The Leyda Kanner Group at Morgan Stanley

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The Leyda Kanner Group

OUR MISSION STATEMENT

We are committed to providing investors with the finest financial thinking, products and services. As a client, you will benefit from the resources and support of a global financial services firm.

Our Story and Services

Welcome

Regardless of what stage of life you’re currently in—retired, changing careers, thinking ahead to retirement or somewhere in between—we can help you achieve your financial goals.

Whether your goal is to have the retirement of your dreams, purchase a vacation home or fund your children’s or grandchildren’s education, we can work together to create a personalized wealth management strategy that will help you prepare for a successful financial future.

Using our personalized wealth management process, we can work with you to help you gain a better understanding of how to prioritize and achieve your financial goals. Together, we can:

*  Define and analyze your goals and ascertain what they will require from a financial perspective

*  Examine your current financial situation, including your net worth, income, investments and asset allocation

*  Uncover potential shortfalls and illustrate ways to help address them

*  Customize an asset allocation strategy to help you achieve your objectives

 Learn more about The Leyda Kanner Group by watching the video on this site.

Services Include

  • Wealth Management
  • Estate Planning Strategies
  • Financial Planning
  • Professional Portfolio Management
  • Retirement Planning
  • 401(k) Rollovers
  • 529 Plans
  • Business Planning
  • Corporate Retirement Plans


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

Video

Leyda Kanner Group at Morgan Stanley

Working With You

Working With You

There comes a point when managing one’s assets turns into a full-time job. As your life evolves and grows more complex, your financial strategy—and the options for implementing that strategy—tends to grow in complexity as well.  Frequently, evaluating those options and choosing wisely among them may require more expertise and attention than you have to give.  In such circumstances, it makes sense to partner with an experienced professional who understands your financial needs and can dedicate the time and resources necessary to help you meet them.

Video Disclaimer

Trent Leyda and Mike Kanner are Financial Advisors with the Wealth Management division of Morgan Stanley in Vero Beach, FL branch located at 3525 Ocean Drive, Vero Beach, FL 32963. The views expressed in the following video are those of Trent Leyda and Mike Kanner may not necessarily reflect the views of Morgan Stanley Smith Barney LLC, or its affiliates.  Trent Leyda and Mike Kanner may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Trent Leyda and Mike Kanner are not registered or excluded or exempt from registration. The information contained in this video is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. Any strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.  Investing involves risks and there is always the potential of losing money when you invest. Trent Leyda and Mike Kanner and Morgan Stanley do not provide tax advice.  Individuals are urged to consult their tax advisor regarding their own tax or financial situation before implementing any strategies. Past performance is no guarantee of future results.

Morgan Stanley Smith Barney LLC.  Member SIPC.


Meet The Leyda Kanner Group

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

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

Ready to start a conversation? Contact The Leyda Kanner Group today.

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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.

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