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Kathryn G
Series 65, Series 63
Indianapolis, IN
Morgan Stanley
Kathryn Gayde is a financial advisor at Morgan Stanley in Indianapolis, holding Series 65 and Series 63 licenses with 10 years of industry experience. She worked at Stifel for 10 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of advisory programs using structured planning tools and proprietary investment models.
Jonathan K
Series 63, Series 65
Indianapolis, IN
Morgan Stanley
Jonathan Klausner is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012, and previously at UBS Financial Services starting in 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and structured processes.
Matthew V
Series 66
Indianapolis, IN
Morgan Stanley
Matthew Viars is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, at Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2002. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its advisory services.
Elizabeth E
Series 66
Indianapolis, IN
Morgan Stanley
Elizabeth Eckert is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Eckert serves on the finance committee of the Indiana Historical Society. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and a variety of investment offerings. The firm manages approximately $2.74 trillion in client assets and delivers tailored financial planning and estate strategies through its advisory teams.
G C
Series 63
Indianapolis, IN
Morgan Stanley
G Callaway is a financial advisor at Morgan Stanley in Indianapolis, IN, with 54 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee managing personal trusts and estates in Cicero, IN. 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 and estate planning strategies, with an investment approach that incorporates firm-approved planning tools and modeling techniques.
Dan S
Series 63, Series 65
Indianapolis, IN
Morgan Stanley
Dan Schlegelmilch is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.
Joseph C
Series 63, Series 65
Indianapolis, IN
Morgan Stanley
Joseph Conte is a financial advisor at Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His prior work includes roles in education at the University of Tampa and Ball State University. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.
Brian D
Series 63
Indianapolis, IN
Morgan Stanley
Brian Deckard is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. He holds the Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes a structured discovery process and the use of firm-approved planning tools, with a broad range of investment and financial services.
Michelle A
Series 63, Series 65
Indianapolis, IN
Morgan Stanley
Michelle Andrews is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis models.
Marcal P
Series 66
Indianapolis, IN
Morgan Stanley
Marcal Probst is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Outside of his advisory role, he serves as a trustee and co-trustee for trusts in Indiana and manages estate-related activities in Michigan. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a detailed discovery process to tailor financial strategies, while generally acting in an advisory capacity for planning services.
William B
Series 63, Series 66
Indianapolis, IN
Morgan Stanley
William Behrend is a financial advisor at Morgan Stanley in Indianapolis, holding Series 63 and Series 66 licenses with 25 years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at MassMutual Life Insurance Co and Mass Mutual Investors Services from 2022 to 2024, and at Fifth Third Securities, Inc. from 2006 to 2022. He also has been employed at the University of Indianapolis since 2013. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by a structured discovery process and firm-approved planning tools.
Michael G
Series 63, Series 65
Indianapolis, IN
Morgan Stanley
Michael Green is a financial advisor at Morgan Stanley in Indianapolis, IN, with 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.
Terry C
Series 63, Series 65, Series 66
Indianapolis, IN
Morgan Stanley
Terry Cole Jr. is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63, Series 65, and Series 66 licenses with 22 years of industry experience. He has worked at Morgan Stanley since 2012 and at Morgan Stanley Private Bank, National Association since 2015. In addition to his advisory role, Cole serves as a director and part-owner of a life sciences research and development firm and is a part-owner of a diversified specialty chemical company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.
Barbara A
Series 63, Series 66
Indianapolis, IN
Morgan Stanley
Barbara Austin is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015 and is also an independent consultant for Arbonne, focusing on skin care and nutritional wellness products. Outside of her advisory role, she operates two retail businesses: Bab's Closet Treasures and Inspired Designs by Barbara, which offers interior design, furniture restoration, and handmade jewelry and clothing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside proprietary investment models to support client financial goals.
Ronald H
CFP®, Series 63, Series 65
Indianapolis, IN
Morgan Stanley
Ronald Hopkins is a CFP®-certified financial advisor with Morgan Stanley in Indianapolis, Indiana, with 32 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of advising, he is an owner of a hair care business, Le Salon, though he is not involved in its day-to-day operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning employing structured discovery and firm-approved tools.
Susan P
Series 63
Indianapolis, IN
Morgan Stanley
Susan Pope is a financial advisor with Morgan Stanley in Indianapolis, holding a Series 63 designation and 28 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning services.
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