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 one year old 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
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.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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.
Discover a more rewarding way to manage your everyday finances. Access benefits, savings, and enhanced services from your Morgan Stanley Financial Advisor.
Now you view your accounts from other financial institutions on Morgan Stanley Online and the Morgan Stanley Mobile App.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* 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.
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.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
CRC 1369093 12/15