Patricia Haley is a financial advisor with Morgan Stanley Wealth Management in Indianapolis, IN, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2019, she worked for Fifith Third Securities for 15 years and had a brief period of unemployment in 2019. Outside of her advisory role, she designs and makes beaded jewelry and works as a skin care and nutrition consultant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools.

Christopher Fox is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s financial planning process incorporates structured discovery and planning tools, and it manages approximately $2.74 trillion in client assets.

Paul Keaton is a financial advisor at Morgan Stanley in Indianapolis, IN, with 5 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley since 2019, following roles at US Tech, Major, Lindsey & Africa, Trustpoint, and Compliance DS. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model potential outcomes.

Caryn Wilkinson is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she owns a photography business specializing in family portraits. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering financial planning and advisory services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment programs.

Nathalie Mastouri is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and market modeling techniques.

Aaron Hacker is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2018 and previously at Charles Schwab from 2014 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models, serving approximately $2.74 trillion in client assets.

Amanda Bishop is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and bringing 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Thomas Meltzer Jr. is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 63 designation and 36 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a broad range of advisory programs supported by structured planning tools and investment modeling.

Freddie Crandall is a financial advisor with Morgan Stanley in Champaign, IL, holding CFP®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. In addition to his advisory role, Mr. Crandall is involved in managing rental properties and real estate ventures. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market simulations to support client financial planning.

Donna Shumar is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating modeling techniques like Monte Carlo simulations, while clients retain responsibility for implementing and updating plans.

Benjamin Cahill is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he also serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including comprehensive financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Joseph Giordano is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009, previously working with Citigroup Global Markets starting in 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to assist in developing financial plans.

Scott Maskel is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2011. Maskel serves on the Finance Committee of the Lawrence Township School Foundation in Indianapolis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Cade Satz is a financial advisor at Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Morgan Stanley since 2022, following his college education completed in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to support its clients’ financial goals.

Michael Warren is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the finance committee of the Indiana Quarter Horse Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through a structured process using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs and strategies.

Peter Lougheed is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is the sole proprietor of KOLT Holdings LLC, a real estate business based in Fishers, Indiana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Joseph Kelley is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1988. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and scenario modeling as part of its comprehensive approach to wealth management.

Sarah Tom is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously spent time at Evereve and City Securities Corporation. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of retail and institutional investment solutions.

Marc Pellissier is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets since 2005. He is based in Indianapolis, IN. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Lara Shelton is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016, including the Morgan Stanley Private Bank, National Association since 2017. Outside her advisory role, she is the owner of Lucky Designs, LLC, a retail business in Fairway, Kansas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.