Managing Director, Private Wealth Management, Private Wealth Advisor, Stock Plan Director
Eldon Harris, CPWA®, CRPC®, QPFC
First Vice President, Wealth Management,
Financial Advisor,
Branch Manager,
Workplace Advisor - Equity Compensation
Direct:
(845) 334-7918(845) 334-7918
My Mission Statement
Helping you build and manage your retirement is at the forefront of our practice. We assist individuals, their families, and organizations with translating their retirement plan goals and objectives into actionable strategies and solutions. Our goal is to earn your confidence not only through the quality of retirement plan solutions we present to you, but also the excellence with which we deliver them.
My Story and Services
Eldon strives to be a trusted and respected financial advisor with a wide-range of knowledge and experience that serves the needs and goals of his clients. Since the start of his career in financial services in 2005, Eldon has always sought ways to help support his clients on multiple levels relevant to their financial needs. That support serves as an integral part of his process toward building and enhancing meaningful relationships with his broad range of clients, including families, business owners and top-level executives. Prior to joining Morgan Stanley Eldon worked for Merrill Lynch.
Eldon’s personalized approach to wealth management takes a broad overview of his clients’ lives, while remaining keenly focused on the future. Noted as an empathetic listener, he is committed to building lasting relationships with every generation of his clients’ families. With a keen eye for discovering what’s most important to his clients, Eldon helps them to define their goals. Whether a client’s goals revolve around retirement, starting a business, funding a child’s education, or perhaps even creating a charitable foundation, he is always committed to working together to create personalized strategies appropriate for their unique situations.
Eldon earned his bachelor’s degree in Business Economics from the State University of New York (SUNY) at Potsdam. Eldon has earned the Certified Private Wealth Advisor® designation, awarded by the Investments & Wealth Institute™ which affords him the opportunity to serve high-net-worth individuals who seek the latest, most advanced knowledge and techniques, and addresses the sophisticated needs of clients that focus on investing and wealth management. Eldon has also earned the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning and assists clients’ with pre- and post-retirement needs, as well as issues related to equity compensation asset management and estate planning strategies.
He and his family reside in Albany where he serves as a Trustee for the Albany Leadership Charter High School for Girls, the Metropolitan Baptist Church of Albany, and for the Potsdam College foundation. In his spare time, Eldon enjoys family time, playing basketball and traveling.
Eldon’s personalized approach to wealth management takes a broad overview of his clients’ lives, while remaining keenly focused on the future. Noted as an empathetic listener, he is committed to building lasting relationships with every generation of his clients’ families. With a keen eye for discovering what’s most important to his clients, Eldon helps them to define their goals. Whether a client’s goals revolve around retirement, starting a business, funding a child’s education, or perhaps even creating a charitable foundation, he is always committed to working together to create personalized strategies appropriate for their unique situations.
Eldon earned his bachelor’s degree in Business Economics from the State University of New York (SUNY) at Potsdam. Eldon has earned the Certified Private Wealth Advisor® designation, awarded by the Investments & Wealth Institute™ which affords him the opportunity to serve high-net-worth individuals who seek the latest, most advanced knowledge and techniques, and addresses the sophisticated needs of clients that focus on investing and wealth management. Eldon has also earned the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning and assists clients’ with pre- and post-retirement needs, as well as issues related to equity compensation asset management and estate planning strategies.
He and his family reside in Albany where he serves as a Trustee for the Albany Leadership Charter High School for Girls, the Metropolitan Baptist Church of Albany, and for the Potsdam College foundation. In his spare time, Eldon enjoys family time, playing basketball and traveling.
Securities Agent: VI, VT, WI, WV, WY, MS, MT, AK, AL, AR, AZ, CA, DC, HI, IA, ID, IL, IN, ND, KS, NE, KY, LA, ME, MI, NH, NM, NV, MO, OK, OR, PR, RI, SD, TN, TX, UT, PA, WA, NC, SC, OH, NY, NJ, MN, MD, MA, GA, FL, DE, CT, CO, VA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 842229
NMLS#: 842229
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
REAL ADVICE TAILORED TO YOU
The Turman Harris Group works with a large demographic of individuals, families, and business owners, helping guide them through fiduciary responsibilities and the retirement planning process.
