Merrill
47yrs
Top advisor by experience in Indianapolis
25yrs
Based in Indianapolis, Indiana, Elizabeth Eckert is a fiduciary financial advisor with 25 years of industry experience. Elizabeth has been with Morgan Stanley since 2009; before that, Elizabeth spent two years at Morgan Stanley & Co. and five years at Morgan Stanley DW. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
Office800 East 96th Street Suite 400, Indianapolis, IN 46240
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 2001 – 2007Morgan Stanley DW Inc.Previously
Questions to ask Elizabeth
Tailored to Elizabeth’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Elizabeth
How do I contact Elizabeth?
Call Elizabeth’s local office at (317) 818-7381 or the Morgan Stanley main office at (914) 225-5510, and ask for Elizabeth Eckert.
How long has Elizabeth been a financial advisor?
Elizabeth has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Elizabeth hold?
Series 66. Tap any license on this page to see what it allows.
Is Elizabeth a fiduciary?
Elizabeth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Elizabeth paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Elizabeth for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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