Lafayette, IN Office

Bryan Stapleton is a Series 66-licensed financial advisor with Morgan Stanley, based in Lafayette, Indiana. He has 25 years of industry experience and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves as a board member of the Lafayette Sheriff's Merit Board. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides financial planning and a broad range of investment services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Brett Haan is a financial advisor with Morgan Stanley in Lafayette, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes positions at Morgan Stanley Private Bank, JPMorgan Chase, Merrill, Bank of America, and Farm Credit Mid America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning approach.

Louis Fenoglio is a financial advisor with Morgan Stanley in Lafayette, IN, holding Series 63 and Series 65 registrations and with 40 years of industry experience. He has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jenna Fenoglio is a financial advisor at Morgan Stanley in Lafayette, IN, holding a Series 66 designation with five years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Second Glance and The Limited. 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 supported by structured discovery processes and firm-approved planning tools.

Rhonda Kyle is a financial advisor with Morgan Stanley in Lafayette, Indiana, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is also commissioned as a Notary Public in Lafayette. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a wide range of advisory programs, utilizing structured planning tools and modeling techniques to assist clients in making informed financial decisions.

Melinda Beier is a financial advisor at Morgan Stanley with 27 years of industry experience. She previously worked at Fifth Third Securities and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023. Beier serves on the boards of Saint Joseph's College, Franciscan Health Foundation, Mainstreet Rensselaer, and the Rensselaer Rotary, and co-owns a fitness center in Rensselaer, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

James Schrader is a financial advisor with Morgan Stanley in Lafayette, Indiana, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Schrader is involved in agricultural and real estate ventures and serves on the board and investment committee of the Lafayette Diocesan Foundation, focusing on fundraising. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and offers both direct and employer-based planning arrangements.