The relationship begins with a thorough understanding of you – your needs, lifestyle, family, business objectives; what you hope to achieve and what you fear may be standing in your way. Investing this time to learn about you; your assets and liabilities and the risk exposures enables us to formulate strategies and customize a holistic plan tailored to your needs. The Turman Harris Group offers a discretionary fee for service to provide highly customized wealth management strategies that are designed to match your unique needs.
Achieving your goals requires vigilance and flexibility. In coordination with your other advisors, the team can conduct ongoing reviews to help you monitor your progress and adjust as life evolves, markets and tax laws shift, and priorities change.
Financial Advisors, André Turman and Eldon Harris, strive to empower their clients to make confident and informed decisions that lead to their financial success and continued legacy.
The relationship begins with a thorough understanding of you – your needs, lifestyle, family, business objectives; what you hope to achieve and what you fear may be standing in your way. Investing this time to learn about you; your assets and liabilities and the risk exposures enables us to formulate strategies and customize a holistic plan tailored to your needs. The Turman Harris Group offers a discretionary fee for service to provide highly customized wealth management strategies that are designed to match your unique needs.
Achieving your goals requires vigilance and flexibility. In coordination with your other advisors, the team can conduct ongoing reviews to help you monitor your progress and adjust as life evolves, markets and tax laws shift, and priorities change.
Financial Advisors, André Turman and Eldon Harris, strive to empower their clients to make confident and informed decisions that lead to their financial success and continued legacy.
Our team’s attributes include, but are not limited to:
- Comprehensive Financial Planning Services, including Retirement preparation and Trust & Estate planning strategies
- A close collaboration with both Morgan Stanley’s Private Bank and Strategic Partners
- Access to tailored Banking and Lending Services
- Access to Morgan Stanley’s wide-range of investment choices, best-in class research and modern wealth management tools
The Turman Harris Group Works With:
- Business Owners and Executives
- Stock Plan Participants
- Corporate Retirement Plan Participants
- Retirees and those Planning for Retirement
- Women Investors
- Multi-generational Families
MORGAN STANLEY AT WORK
Our experienced team of retirement professionals deliver customized solutions for companies to help ensure employee retirement readiness, negotiate plan expenses, and guide investment oversight and selection. While we bring complementary skills and perspectives to our clients, we also share a commitment to responding to your retirement plan needs promptly, professionally, and thoroughly.
Utilizing the powerful Morgan Stanley at Work platform, we at The Turman Harris Group are able to help build financial confidence through insightful advice, thoughtful education and cutting-edge technology across a suite of modern workplace solutions.
Utilizing the powerful Morgan Stanley at Work platform, we at The Turman Harris Group are able to help build financial confidence through insightful advice, thoughtful education and cutting-edge technology across a suite of modern workplace solutions.
At Work Solutions
Morgan Stanley at Work provides plan sponsors with a comprehensive suite of solutions and investment experience that helps your employees maximize their potential to reach their long-term goals.
Learn More
Corporate Retirement Solutions
Comprehensive solutions to effectively maximize and customize retirement benefits, so managers can help employees make the most out of retirement.
Learn More
Financial Wellness
Our workplace solutions give employees the confidence to take charge of their finances – and their future. By improving your employees’ financial wellness, you can benefit from a more productive workforce.
Learn More
Financial Empowerment
The more confident your employees are in their finances, the more confident they can be at work and in life. That’s why we provide your workforce with Financial Empowerment – a comprehensive program that gives employees the knowledge, tools and access to guidance they need to take charge of their finances.
Empower Your Workforce
Employee Uncertainty
Employee Uncertainty About the Financial Road Ahead. Here’s How You Can Help..
Your employees may be feeling anxiety about money and the future. Education focused on financial literacy can help them feel more confident and empowered.
Help Your EmployeesYour employees may be feeling anxiety about money and the future. Education focused on financial literacy can help them feel more confident and empowered.
https://www.morganstanley.com/insights/topics/stock-plans
Morgan Stanley experts’ clear viewpoints help you cut through the clutter and the noise. Explore our perspectives on stock plans to gain greater understanding of current trends.
Learn More
3 Tips to Improve an Equity Participant Education Strategy
Learn three tips to improve stock plan participant education, including how to plan out an educational content strategy and how to keep events engaging.
