Our Story and Services

Capital creates change in the world. The Indigo Group seeks to deliver competitive financial returns while driving positive environmental and social impact by investing in companies that exemplify leadership in social and environmental responsibility.

Our framework enables clients to align their portfolios with their unique impact investing priorities.  Morgan Stanley has leveraged its market position as a leading Wealth Management firm to empower our clients to Invest with Impact.

Through thoughtful dialogue and collaboration with Indigo's advisors, clients clarify and reveal their distinct motivations, which ultimately drive their Investing with Impact strategy.  These objectives incorporate institutional mission, personal values, world view and more.  Some examples, among many others, include: integrating environmental awareness, promoting diversity and supporting local communities.
Services Include
  • Sustainable Investing1
  • Financial Planning2
  • Asset Management3
  • Wealth Management4
  • Retirement Planning5
  • Professional Portfolio Management6
  • Endowments and Foundations7
  • Philanthropic Services
  • Life Insurance8
  • Fixed Income9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

The Indigo Group at Morgan Stanley is a financial advisory practice within the structure of a global investment firm.  The principals of the group, Mark C. Callaway, Financial Advisor, P.J. Younglove Hovey, Financial Advisor, and LeA Coe, Wealth Management Associate, each have over 30 years of experience in the consulting and advising world.  The group shares the values of family, good stewardship of resources and commitment to the community.  Money touches everything about our lives, and it is too important to be left to chance.

The Indigo Group's services include: comprehensive financial planning; investment planning; retirement guidance; examination of risks in a client's financial life; tax management strategies; insurance evaluation; next generation planning; philanthropic guidance.  The group has also become advocates for last stages of life planning, transitions in living situations, and re-balancing of investments as clients move through later life.

    Working With You

    For the past 15 years, the Indigo Group has developed a strong focus on Impact Investing and Socially Responsible Portfolios for our clients.  This allows clients to align investment decisions with their personal values.  We follow the Morgan Stanley Investing with Impact research and thought leadership.

    Managing the financial resources of a family, a business, or a philanthropic endeavor is a serious job.  It takes time, focus, attention to risk, and a willingness to know our clients and their situations in depth.  We have chosen this work.  We have a real passion for it, and our clients have told us in many ways that we have made a significant difference in their lives.

    Our intense discovery process helps us understand all the elements of a client's life which may be affected by both financial and investment planning.  It is our job to listen to what your needs and concerns are, and to address those with intelligence and care.  We help create a path for you, monitor that path, and meet with you to discuss problems and progress along the way.

      Location

      3280 Peachtree Rd NE
      Suite 1900
      Atlanta, GA 30305
      US
      Direct:
      (800) 421-2741(800) 421-2741
      2775 Sand Hill Road
      Suite 120
      Menlo Park, CA 94025
      US
      Direct:
      (650) 926-7231(650) 926-7231

      Meet The Indigo Group

      Photo of LeA Coe

      LeA Coe

      Wealth Management Associate

      About Me

      Comprehensive investment planning has been a focus throughout my career.  In 1989, I opened a Robinson – Humphrey & Co office in LaGrange, GA, which later merged with one of the predecessor firms of Morgan Stanley.
       
      My area of concentration is helping clients set investment objectives, developing an asset allocation strategy, making stock and fund selections, and establishing customized investment strategies.   I have managed SRI/ESG/Impact Investing-style discretionary strategies within the Morgan Stanley Portfolio Management platform since 2000.  My engagement in the following programs speaks directly to my ability to help clients make the best choices for sustainable investments:
      - Named an Investing with Impact Champion by Morgan Stanley since 2014
      - Attended Oxford University's Impact Investing Executive Program in 2015
      - Co-founded the Southeast Corporate Sustainability Rankings
       
      Through my grandfather's commitment to both managing a business well and creating avenues for giving back, I learned the values of philanthropy. These lessons help me inspire my clients to be active donors to the causes which inspire them.
       
      I have personal experience in multi-generational planning and the multifaceted issues that arise in legacy planning for families.  This comes from serving as a third-generation trustee on two of the Callaway Family Foundations. In addition, I created my own family foundation, The Morning Star Foundation, to help foster and pass on appreciation for philanthropic involvement to my children.
       
