The Clift Group at Morgan Stanley

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The Clift Group

OUR MISSION STATEMENT

Helping clients like you achieve all of your retirement and investing goals

Our Story and Services

Welcome

When you sponsor a qualified retirement plan, you are providing your employees with an opportunity to save for retirement. You are also enhancing your ability to retain your current employees and making your company more attractive to prospective ones. However, if you’re like many plan sponsors, the prospect of overseeing a plan and the responsibilities that come along with it may seem overwhelming.  As a Corporate Retirement Director, I have the resources to help address your concerns in a way that may make managing your 401(k) plan easier—so that you can focus on running your business.


CRC#: 1770228

Services Include

  • Wealth Management
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Retirement Planning
  • 401(k) Rollovers
  • Taft-Hartley Plans
  • Financial Planning
  • Qualified Plans
  • Qualified Retirement Plans


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

Experience

Experience

Kevin Clift is a Senior Vice President of Investments and Corporate Client Group Director with more than 32 years’ experience at Morgan Stanley. Kevin holds a BBA in Marketing from Eastern Michigan University, is a Senior Institutional Consultant and holds the Certified Investment Management Analyst (CIMA®) designation from Wharton.  Mr. Clift has extensive experience working with 401(k) and pension plans. 

Matthew Sheldahl has more than 14 years’ experience at Morgan Stanley. Matthew holds a BBA in Finance, Management Information Systems with an emphasis in accounting from The University of Iowa, holds the Series 7, 63 and 65 securities licenses along with the Chartered Financial Analyst designation. 

Kyle Clift has more than 6 years’ experience at Morgan Stanley. He has received his designation as a Chartered Retirement Plans Specialist™ from the College of Financial Planning. Kyle holds a BBA in Finance from The University of Texas at Austin. He also holds Series 7, 63 and 65 securities licenses.

Rachel Hertl has more than 4 years' experience at Morgan Stanley. She currently holds her Series 7, Series 66, and Insurance License.

Awards

Awards

  • Financial Times 401 Top Retirement Advisers: Ranking 2017
  • Financial Times 401 Top Retirement Advisers: Ranking 2018

Location

Location

  • 200 Crescent Court Suite 900
  • Dallas, TX 75201


    Meet The Clift Group

    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

    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

    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

    Ready to start a conversation? Contact The Clift Group today.

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