Cullen Stanley

About Cullen Stanley

The Stanley Group at Morgan Stanley focuses on investment management for high net worth families, foundations, endowments, and retirement plans. Our experienced team is led by veteran George C. Stanley, CFP®, Financial Advisor and his two sons Cullen Stanley, CFP® (Financial Advisor), and Walter Stanley (Financial Advisor). All three hold MBA degrees. Our team strives to deliver the strengths and services of nationally recognized Morgan Stanley to our clients at the local level. Cullen Stanley joined The Stanley Group in 2010. Cullen earned a Bachelor of Science degree from Indiana University in 2006, an MBA from Stetson University in 2008 and became a Certified Financial Planner™ in 2024. Cullen was the assistant to the Athletic Director at Stetson University while earning his MBA degree. In 2008, he joined the Orlando Magic NBA Basketball Franchise working in group and preferred ticket sales. While working with the Magic, Cullen met his wife Tara. As a member of The Stanley Group, Cullen holds the Morgan Stanley designations of Financial Planning Specialist, Vice President and Branch Manager. His responsibilities include maintaining corporate and individual client relationships. Cullen has experience working with corporate pension, 401(k), and executive deferred compensation plans. He also presents financial planning and investment services to our individual clients. Additionally, Cullen is the branch manager for the Evansville, IN Morgan Stanley office. In 2013 Morgan Stanley announced that Cullen was named to the Firm’s Pacesetter’s Club, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service. Cullen is an active volunteer in the community. He is a past president of the Rotary Club of Evansville and served two terms as a trustee of the Evansville Museum of Arts, History and Science. Cullen was the 2015 & 2016 President of the Reitz Home Museum. He currently serves on the Evansville Zoological Society Board of Directors. Cullen and his wife Tara reside in Evansville, IN with their eight-year-old son, Luke, five-year-old son, Paul, and newborn, Myla. NMLS #12•••87 CA Insurance License #0L02608

Experience

1. Vice President, Branch Manager, and Financial Advisor

   Morgan Stanley

   Feb 2011 — Present · Evansville, IN, US

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Education

• Indiana University Bloomington

  B.S. - Public Affairs

  2002 — 2006

• Stetson University

  MBA

  2006 — 2008

• Harlaxton College

  Summer Study Abroad

  2005