Access to the Private Banking Group National Sales Team (“PBG NST”)

A core part of Morgan Stanley’s approach to Wealth Management is to offer clients a comprehensive suite of cash management and lending solutions. With a holistic view of clients' finances and the support of our skilled PBG National Sales Team (Private Bankers, Associate Private Bankers, UHNW Specialists, and Cash Management Specialists), Financial Advisors can help clients integrate their day-to-day financial needs with their long-term investment ambitions. Whether a client is applying for a loan, refinancing a mortgage or setting up online bill pay, the PBG National Sales Team can help create a simpler and easier financial life for Morgan Stanley Wealth Management clients.

Kevin Holmes

Private Banker

Kevin Holmes is a Private Banker for Morgan Stanley Wealth Management covering the Houston Galleria branch in Texas.

Kevin began his career in financial services in 1999. Prior to joining Morgan Stanley in 2011, Kevin was a Vice president at Pinnacle Bancorp. He has also worked in Wealth Management at Merrill Lynch where he held several roles.

Kevin graduated from California State University Northridge with a Bachelor of Science in Finance. He holds an MBA in Business Administration from the University of Phoenix. He resides in Sugarland, Texas, with his wife and two sons. Outside of the office, Kevin enjoys spending time with his family, playing golf, traveling and attending sporting events.

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

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