William R Stamper
Senior Vice President,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(317) 818-7327(317) 818-7327
My Mission Statement
Designing customized strategies to help build, preserve, and protect your wealth
My Story and Services
My story begins with you. You work hard to build a meaningful life for yourself and your family. Perhaps you’re planning for a child’s education or your retirement. Or maybe you’re saving up to finally afford a vacation home you’ve always wanted. Whatever your aspirations, you deserve an experienced financial advisor to help you achieve the life you envision. Because let’s face it: you’re busy, and your goals often come with financial complexities that can be difficult to navigate.
That’s where I can help. While you may not have the time to analyze market behavior every day, I do. In fact, I have a passion for it. With more than 25 years of industry experience, I build custom investment portfolios and financial planning strategies. Whether you’re facing challenges around retirement planning, passing wealth from one generation to the next, or need assistance with tax mitigation, I help you through the complexities so that you can reach the future you’re working so hard to achieve.
I bring a Midwestern ethic to all that I do, which simply means that I believe in hard work, straight talk, and always lending a helping hand. I’m dedicated to offering personalized service, because my clients are more than just names on a spreadsheet. They’re individuals with families, interesting backstories and unique aspirations. That’s why I focus on the financials—so that you can focus on pursuing your passions and a life well-lived.
That’s where I can help. While you may not have the time to analyze market behavior every day, I do. In fact, I have a passion for it. With more than 25 years of industry experience, I build custom investment portfolios and financial planning strategies. Whether you’re facing challenges around retirement planning, passing wealth from one generation to the next, or need assistance with tax mitigation, I help you through the complexities so that you can reach the future you’re working so hard to achieve.
I bring a Midwestern ethic to all that I do, which simply means that I believe in hard work, straight talk, and always lending a helping hand. I’m dedicated to offering personalized service, because my clients are more than just names on a spreadsheet. They’re individuals with families, interesting backstories and unique aspirations. That’s why I focus on the financials—so that you can focus on pursuing your passions and a life well-lived.
Securities Agent: MO, UT, NH, IA, DC, KY, DE, PA, NM, ME, MA, CA, RI, NY, IN, MD, CT, WI, OK, OH, NJ, GA, WA, VA, MI, TN, OR, NC, IL, FL, CO, SC, AZ, TX, ID, HI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1261968
NMLS#: 1261968
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
What I Do
Whether I’m helping you navigate estate planning, asset allocation, or retirement, my first step in creating your customized strategy is to listen. I want to know all about you—your needs, your concerns, and what gets you excited about the future. I then design a financial roadmap to help get you there, and I monitor and adjust it as needed.
It comes down to this: I’m a problem solver. And I’m dedicated to providing personalized service. What does that mean for you? It means I believe that financial advising is about more than finding the best rate of return or plugging data points into a savings calculator. It’s about anticipating your needs and knowing your family members. It’s about picking up the phone, understanding your goals, and answering your questions. It’s even about saying no sometimes—the next big investment trend may be all the rage, but that doesn’t mean it’s right for your risk profile or comprehensive strategy.
Algorithms and computer-based robo-advisors can’t do what I do. I talk to your attorneys, your CPAs, your kids, and the grandparents. I even help you know what questions to ask. Whatever it takes to help solve your problems and get things done. I listen intently, explain your options, and keep you on track with a flexible wealth management plan that can adjust to your evolving needs.
It comes down to this: I’m a problem solver. And I’m dedicated to providing personalized service. What does that mean for you? It means I believe that financial advising is about more than finding the best rate of return or plugging data points into a savings calculator. It’s about anticipating your needs and knowing your family members. It’s about picking up the phone, understanding your goals, and answering your questions. It’s even about saying no sometimes—the next big investment trend may be all the rage, but that doesn’t mean it’s right for your risk profile or comprehensive strategy.
Algorithms and computer-based robo-advisors can’t do what I do. I talk to your attorneys, your CPAs, your kids, and the grandparents. I even help you know what questions to ask. Whatever it takes to help solve your problems and get things done. I listen intently, explain your options, and keep you on track with a flexible wealth management plan that can adjust to your evolving needs.
My Clients
My clients are successful, driven, and often very busy. They’ve worked hard to create a meaningful life for themselves, their families, and their communities. Whether I’m working with individuals, families, or small business owners, I take a client-focused approach. This means that I work hard to anticipate their needs, protect and preserve their wealth, and always put their interests first.
