Kevin Kopp Email & Phone Number

I work with institutional and high net worth clients to help manage diversified and balanced asset strategies. These include retirement and estate planning strategies. I do Wealth Management and also use money managers for some asset classes. I have extensive experience managing both foreign and domestic accounts. I provide various concierge financial services to my clients including asset management, providing cash management and lending solutions, total financial planning and handling special needs and situations for clients. © 2024 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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the ranking methodology for the award[s] listed above, go to https://advisor.morganstanley.com/kevin.koppDiversification does not guarantee a profit or protect against a loss.The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.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.

I followed and wrote about big ten football, includingNotre Dame.

I was a social worker for the "Aid to Dependant Childrenprogram. I maintained a client base of approximately 60families.