The 502 Group at Morgan Stanley

Rob Schenkenfelder is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) and has been named a Forbes Best-In-State Wealth Advisor 2021-2023 and a Forbes Best-In-State Next Generation Wealth 2021-2022 in KY. Rob began his career as a KY Licensed CPA (non-practicing at Morgan Stanley) at PwC. Rob was named Louisville Business First “20 People to Know in Wealth Management 2023.” Rob graduated Magna Cum Laude from the University of Kentucky with a B.S. in Accountancy. Post undergraduate studies, Rob graduated from the University of Notre Dame Mendoza College of Business Master of Science in Accountancy program. In the community, Rob has participated in Bike to Beat Cancer, coached soccer, served as the St. Xavier High School Alumni Class Agent, Treasurer of YPAL and as a speaker in the KY Society of CPA’s Speakers Bureau. In addition to being a CFP^®, Rob is a Qualified Plan Financial Counselor (QPFC^®). Rob also is part of the Morgan Stanley Wealth Management Technology Council and is an Accredited Family Wealth Advisor at Morgan Stanley. Rob currently holds Series 7, 66 and Life & Health Insurance licenses. Rob and his wife Allison have two children, Caroline and Graham. In his spare time, Rob enjoys spending time with his family, lap swimming, bike riding and supporting Louisville City FC.

Forbes Best-In-State Wealth Advisors (2021-2023)
​Source: Forbes.com (Awarded 2021-2023) Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to the issuance of the award.

​Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (2021-2022)
Source: Forbes.com (Awarded 2021-2022) Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

Source: Louisville Business First “20 People to Know in Wealth Management 2023”. (20 People to Know connects the Louisville- area business community with influential businesspeople in key roles in various industries. See full profiles on these leaders and others from past features at LouisvilleBusinessFirst.com. Nominations for all 2023 People to Know features are made at bizjournals.com. Those profiled are chosen by Louisville Business First editors and Publisher Lisa Benson from nominations as well as past editorial coverage by LBF.

After over four decades honing his financial service skills, one quality stands out: Dick takes pride in caring for his clients. That is his masterclass.

From achieving financial goals to carving out legacies that honor his clients’ rich experiences, Dick is able to act as a powerful catalyst. How? Because he knows how to listen. Carefully. Dick pays attention to his clients’ values and ambitions; he lends an empathetic ear to their concerns. Then, Dick works tirelessly, passion and integrity his personal one-two punch- all to make a lifelong difference.

When you turn to Dick with your savings, your hopes, and your priceless legacy, you can count on him for:
• collaborative resources
• comprehensive planning
• a long-term game plan tailored to both your input and his powerhouse experience.

Having once served in the Vietnam War as a combat photographer, Dick learned early on how to take a close-up of a person, capture a key moment in time. He learned then to lean into people, with equal parts curiosity and respect. He understood: humans want to be recognized.

Later, Dick went on to graduate from the University of Louisville and join Prudential Bache. Here, Dick began a long and rewarding career, including financial advisory roles at J.C. Bradford and UBS Financial Services. Throughout it all, Dick prized himself on being a savvy connector- someone who understands the human experience with the click of a snapshot. By 2014, Dick became part of the Morgan Stanley family.

Dick and his wife Ardi have since made philanthropy their eager mission. They’ve founded several charitable organizations together, including:
• The Dream Factory • The Robin Hood Project • Drive Cancer Out • World Sight • Ardi’s Bears

When he’s not helping his clients or guiding the organizations he founded, you can find Dick spending quality time with friends and family. At the end of the day, Dick is a man of and for the people, and he wants to improve the world one life at a time. You can also spot Dick collecting cars, art and antiques, and traveling the earth with Ardi, his favorite collaborator.

What does it mean to be the keeper of the keys for a person’s legacy?

For Dick, to assist with legacy work comes down to perceptiveness. He is conscious with every strategy designed to help protect the money, property, and remnants we’ve spent our lives building. He cares about managing a legacy that can look after your spouse and children.

Dick's creative when managing your money and interests.

Dick’s North Star belief: humanity is a village, and he is our fired-up catalyst, the man who knows how to connect us all.

