Phone:
(317) 818-7418(317) 818-7418
The Olexa Lougheed Group at Morgan Stanley
Our Mission Statement
As a multi-generational team, we help our clients, their families, and employees intentionally invest in their future.
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.
Our wealth management approach focuses on you. your family and your career - where you are today and where you want to go. Working together, we develop the strategies to help get you there, navigating life's challenges and helping you make more informed decisions about your wealth.
We begin with an informal conversation to understand your financial concerns and determine how we can add value. We continue the dialogue by fostering an in-depth conversation where we learn about the values that shape your decisions and identify any unique circumstances.
After we understand what you want, we'll create a plan aimed to help simplify and organize your finances, to help create the most appropriate plan for your situation. We'll present appropriate strategies that are designed to work together to help achieve your goals. Upon your approval, we open new accounts for you at Morgan Stanley and implement your plan. Your planning doesn't end there; we'll continue the planning process on an ongoing basis to update and track your progress over time.
Our wealth management approach focuses on you. your family and your career - where you are today and where you want to go. Working together, we develop the strategies to help get you there, navigating life's challenges and helping you make more informed decisions about your wealth.
We begin with an informal conversation to understand your financial concerns and determine how we can add value. We continue the dialogue by fostering an in-depth conversation where we learn about the values that shape your decisions and identify any unique circumstances.
After we understand what you want, we'll create a plan aimed to help simplify and organize your finances, to help create the most appropriate plan for your situation. We'll present appropriate strategies that are designed to work together to help achieve your goals. Upon your approval, we open new accounts for you at Morgan Stanley and implement your plan. Your planning doesn't end there; we'll continue the planning process on an ongoing basis to update and track your progress over time.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
OUR CLIENTS UNDERSTAND THAT DECISIONS THEY MAKE AROUND COMPANY STOCK AND OPTIONS ARE SOME OF THE MOST CONSEQUENTIAL THEY'LL FACE IN THEIR FINANCIAL LIFE.
You may be asking yourself:
• How well do I understand my equity compensation and the Strategies that exist to maximize its value?
• Am I being as smart as my managers and coworkers with my equity compensation? Should I be making different Choices based on my specific Situation?
• How do turn my company equity into something I can enjoy?
• Can I afford to leave my company. and how should plan for that?
• What the heck is the Alternative Minimum Tax
How we can help
Understanding how your stock or option plan works is only the first Step. We work with you articulate specific goals such as diversification. tax management, charitable gifting. or simply having enough cash to live on while you wait for an exit. Projecting a variety of multi-year scenarios, we help you make the best decisions you can to maximize this valuable asset.
Why Us?
We are part of a small group of Morgan Stanley advisors trained and experienced in these complex issues and have tools and resources that stand out among your choices in selecting a financial advisor.
Here at Morgan Stanley, we strive to simplify complex financial ideas so that our clients understand what is being on their behalf to plan for their financial future. We want to provide our clients with as many as possible so they can stay informed about the latest market trends, outlooks, and breakdowns.
4 Key Tex Questions for Investors to Consider
Factoring the impact of taxes into your investment
decisions can help you keep more of your hard-earned
money, both and in the future.
decisions can help you keep more of your hard-earned
money, both and in the future.
Tax-Efficient Portfolios
Morgan Stanley Portfolio Solutions/Parametric Tax
Efficient Portfolios are designated for high-net-worth
investors seeking a tax-managed, diversified portfolio. Portfolios are monitored, evaluated, and rebalanced to
maintain diversification and react to changing market
conditions. Some key benefits include tax efficiencies,
clarity by combining multiple asset classes in one
account, and confidence with asset allocation advice
deriving from the Global Investment Committee, so your
portfolio is aligned with the firm's best thinking.
Efficient Portfolios are designated for high-net-worth
investors seeking a tax-managed, diversified portfolio. Portfolios are monitored, evaluated, and rebalanced to
maintain diversification and react to changing market
conditions. Some key benefits include tax efficiencies,
clarity by combining multiple asset classes in one
account, and confidence with asset allocation advice
deriving from the Global Investment Committee, so your
portfolio is aligned with the firm's best thinking.
