The NKY Group at Morgan Stanley

The NKY Group at Morgan Stanley Financial Advisors at Morgan Stanley Working with you to help preserve and grow wealth for your long-term goals. MSSB does not provide tax or legal service.

We formed our advisory team in November 2004, with the mission to offer comprehensive financial planning and consultative financial advice to our clients. We believe every individual deserves the opportunity to engage in an objective financial discussion concerning their current finances, investments, and future objectives. We strive to build long-term client relationships and are committed to bei

ng a trusted financial advisor. "© 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://fa.morganstanley.com/thenkygroup/index.htm . The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html." NMLS #: 1563180, NMLS #: 1073357

Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson mentions that earnings and AI's ...
06/04/2026

Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson mentions that earnings and AI's impact may remain stronger than many investors appreciate. Listen to the full podcast episode below.

morganstanley.com

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key dri...
05/29/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/a2SSaD

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan...
05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/ahBqAo

I recently enjoyed the commencement ceremonies for my son, Alex, who graduated Summa Cum Laude from University of Tennes...
05/27/2026

I recently enjoyed the commencement ceremonies for my son, Alex, who graduated Summa Cum Laude from University of Tennessee. Alex graduated with a Bachelor of Science degree in Supply Chain Management.

AI adoption is rising, but its impact on the labor market remains narrow, potentially echoing past innovation cycles tha...
05/06/2026

AI adoption is rising, but its impact on the labor market remains narrow, potentially echoing past innovation cycles that ultimately expanded employment over time. Read more below:

morganstanley.com

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you loo...
04/29/2026

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you look forward to retirement. https://livesocial.seismic.com/acIyOZ

My son, Joey, and I participated in the Horse Capital Half Marathon in Georgetown, KY. We had great races and finished f...
04/23/2026

My son, Joey, and I participated in the Horse Capital Half Marathon in Georgetown, KY. We had great races and finished first in our respective age groups. What a day!

I'm excited to announce I was recently named to the Forbes Best-In-State Wealth Advisors list for Ohio - Cincinnati (202...
04/17/2026

I'm excited to announce I was recently named to the Forbes Best-In-State Wealth Advisors list for Ohio - Cincinnati (2026).

Thank you to my amazing clients who helped make this recognition possible. It's an honor to be recognized among this exceptional group of my colleagues.

[Source: Forbes.com (Awarded Apr 2026) Data compiled by SHOOK Research LLC based on time period from 6/30/24 - 6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026 ]

Address

221 East Fourth Street, Suite 2200
Cincinnati, OH
45202

Telephone

+15138524401

Website

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