Indianapolis, IN East 96th Street Office

Elizabeth Ross is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, Ross participates on the Redistricting Parent Advisory Council for Carmel Clay Schools, a nonprofit community role. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients. The firm employs structured planning processes and offers various investment and planning tools while generally acting in an advisory capacity.

Derek Disalvo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is a partner at TBDC Lead LLC, a wholesale and distribution business based in Denver. 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 manages approximately $2.74 trillion in client assets.

John Perry is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory duties, Perry serves on the Finance Committee of Indiana Sports Corp, contributing to oversight of budgets and investments. 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 advisory services supported by structured planning tools and insights from its Global Investment Committee.

Robert Linden is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 66 license and bringing 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Christina Holloway is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 credentials and having 12 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 financial planning process supported by firm‑approved tools.

Anne Happe is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Morgan Stanley since 2009, with a brief tenure at UBS Financial Services Inc. from 2019 to 2020. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and outcome modeling.

Michael Fleming is a financial advisor at Morgan Stanley with 56 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds a Series 63 designation and is based in Indianapolis, IN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning, and manages approximately $2.74 trillion in client assets.

Carly Taylor is a Series 66-credentialed financial advisor with Morgan Stanley in Indianapolis, Indiana, where she has worked since 2022. She has four years of industry experience, including prior roles at One America and Victory College Prep School. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, emphasizing structured financial planning and leveraging tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Daniel Hintz is a financial advisor with Morgan Stanley in Indianapolis, Indiana, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services for 19 years before joining Morgan Stanley's Private Bank and Smith Barney divisions. Outside of advising, Hintz is the founder and board member of the Million Meal Movement, a nonprofit focused on children, disaster relief, and community welfare, and he owns the Institute for Ethics and Standards, which provides professional training in ethics and standards. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning that incorporates firm-approved tools and models like Monte Carlo simulations.

Loretta Odle is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2009. Located in Indianapolis, IN, her career has been focused within this firm for the past 17 years. 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 and customized financial planning using structured processes and advanced modeling tools.

Jennifer Margason is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2012. The firm provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. Morgan Stanley Wealth Management manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytics.

Lebbeus Woods is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Indianapolis, IN. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Nicole Wesley is a financial advisor with Morgan Stanley in Indianapolis, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Morgan Stanley Smith Barney LLC in 2026. Outside of her advisory role, she operates a photography business and works as a direct sales consultant for a skincare company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

James Schrader is a financial advisor based in Indianapolis, IN, affiliated with Morgan Stanley. He holds the Series 63 and Series 66 designations and has 12 years of industry experience. Prior to joining Morgan Stanley, he worked at Lincoln International for several years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by advanced modeling tools.

Michael Mullen is a financial advisor with Morgan Stanley in Indianapolis, IN, holding a Series 63 designation and with 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.