Kevin T. Dickey, a co-founder of The Dickey Wright Sweeney Group at Morgan Stanley Private Wealth Management, brings over three decades of investment management and wealth planning experience to the service of the team’s clients. Kevin orchestrates the team’s efforts to create and maintain highly customized and fully comprehensive plans based on each client’s specific needs and objectives. As many of these clients hold highly concentrated equity positions, these efforts often involve sophisticated diversification and lending strategies. The ultimate goal is to help the affluent families his team serves preserve and grow their wealth while pursuing their visions of a successful life.At Morgan Stanley Private Wealth Management we believe every client has specific goals and objectives and we align our experience and resources to help achieve their financial goals. We advise 55 ultra high net worth families totaling over $2.6B in assets under management (as of 12/2023). We are small by design. Narrowing our clientele allows us to tailor services and focus on individual needs. As a team, clients benefit from our combined and diverse talents to create comprehensive wealth management solutions. In our practice, we choose to be "all things" to a select few. Our focus includes Ultra-High Net Worth Individuals, Corporate Executives and Entrepreneurs. We strive to know our clients as individuals and find out what's important.Our Group: Private Wealth Advisors: Kevin T. Dickey, Larry K. Wright, Michael D. Apple CFP®Financial Advisors: Benjamin J. Sweeney and Diana C. NunezWealth Management Associate: Teresa L. HallRegistered Client Service Associate: Brittanie L. CrayneAnalyst: Dillan D. HemmenwayAreas of focus: Alternative Investments, Lending Solutions, Hedge Funds, Municipal Bonds, Portfolio, Management, Retirement Planning, Tactical Asset AllocationNMLS #1274526
Listed skills include Alternative Investments, Asset Based Lending, Fixed Income, Retirement Planning, and 16 others.