Tax-Smart Strategies for Retirement
Looking for ideas on how to be more tax efficient when
planning for your retirement?
planning for your retirement?
Actively Pursuing Tax Alpha
Opportunities for tax strategies ebb and flow with the
fluctuations of the market and not with our fiscal
calendars, Incorporating tax-sensitive investing into the
daily trading activity of an account can capitalize on
market fluctuations and potentially yield better after-tax
results.
fluctuations of the market and not with our fiscal
calendars, Incorporating tax-sensitive investing into the
daily trading activity of an account can capitalize on
market fluctuations and potentially yield better after-tax
results.
Taxation of Global Clients
Individuals who are neither U.S. citizens nor residents
may be subject to gift and estate tax on US situs assets.
There is a discussion of how US. income taxes and gift and estate taxes apply to global clients,
may be subject to gift and estate tax on US situs assets.
There is a discussion of how US. income taxes and gift and estate taxes apply to global clients,
We have been committed to managing alternative investment strategies since 1985. Today, we are a leading provider across private equity, private credit, hedge funds, real estate and infrastructure. Backed by the operational strength of a $1.4 trillion AUM asset manager, we leverage the strength of our firm to innovate, to deliver best-in-class products and to customize investment programs that meet the unique needs of our clients around the globe. Designed to address investor challenges, our platform includes fund offerings that span investor qualification types, from 1940 Act funds to private placements.
Custom Multi-Asset Solutions
Our expertise lies in managing custom alternative investment solutions that enable financial advisors to address the unique risk, return and liquidity objectives of their clients.
Read More Here
Private Equity
We seek unique situations where we have deep expertise, strong sourcing advantages and the ability to create value by leveraging the unparalleled resources of Morgan Stanley.
Read More Here
Private Credit
We are a financing source for middle-market companies and late-stage businesses in high-growth sectors primarily located in North America and Western Europe.
Read More Here
Hedge Funds
Our hedge fund solutions include custom portfolios; broadly-diversified, opportunistic and strategy-specific funds; and advisory services.
Read More Here
Real Estate
We specialize in global value-add / opportunistic and regional core real estate investment strategies.
Read More Here
Infrastructure
We focus on large-scale transportation, energy and utilities, communications, and social infrastructure projects in OECD countries and select emerging markets.
Read More Here
Awards & Recognitions
2025 Forbes Best-In-State Wealth Management Teams
For the year 2025, The The Olexa Lougheed Group received the Forbes Best-ln-State Wealth Management Teams.
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24
2024 Forbes Best-In-State Wealth Management Teams
For the year 2024, The The Olexa Lougheed Group received the Forbes Best-ln-State Wealth Management Teams.
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
For the year 2024, Joe was listed in Forbes for the Best-ln-State Wealth Advisor.
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
Master's Club
Joe has been a member of Morgan Stanley's Master Club from 2015-2024. The Master's Club is an elite group of top Morgan Stanley Financial Advisors.
Certifications
The Olexa Lougheed Group has acquired the following designations in their field in order to help serve their clients
• Joe Olexa, Pete Lougheed, Jocko Olexa, Amanda Bishop, and Marcal Probst have the Series 7
• Pete and Jocko both are Certified Financial Planners (CFP®)
• Joe is a Certified Investment Management Analyst (CIMA®)
• Joe Olexa, Pete Lougheed, Jocko Olexa, Amanda Bishop, and Marcal Probst have the Series 7
• Pete and Jocko both are Certified Financial Planners (CFP®)
• Joe is a Certified Investment Management Analyst (CIMA®)
Location
800 East 96 St
Ste 400
Indianapolis, IN 46240
US
Direct:
(317) 818-7300(317) 818-7300
Meet The Olexa Lougheed Group
Senior Vice President, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist, Alternative Investments Director
Phone:
(317) 818-7340(317) 818-7340
Phone:
(317) 818-7359(317) 818-7359
Amanda Bishop
Business Development Associate, Financial Planning Specialist
Phone:
(317) 818-7370(317) 818-7370
Marcal Probst
Registered Client Service Associate
Phone:
(317) 818-7408(317) 818-7408
Jeff Holzbach, CFP®, CEP
Sr. Equity Planner, Vice President
Phone:
(317) 951-6596(317) 951-6596
About Joe Olexa
As a Financial Advisor, Joe is dedicated to understanding his client’s values and goals. Through an in-depth discovery process and commitment to on-going communication, he creates a unique investment plan that emphasizes financial planning. Through coordinating with his clients’ accountants and attorneys, he helps clients navigate the sometimes complex financial decisions in their lives in a tax-efficient manner. This helps enables them to grow, preserve and transfer their wealth.
