Kevin Entwistle CFA, CFP®, CEPA®, CRPC®
Private Wealth Advisor at Morgan Stanley Private Wealth Management

Kevin Entwistle brings an entrepreneurial mindset, extensive training, and a fresh perspective to the multigenerational wealth planning needs of his team’s clients. Drawing on his background in investment research and manager due diligence, Kevin concentrates primarily on portfolio review, asset allocation, investment selection and risk monitoring. Attuned to the shifting dynamics of wealth creation in a rapidly changing global economy, Kevin takes the lead on integrating Morgan Stanley’s digital and cyber technologies into the team’s practice, helping to improve transparency and create an enhanced client experience. Kevin focuses primarily on the needs of a select group of entrepreneurs and the young adult members of the team’s multigenerational clients, many of whom are reaching important milestones in their lives and careers. Through informal networks, targeted events and his subscription-based weekly newsletter, Kevin works to foster connections and enhance financial literacy. His goal is to give his clients confidence that he is stewarding their wealth with the same passion they applied to creating it.