Our Team at Morgan Stanley Indiana & Central Illinois Market

About Michael Green

Michael L. Green is a Market Executive for Morgan Stanley’s Indiana Central Illinois Market. He is responsible for the leadership and supervision of financial advisors and staff who provide complex wealth management solutions for some of the area’s most significant corporations, unions, endowments, and high net worth families.

Michael has been with Morgan Stanley and its predecessor firms since 1991. During this tenure, Michael has served the firm in numerous leadership capacities, notably:
Financial Advisor, Columbus Ohio May 1991 - September 2000
National Training Officer, Hartford Connecticut September 2000 - July 2002
Assistant/ Sales Manager, Cincinnati, Ohio July 2002 - August 2004
Branch Manager, St. Louis City, Chesterfield, Clayton Missouri & Shiloh, Illinois August 2004 - November 2012
Branch Manager- Troy, Michigan January 2012 – March 2019
Market Executive – Indiana Central Illinois Market – Current

In his current role as a Market Executive, Michael takes pride in leading and motivating advisors and teams towards building thriving, modern businesses that deliver better outcomes for clients.

In addition to his roles within the firm, Michael has been very active in the community. In September 2019, Michael climbed 19,341 ft. to the summit of Mt. Kilimanjaro, the highest point in Africa, raising $25,000 for the Susan G. Komen Foundation in honor of his sister and many others who have fought breast cancer. Additionally, he led the establishment of a philanthropic series of fundraisers where employees own one month per year, form teams and raise money for the non-profit of their choice. This effort has raised thousands of dollars to help those in need within southeast Michigan. In addition, Michael contributes his time and resources to Gleaners Food Bank, Detroit’s Save Our Children, The Leukemia and Lymphoma Society, Leader Dogs for the Blind, and the American Red Cross’ bottled water and water filtration distribution efforts in Flint, Michigan during that city’s ongoing contaminated water crisis. He has served on the board of directors of the Urban League of Metropolitan St. Louis, Herbert Hoover Boys and Girls Club, the Saint Louis Community College Foundation and the Foundation for the Black Repertory Theatre of Saint Louis. Additionally, Michael was a member of the Association of Governing Boards of Universities and Colleges.

He is an active member of Sigma Pi Phi (The Boulé), a post-graduate fraternity comprised of African American men throughout the country who are focused on making a difference in their communities. Michael continues dedicate his time and appreciation through Boulé’s philanthropic efforts.

Michael received his Bachelor of Arts degree in management and marketing from Capital University and he is a graduate of Saint Charles Preparatory School, both located in Bexley, Ohio.

Michael enjoys; golf, fishing, boating, coaching youth basketball and watching his children participate in several sports and artistic endeavors. He and his wife, Lynda, reside in Westfield, Indiana. They have 3 children: 31-year-old son Michael Jr. and 13-year-old twins, Quinn and Kennedy.
Securities Agent: MO, MI, IN, WI, WA, UT, TX, SD, SC, RI, PR, OH, NV, NM, NE, ND, NC, MS, MN, MA, IL, GA, FL, CO, CA, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative

About Lara Shelton

Lara Shelton is the Associate Market Manager for the Indiana Central Illinois Market. Before joining the ICI Market, Lara was Financial Planning Director of the Heartland Complex, serving Morgan Stanley’s Wealth Management offices in Kansas, Missouri and Oklahoma.

Lara began her career in financial services at Morgan Stanley in 2016. Prior to becoming a Wealth Advisory and Business Development Associate, Lara spent 10 years as an entrepreneur – she founded and managed a successful online retail business. Before her entrepreneurial career, Lara was an educator, with a focus in math and science.

Lara graduated from Miami University and holds her Certified Financial Planner® designation. She and her husband, Tyler, have two boys, Jack and Will and their rescue dog, Billy Ray. Outside the office, she enjoys traveling, painting, hiking and spending time with her friends and family. She volunteers for various organizations, the boys’ schools and her church.

About April Ghory

With more than twenty years’ experience at Morgan Stanley in various administrative positions, April has gained a sound understanding of the firm’s supporting operations. Starting as a receptionist/cashier, she steadily advanced through several operations and risk management positions to attain her current status. In addition to receptionist/cashier, she has held the positions of Senior Registered Client Service Associate, Business Service Manager, Complex Risk Officer and, most recently, Senior Risk Officer.

April has a BS degree in Financial Services, with a minor in Management, from Wright State University in Dayton, OH. She enthusiastically supports the Ohio State Buckeyes and the San Francisco 49ers. April enjoys being active and spending time with friends and family.

About Kimberly Guidone

Kimberly Guidone is a Private Banker serving Morgan Stanley Wealth Management Offices in the Indiana and Central Illinois Market.

Kimberly began her career in financial services in 1996 and joined Morgan Stanley in 2016. Prior to joining Morgan Stanley, she was a Wealth Management Banker at Merrill Lynch. She also served as an Investment Relationship Manager with Key Investment Services and a Financial Advisor at Thrivent Financial. Kimberly received a Bachelor of Arts degree in Psychology from Wright State University. Outside of the office, Kimberly spends time with her family enjoying hiking, camping, and other outdoor activities.