Throughout his career, Joe has been dedicated to professional development, a cornerstone of his dynamic wealth management practice. This helps him to remain on the forefront of the most effective strategies, while ensuring a powerful client experience. Joe was named to 2024 Forbes Best in State Wealth Advisors and the Olexa Lougheed Group was named to the 2024 Forbes Best in State Wealth Management Teams.
Originally from Youngstown, Ohio, Joe has been calling Fishers, Indiana his home for the past 35 years. He lives there with his wife of 30 years and their three children. An avid reader of financial publications, Joe’s favorite leisure activities include exercise, golf and cheering on the Colts and Browns.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
Throughout his career, Joe has been dedicated to professional development, a cornerstone of his dynamic wealth management practice. This helps him to remain on the forefront of the most effective strategies, while ensuring a powerful client experience. Joe was named to 2024 Forbes Best in State Wealth Advisors and the Olexa Lougheed Group was named to the 2024 Forbes Best in State Wealth Management Teams.
Originally from Youngstown, Ohio, Joe has been calling Fishers, Indiana his home for the past 35 years. He lives there with his wife of 30 years and their three children. An avid reader of financial publications, Joe’s favorite leisure activities include exercise, golf and cheering on the Colts and Browns.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
Securities Agent: KY, IN, VA, TN, MT, MO, MI, GA, WA, UT, MN, LA, IA, CO, CA, NM, NC, KS, TX, OK, OH, SC, OR, MA, IL, AK, NY, NJ, FL, DC, AZ, WI, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1293960
NMLS#: 1293960
About Pete Lougheed
Pete Lougheed, a Certified Financial Planner and Senior Vice President, joined Morgan Stanley in 2007 as a Financial Advisor after a successful career in the National Football League (NFL). He is a graduate of Purdue University having earned a Bachelor of Science in Industrial Engineering. Pete is active in the NFL Alumni Association serving as the Treasurer for the Indianapolis chapter. He is also active in the Purdue community as both the Treasurer and a founding member of the Boiler Business Exchange of Indianapolis.
As a Financial Advisor Pete helps clients define and strive to meet their goals by delivering a vast array of resources to them. He is firmly committed to long term relationships and works to deliver exceptional client service. Pete listens carefully to client’s goals, values, aspirations and concerns and is committed to helping them achieve their financial objectives.
Originally from Fort Wayne, Indiana, Pete has lived in Fishers Indiana for over 15 years with his wife Leslie, 2 children, and their dog Mackey. In addition to spending time with his family Pete enjoys coaching his kids in youth sports.
As a Financial Advisor Pete helps clients define and strive to meet their goals by delivering a vast array of resources to them. He is firmly committed to long term relationships and works to deliver exceptional client service. Pete listens carefully to client’s goals, values, aspirations and concerns and is committed to helping them achieve their financial objectives.
Originally from Fort Wayne, Indiana, Pete has lived in Fishers Indiana for over 15 years with his wife Leslie, 2 children, and their dog Mackey. In addition to spending time with his family Pete enjoys coaching his kids in youth sports.
