Kevin Mize

Background

About Kevin Mize

Kevin has been a financial advisor since 1986 and is currently the lead financial planner with the Mize Ingesson Group at Morgan Stanley. The Mize Ingesson Group is comprised of three FINRA-registered individuals with a combined industry experience that exceeds 60 years*. Guided by their team ideal of kaizen, a Japanese term meaning “continuous improvement,” the group constantly works to improve themselves and the lives of those who they work with and for. Kevin’s commitment to his client’s financial success is reflected by the effort he puts into understanding their individual circumstances and investment personality. He has been a Certified Financial Planner™ since 2005. He works primarily with high-net worth individuals and their families, typically working with multiple generations within the same family. Kevin has a strong background in investment management, taxation planning strategies, and inter-generational wealth transfer. His extensive experience in the financial industry gives him an objective perspective when looking at his client’s financial resources. This objectivity enables him to develop personalized financial management strategies that are tailored to his client’s long-term goals. The disciplines offered by his team include- Comprehensive Financial and Retirement Planning - Investment Allocation Analysis and Management - Multi-generational Trust and Estate Planning Strategies - Charitable Giving - Cash Management and Lending Solutions - Life Insurance - Employee Stock Purchase Plans, Stock Option Plans, Restricted Stock - Concentrated Stock Positions - 401(k) Rollovers - Business Continuation - Small Business Retirement Planning *Please see my team website, for details about the members, their functional titles and their individual years of experience.