Bob Phelps is a seasoned professional with four decades of industry experience. Bob is dedicated to providing highly customized advice and comprehensive investment solutions to individuals and families in Louisville and across the country. His areas of concentration include leveraging the firm’s globally diversified portfolios with a goal of producing competitive risk-adjusted performance, based on each client’s personal investment objectives.

Bob takes pride in his ability to put advanced concepts into action and effectively communicate these concepts to his clients. He works diligently to simplify the investment and planning process by understanding his clients’ goals and values. He is also well versed in the equity and fixed income markets and utilizing investment portfolios designed to help withstand market volatility over time.

Throughout his long and rewarding career, Bob has been committed to continuing education, a cornerstone of the dynamic philosophy of his wealth management practice. Bob earned the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from The American College of Financial Services. He is a 1983 graduate of the University of Kentucky with a B.A. degree in Business Administration.

A native of Tullahoma, Tennessee Bob currently resides in St. Matthews. A widower for 27 years, he proudly raised his daughter, Sarah, who lives in Louisville and has recently joined his practice. Music is a large part of Bob’s world. A former Board member of the Louisville Jazz Society and an amateur guitar player, Bob spends much of his free time attending a wide variety of music and theatre events. He is also a Life Master Bridge Player and enjoys cheering on the Cincinnati Reds, as well as the University of Kentucky basketball and football teams.

Sarah joined Morgan Stanley in 2023 to fulfill her longtime passion for the wealth management industry. Working alongside her father, Bob Phelps, Sarah understands the importance of financial planning and is committed to providing tailored and comprehensive investment solutions to clients. After graduation from The University of Kentucky with a B.A in Business Economics, Sarah earned an MBA from The University of Kentucky with a focus on Mergers and Acquisitions, New Product Development and Supply Chain Management. Prior to joining Morgan Stanley, Sarah spent 9 years in Nashville working in business development and growing start- up companies into high-revenue generating businesses.

Sarah currently holds FINRA series 7 and series 66 registrations.

A native of Louisville, Sarah and her husband Neal have two children, Clara and Charlie. In her free time, she enjoys spending time with her children at the pool, exercising, and cheering on her alma mater.

Maria Anderson has more than 25 years of financial services experience. She received a B.A. in Business Marketing from the University of Kentucky. As a Portfolio Associate, Maria is involved in all aspects of servicing client accounts and Financial Plans. She holds Series 7, 63 and 66 securities licenses, as well as health and life insurance licenses. Maria and her husband Todd have three children and one grandchild. In her spare time, Maria enjoys spending time with her family, traveling, and the outdoors.

Drawing on experience of two decades in financial services industry, Beth Williamson provides a wide range of operational and administrative services for clients. She is always available to address client concerns and assist them with a wide range of services, including the opening and transferring of new accounts, online and mobile access, account statement and cash management questions.

Highly adept at handling a broad reach of responsibilities quickly and professionally, Beth enjoys cultivating and developing longstanding relationships with each client, proactively working to resolve any issues or concerns they may have. Working with investors since 2004, she not only knows how to meet their specific needs, she tries to anticipate them as well. Prior to joining Morgan Stanley in 2014, she worked at UBS in a similar role. She holds the Series 7 and 66 securities licenses.

Originally from Boulder, Colorado, Beth currently resides in Louisville (Crescent Hill neighborhood) with Brad, her husband. They have three grown children and three grandchildren. In her leisure time, Beth enjoys yoga, bike riding and gardening. A zealous baker, her claim to fame is winning the Blue Ribbon at the Kentucky State Fair for her Chocolate Chip Cookies.

As a Client Service Associate, Jackie Weber provides a wide range of services for the clients. She works closely with the team to ensure clients are always up-to-date with their accounts through an ongoing flow of communication. She manages the group's administrative activities and prepares comprehensive client packages in advance of their annual review meetings.

Jackie has been an integral member of team since joining in 2012. Her previous experience includes working as a news monitor at VMS Marketing, where she was responsible for monitoring and summarizing national news and television programs.

Jackie and her husband, Scott have two children Taylor and Hayley. Jackie is an avid sports enthusiast and movie-goer. In her spare time, she enjoys gardening, cooking, decorating and dog walking.