Securities Agent: DC, TX, KS, GA, LA, KY, IN, ME, CO, VA, NJ, WA, IA, AZ, AK, WI, UT, TN, NY, OH, NC, MI, CA, SC, OK, NM, PA, OR, MO, MN, MA, IL, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290549
CA Insurance License #: OG42845
NMLS#: 1290549
CA Insurance License #: OG42845
About Jocko Olexa
I began my career at Morgan Stanley in 2016 as a summer intern. Soon after, I moved into a full-time role as a Wealth Advisory Associate, where I worked with financial advisors across Indiana and Illinois to implement our newest financial planning systems. In this role, I gained a focus in financial planning. After being internally recognized for my achievements, I was promoted within the firm as a Financial Advisor. During my time as an advisor, I’ve had the honor of being awarded club status as a Pacesetter’s Club Member in 2023 and 2024.
I am a CERTIFIED FINANCIAL PLANNER™ practitioner and take my responsibility with the utmost seriousness. I believe in process, research, consistency, and doing the right thing. I fight for my clients to achieve their goals and act in their best interest as their trusted advisor.
I take a holistic approach in my client relationships that includes financial planning, investment management, workplace solutions, tax-efficient investing, cash management and lending solutions.
I am a CERTIFIED FINANCIAL PLANNER™ practitioner and take my responsibility with the utmost seriousness. I believe in process, research, consistency, and doing the right thing. I fight for my clients to achieve their goals and act in their best interest as their trusted advisor.
I take a holistic approach in my client relationships that includes financial planning, investment management, workplace solutions, tax-efficient investing, cash management and lending solutions.
Securities Agent: IN, AZ, AK, SC, GA, CA, TX, LA, KY, NY, NC, MO, CO, FL, WI, WA, NJ, DC, UT, OR, MI, ME, IL, IA, VA, OK, NM, OH, MN, KS, TN, PA, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2348326
NMLS#: 2348326
About Amanda Bishop
Drawing on more than 25 years of industry experience, Amanda is often the first line of contact on a broad array of client-specific services. Highly adept at addressing client questions quickly and efficiently, Amanda is dedicated to providing excellent service. Her patience and industry knowledge help provide clients with confidence.
Amanda currently holds the Series 7 and 66 FINRA registrations, enabling her to process unsolicited trades in addition to handling all client inquiries and account administration for the team. Her attention to detail comes from her years of experience working in a variety of important roles at Morgan Stanley.
A native of Chicago, Amanda moved to Indianapolis in 1999, where she lives with her husband and two children. In her free time, she enjoys boating, biking on the Monon Trail and spending time with family and friends.
Amanda currently holds the Series 7 and 66 FINRA registrations, enabling her to process unsolicited trades in addition to handling all client inquiries and account administration for the team. Her attention to detail comes from her years of experience working in a variety of important roles at Morgan Stanley.
A native of Chicago, Amanda moved to Indianapolis in 1999, where she lives with her husband and two children. In her free time, she enjoys boating, biking on the Monon Trail and spending time with family and friends.
About Marcal Probst
Providing an exceptional customer experience is Marcal’s top priority. She has been with Morgan Stanley since February 2022.
Marcal recently moved to the Indianapolis area in the fall of 2021 from Battle Creek, Michigan with her husband and two daughters who are finishing college here. She is a graduate of Western Michigan University, majoring in Human Resource Management and minoring in International Business.
Marcal has her Securities Industries Essentials, Series 7 and Series 66 registrations with FINRA. Prior to joining Morgan Stanley, she worked for 3 years at a financial firm in Michigan and also worked in the healthcare industry in Human Resources and Client Services. She volunteered with Junior League, at the local schools with her Reading Education Assistant Dog, and at her daughters’ schools in their PTA programs.
Marcal recently moved to the Indianapolis area in the fall of 2021 from Battle Creek, Michigan with her husband and two daughters who are finishing college here. She is a graduate of Western Michigan University, majoring in Human Resource Management and minoring in International Business.
Marcal has her Securities Industries Essentials, Series 7 and Series 66 registrations with FINRA. Prior to joining Morgan Stanley, she worked for 3 years at a financial firm in Michigan and also worked in the healthcare industry in Human Resources and Client Services. She volunteered with Junior League, at the local schools with her Reading Education Assistant Dog, and at her daughters’ schools in their PTA programs.