Most of my clients have been with me for many years. Several span generations. Why? Because I believe they value my attentive, straightforward approach and rely on my insight to guide them and their families through all of life’s financial complexities.
Ultimately, I’m humbled by the opportunity to make a positive difference in my clients' lives. Sometimes the impact is measured by my clients’ financial achievements—helping a family put their child through college or mitigate a challenging tax issue. Other times it is the simple reassurance that I am on the other end of the line for guidance when big life changes pop up—like birth, marriage, divorce, or retirement.
Most of my clients have been with me for many years. Several span generations. Why? Because I believe they value my attentive, straightforward approach and rely on my insight to guide them and their families through all of life’s financial complexities.
Ultimately, I’m humbled by the opportunity to make a positive difference in my clients' lives. Sometimes the impact is measured by my clients’ financial achievements—helping a family put their child through college or mitigate a challenging tax issue. Other times it is the simple reassurance that I am on the other end of the line for guidance when big life changes pop up—like birth, marriage, divorce, or retirement.
Experience
With over 25 years of experience in the financial services industry Bill focuses on financial planning and wealth management for professionals, retirees, small business owners, and families.
A graduate of Indiana University, Bill earned both a Bachelor of Science and a Master of Business Administration in Finance. He began honing his financial skills at an early age. In fact, you might say finance is “in his blood.” His father was also a financial advisor and Bill has vivid memories of buying his own stocks and depositing dividend checks in the bank as a young child. After college, Bill worked on the futures trading floor of the Chicago Mercantile Exchange before spending 10 years in commercial banking and joining Morgan Stanley in 2005.
Drawing on his extensive industry experience, Bill helps clients navigate a variety of financial complexities – from designing investment plans to managing liabilities and mitigating taxes. Deeply committed to putting his clients’ needs first, Bill carefully crafts comprehensive financial planning strategies that tailor to their unique objectives and risk tolerance. As a Senior Portfolio Manager, he has extensive experience managing asset allocation, doesn’t believe in a “one-size-fits-all” approach, and understands that building an effective investment strategy starts with being a good listener. With this client-centered approach, Bill helps build, grow, and protect clients’ wealth so that they are free to concentrate on what’s most important to them – their passions, their families, and their goals.
Outside of the office Bill enjoys staying active and spending time with his wife and daughters. A dedicated fan at his daughters’ events, he also enjoys travel, hunting, fishing, golfing, and playing recreational sports.
A graduate of Indiana University, Bill earned both a Bachelor of Science and a Master of Business Administration in Finance. He began honing his financial skills at an early age. In fact, you might say finance is “in his blood.” His father was also a financial advisor and Bill has vivid memories of buying his own stocks and depositing dividend checks in the bank as a young child. After college, Bill worked on the futures trading floor of the Chicago Mercantile Exchange before spending 10 years in commercial banking and joining Morgan Stanley in 2005.
Drawing on his extensive industry experience, Bill helps clients navigate a variety of financial complexities – from designing investment plans to managing liabilities and mitigating taxes. Deeply committed to putting his clients’ needs first, Bill carefully crafts comprehensive financial planning strategies that tailor to their unique objectives and risk tolerance. As a Senior Portfolio Manager, he has extensive experience managing asset allocation, doesn’t believe in a “one-size-fits-all” approach, and understands that building an effective investment strategy starts with being a good listener. With this client-centered approach, Bill helps build, grow, and protect clients’ wealth so that they are free to concentrate on what’s most important to them – their passions, their families, and their goals.
Outside of the office Bill enjoys staying active and spending time with his wife and daughters. A dedicated fan at his daughters’ events, he also enjoys travel, hunting, fishing, golfing, and playing recreational sports.
Client Service Team
Siobhan Minch - Wealth Management Associate
Tel: (317) 818-7391
Fax: (317) 489-4953
Email: siobhan.minch@morganstanley.com
Fax: (317) 489-4953
Email: siobhan.minch@morganstanley.com
Location
800 East 96 St
Ste 400
Indianapolis, IN 46240
US
Direct:
(317) 818-7327(317) 818-7327
Fax:
(317) 263-8730(317) 263-8730
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
Article Image
Ready to start a conversation? Contact William R Stamper today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
