Senior Vice President, Wealth Management, Financial Advisor, Global Sports and Entertainment Director, Alternative Investments Director, Portfolio Management Director, Family Wealth Director
Phone:
(317) 818-7436(317) 818-7436
The Elements Group at Morgan Stanley
Direct:
(317) 818-7436(317) 818-7436
Our Mission Statement
We help highly accomplished people in the world's most competitive professions manage the financial rewards of their success.
Welcome Message
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
That’s where we come in. We are a highly experienced team of wealth management professionals who serve an elite clientele of exceptionally accomplished people. Their professional accomplishments have led to significant financial success, creating both great opportunities and a unique set of complex wealth management challenges. Drawing on our own skills and the vast resources of our firm, we create highly customized and truly comprehensive strategies to address those challenges. Often working closely with our clients’ other advisors, we help them make informed financial decisions, protect what they have earned, plan for their futures and simplify their financial lives.
That’s where we come in. We are a highly experienced team of wealth management professionals who serve an elite clientele of exceptionally accomplished people. Their professional accomplishments have led to significant financial success, creating both great opportunities and a unique set of complex wealth management challenges. Drawing on our own skills and the vast resources of our firm, we create highly customized and truly comprehensive strategies to address those challenges. Often working closely with our clients’ other advisors, we help them make informed financial decisions, protect what they have earned, plan for their futures and simplify their financial lives.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With Us
Managing your wealth involves far more than managing a portfolio. It begins with a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and your long‐term goals. As Financial Advisors, we take great pride in the relationships we have with our long-term clients. We hope you will come to regard us as a trusted resource, professionals who help you make informed decisions about any financial issue you and your family may encounter. Learn more about how we serve clients in the Advice Matters video at the bottom of this tab.
The Six Pillars of a Comprehensive Plan
• Financial Planning & Management
• Risk Management
• Retirement Planning
• Multigenerational Planning
• Estate Planning
• Cash Management and Lending Solutions
• Risk Management
• Retirement Planning
• Multigenerational Planning
• Estate Planning
• Cash Management and Lending Solutions
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Discover MoreLocation
800 East 96 St
Ste 400
Indianapolis, IN 46240
US
Direct:
(317) 818-7436(317) 818-7436
Meet The Elements Group
Phone:
(317) 818-7438(317) 818-7438
Christy Holloway
Business Development Associate, Assistant Vice President, Financial Planning Specialist
Phone:
(317) 818-7302(317) 818-7302
About Joe Copeland
Joe joined Morgan Stanley in 2017 as a financial advisor and works with high net worth and high-income individuals. After spending his previous 11 years at other wealth managements firms, Joe moved to Morgan Stanley for the breadth of investment resources, financial planning resources, and family office resources.
Joe believes there are three elements that helped create his experience within the industry. First, a love for finance that started at a young age which led him to secure a finance degree and develop his passion for the industry. Second, his competitive nature from playing sports which helped to develop a work ethic centered around improving his clients’ outcomes. Third, a passion for helping others while growing up within a small, rural community. He loves educating and creating strong relationships with everyone he works with.
Joe’s focus is working with individuals in the world’s most competitive professions to help manage the financial rewards of their success. Whether it is a professional athlete, an entrepreneur, or a surgeon, Joe and his team work to tailor financial strategies that help clients towards their goals. It starts with an in-depth plan that helps create a blueprint for the future. Then the team develops an investment portfolio that helps seek client’s goals while focusing on diversification across asset classes, tax management investment strategies, and continuously monitoring new opportunities. This is all while coordinating with the client’s outside advisors like estate planning attorneys, accountants, insurance specialists, and their family office.
One of Joe’s passions is giving back to the community. Joe serves on the Voices Corp. board of directors and on the IU School of Medicine Planned Giving Committee. Joe and his team try to help with financial literacy education throughout the nation. Joe has been a speaker at numerous IU School of Medicine events, colleges, high schools, local elementary schools, large corporations and healthcare specialty societies.
Joe lives in Westfield with his wife Keenan, son Talon, daughter Wren, and dog Bogey. He enjoys coaching and attending all of his kids’ sporting events. In his spare time, Joe likes attend all of his kids extra curricular activities and likes to play golf, soccer, and tennis.
