Phone:
(317) 263-8753(317) 263-8753
Kelley/Best Group at Morgan Stanley
Direct:
(317) 263-8700(317) 263-8700
Our Mission Statement
We believe in creating a blueprint for your financial life that bridges the gap between where you are and where you aspire to be. This journey starts with a well-crafted financial plan.
Our Story and Services
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.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
We believe in a well-planned blueprint.
We strive to learn all about you, your family, your business, and your short- and long-term goals. Our focus then turns to designing a customized and flexible wealth management plan unique to you.
Our Process. Your Outcome.
When it comes to investments, we do not subscribe to a one-size-fits-all, cookie cutter approach. With a deep understanding of you and your goals, we create customized investment solutions. Through the lens of risk management, we personally manage and monitor these strategies to help you achieve your goals.
We're all about you.
We believe in a client-focused approach. Our group consists of a team with over 70 years of combined experience who are dedicated to each client with unwavering compassion and attentive care. Together we get to know each client personally. We celebrate weddings and first homes; take pride in new college degrees and professional milestones. We care about our clients and we do what's right. It's simple, really—we treat people how we would treat our own family.
We believe knowledge is power.
Working closely with you, our process is designed to keep you informed every step of the way. From consistent client communication to face-to-face meetings, we want to ensure that your goals and strategy stay aligned with your vision for the future. We want you to be confident about the financial decisions you make—next week, next year, and beyond.
Clients
Our clients are a distinguished and dynamic group of individuals and families. Our clients have accumulated significant wealth and come to us to help in managing and ultimately transferring their assets. We also work with a select group of non-profit associations and foundations in helping preserve and grow their institutional assets.
Many of our clients have been with us for more than 20 years, and in some cases we now are privileged to work with third generations We take immense pride in serving these clients. We are honored by the trust they place in us and to be welcomed into a family's most important milestones- educational planning, real estate purchases, business succession, retirement, and estate planning.
Cultivating close relationships with clients is a crucial part of the wealth management process. Whether we are helping you build a plan or monitor its progress, your interests come first, and your concerns are respected. We work hard to meet you where you are, so that we can help get you where you want to be.
Tools and Resources
We use Morgan Stanley's Wealth Management tools to allow for a more in-depth view of a client's financial picture to be taken, resulting in better service and more well-rounded advice.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Total Wealth View
It's hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
Financial Planning
Your wealth strategy doesn't just consider your investment objectives. Rather, it is tailored to address the personal life goals you've identified and prioritized. Using our suite of tools we can create your personal roadmap to help achieve and protect your goals.
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Monthly Outlooks & Updates
We strive to simplify complex financial ideas into a digestible format so that my clients can truly understand the work which goes into planning for their financial future and livelihood. I am a firm believer in providing my clients with as many resources as possible so that they may stay informed on the latest market trends, analyses, and outlooks. The resources below provide in-depth analysis on current market events and finance topics that are affecting the business world today.
2024 Investment Outlook: Threading the Needle
Investors face tough choices in an imperfect world, but can look for opportunities in fixed income while remaining cautious on emerging markets and commodities.
Global Investment Committee on the Markets Monthly Report
A monthly publication that summarizes the Global Investment Committee's market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape.
Cautious Moves for a Short-Sighted Market
Traders are anticipating a year-end equity rally, but longer-term investors may want to remain cautious. Here's why.
Generative AI’s Impact and Opportunity in Tech and Beyond
Online shopping, enterprise software and video gaming all have the potential to be disrupted by generative AI.
What to do if You are off Track on Your Goals
Don't worry if your financial goals look out of reach now based on what you've saved. There are ways to adjust course that are easier than you may think.
Thoughts on the Markets Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Are You Prepared for Retired Life?
Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.
Location
111 Monument Circle
Suite 3100
Indianapolis, IN 46204
US
Direct:
(317) 263-8700(317) 263-8700
Meet Kelley/Best Group
Phone:
(317) 263-8746(317) 263-8746
Daun Sidor
Senior Registered Client Service Associate, Branch Administrator
Phone:
(317) 263-8740(317) 263-8740
Cheryl Harding
Senior Registered Client Service Associate
Phone:
(317) 263-8705(317) 263-8705
About Joseph R Kelley
Joseph R. Kelley is a Senior Vice President, Financial Advisor, and Branch Manager at Morgan Stanley. With more than 30 years in the financial services industry, Joe focuses 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 in Finance. He joined Morgan Stanley in 1988.
