OUR MISSION STATEMENT
Helping clients like you achieve all of your retirement and investing goals
Helping clients like you achieve all of your retirement and investing goals
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.
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.
Kevin Clift is a Senior Vice President and Corporate Retirement Director with more than 31 years’ experience at Morgan Stanley. He is responsible for overall investment strategy, asset allocation, manager search and selection, and ongoing performance monitoring for his public, Taft Hartley, and corporate clients. Kevin Clift holds a BBA in Marketing from Eastern Michigan University and holds the Certified Investment Management Analyst (CIMA) designation from Wharton. He also received accreditation as an Accredited Investment Fiduciary Auditor from the Katz School at the University of Pittsburgh. Mr. Clift has extensive experience working with Corporate Retirement and Taft Hartley Plans. In 2017, Kevin was awarded as one of the Financial Times Top 401 Retirement Plan Advisors. Kevin currently holds his series 3, 7, 31, 63, 65 and Insurance Licenses.
Securities Agent: AL, AZ, DE, FL, GA, LA, MD, MI, MO, MS, NM, OK, TX; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Kyle’s primary focus is on marketing and new business development activities. His passion is retirement planning and enjoys working with both plan participants and Plan Sponsors to develop customized retirement solutions. He has received his designation as a Chartered Retirement Plans Specialist™ from the College of Financial Planning. The CRPS® course focuses on creating, implementing and maintaining retirement plans for corporations and small businesses. Kyle holds a BBA in Finance from The University of Texas at Austin. He also holds Series 7, 63 and 65 securities licenses. Kyle originally interned for the team in 2003 and joined full time in 2011.
Securities Agent: AL, AZ, CA, DE, FL, GA, LA, MI, MO, MS, NM, OK, TX; General Securities Representative; Investment Advisor Representative
Matthew assists in portfolio management, asset allocation, performance reporting, analyzing investment portfolio holdings and generating investment performance monitors for clients. Matthew, works with the team in evaluating and implementing the business plan, manages technological aspects, implements conversions, and performs manager due diligence which encompasses both qualitative and quantitative research. 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. Matthew holds the Chartered Financial Analyst designation and is a member of the Dallas Fort Worth Society of Financial Analysts.
Securities Agent: AL, AZ, CA, CO, DE, FL, GA, IA, LA, MD, MO, MS, NM, OK, PA, TX; General Securities Representative; Investment Advisor Representative
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
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