Indianapolis Branch Office

Joseph R. Kelley is an Executive Director, Financial Advisor, and Branch Manager at Morgan Stanley. He has more than 30 years of experience in the financial services industry and 13 years managing the downtown Indianapolis branch. He is responsible for the leadership and supervision of financial advisors which focus on wealth management and financial planning for distinguished professionals, families, non-profit associations, and foundations.

Joe began honing his financial skills at Purdue University, where he graduated with a bachelor’s degree in Finance. He joined Morgan Stanley in 1988.

With extensive experience and insight, Joe helps financial advisors and clients alike work through complex wealth management decisions. He pairs a methodical approach with thoughtful analysis to build financial plans that are tailored to clients unique needs, objectives, and risk tolerance. Whether working with financial advisors or clients, Joe offers a high level of attentive care. He manages his clients’ assets personally and holds face-to-face quarterly meetings to keep clients informed and on track with their objectives.

Married with five daughters, Joe enjoys spending time with family and is passionate about staying active in his community. Over the years he has coached a variety of youth sports, including soccer, basketball, and kickball. Joe is very involved with the American Cancer Society and serves on its Council of Ambassadors in Indianapolis.

Paloma’s career spans 15 years in the financial services industry and in her professional journey, she has held roles in banking, as a stockbroker, portfolio analyst, securities analyst, and most recently as a Business Service Officer for Morgan Stanley in the Indiana Central Illinois market.

Paloma is originally from Los Angeles, California, but she has established herself in Indiana for the past 18 years. She attended Indiana University pursuing a degree in Finance and Economics. Together with her husband, they have 2 kids who are actively involved in performing arts, several extracurricular activities, and volunteer work.

She enjoys attending concerts, sporting events, traveling, and exploring the city for fun activities. Paloma supports her community through involvement in National CASA as a child advocate and the AFSP- American Foundation for Suicide Prevention, Indiana chapter. Paloma is driven by a deep commitment to fostering collaborative environments, reaching goals, learning from others, and cultivating strong positive relationships that allow us to reach our full potential.

Bill has more than 20 years of Financial Services industry experience and has worked with a wide variety of financial professionals and across a broad spectrum of products. He has his Series 4, 7, 24, 53 & 66 FINRA registrations, as well as his Indiana Life, Health and Variable licenses, and has utilized those registrations and licenses in multiple roles to help advisors manage risk in their practice. In addition, Bill is an adjunct professor at the University of Indianapolis, where he teaches graduate-level Finance courses. Bill and his wife, Rene, have two adult children and enjoy walking Indianapolis neighborhoods, trying new restaurants, and cheering on all Cleveland and Ohio State sports teams.