Kirk Gravelle

CFP, CIMA, First Vice President, Wealth Management, Financial Advisor

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Kirk Gravelle

MY MISSION STATEMENT

We coordinate the financial affairs of Dental Professionals throughout Florida. Our clients receive estate planning advice, disciplined investment management and a commitment to exceptional service.

My Story and Services

My Story

With over 23 years of experience in the industry, I offer you a seasoned professional who is motivated and competent to assist you in coordinating your financial affairs. I am uniquely qualified to serve the complicated fiscal needs of dental professionals.

A graduate of Western Illinois University with Bachelor’s Degrees in Industrial Technology and Finance, as well as a minor in Agricultural Economics, I continue to expand my knowledge through lectures by renowned experts and courses in wealth management at schools such as the prestigious Wharton School of Business and the Kellogg School of Management.

Working with dental professionals since 2002, beginning with my own orthodontist, I have come to admire and respect the clients with whom I have worked. I have been actively involved with and contributed to several local dental groups, including the Jacksonville, Clay County, Alachua County, West Pasco, and Hillsborough Dental Societies, the West Coast District and Northeast District Dental Association, various study clubs, and the FDNC.

Morgan Stanley's dedicated financial professionals have helped several of your peers in managing their unique financial pictures. In addition to personal financial planning, we provide several valuable practice-oriented services, both for growing practices and practices in transition. By assisting with lending needs, reviewing and helping to fund buy-sell agreements, customizing practice retirement plans, as well as business and cash flow analysis, we work closely with each client to make their own practices as successful as possible. And with an advisory board made up entirely of dentists, we keep an eye on providing that high level of service that is important to you.

As an active member of my community, I am involved with my local church, Boy Scouts, and coaching T-ball. I have lived and worked in the Jacksonville area since 1997. In my spare time, I enjoy golfing and spending time with family.

Services Include

  • Qualified Retirement Plans
  • Retirement Planning
  • Trust Accounts
  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Defined Contribution Plans
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding
  • Professional Portfolio Management
  • Trust Services*

Securities Agent: AL, CA, CO, FL, GA, IL, IN, TN, TX; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1278951


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 50 N. Laura St Ste 2000
  • Jacksonville, FL 32202


    Education

    Education

    • Bachelor of Science
      Western Illinois University
      -BS Finance
      -BS Industrial Technology
      -Minor Agricultural Economics
    • Certified Financial Planner™
    • Certified Investment Management Analyst

    Experience

    Experience

    • Providing Comprehensive Wealth Planning for Dental Professionals since 2002
    • 2001 - Present: Morgan Stanley
    • 1997 - 2001: Banc of America Investment Services, Inc
    • 1995 - 1997: Olde Private Brokerage

    Associations

    Associations

    • CFP Board
    • Investment Management Consultants Association
    • MENSA
    • Supporting:
      Jacksonville Dental Society
      Clay County Dental Society
      Alachua County Dental Society
      West Pasco County Dental Association
      Hillsborough County Dental Association
      Northeast District Dental Association
      West Coast District Dental Association
      Florida Dental Association

    Video

    My Video

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Kirk Gravelle today.

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    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.

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