      My degrees in theater and political science, combined with an MBA, add depth to how I think about solutions for my clients.
      - Served as an adjunct professor teaching Investment Analysis and Portfolio Management.
      - Senior Vice President of Wealth Management at Morgan Stanley
      - Hold certifications as a Senior Investment Management Consultant, Senior Portfolio Manager and Financial Planning Specialist.
      In addition, I have served in a number of leadership capacities on the boards of The University of Georgia, the Georgia Institute of Technology, Berry College, and LaGrange College.  Being a part of policy and leadership in non-profit organizations helps me work more effectively with clients who believe that life should be a balance of enterprise and service.
      Securities Agent: GA, WY, WI, WA, VA, TX, TN, SC, NY, NV, NM, NH, NC, MN, MI, MD, MA, KY, IL, FL, DE, DC, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; General Securities Principal; BM/Supervisor; Investment Advisor Representative

      About Me

      The roots of my career as a financial advisor run deep. Both of my grandfathers and my father were client centered business men and bankers. They taught me by example to know that the rewards for helping a family build wealth, teach their children the value of family treasure, and do it with care would be the signs of a good life for all.  My career began as an entrepreneur in the fashion industry, and it taught me valuable lessons about service, customer experience, and managing financial resources,
      My official title as a First Vice President of Wealth Management at Morgan Stanley is a point of pride as a woman in this field. Women control the bulk of the financial assets in this country, and we need our voices to be heard as managers of this wealth. I also have specific designations as a Senior Investment Management Consultant, a Financial Planning Specialist, and a fellow of US/SIF, the forum for Sustainable and Responsible Investment.
      As the needs of our clients have moved beyond the traditional education or retirement planning, I have moved forward with more detailed work on second career development, family philanthropy, and extensive end of life intentions.
      My education at Skidmore College, Dartmouth College, and the George Washington University School of Management helped create a foundation which has allowed me to be a lifelong learner in a changing world.  I have been a participant in the Harvard Business School Retail Management conference, and the White House Women in Business Conference.
      My work career has an equally strong parallel in the non-profit sector. Being a leader in my community and a philanthropist from a young age is both a responsibility as a citizen, and a rich source of experiences and connections which have served me well.   I have held positions of leadership on the governing boards of the Junior League, the Washington Ballet, Georgians for Children, the Alliance Theatre, the Atlanta Film Festival, and the Community Foundation of West Georgia.
      Securities Agent: TX, GA, WV, WI, WA, VA, TN, SC, RI, PA, NY, NM, NJ, NH, NC, MT, MN, MD, MA, LA, IL, FL, DE, DC, CA, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative

      About Me

      I joined the Indigo Group as a financial advisor in 2017.  Previously, I managed the Georgia Land Conservation Program (GLCP) program at the Georgia Environmental Finance Authority (GEFA). In this role, I managed the $55-million-dollar revolving loan fund to provide financing to local governments, conservation organizations, and landowners for permanent land conservation projects.  I was also involved in the program and portfolio management of the $2-billion-dollar clean water and drinking water state revolving loan funds for Georgia. 

      Before GEFA, I served at the Georgia Conservancy as their Land Conservation Specialist working with individuals and institutions educating and advising landowners across the state on the financial and environmental benefits of conservation.
        
      I have been involved in the philanthropy world for the last 15 years, currently serving on three of the Fuller E. Callaway Family Foundations.  I was a member of the Hull Fellowship class of 2016 through the Southeastern Council of Foundations (SECF), and am involved in the Impact Investing programming for SECF.
       
      My undergraduate degree is in business with a concentration in finance from Georgia State University (GSU).  While at GSU, I was Chief Investment Officer for the Student Endowment Fund.
      Securities Agent: GA, WI, WA, VA, TX, TN, SC, NY, NV, NM, NH, NC, MS, MN, MD, MA, IL, FL, DE, DC, CO, CA, AR, AL; General Securities Representative; Investment Advisor Representative

      About Me

      Alora is responsible for conducting quantitative and qualitative research on financial and sustainability factors, helping to manage portfolios, searching for new opportunities to invest with impact, creating custom models when needed, and keeping clients and their advisors up to date on the companies and funds in portfolios.

      Alora joined the Indigo Group in 2016, while completing her graduate studies. As part of her studies, she worked on research in Sustainable Finance and Accounting for the Ray C. Anderson Center for Sustainable Business. Alora has a Bachelor’s degree in Applied Mathematics and Statistics from Johns Hopkins University and a Master’s in Quantitative and Computational Finance from Georgia Tech.

      Alora recently relocated from Atlanta to the Bay Area to expand the Indigo Group into the Menlo Park office. When she’s not in the office, Alora enjoys runs on the Bay Trail and hikes with her miniature goldendoodle, Seneca.
      Securities Agent: GA, CA, WY, WV, WI, WA, VA, TX, TN, SD, SC, RI, PA, NY, NM, NJ, NH, NC, MT, MS, MO, MN, MI, MD, MA, LA, KY, IN, IL, FL, DE, DC, CO, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
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      1The 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.

      2Morgan 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.

      3Morgan 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.

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