About Onajh Porter

As Business Development Manager for the Indianapolis Complex, Onajh’ Porter is responsible for executing strategic and tactical initiatives across the complex. He works with the complex’s Financial Advisors to promote a high standard of care through the adoption of modern wealth management tools and financial planning.

Prior to his role as Business Development Manager, he was a Financial Advisor/Portfolio Management Associate in Chicago, IL where he focused prospecting, coordinating business development and marketing efforts, and driving the implementation of modern wealth management tools for himself and Senior Advisor. Onajh’ also spent time as a Branch Analyst—a two-year immersive analyst rotation program surveying Operations; Risk & Compliance; Business Development; and adding value to various Financial Advisor practices. Before joining Morgan Stanley, Onajh’ attended Fisk University in Nashville, Tennessee where he graduated with a Financial Economics degree.

About Sherrie L. Jones

Sherrie Jones is a Market Business Service Officer at Morgan Stanley Wealth Management. She has 30 years’ experience at Morgan Stanley and predecessor firms. Her professional interests focus on changing clients’ lives by offering the highest-level service available, as well as mentoring support professionals to help them achieve their career goals. She has served on the Firm’s Business Service Advisory Council. She is a strong advocate for giving back, including Project Sunshine and SIFMA Invest Write.

Sherrie grew up in a large family on a farm in Indiana, where she learned the importance of hard work and collaboration. She has an Associate Degree in Business Administration from IBC in Fort Wayne, Indiana.

Sherrie’s personal interests include riding her Peloton spin bike, gourmet cooking, traveling (22 countries so far), and spending time with her daughters and grandson.

About Allie Price

Allie joined Morgan Stanley in May of 2023 as the Market Administrator. In this role, Allie is responsible for providing overall administrative support for the Market Management team.

Allie is a graduate of Indiana University Bloomington with a Tourism, Hospitality and Event Management degree. Prior to joining Morgan Stanley, Allie was an Event and Volunteer Specialist at Damar Services, where she planned a variety of events and led Damar’s volunteer program. In her free time, she loves to travel, camp, and spend time with her family and friends

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Branch Address

211 Fulton St
Ste 500A
Peoria, IL 61602
US
Branch:
(309) 671-2800(309) 671-2800
Toll-Free:
(800) 527-3579(800) 527-3579

Branch Manager

Kari Braggs
Phone:
(309) 671-2883(309) 671-2883

Indianapolis Branch

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Branch Address

111 Monument Circle
Suite 3100
Indianapolis, IN 46204
US
Branch:
(317) 263-8700(317) 263-8700
Fax:
(317) 263-8730(317) 263-8730

Branch Manager

Joseph R. Kelley
Phone:
(317) 263-8753(317) 263-8753

Branch Address

4100 Edison Lakes Pkwy
Ste 200
Mishawaka, IN 46545
US
Branch:
(574) 233-9400(574) 233-9400
Toll-Free:
(800) 322-2425(800) 322-2425
Fax:
(574) 234-2484(574) 234-2484

Branch Manager

ANN M. MCQUILLAN PERRI
Phone:
(574) 251-9101(574) 251-9101

Branch Address

401 Wabash Avenue
Terre Haute, IN 47807
US
Branch:
(812) 232-1144(812) 232-1144
Toll-Free:
(800) 876-1144(800) 876-1144
Fax:
(812) 235-6130(812) 235-6130

Branch Manager

Troy T. Charters
Phone:
(812) 231-1809(812) 231-1809

Evansville Branch

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Branch Address

1 Main Street
Ste 601
Evansville, IN 47708
US
Branch:
(812) 425-7221(812) 425-7221

Branch Manager

Cullen Stanley
Phone:
(812) 421-6121(812) 421-6121

Branch Address

3201 West White Oaks Dr
Ste 201
Springfield, IL 62704
US
Branch:
(217) 547-2900(217) 547-2900
Toll-Free:
(800) 535-2870(800) 535-2870
Fax:
(217) 547-2929(217) 547-2929

Branch Manager

Michael Witsman CFP, CHFC
Phone:
(217) 547-2911(217) 547-2911

Lafayette Branch

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Branch Address

415 Columbia Street
Ste 3100
Lafayette, IN 47901
US
Branch:
(765) 742-9085(765) 742-9085
Fax:
(765) 420-8424(765) 420-8424

Branch Manager

Jim R Schrader
Phone:
(765) 420-8401(765) 420-8401

Branch Address

241 West Weaver Rd
2nd Floor
Forsyth, IL 62535
US
Branch:
(217) 875-3700(217) 875-3700
Fax:
(217) 877-9026(217) 877-9026

Branch Manager

SCOTT D. NEAL
Phone:
(217) 875-7604(217) 875-7604

Champaign Branch

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Branch Address

1806 Fox Drive
Champaign, IL 61820
US
Branch:
(217) 351-1626(217) 351-1626
Fax:
(217) 351-2609(217) 351-2609

Branch Manager

Tony Zahrn
Phone:
(217) 351-3629(217) 351-3629

Indiana & Central Illinois Branch

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Branch Address

800 East 96th St
Ste 400
Indianapolis, IN 46240
US
Branch:
(317) 818-7300(317) 818-7300

Branch Manager

Michael L. Green
Phone:
(317) 818-7320(317) 818-7320
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2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024