Shah is a CERTIFIED FINANCIAL PLANNER™, Family Wealth Director, Executive Director, International Client Advisor, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation, Insurance Planning Director, Financial Planning Specialist and Financial Advisor at Morgan Stanley. Vipul was named one of Forbes' Best-In-State Wealth Advisors for 2020, 2021, and 2022. He is a member of th
e prestigious Morgan Stanley Master's Club for 2020 and 2021. In addition, Vipul is the recipient of the 2019 Alumni Outstanding Achievement Award at Trine University, Indiana, and serves on the Advisory Board for the Ketner School of Business at Trine University in Angola, Indiana.
2020-2022 Forbes Best-In-State Wealth Advisors. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award
https://www.morganstanley.com/disclosures/awards-disclosure.html
Morgan Stanley Wealth Management Master’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is no guarantee of future performance.
©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept page 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 advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information.
