ABOUT OUR SPONSOR
The Kelly Best Group at Morgan Stanley helps our clients define and meet their goals by delivering a vast array of resources in a way that is most appropriate for how you invest and what you want to achieve. Working together, we can help them to preserve and grow their wealth. The Kelley Best group serves a distinguished and dynamic group of individuals and families who have accumulated significant wealth and come to us to help in managing and ultimately transferring their assets. We also work with a select group of non-profit associations and foundations in helping preserve and grow their institutional assets. Through Morgan Stanley, clients have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices. Located in Indianapolis, The Kelley Best Group serves clients with combined assets in excess of $500mm in all 50 states as well as internationally as of July 2025. We deliver the strength of the Morgan Stanley platform with the personalized service associated and consistent with our midwestern values.
Rob Best is a financial advisor, Senior Vice President, Portfolio Manager, Senior Investment Consultant, and a CERTIFIED FINANCIAL PLANNER™ with over 25 years of experience in the financial services industry. He focuses on wealth management and financial planning for distinguished professionals and families. Prior to his career in financial services, Rob was awarded a commission as a US Army Officer through the SIU ROTC Saluki Battalion. He served as a Field Artillery Officer in the 3rd Infantry Division at Ft Stewart, Georgia. Rob has served as a member of the Indiana United Way's Lilly grants committee and, most recently as the President of the Zionsville Hussey-Mayfield Memorial Public Library Foundation. Rob ('94) and his wife, Missie ('95) are both proud alumni of Southern Illinois University. Go Dawgs!
Morgan Stanley 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 consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
CFP Board owns the mark CERTIFIED FINANCIAL PLANNER™ in the U.S
Morgan Stanley Smith Barney LLC. Member SIPC. CRC4646280 7/25
111 Monument Circle, Suite 3100
Indianapolis, Indiana 46204
317-263-8746
