Senior Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Certified Divorce Financial Analyst, Investment Management Consultant
Phone:
(317) 818-7381(317) 818-7381
The Eckert Group at Morgan Stanley
Our Mission Statement
As your Financial Advisors, we partner with you to define your objectives and implement a strategy aligned to your investment profile, time horizon, and long-term priorities. We deliver a comprehensive suite of capabilities and advice—tailored to how you invest and what you seek to achieve—designed to help preserve and grow your wealth across market cycles.
Our Story and Services
As your Financial Advisors, we partner with you to define your objectives and implement a strategy aligned to your investment profile, time horizon, and long-term priorities. We deliver a comprehensive suite of capabilities and advice—tailored to how you invest and what you seek to achieve—designed to help preserve and grow your wealth across market cycles.
You will have access to a global network of experienced investment professionals, a premier trading and execution platform, and a broad, diversified set of investment solutions across public markets and alternative investments—including opportunities in private markets, where appropriate.
You will have access to a global network of experienced investment professionals, a premier trading and execution platform, and a broad, diversified set of investment solutions across public markets and alternative investments—including opportunities in private markets, where appropriate.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Our Services
Creating a financial plan that covers all your needs is important in reaching your financial goals. Planning ahead for life events and challenges you may face gives you the confidence and security in the success of your financial plan. Read more below on some of the services we offer and how they can help you create a holistic approach to wealth management.
Portfolio Management
You have access to professional portfolio management services to put your money to work. In alignment with our client's profile, we decide on an allocation model that best fits their needs. Our team works diligently to monitor the financial landscape and adjust your portfolio as needed.
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529 Education Savings Plans
529 plans offer a flexible, tax-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.
529 Plan Options at Morgan Stanley
Donor Advised Funds (DAF)
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
MS GIFT
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income. From simplified vehicles available more broadly to institutional strategies, the platform supports a goals-based approach for asset allocation tailored to investor needs.
Morgan Stanley Alternative Investments
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
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Financial Planning
Tailored to your unique circumstances, a financial plan evolves with life’s changes to help keep you on track. It creates a road map to help you achieve your short- and long-term goals and to make data-driven decisions that reflect your priorities.
Learn MoreYour Workplace Advisors
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, we specialize in creating a financial plan that caters specifically to your needs and goals. We consider your equity along with your overall assets which may include retirement plans, insurance policies, trusts, and other investments.
If you wish to discuss how all of these components can come together into a cohesive financial plan, we are available to help you with that as well.
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.
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.
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.
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.
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.
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.
Resources For You
Clients of Morgan Stanley Financial Advisors have access to a variety of resources to enhance different aspects of their financial life. Explore tools that make managing your finances easier, perks and benefits designed to help you save money, and insights to keep you updated on current market trends.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments in one place. Utilize the Morgan Stanley mobile app to conveniently access your account and send and transfer money on the go.
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Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
Cybersecurity & Fraud Prevention
Learn about our latest security measures, how we are safeguarding your assets and personal information and explore a suite of digital tools that helps reduce your risk of fraud and data loss.
Learn More
Reserved Living & Giving
Our complimentary perks program for eligible Morgan Stanley Clients designed to provide benefits beyond traditional wealth management services. Access discounts for popular brands, travel services, and one-of-a-kind experiences,
Learn More
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership, timely market commentary, and portfolio ideas to help guide your investment decisions.
Learn MoreLocation
800 East 96 St
Ste 400
Indianapolis, IN 46240
US
Direct:
(317) 818-7371(317) 818-7371
Meet The Eckert Group
Phone:
(317) 818-7352(317) 818-7352
Lisa Caputo, Financial Planning Specialist
Business Development Associate
About Elizabeth English Eckert, MBA, CFP®
Elizabeth Eckert is a Senior Vice President, Investment Management Consultant, and Financial Advisor. She has over twenty five years of experience in wealth management and she began her financial services career at Morgan Stanley. Elizabeth has been recognized as an Indianapolis Five Star Wealth Manager from 2012-2020 and named a 2020 Top Wealth Advisor Mom by Working Mother and SHOOK Research.
Elizabeth holds a Bachelor’s in Communications from DePauw University and a MBA from The University of Notre Dame. She has added numerous professional credentials to help better serve her clients including: Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®) Investment Management Consultant, Indiana Insurance and LTC license.
Outside of the office, Elizabeth is active in the Indianapolis community. She is involved with Women For Riley, Gleaners Food Bank and volunteers at her church. Elizabeth likes to read, run and enjoys Orange Theory workouts. She and her husband, Kevin, like to stay very active with their two young children by biking, cooking and playing games.
Other awards:
2020 - Forbes American's Top Women Advisors
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
2025 - Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23 - 6/30/24.
2026 - Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2026) Data Compiled By Shook Research LLC Based On Time Period From 3/31/24-3/31/25.
2026 - Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2026) Data compiled by SHOOK Research LLC based on time period from 6/30/24 - 6/30/25.
Elizabeth holds a Bachelor’s in Communications from DePauw University and a MBA from The University of Notre Dame. She has added numerous professional credentials to help better serve her clients including: Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®) Investment Management Consultant, Indiana Insurance and LTC license.
Outside of the office, Elizabeth is active in the Indianapolis community. She is involved with Women For Riley, Gleaners Food Bank and volunteers at her church. Elizabeth likes to read, run and enjoys Orange Theory workouts. She and her husband, Kevin, like to stay very active with their two young children by biking, cooking and playing games.
Other awards:
2020 - Forbes American's Top Women Advisors
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
2025 - Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23 - 6/30/24.
2026 - Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2026) Data Compiled By Shook Research LLC Based On Time Period From 3/31/24-3/31/25.
