Evansville, IN Office
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Morgan Stanley
Institution
Firm-wide stats for Morgan Stanley
About
Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.
MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.
Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.
Based on Morgan Stanley
Location
1 Main Street, 6th Floor
Evansville IN 47708
Advisors at this office
4
Advisors at this office
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.
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.
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.
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.
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