Lindsey Jones
Business Development Associate
Phone:
(812) 231-1812(812) 231-1812
Morgan Stanley
Terre Haute Branch Office
You define success, we help you achieve it
401 Wabash Avenue
Terre Haute, IN 47807
US
Branch:
(812) 232-1144(812) 232-1144
Toll-Free:
(800) 876-1144(800) 876-1144
Branch Manager
Troy T. ChartersPhone:
(812) 231-1809(812) 231-1809
About Morgan Stanley Terre Haute Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
Our Core Values:
I. Putting Clients First – We believe strongly in our responsibility to put our client’s interests ahead of all else
II. Doing the Right Thing – We do our work right the first time and as a model for others to emulate
III. Leading With Exceptional Ideas – Improvement is always the goal, and we welcome innovation to better serve our clients
IV. Giving Back – Building a better world means giving back and growing together
V. Commit to Diversity and Inclusion - Value individual and cultural differences as a defining strength
We look forward to working together.
Our Core Values:
I. Putting Clients First – We believe strongly in our responsibility to put our client’s interests ahead of all else
II. Doing the Right Thing – We do our work right the first time and as a model for others to emulate
III. Leading With Exceptional Ideas – Improvement is always the goal, and we welcome innovation to better serve our clients
IV. Giving Back – Building a better world means giving back and growing together
V. Commit to Diversity and Inclusion - Value individual and cultural differences as a defining strength
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Terre Haute Branch
Lisa Van Reed
Phone:
(812) 231-1810(812) 231-1810
Chasity Jordan
Phone:
(812) 231-1814(812) 231-1814
Troy Charters
Senior Vice President
About Lindsey Jones
Lindsey has been a dynamic member of The Argentum Group since joining the team in 2012. As a Business Development Associate, Lindsey has a dual focus on developing and applying strategies to help enhance practice management and client relationships, as well as the creation and ongoing maintenance of comprehensive and personalized financial plans designed to help address the needs and goals of her clients.
Lindsey has her B.S. in Business Management from Indiana State University, and in 2023, she earned her Certified Financial Planner™ designation. Lindsey is also registered with her FINRA Series 7 and Series 66 licenses.
Lindsey resides in Terre Haute with her husband. Lindsey can found spending time with her family and friends, tending to her garden, and is currently learning how to sew. She and her husband love finding new culinary experiences and traveling.
Lindsey has her B.S. in Business Management from Indiana State University, and in 2023, she earned her Certified Financial Planner™ designation. Lindsey is also registered with her FINRA Series 7 and Series 66 licenses.
Lindsey resides in Terre Haute with her husband. Lindsey can found spending time with her family and friends, tending to her garden, and is currently learning how to sew. She and her husband love finding new culinary experiences and traveling.
About Lisa Van Reed
Lisa is a Senior Registered Client Service Associate for The Argentum Group, joining the team in 2015. She earned her Series 7 and 66 securities licenses after joining the firm. She is responsible for the day-to-day operational and administrative duties including account opening and maintenance, client interactions and various other tasks.
Lisa resides in Terre Haute with her husband and their two boys. She is a member of P.E.O., a mentor for Kid's Hope, and a volunteer in connections at church. She enjoys spending time with her family and friends, attending community events, and especially loves watching her boys in their various activities.
Lisa resides in Terre Haute with her husband and their two boys. She is a member of P.E.O., a mentor for Kid's Hope, and a volunteer in connections at church. She enjoys spending time with her family and friends, attending community events, and especially loves watching her boys in their various activities.
About Chasity Jordan
Chasity Jordan has over 27 years experience in the financial services industry. Prior to joining Morgan Stanley in 2017, she spent the previous 21 years at another financial services firm. As a Portfolio Associate, Chasity handles client services and operations. She is both series 7 and series 66 registered. Chasity studied journalism at Indiana State University and resides in Terre Haute, IN with her husband Todd. Away from the office, Chasity enjoys spending time with her son and granddaughters.
About Troy Charters
Troy attended Indiana State University where he earned an undergraduate degree in marketing in 1996, and completed his Master of Business Administration in 2001. He Joined Smith Barney in 2008 which was acquired by Morgan Stanley in 2010. Troy attained his Certified Financial Planner™ designation in 2012.
Troy and his wife Heidi reside in West Terre Haute, Indiana. Their daughter is a senior at Purdue and their son is a freshman at Indiana State University.
Troy and his wife Heidi reside in West Terre Haute, Indiana. Their daughter is a senior at Purdue and their son is a freshman at Indiana State University.
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Branch Address
401 Wabash Avenue
Terre Haute, IN 47807
US
Branch:
(812) 232-1144(812) 232-1144
Toll-Free:
(800) 876-1144(800) 876-1144
Fax:
(812) 235-6130(812) 235-6130
1When 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.
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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 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.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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 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.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024