OUR MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
As a fully licensed investment professional for more than 35 years, Mark implements wealth strategies for clients by concentrating on overall portfolio construction and estate protection. He focuses on investment management research and portfolio manager relations as well as hedging strategies.
Mark is firmly committed to long-term relationships and strives to deliver exceptional client service. Through one on one meetings, he listens carefully to clients’ goals, values, aspirations and concerns; based on this input, Mark then works attentively to help clients in achieving their financial objectives. Mark believes that a strong personal relationship with clients is paramount to long term financial success.
Mark attended the University of South Florida with focus on economics. He continues to expand his learning through annual participation in the Mastery Institute and the Consulting Group Advisory Graduate program.
Mark is an avid automobile enthusiast. He is a student of the history of the automobile as well as an internationally licensed racing car driver. He is also an accomplished pilot. Mark and Vicki, his wife of 35 years, are the founders of the Hein Family Foundation for Education. Their Foundation’s mission is to promote higher education through scholarships to deserving students.
Securities Agent: AL, AR, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Shane is a Senior Partner with The Belleair Group at Morgan Stanley. Shane and his team deliver a high touch service model to a select group of high net worth families that fall into three categories: endowments and family foundations, entrepreneurs/business owners, and individuals that have a concentrated position in a public company. The team advises clients on matters such as risk mitigation, portfolio management strategies, cash flow analysis, business succession planning, and trust and estate planning. Shane draws on his nearly two decades of experience with respect to management of equities, fixed-income, alternatives, and liability management. He coordinates with client’s attorneys and accountants to ensure they are on track to meet their personal financial goals as well as their family’s multi-generational legacy goals.
Shane is an alumnus of the University of South Florida with a degree in Chemistry and holds additional certifications from the Wharton School of Business. Shane is a member of the Pinellas County Estate Planning Council and Florida Institute of CPAs. Shane is a prior fundraising chair for Rotary International and St Jude's Hospital. Shane and his wife Molly are also sponsors of All Children’s Hospital and work as Court Appointed Special Advocates (CASA) on behalf of abused and neglected children. Shane grew up in Clearwater and lives in Sarasota with his wife, Molly and their three children.
Securities Agent: AL, AR, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
As a partner for The Belleair Group at Morgan Stanley, Chris is responsible for developing, presenting, and implementing financial plans that provide clients with utmost care. He finds the most rewarding part of planning to be when clients achieve the goals they have set in previous years, or even decades.
Chris is a graduate of The University of Central Florida and holds his Bachelor of Science in Business Administration with a concentration in Finance. He began his career in the financial services industry at Ameriprise in 2005 where he earned the Chartered Retirement Planning Counselor (CRPC®) designation. Chris has been a partner with The Belleair Group at Morgan Stanley for over 10 years and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the standard of excellence for personal financial planning.
Chris is an active member in the Sports Car Club of America and enjoys spending his free time building and racing F2000 cars. He is a Florida native, born and raised in Miami. Today, Chris resides in St. Petersburg, FL with his wife, Ally, and their daughter, Emma. Their family spends most weekends enjoying Tampa Bay by boat.
Securities Agent: AL, AR, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Michael Kindt joins The Belleair Group with his passion for financial planning solutions. Mike, formerly a partner in a national CPA firm, now non-practicing, brings 32 years of tax planning experience to Morgan Stanley. He acquired his Certified Financial Planner designation in 2003 to meet his clients’ financial and investment tax planning needs. Today, Mike pairs his CFP education with his experience as a former CPA to analyze a client’s financial condition and provide proactive planning solutions.
Mike finds that a client’s financial picture can be scattered between various organizations, entities, and multiple account types. He enjoys taking this financial chaos and using his experience to identify creative and proactive solutions to form an organized, efficient, and purposeful financial plan that meets the client’s specific objectives.
Mike is a Florida native and holds a B.A. degree in Accounting from The University of South Florida. He serves as a Board Member of Charity Works, Inc., a non-profit that aids charitable organizations in acquiring and managing their funding resources efficiently. He is a member of the American Institute of CPAs (AICPA) and the Florida Institute of CPAs. Mike and his wife of 31 years, Gina, reside in New Port Richey. They enjoy spending time with their 3 grown children and first grandchild.
Securities Agent: AL, AR, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative
Debbie Novak, a 37 year veteran of the industry, serves as a Senior Client Service Associate. She focuses on serving client needs through operations and high-level service. Her tenure and experience gives her an unparalleled depth of knowledge of firm operations, ensuring exceptional client service. In her role, Debbie handles account opening, transfers, wires, assembling tax documents and general service needs. She is responsible for multifaceted duties, which comprise coordinating the group’s administrative and operational activities. Debbie began her career in this industry with E. F. Hutton in 1981.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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