Kelly Wilhite

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 03/2021
  Bankers Life & Casualty
  Clearwater, FL
• 02/2018 → 03/2021
  Bankers Life Securities Inc.
  Clearwater, FL
• 03/2021 → 02/2025
  Mass Mutual Life Insurance Co.
  Tampa, FL
• 03/2021 → 02/2025
  Mml Investors Services
  Tampa, FL
• 07/2025 → 02/2026
  Severin Investments, Llc
  Clearwater, FL
• 06/2026 → Present
  Morgan Stanley
  Denver, CO
• 02/2025 → 06/2025
  Cahaba Clubs Herbal Outpost
  Odessa, FL
• 02/2026 → 06/2026
  Unemployed
  Palm Harbor, FL

Previous Registrations

• 2025-07-08 → 2026-03-06
  Severin Investments Llc
  Clearwater, FL
• 2022-03-31 → 2025-02-07
  Mml Investors Services, Llc
  Tampa, FL
  Palm Harbor, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-28
• S65 Uniform Investment Adviser Law Examination
  2022-03-18

Other Names

• Kelly Lynea Scarfone
• Kelly Lynea Parker
• Kelly Wilhite
• Kelly Scarfone Wilhite