The Valiant Group at Morgan Stanley

Evan’s role begins with learning about your needs, taking the time to understand your goals then analyzing them to determine your progress and the efforts needed to help achieve them. He then utilizes research from a broad array of sources to help create a financial plan and investment portfolio that will evolve as you progress through different phases of your life.

Evan began his career in the financial services industry in 2004 as an analyst on Morgan Stanley’s capital markets trading desk in New York. He served in multiple capacities on the desk, including the fixed income portfolio strategy group, which developed bond portfolio solutions for the firm’s high net worth clients. The experience he gained in this role helps him understand and utilize the broad array of financial instruments available to today’s investor.

Evan holds an MBA from Vanderbilt University, with concentration in investment management, as well as a BS in Business Administration from Wake Forest University. Raised in St. Petersburg Florida, he returned to the area after graduation to join Morgan Stanley as a Financial Advisor. These days he maintains offices in Franklin Tennessee and Palm Harbor Florida.

Outside of work, Evan enjoys water sports, hiking, automotive maintenance, volunteering and spending time with his wife and three daughters.

Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

Jamie Beineke began her career in the financial services industry straight out of high school, initially working in the back office. Her journey through various roles has endowed her with a profound understanding of the financial sector. Today, as an Associate Vice President and Financial Advisor, Jamie is driven by a passion to help clients achieve their financial dreams.

Her unique approach is centered around truly listening to and understanding her clients, crafting personalized financial strategies that cater to their individual situations. This method has distinguished her in the field, where she is known for her deep commitment and meticulous guidance.

At Morgan Stanley, where she has worked since 1982 when it was Dean Witter, Jamie is part of a team dedicated to providing exceptional service and comprehensive resources, focusing on what is most important to their clients. Her experience and genuine care in managing client relationships set her apart from competitors, emphasizing a lifetime approach to investment strategy and financial planning.

Beyond her professional achievements, Jamie is actively involved in her community. She has engaged with programs like In2Books, which promotes children's literacy, and Freedom Sailing, which helps children on the autism spectrum learn to sail and kayak.

Residing in the Tampa Bay area her entire life, Jamie values family above all. Married to her husband Rick for over 43 years, she is a mother to two and a grandmother, finding joy in gardening, walking, reading, and spending time with her loved ones.

Jamie holds FINRA Series 7 and 66 licenses, and her role as an Associate Vice President underscores her dedication to excellence in financial advisory services. Whether through her professional endeavors or community involvement, Jamie's career is a testament to her commitment to making a significant, positive impact.

Elliott Gruber's journey to becoming a financial advisor began in 2009, influenced by witnessing his parents navigate financial challenges. His early career as a bank manager and private banker evolved into a focused passion for investments starting in 2012. Elliott’s personal approach to financial advising is deeply rooted in his desire to genuinely understand his clients lives, enabling him to craft personalized investment strategies tailored to their unique needs.

Elliott joined Morgan Stanley in 2022 and is known for his sincere and personable nature, qualities that connect him to clients and allow him to form lasting relationships. His method goes beyond mere financial transactions; he connects on a personal level, making him a dedicated guide through the complexities of financial planning. Clients often describe Elliott as honest, knowledgeable, and genuinely caring about their financial success.

Elliott's professional toolkit is comprehensive, holding FINRA Series 7, 6, 63, and 65 licenses, a Portfolio Manager certification, and insurance accreditations. His academic background includes a Bachelor’s in Economics from the University of Illinois and a Professional Certificate in Accounting from the University of California.

Since relocating to Nolensville, Tennessee, Elliott and his family, including his wife Wendy and their two children, have embraced community-based living. They enjoy exploring the outdoors across the Southern United States. His personal interests include hiking, fishing, golf, and woodworking—activities that reflect his love for nature and hands-on creativity.

Elliott’s commitment to his clients extends beyond financial advising; he aims to impact their lives positively, helping them navigate through various life stages with confidence and success. As he plants roots in Nolensville, he looks forward to contributing to the community and enriching the lives of his neighbors and clients alike.

Andy Grad's journey to becoming a Registered Client Service Associate at Morgan Stanley is fueled by a profound passion for helping others. His career has traversed various roles where he made significant impacts, from being an EMT to guiding individuals towards fulfilling careers as a recruiter. In late 2023, Andy brought this wealth of experience to Morgan Stanley, driven by an innate desire to aid clients in reaching their financial and retirement goals.

His academic background from San Francisco State University, where he earned a degree in Business Administration, forms the foundation of his deep understanding of the financial world. Andy’s professional acumen is further bolstered by an impressive array of certifications and licenses, including Life, Accident, Sickness & Health licenses, Variable Insurance license, SIE, Series 7, and Series 66. These qualifications enable him to offer comprehensive, well-rounded financial advice to his clients.

At the heart of Andy’s approach is his genuine care for his clients' well-being. He stands out in the financial services industry by prioritizing people over profits, a philosophy that resonates deeply with those he serves. His clients often describe him as caring and committed, traits that underscore his dedication to making a positive and lasting impact in their lives. In his role at the Valiant Group in Franklin, TN, Andy leverages a team-based approach, offering clients the reassurance and benefits of a diverse, experienced support system. The most fulfilling aspect of his work is witnessing the tangible, positive changes he facilitates in his clients' financial journeys.

Outside the office, Andy's commitment extends to his community involvement with the Surfrider Foundation, reflecting his dedication to environmental stewardship. His personal interests include a love for sports like hockey and golf, and a keen interest in computer technology and hardware. On a personal front, Andy is embarking on an exciting new journey into fatherhood, with the upcoming arrival of his first child. This personal milestone adds a new layer of empathy and understanding to his work, as he navigates the evolving financial needs of growing families.