Joe joined Morgan Stanley in 2017 and has 17 years of experience in Wealth Management. Joe is a partner with the Elements Group at Morgan Stanley, a diverse team of committed wealth managers. Joe works directly with his team and clients to tailor solutions and help them meet their financial goals. These includes wealth accumulation, wealth perseveration, retirement planning, and multi generational philanthropic strategies. Financial planning and investments are a life-long passion for Joe. “I’ve known I wanted to be an advisor since I was in high school. I love helping people and am fascinated by the complex nature of investments and financial planning.”Financial planning is a critical element of the team and Joe’s process. The team believes a detailed financial plan is a living document that needs to be reviewed regularly and used as the blueprint for clients’ financial success. Joe is a strong advocate in educating his clients financial in the various areas of financial literacy. Joe is a highly regarded speaker and regularly presents financial concepts to employees at large and small events across the country at educational forums, major employers, medical schools, and medical societies. Joe graduated from Franklin College with a Bachelor of Arts degree in Finance. At Morgan Stanley, he is part of the Global Sports and Entertainment group, accredited as a Portfolio Management Director, Alternative Investments Director as well as a Senior Institutional Consultant. Joe lives in Westfield, IN with his wife Keenan, son Talon, and daughter Wren. He is active in coaching and attending all of his kids’ games. He also enjoys golf, soccer, tennis, and being in the great outdoors.NMLS ID 2508989_________________________________________________________________©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMorgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.