Joe Copeland
Senior Vice President, Wealth Management,
Financial Advisor,
Global Sports and Entertainment Director,
Alternative Investments Director,
Portfolio Management Director,
Family Wealth Director
Direct:
(317) 818-7436(317) 818-7436
My Mission Statement
We help highly accomplished people in the worlds most competitive professions manage the financial rewards of their success.
My Story and Services
Joe joined Morgan Stanley in 2017 and has 17 years of experience in Wealth Management. Joe is a partner with the Elements Group at Morgan Stanley, a diverse team of committed Financial Advisors . Joe works directly with his team and clients to tailor solutions and help them meet their financial goals. These includes wealth accumulation, wealth perseveration, retirement planning, and multi generational philanthropic strategies.
Financial planning and investments are a life-long passion for Joe. “I’ve known I wanted to be an advisor since I was in high school. I love helping people and am fascinated by the complex nature of investments and financial planning.”
Financial planning is a critical element of the team and Joe’s process. The team believes a detailed financial plan is a living document that needs to be reviewed regularly and used as the blueprint for clients’ financial success. Joe is a strong advocate in educating his clients financial in the various areas of financial literacy. Joe is a highly regarded speaker and regularly presents financial concepts to employees at large and small events across the country at educational forums, major employers, medical schools, and medical societies.
Joe graduated from Franklin College with a Bachelor of Arts degree in Finance. At Morgan Stanley, he is part of the Global Sports and Entertainment group, accredited as a Portfolio Management Director, Alternative Investments Director as well as a Senior Institutional Consultant.
The Elements group focuses on giving back to the community as well. This would include work for our local churches, communities, and schools. Specifically, Joe likes to work directly with VOICES, IU School of Medicine planned giving committee, and the 100 Black Men of Indy financial literacy program.
Joe lives in Westfield, IN with his wife Keenan, son Talon, and daughter Wren. He is active in coaching and attending all of his kids’ games. He also enjoys golf, soccer, tennis, and being in the great outdoors.
Financial planning and investments are a life-long passion for Joe. “I’ve known I wanted to be an advisor since I was in high school. I love helping people and am fascinated by the complex nature of investments and financial planning.”
Financial planning is a critical element of the team and Joe’s process. The team believes a detailed financial plan is a living document that needs to be reviewed regularly and used as the blueprint for clients’ financial success. Joe is a strong advocate in educating his clients financial in the various areas of financial literacy. Joe is a highly regarded speaker and regularly presents financial concepts to employees at large and small events across the country at educational forums, major employers, medical schools, and medical societies.
Joe graduated from Franklin College with a Bachelor of Arts degree in Finance. At Morgan Stanley, he is part of the Global Sports and Entertainment group, accredited as a Portfolio Management Director, Alternative Investments Director as well as a Senior Institutional Consultant.
The Elements group focuses on giving back to the community as well. This would include work for our local churches, communities, and schools. Specifically, Joe likes to work directly with VOICES, IU School of Medicine planned giving committee, and the 100 Black Men of Indy financial literacy program.
Joe lives in Westfield, IN with his wife Keenan, son Talon, and daughter Wren. He is active in coaching and attending all of his kids’ games. He also enjoys golf, soccer, tennis, and being in the great outdoors.
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
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With Me
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
YOUR WORKPLACE ADVISOR
For many, equity in their company is an important piece of their full financial picture. As the Workplace Advisor for your company’s equity plan, I specialize in creating a financial plan that caters specifically to your needs and goals. I consider your equity along with your overall assets which may include retirement plans, insurance policies, trusts, and other investments.
Stock Plan Connect
Equity compensation is an important part of your company's benefits. Learn how to access your awards and ways to manage your assets.
Log In to Your Account
Financial Wellness
Available with every service we provide, our Financial Wellness offering is designed to address the unique needs of your employees and help them reach their financial goals through a powerful combination of education, digital tools, and guidance from us.
Learn More Here
Let Your Equity Compensation Help You Reach Financial Goals
Your equity compensation can play an important role in building this personalized financial roadmap. Strategically using your proceeds may make it possible for you to meet certain milestones sooner, or provide more flexibility for your long-term plans. Here’s a four-step guide to using your equity compensation to help you achieve your financial goals.
Learn More Here
Equity Compensation When Planning For Retirement
Your equity compensation can be one of your most valuable workplace benefits. Whether it’s in the form of stock options, restricted stock units (RSUs), or an employee stock purchase plan (ESPP), it offers you a chance to share in your company’s success.
Learn More Here
Equity Comp Taxation and Your Annual Tax Filing
Equity compensation can be one of the most valuable benefits offered by your company, but it’s important to understand how it works—and how it’s taxed. Here’s what you need to know.
Learn More Here
Restricted Stock Units (RSU)
RSUs are usually given to reward employees for their hard work, giving ownership in the company they're helping grow. RSU is a promise to deliver stock to the holder on a specified event or date.
Watch Video to Learn More
Stock Options
Stock Options give employees the right – but not the obligation – to purchase shares at a fixed price. If the value of the stock increased over time, the holder can earn a profit. The two types of stock options, Incentive Stock Options (ISOs) and Non–Qualified Stock Options (NQSOs), differ in their tax treatment.
Learn More HereOur Awards & Credentials
Alternative Investment Director
Alternative investment Directors provide the general partner, adviser, affiliate or another related party with decision‑making authority over an alternative investment vehicle or providing services to or on behalf of portfolio holdings.
Global Sports and Entertainment Director
A division of Morgan Stanley Wealth Management dedicated to serving the unique and sophisticated needs of professional athletes and entertainers.
Forbes 2025 Best In State Wealth Management Teams
Forbes Best-In-State Wealth Management list takes into account a host of both qualitative and quantitative factors, including interviews, to rank teams.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/23-3/31/24.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/23-3/31/24.
Portfolio Management Director - Joe Copeland
Portfolio Management Directors can provide technical and organizational leadership on the design, implementation, monitoring and evaluation of portfolio management activities from program design, competition, selection and contracting, portfolio management, learning and knowledge development activities.
Family Wealth Director
At Morgan Stanley, we have an elite group of Financial Advisors who earned the Family Wealth Director designation. It is given to those who have extensive experience working with ultra high net worth families, and who have undergone specialized training. Family Wealth Directors have direct access to an extensive range of resources needed to help highly affluent families manage the complex, multigenerational challenges of managing significant wealth.
Modern Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Goals-Based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Read more about the advantages of working with our unique planning technology to help reach your financial goals, whatever they may be.
Learn more about Goals-Based Planning
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
LifeView
LifeView is a suite of planning tools that creates a realistic, integrated strategy meant to incorporate aspects of an individual’s financial life, including investments and cash management needs. It also provides progress-to-goals reporting which illustrate complex planning strategies.
Access the LifeView Risk Tolerance Questionnaire
Online Security Center
Safeguarding your assets and personal information is among our highest priorities here at the Hubbard Team. Learn about our extensive security measures and take advantage of our vast array of resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn more about the Online Security Center
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk PlatformLocation
800 East 96 St
Ste 400
Indianapolis, IN 46240
US
Direct:
(317) 818-7436(317) 818-7436
Wealth Management
Global Investment Office
Portfolio Insights
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact Joe Copeland 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
8Morgan 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
8Morgan 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)
