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Indianapolis, IN 301 Pennsylvania Parkway Office

Team
Updated today

Client AUM

$224,639,400

Clients

163

Advisors

2

Of 3 advisors across 2 offices

Location

301 Pennsylvania Parkway, Suite 301

Indianapolis IN 46280

Advisors at this office

2

Advisors at this office

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Burton S

Series 63, Series 65

Indianapolis, IN

Trust Investment Advisors

Burton Street is a financial advisor at Trust Investment Advisors with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robert W. Baird and RBC Capital Markets Corporation. He has been with Trust Investment Advisors in various capacities since 2020. Trust Investment Advisors manages discretionary portfolios and provides comprehensive financial planning for individuals, families, business owners, charitable organizations, and other professional advisors. The firm offers model-portfolio management using fundamental and technical analysis, with strategies including options and preferred-stock income programs, and emphasizes regular account reviews and reporting.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy General estate planning guidance
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Michael M

Series 66

Indianapolis, IN

Trust Investment Advisors

Michael Morrison is a financial advisor with Trust Investment Advisors Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Stifel Nicolaus from 2012 to 2024 before joining Trust Investment Advisors and its affiliated wealth management firm in 2024, where he serves as Senior Vice President of Investments. Trust Investment Advisors Wealth Management, LLC provides comprehensive investment advisory and limited consulting services to individuals, families, business owners, charitable organizations, and private foundations. The firm offers continuous asset management primarily on a non-discretionary basis, utilizing fundamental, technical, and qualitative analysis to develop client strategies and asset allocations.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy General estate planning guidance
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