About Jeff Holzbach
For 28 years, I have worked to guide families and companies with equity awards and financial planning. Analytics and a holistic education and discovery process enable me to identify and prioritize key considerations to help my clients make effective financial decisions.
After graduating from Duquesne University (Pittsburgh) in 1996 with a Bachelor of Science degree in Finance , I moved to Indianapolis IN to work for Charles Schwab. At Schwab, I grew in my role to eventually lead our Financial Planning division and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2003. In addition, I have worked the past 10 years to develop knowledge and skills to help families and companies with equity award analysis and planning. This includes earning the Certified Equity Professional (CEP) designation in 2019. In 2021, I joined Morgan Stanley to support initiatives to enhance the depth and breadth of education and planning capabilities related to equity awards.
Outside of work, I have been married for 25 years and have two children. My time is spent finding ever smaller windows of time with my kids. My son is a senior in college studying finance/economics, and my daughter is a sophomore in college studying Mathematics. I enjoy outdoor activities including hiking, camping, and fishing.
After graduating from Duquesne University (Pittsburgh) in 1996 with a Bachelor of Science degree in Finance , I moved to Indianapolis IN to work for Charles Schwab. At Schwab, I grew in my role to eventually lead our Financial Planning division and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2003. In addition, I have worked the past 10 years to develop knowledge and skills to help families and companies with equity award analysis and planning. This includes earning the Certified Equity Professional (CEP) designation in 2019. In 2021, I joined Morgan Stanley to support initiatives to enhance the depth and breadth of education and planning capabilities related to equity awards.
Outside of work, I have been married for 25 years and have two children. My time is spent finding ever smaller windows of time with my kids. My son is a senior in college studying finance/economics, and my daughter is a sophomore in college studying Mathematics. I enjoy outdoor activities including hiking, camping, and fishing.
Contact Joe Olexa
Contact Pete Lougheed
Contact Jocko Olexa
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Kimberly Guidone
Private Banker
Mamta Shah
Trust Specialist
Silas David
Planning Associate
About Kimberly Guidone
Kimberly is a Private Banker serving Morgan Stanley Wealth Management offices in Indiana.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kimberly began her career in financial services in 1996 and joined Morgan Stanley in 2016. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch. She also served as an Investment Relationship Manager with Key Investment Services and a Financial Advisor at Thrivent Financial.
Kimberly is a graduate of Wright State University where she received a Bachelor of Arts degree in Psychology. Outside of the office, Kimberly spends time with her family enjoying hiking, camping, and other outdoor activities.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kimberly began her career in financial services in 1996 and joined Morgan Stanley in 2016. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch. She also served as an Investment Relationship Manager with Key Investment Services and a Financial Advisor at Thrivent Financial.
Kimberly is a graduate of Wright State University where she received a Bachelor of Arts degree in Psychology. Outside of the office, Kimberly spends time with her family enjoying hiking, camping, and other outdoor activities.
NMLS#: 619678
About Mamta Shah
Mamta Shah is the Trust Specialist based in Chicago, covering the Midwest Region. Morgan Stanley provides a full array of personal and institutional trust services to high net worth clients of the firm. Mamta’s responsibilities include educating Financial Advisors and their clients on the open architecture trust service model and helping them identify opportunities to leverage the trust partners on the platform.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
About Silas David
Silas David is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various alternatives and their potential outcomes to help clients confidently choose the appropriate course of action. Silsa provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from Valdosta State University and received the Financial Planning Specialist® designation from the College for Financial Planning. Silas is originally from Atlanta, GA and currently resides in New York City, NY.
He earned his undergraduate degree from Valdosta State University and received the Financial Planning Specialist® designation from the College for Financial Planning. Silas is originally from Atlanta, GA and currently resides in New York City, NY.
Wealth Management
From Our Team
Cybersecurity & Fraud Prevention
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
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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 Olexa Lougheed 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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
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.
5When 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7When 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.
8Morgan 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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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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
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.
5When 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7When 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.
8Morgan 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)
