![]() ![]() Technical analysis is the study of past price and volume trends of a security in an attempt to predict the security's future price and volume trends. Sykes is involved with and supports a number of local charities including the John George Home, the Jackson Community Foundation as well as the Cascades Lions Club. KC resides in Jackson with his wife Stacy and their four children. Your unique strategy is shaped by his team's in-depth planning process and their collective knowledge of the portfolio construction process. KC's role is to help you develop a strategy that lays out a clear path to your financial goals. He has used advanced analytical and technical skills to identify and analyze investments and strategies for the team’s clients. He also works with several high net-worth individuals in the management of their investments. Over the course of his career he has focused on providing services to institutional investors including municipal pension funds as well as a number of non-profit charitable organizations. He earned a Bachelor of Science degree in Chemical Engineering from Michigan State University in 1997. After completing his education he began his career in the investment industry with Smith Barney, a predecessor firm to Morgan Stanley. Kevin (KC) Sykes is a Financial Advisor and Financial Planning Specialist with the Sykes Group at Morgan Stanley. Morgan Stanley Advisors are not legal or tax advisors. LifeView ® is a registered service of Morgan Stanley & Company and used under license. ![]() This plan will help to define your financial goals, assess your tolerance for risk and identify the various resources that may be available to help you reach you goals. Once we have a solid understanding of these factors we then leverage the vast resources and expertise of Morgan Stanley to develop an investment strategy aligned to your goals. The most impactful service that we can provide you is the development of a customized LifeView financial plan. Over time, we will adapt it to changing circumstances, helping you to achieve your goals and protect what is meaningful to you. Leveraging our vast resources including intellectual capital, experience, and dedicated service, we can work with you to create a personalized wealth strategy. We believe in having a thorough understanding of you – your needs, your lifestyle, and your goals for the future. “Planning is bringing the future into the present so that you can do something about it now.” If you’d like to have a conversation or get a second opinion on your investments, please contact us at (517) 768-7717. In short, your goals become our focus, and achieving them becomes a commitment that we share. And then, drawing on the team’s experience - and perspective informed by the insight and resources of one of the world’s largest financial firms - we will structure a portfolio for you, executing and refining that strategy to help bring you closer to your definition of investment success. We will work with you to translate your goals into a specific investment objective and personalized investment strategy. Together, we will explore your aspirations and the life you envision. That may mean providing an education to children and grandchildren, buying a vacation home, meeting the special needs of a family member, retiring ten years early - the list is endless, and the decision is uniquely your own. As Financial Advisors, our role is to help you use your wealth to achieve what is most important to you.
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