Our Clients

Clients

Our clients are an uncommonly dynamic group of entrepreneurs, corporate leaders and other successful individuals and families. They tend to be active in their communities, passionate in their interests and devoted to their families… leaving little time to focus on the multifaceted complexities of managing the wealth they have accumulated.

Our average household relationship is north of $10 million. Many of our clients are current and former executives and directors of publicly traded companies. We focus on helping these individuals and their families manage concentrated equity positions and address the other tax / estate and financial planning issues they face. We also work with many individuals and families who accumulated their wealth as business owners, or by other means, helping them face the everyday challenges of providing for their families and creating a legacy for generations to come.

As an extension of our relationships with senior executives, we also provide investment management services to a number of private foundations and endowments.

Awards

Awards

  • Kevin T. Johnson Named to The Financial Times' "Top 400 Financial Advisors" (2016)
  • Kevin T. Johnson Named to Barron's "Top 1,200 Financial Advisors" (2017)
  • Kevin T. Johnson Named to Barron's "Top 1,200 Financial Advisors" (2018)

Location

Location

  • 8889 Pelican Bay Blvd Ste 300
  • Naples, FL 34108


    Meet the Professionals

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Legacy
    • Signature Access
    • Business Services

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.

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    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice.  Visitors to this website 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.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration.  Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    See the Financial Advisors Biographies for Registration and Licensing information.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

    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

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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    Awards Disclosures