Kyle W. Egress, Senior Vice President, Financial Advisor at Morgan Stanley

Kyle W. Egress, Senior Vice President, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you.

With The Perry Egress Group at Morgan Stanley I provide comprehensive wealth management and planning services to uniquely successful individuals, families and business owners. Areas of focus: Retirement Income Plan, Portfolio Construction, Asset-allocation Advice, Insurance Planning, Wealth Transfer Strategies, Trust Services, Business-Succession Planning, Cash Management, and College Planning

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Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. 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. Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee. NMLS #: 1262010

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Today, we honor the contributions and achievements of laborers in the United States.
09/07/2026

Today, we honor the contributions and achievements of laborers in the United States.

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our c...
07/04/2026

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, friends and fun.

Happy Father's Day to all the incredible fathers and father figures out there!
06/21/2026

Happy Father's Day to all the incredible fathers and father figures out there!

On Juneteenth, we commemorate the end of slavery in the United States and celebrate the rich culture and history of Blac...
06/19/2026

On Juneteenth, we commemorate the end of slavery in the United States and celebrate the rich culture and history of Black Americans.

Earn up to 4.04% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible broker...
05/29/2026

Earn up to 4.04% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible brokerage account holders. This competitive, limited-time offer is available until June 9, 2026. https://livesocial.seismic.com/aQzJX_

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/a4Fr2X

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.
05/20/2026

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explo...
05/01/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/anS4bn

Eid Mubarak! Wishing a happy and prosperous Eid to my friends and their loved ones celebrating.
03/19/2026

Eid Mubarak! Wishing a happy and prosperous Eid to my friends and their loved ones celebrating.

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that ...
03/12/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://livesocial.seismic.com/aGV5IV

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