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 and other legal matters.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4046622 11/24
Joe believes there are three elements that helped create his experience within the industry. First, a love for finance that started at a young age which led him to secure a finance degree and develop his passion for the industry. Second, his competitive nature from playing sports which helped to develop a work ethic centered around improving his clients’ outcomes. Third, a passion for helping others while growing up within a small, rural community. He loves educating and creating strong relationships with everyone he works with.
Joe’s focus is working with individuals in the world’s most competitive professions to help manage the financial rewards of their success. Whether it is a professional athlete, an entrepreneur, or a surgeon, Joe and his team work to tailor financial strategies that help clients towards their goals. It starts with an in-depth plan that helps create a blueprint for the future. Then the team develops an investment portfolio that helps seek client’s goals while focusing on diversification across asset classes, tax management investment strategies, and continuously monitoring new opportunities. This is all while coordinating with the client’s outside advisors like estate planning attorneys, accountants, insurance specialists, and their family office.
One of Joe’s passions is giving back to the community. Joe serves on the Voices Corp. board of directors and on the IU School of Medicine Planned Giving Committee. Joe and his team try to help with financial literacy education throughout the nation. Joe has been a speaker at numerous IU School of Medicine events, colleges, high schools, local elementary schools, large corporations and healthcare specialty societies.
Joe lives in Westfield with his wife Keenan, son Talon, daughter Wren, and dog Bogey. He enjoys coaching and attending all of his kids’ sporting events. In his spare time, Joe likes attend all of his kids extra curricular activities and likes to play golf, soccer, and tennis.
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 and other legal matters.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4046622 11/24
Securities Agent: IN, CT, WI, VA, PA, KS, NJ, MA, GA, VT, TN, OH, NY, NM, MN, IL, FL, AZ, WA, OK, CO, AL, SC, TX, NC, UT, OR, NV, IA, MO, LA, CA, NH, KY, MT, MI, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2508989
NMLS#: 2508989
About Ben Donathen
Ben Donathen works with affluent individual and institutional clients in the development and implementation of customized investment plans. With over 14 years of industry experience, Ben also consults clients on 401(k) plans, monitors the team’s financial planning, and is heavily involved in the team’s investment analytics. Ben is responsible for much of the team’s personal finance areas of focus (cash management and lending solutions, college savings, retirement savings, etc.).
Prior to joining Morgan Stanley, Ben served as a Financial Advisor at Stifel, Nicolaus & Company, Inc. He began his financial services career at American Funds, after earning his Bachelor of Arts degree in English from Wabash College.
Ben lives in Westfield, Indiana, with his wife, Jackie, and their three sons, Desh, Dax and Drex.
NMLS #2476791
(317) 818-7438
ben.donathen@morganstanley.com
Prior to joining Morgan Stanley, Ben served as a Financial Advisor at Stifel, Nicolaus & Company, Inc. He began his financial services career at American Funds, after earning his Bachelor of Arts degree in English from Wabash College.
Ben lives in Westfield, Indiana, with his wife, Jackie, and their three sons, Desh, Dax and Drex.
NMLS #2476791
(317) 818-7438
ben.donathen@morganstanley.com
Securities Agent: OH, AZ, NY, MI, KY, GA, FL, VA, MO, CA, MD, IL, SC, NM, NJ, MN, KS, UT, NV, IA, CO, WA, TX, TN, PA, NC, IN, CT, AL, OR, NH, MA, WI, VT, MT, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 2476791
NMLS#: 2476791
About Christy Holloway
Christy is an Assistant Vice President, Business Development Associate, that has spent 23 years working within the industry at Morgan Stanley. She currently holds the Series 7, 9,10, 63, and 66 licenses. Christy works directly with clients on their daily and short term financial needs. She also spent some of her time in management roles and is a mentor and leader among her peers.
Christy lives in a suburb on the west side of Indianapolis with her husband and has one son who is currently in college.
Christy lives in a suburb on the west side of Indianapolis with her husband and has one son who is currently in college.
Contact Joe Copeland
Contact Ben Donathen
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Ready to start a conversation? Contact The Elements Group today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan 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 and other legal matters.
4Morgan 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.
5Alternative 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.
6Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan 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 and other legal matters.
4Morgan 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.
5Alternative 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.
6Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)