Joe Copeland

About Joe Copeland

Joe joined Morgan Stanley in 2017 as a Financial Advisor and works with high net worth and high-income individuals. After spending his previous 11 years at other wealth managements firms, Joe moved to Morgan Stanley for the breadth of investment resources, financial planning resources, and access to Morgan Stanley\'s Family Office Resources. One of Joe’s passions is giving back to the community. Joe serves on the Voices Corp. board of directors and on the IU School of Medicine Planned Giving Committee. Joe and his team try to help with financial literacy education throughout the nation. Joe has been a speaker at numerous IU School of Medicine events, colleges, high schools, local elementary schools, large corporations and healthcare specialty societies. Joe lives in Westfield with his wife Keenan, son Talon, daughter Wren, and dog Bogey. He enjoys coaching and attending all of his kids’ sporting events. In his spare time, Joe likes attend all of his kids extra curricular activities and likes to play golf, soccer, and tennis. Morgan Stanley Smith Barney LLC 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 visit us at or consult with your Financial Advisor to understand these differences. The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940. 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. 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.

Experience

1. First Vice President, Financial Advisor

   Morgan Stanley

   Aug 2017 — Present · Indianapolis, IN, US

   As partner in the Elements Group at Morgan Stanley, I help clients grow, preserve and pass on their wealth in accordance with their goals. Our clients have complex needs that require experience in multiple areas of wealth management. We work with their dedicated advisors to help create investment strategies customized to their specific needs. Our clientele includes:• Athletes • Business Owners/Founders • Family Offices• Tech Entrepreneurs• Physicians• Celebrities • ExecutivesMy objective is to provide tailored, world-class service specific to each client and each situation.©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/joe.copeland. The information or content is for US residents only and subject to the following disclosures: 25•••89

Education

• Franklin College

  Finance

  2002 — 2005