2026 - Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2026) Data compiled by SHOOK Research LLC based on time period from 6/30/24 - 6/30/25.
Securities Agent: MA, FL, MI, OR, MN, IN, DC, AZ, WY, OH, VA, SC, MO, KS, LA, GA, CT, CO, NC, IL, MD, KY, CA, AL, WI, WA, TN, PA, NY, NJ, IA, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1321539
NMLS#: 1321539
About Nathalie Mastouri
Nathalie joined Morgan Stanley in 2017, after working for over a decade in different corporate finance roles across multiple geographies.
She is committed to providing a holistic financial planning approach to successful executives, young professionals, business owners and affluent families living across the country. Her approach is focused on seeking to add value to different aspects of clients' financial lives by understanding her clients’ personal and financial goals, family dynamics, balance sheet needs and philanthropic activities.
Nathalie has a passion for architecture and design. She draws parallels between the way an architect combines form and function to enhance people's lives - both aesthetically and functionally - and the way a robust and carefully structured financial plan aims to help her clients navigate ever-changing market conditions while allowing them to (1) enjoy a comfortable retirement, (2) approach major life transitions with confidence, and (3) leave a lasting legacy for future generations.
She prides herself in acting as her clients’ best advocate, promptly responding, helping identify opportunities, and working to help clients stay on track to help them grow, preserve, and optimize their wealth.
When appropriate, Nathalie utilizes a multitude of investment vehicles including but not limited to, mutual funds, ETFs, separately managed accounts, individual stocks, direct indexing, private placements, and tax optimization strategies.
She holds a bachelor’s degree in Economics and a Masters in Finance from ESCP Business School. She holds Series 7, and 66 FINRA registrations, and Life, Health, and Long-Term Care Insurance licenses. She is a Certified Financial Planner (CFP®) and a Qualified Plan Financial Consultant (QPFC®). Nathalie has been earned a Five Star Wealth Manager Award in 2022, 2023 and 2024.
She lives in Indianapolis with her husband, and two kids. She has served on the board of Women for Riley, supports the local chapter of her Alma Mater, and Gleaners Food Bank.
The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
Source: fivestarprofessional.com Awarded 2022-2024. There awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2022 Award: 12/27/21 through 6/24/22
2023 Award: 11/14/22 through 5/31/23
2024 Award: 11/14/23 through 5/31/24
She is committed to providing a holistic financial planning approach to successful executives, young professionals, business owners and affluent families living across the country. Her approach is focused on seeking to add value to different aspects of clients' financial lives by understanding her clients’ personal and financial goals, family dynamics, balance sheet needs and philanthropic activities.
Nathalie has a passion for architecture and design. She draws parallels between the way an architect combines form and function to enhance people's lives - both aesthetically and functionally - and the way a robust and carefully structured financial plan aims to help her clients navigate ever-changing market conditions while allowing them to (1) enjoy a comfortable retirement, (2) approach major life transitions with confidence, and (3) leave a lasting legacy for future generations.
She prides herself in acting as her clients’ best advocate, promptly responding, helping identify opportunities, and working to help clients stay on track to help them grow, preserve, and optimize their wealth.
When appropriate, Nathalie utilizes a multitude of investment vehicles including but not limited to, mutual funds, ETFs, separately managed accounts, individual stocks, direct indexing, private placements, and tax optimization strategies.
She holds a bachelor’s degree in Economics and a Masters in Finance from ESCP Business School. She holds Series 7, and 66 FINRA registrations, and Life, Health, and Long-Term Care Insurance licenses. She is a Certified Financial Planner (CFP®) and a Qualified Plan Financial Consultant (QPFC®). Nathalie has been earned a Five Star Wealth Manager Award in 2022, 2023 and 2024.
She lives in Indianapolis with her husband, and two kids. She has served on the board of Women for Riley, supports the local chapter of her Alma Mater, and Gleaners Food Bank.
The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
Source: fivestarprofessional.com Awarded 2022-2024. There awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2022 Award: 12/27/21 through 6/24/22
2023 Award: 11/14/22 through 5/31/23
2024 Award: 11/14/23 through 5/31/24
Securities Agent: WI, SC, NJ, MD, GA, AZ, AL, FL, MO, MI, LA, IA, CT, MA, CO, KY, WA, PA, KS, DC, VA, TX, NC, IL, WY, TN, OH, NY, MN, IN, OR, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1898523
CA Insurance License #: California Insurance License # 4266971
NMLS#: 1898523
CA Insurance License #: California Insurance License # 4266971
About Lisa Caputo
Lisa began her career in the financial services industry in 1996, joining Morgan Stanley in 2011. With over 30 years of experience, Lisa brings a wealth of knowledge and experience to our organization. She has enjoyed a variety of roles which include client service and administrative responsibilities. Lisa holds her Series 7, 63, 66 and 9,10 FINRA licenses and has earned a Financial Planning Specialist Designation* with Morgan Stanley
A native of Michigan, Lisa moved to Indianapolis in 1999. She graduated from Davenport University with an Associate of Science in Sales and Marketing. In her free time, Lisa enjoys running, biking, hiking and travel.
*Disclaimer: This role cannot solicit or provide investment advice.
A native of Michigan, Lisa moved to Indianapolis in 1999. She graduated from Davenport University with an Associate of Science in Sales and Marketing. In her free time, Lisa enjoys running, biking, hiking and travel.
*Disclaimer: This role cannot solicit or provide investment advice.
Contact Elizabeth English Eckert, MBA, CFP®
Contact Nathalie Mastouri
Wealth Management
Global Investment Office
Portfolio Insights
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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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Eckert Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)
