The Grossman Wealth Advisor Group - Morgan Stanley Team - Indianapolis, IN
Morgan Stanley
The Grossman Wealth Advisor Group
at Morgan Stanley
800 East 96th Street
Suite 400
Indianapolis, IN 46240
tel: (317) 818-7423
toll-free: (800) 336-0095 
fax: (317) 663-2798
L-R : Jacqueline Brown, Terry "Toby" Cole, Jill Grossman, Kevin Karlander, Al Karlander
Welcome

We are a family team working with successful families to help them make smart decisions with their money.  

We begin by helping each client define their goals--both short and long term.  Through the years we collaborate with them on scheduled calls and portfolio reviews.  This communication lets us adapt to various investment environments as well as the inevitable changes in their lives.

Attention to all generations of the family is essential.  Through the years we have shared both cheers and tears with our families.  We celebrate new homes and graduations.  We toast weddings and births.  We are also with them during the difficulties life deals--illness, divorce and death.  Ours is a lifelong commitment and our team is built for that service.

Our team takes pride in the service model that allows us to promise we will return all calls in no more than 2 hours and chart a path to resolve any issues within 24 hours.




Bulletin Board
  • To see timely market recap, see Cash Market Rates Snapshot.

  • See July On the Markets from the Global Investment Committee featuring

    • "More Than Meets the Eye" While it didn’t show up in the broad market averages, many stocks and sectors have suffered serious sell-offs this year. These rolling corrections are healthy for our positive view on both the global economy and the equity markets.

    • "Global Economic Growth: Boring but Better" The US’ deep freeze, Europe’s bank credit crunch and Japan’s consumption-tax hike provided some drama to the global economy in the first half. Joachim Fels, chief global economist for Morgan Stanley & Co. explains why he thinks the second half will be more tame.

    • "Q&A: Leon Cooperman" The veteran investor, who has spent nearly a half a century on Wall Street, says much about the current cycle is familiar, despite the extraordinary backdrop. He thinks the current bull market has room to run in both time and price.

    Plus, look for more on economics, equities, fixed income investments and commodities.

  • People are looking for retirement to be more fulfilling and engaging. A solid strategic plan – along with investments that are right for you – is one way to help ensure success. Learn more about some of the resources we can use to help you achieve your goals in today’s new retirement.

This 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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures

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