Are You A Pro? Join For Free

Stephen Reising, CRPC®

Morgan Stanley Global Wealth Management
Investment Advisor

Contact Information:

800 East 96th St., Ste. 400
Indianapolis, IN 46240
United States
T: 317-818-7396

Years in Business:

 

4

Clients I'm Seeking:

 

Professional and customer focused financial advisor seeking to help families, individuals, and businesses to achieve their financial goals and objectives.

About My Business:

 

My focus is on implementing solutions for high-net-worth and emerging high-net-worth individuals, their families, and their businesses to work with them to meet both their short- and long-term financial goals. My approach to partnering with my clients is consultative, objective, and committed to excellence in service. I take the time to listen, evaluate, and review client financial situations, preferences, and goals. I offer recommendations for asset allocations designed to accurately reflect each client’s growth and income expectations. I then follow up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy. As part of the Morgan Stanley Global Wealth Management team, I have both the flexibility and resources at my disposal to make thoughtful, timely changes to a client’s portfolio, if the client chooses to give me that discretionary option. I am a 1991 graduate of Indiana University, Bloomington, with a B.S. in Political Science and History. Prior to entering the financial services industry, I spent 18 years in sales, management, and ownership of a document and information management solutions company. I currently serves in an advisory capacity for the board of the ALS Association of Indiana, am President of the Indianapolis chapter of the Phi Delta Theta Alumni Association, am a member of the Chapter Advisory Board of Phi Delta Theta at Indiana University, and am actively involved in a variety of other philanthropic and outreach activities through my church. My wife Susan and I live in Indianapolis, Indiana with our three children.

Company:
Expertise:
Location:
Years in business:
Member since:
Clients I'm looking for:
Bio: