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William K

Series 63, Series 65

Evansville, IN

Morgan Stanley

William Kelley is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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George S

Series 66

Evansville, IN

Morgan Stanley

George Stanley is a Series 66-credentialed financial advisor with Morgan Stanley, based in Evansville, IN, and has 13 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015 respectively. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory process.

General estate planning guidance
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Paul S

Series 66

Evansville, IN

Morgan Stanley

Paul Stanley is a financial advisor with Morgan Stanley in Evansville, IN, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

General estate planning guidance
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Chelsea R

Series 66

Evansville, IN

Morgan Stanley

Chelsea Rexing is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she is involved in farming as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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