With extensive experience and insight, Joe helps clients work through complex wealth management decisions. He pairs a methodical approach with thoughtful analysis to build financial plans that are tailored to his client’s unique needs, objectives, and risk tolerance. Whether working with individuals or institutions, 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.
Joe began honing his financial skills at Purdue University, where he graduated with a bachelor’s in Finance. He joined Morgan Stanley in 1988.
With extensive experience and insight, Joe helps clients work through complex wealth management decisions. He pairs a methodical approach with thoughtful analysis to build financial plans that are tailored to his client’s unique needs, objectives, and risk tolerance. Whether working with individuals or institutions, 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.
Securities Agent: PR, KS, VT, MI, MT, NJ, KY, HI, IL, AZ, RI, AL, ID, MS, IA, OR, VI, NH, FL, SC, WV, CT, SD, NY, LA, IN, GA, TN, MD, CA, ND, MO, PA, DC, NV, MN, WI, NC, CO, WA, UT, VA, AK, OH, ME, AR, OK, MA, WY, DE, TX, NM, NE; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1859801
NMLS#: 1859801
About Robert W Best
Rob Best is a financial advisor, Senior Vice President, Portfolio Manager, Senior Investment Consultant and a Certified Financial Planner with over a 25 years of experience in the financial services industry. He began his career in 1997 and has also been with Morgan Stanley thru our acquisition of Smith Barney. Rob focuses on wealth management and financial planning for distinguished professionals and families. Prior to his career in financial services, Rob was a commissioned officer in the United States Army. He is a graduate of the US Army Field Artillery School, The US Army Infantry School and The US Army Airborne School. He served in the 3rd Infantry Division at Ft. Stewart Georgia. Rob is a graduate of Southern Illinois University. He and his wife Missie reside in Zionsville, Indiana and are the proud parents of two boys who currently attend Indiana University Bloomington. Rob is very involved in the community; He has served on Indiana United Way Lilly grant committee and is the current President of the Zionsville Hussey-Mayfield Memorial Public Library Foundation.
Securities Agent: KY, MO, MD, WY, WI, WA, PA, IN, NV, NE, DE, CT, CA, AZ, WV, VA, UT, OR, ME, LA, HI, TN, MA, SC, OK, NC, IL, GA, FL, CO, NM, AL, VT, OH, NY, NJ, MI, KS, TX, MS, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1295616
NMLS#: 1295616
About Daun Sidor
Daun Sidor is a Senior Registered Client Service Associate and the Branch Administrator for the downtown Indianapolis Morgan Stanley branch. Daun has over 30 years of financial services experience and joined Morgan Stanley in 2012. Daun excels at providing a premium client-service experience. Passionate about her work, she ensures that clients' needs are met with diligence and a keen understanding of their larger financial goals. Daun gets to know each client personally, has a strong work ethic, and is committed to building meaningful long-term relationships. Daun resides in the Irvington neighborhood of Indianapolis with her husband Scott. They have one daughter who currently attends the University of Cincinnati. She is active in her community and was recently a volunteer for Paws & Think, a pet therapy service where she and her dog Milo provided comfort for at-risk children and adults.
About Cheryl Harding
Cheryl Harding is a Senior Registered Associate. Cheryl has been with Morgan Stanley for 35 years and is also an alumni of our predecessor firm Smith Barney. She is committed to meeting the needs of our clients and building long-term relationships to help them meet their financial goals. She prides herself in knowing each client personally and strives to give them an excellent client experience. Cheryl lives in New Palestine with her husband Bill. They have a daughter who also lives in New Palestine with her fiancé’ and grandson and another son and grandson who live in Beech Grove.
Contact Joseph R Kelley
Contact Robert W Best
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Kelley/Best Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
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 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.
6Morgan 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
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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
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 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.
6Morgan 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)