Kevin Dickey

Kevin Dickey Email and Phone Number

Managing Director | Private Wealth Advisor at Morgan Stanley Private Wealth Management @ Morgan Stanley
new york, new york, united states
Kevin Dickey's Location
Dallas-Fort Worth Metroplex, United States
Kevin Dickey's Contact Details

Kevin Dickey personal email

n/a

Kevin Dickey phone numbers

About Kevin Dickey

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

Kevin Dickey's Current Company Details
Morgan Stanley

Morgan Stanley

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Managing Director | Private Wealth Advisor at Morgan Stanley Private Wealth Management
new york, new york, united states
Employees:
78669
Kevin Dickey Work Experience Details
  • Morgan Stanley Private Wealth Management
    Managing Director | Private Wealth Advisor | High Net Worth Consultant
    Morgan Stanley Private Wealth Management Jan 2009 - Present
    Dallas/Fort Worth Area
    Kevin T. Dickey, Managing Director, Private Wealth Advisor and co-founder of The Dickey Wright Sweeney Apple Group. Our team consists of five partners and three associates. We pride ourselves in providing exceptional customer service and a relationship with our clientele. Overall our client list is small by design which allows clients the benefit of great service.
  • Morgan Stanley
    Managing Director, Private Wealth Advisor With The Dickey Wright Sweeney Group
    Morgan Stanley Jan 2009 - Present
    ©2023 Morgan Stanley Private Wealth Management, a division of 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.htmlThe 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.Diversification and asset allocation do not guarantee a profit or protect against a loss in a declining financial market.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.NMLS#: 1274526
  • Ubs
    Senior Vice President
    Ubs Jan 2002 - Jan 2009
    Dallas/Fort Worth Area
  • Smith Barney
    Vice President
    Smith Barney Jan 1995 - Jan 2002
    Dallas/Fort Worth Area

Kevin Dickey Skills

Alternative Investments Asset Based Lending Fixed Income Retirement Planning Wealth Management Services Portfolio Management Investments Asset Allocation Investment Advisory Tactical Asset Allocation Asset Managment Wealth Management Equities Fixed Income Analysis Mutual Funds Cash Flow Forecasting High Net Worth Individuals Covered Calls Securities Lending Hedge Funds

Kevin Dickey Education Details

  • Baylor University
    Baylor University

Frequently Asked Questions about Kevin Dickey

What company does Kevin Dickey work for?

Kevin Dickey works for Morgan Stanley

What is Kevin Dickey's role at the current company?

Kevin Dickey's current role is Managing Director | Private Wealth Advisor at Morgan Stanley Private Wealth Management.

What is Kevin Dickey's email address?

Kevin Dickey's email address is ke****@****pwm.com

What is Kevin Dickey's direct phone number?

Kevin Dickey's direct phone number is (212)-761*****

What schools did Kevin Dickey attend?

Kevin Dickey attended Baylor University.

What are some of Kevin Dickey's interests?

Kevin Dickey has interest in Family, Golf, Skiing And Coaching Little League.

What skills is Kevin Dickey known for?

Kevin Dickey has skills like Alternative Investments, Asset Based Lending, Fixed Income, Retirement Planning, Wealth Management Services, Portfolio Management, Investments, Asset Allocation, Investment Advisory, Tactical Asset Allocation, Asset Managment, Wealth Management.

Who are Kevin Dickey's colleagues?

Kevin Dickey's colleagues are Christine Scimeca, Karolina Śmiecińska, Tom Carlucci, Michael Judd, Vishal Agarwal, Cfa, Debra Charish Kamen, Kwayne Estrim.

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