Read MoreCOMPREHENSIVE FINANCIAL PLANNING
Our wealth management process begins with you, your investments and retirement planning objectives. Educational in our approach, it may encompass all the elements of your financial life – your investments and your cash management needs – designed to help you achieve and optimize your personal and business goals.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual’s financial life, including investments and cash management needs. Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.
Complete Questionnaire Here
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.
Start Planning Now
Morgan Stanley Online
Your Investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn more about MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn more about Total Wealth ViewA COMMITMENT TO EDUCATION & ENGAGEMENT
We believe ongoing financial education leads to a better understanding of how to manage your assets and preserve your wealth. To that end, throughout the year we host and participate in a number of programs that focus on all aspects of your financial life.
Geopolitical Perspectives with Admiral James Stavridis
Watch the replay from the March 19th geopolitical update with Chief Economic Strategist, Ellen Zentner, and former Supreme Allied Commander of NATO, James Stavridis as they discussed:
• Latest policy updates from Washington
• Implications of conflict duration on energy markets, rates, and global risk appetite
• Potential portfolio considerations to watch
Watch Here• Latest policy updates from Washington
• Implications of conflict duration on energy markets, rates, and global risk appetite
• Potential portfolio considerations to watch
New Year, New Bill: What it Means for You
Listen to Chief Investment Officer Lisa Shalett, Head of Financial Planning Anthea Tjuanakis Cox and Head of U.S. Policy Monica Guerra for a timely discussion on the One Big Beautiful Bill Act and what it means for the tax and financial planning landscape.
Watch HereMorgan Stanley Presents the Wealth Education for the Next Generation Series: Home Buying: Navigating the Borrowing Landscape
Join us as we continue the journey into the world of finance and wealth education. At Morgan Stanley, we believe that knowledge is the key to unlocking future success, and we’re excited to share our thought leadership and experience with you! Hosted by Caroline Gundeck, Head of UHNW Client and Field Engagement and Charline Burgess, Senior Wealth Education Specialist, you will learn about financial concepts, investing, and money management in a fun and interactive way.
Monday, March 3rd, 2025 at 4 PM ET
Educating yourself on the Home Buying process, and the decisions you will need to make along the way, helps make it easier to make well-informed choices that align with your overall goals, priorities and vision for the future.
Register HereMonday, March 3rd, 2025 at 4 PM ET
Educating yourself on the Home Buying process, and the decisions you will need to make along the way, helps make it easier to make well-informed choices that align with your overall goals, priorities and vision for the future.
Digital Diversification: Navigating Crypto in Your Investment Portfolio
In case you missed it, here's a replay from our Digital Diversification webcast. Our strategists discussed the following topics:
• The basics of cryptocurrencies and different types of digital assets
• Crypto's role in a diversified portfolio
• The evolving regulatory landscape and Washington's growing acceptance of cryptocurrency
Watch Here• The basics of cryptocurrencies and different types of digital assets
• Crypto's role in a diversified portfolio
• The evolving regulatory landscape and Washington's growing acceptance of cryptocurrency
Securing the Future: Cybersecurity in the Age of AI
Securing the Future: Cybersecurity in the Age of AI Replay
In a world where artificial intelligence is reshaping the digital landscape, the line between reality and deception is increasingly blurred. Join Morgan Stanley Wealth Management's Chief Data Officer Rachel Wilson and Head of Wealth Management Cybersecurity Prashanth Challa as they explore strategies to protect yourself and loved ones.
Watch HereIn a world where artificial intelligence is reshaping the digital landscape, the line between reality and deception is increasingly blurred. Join Morgan Stanley Wealth Management's Chief Data Officer Rachel Wilson and Head of Wealth Management Cybersecurity Prashanth Challa as they explore strategies to protect yourself and loved ones.
Location
1212 Troy Schenectady Road
Latham, NY 12110
US
Direct:
(845) 334-7918(845) 334-7918
1212 Troy-Schenectady Rd
Latham, NY 12110
US
Direct:
(518) 956-4204(518) 956-4204
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Emilio LaPietra, CFP®
Financial Planning Director, Vice President
About Emilio LaPietra
Emilio LaPietra is a vice president and financial planning director, serving Morgan Stanley Wealth Management offices in Central Eastern New York. He is responsible for helping financial advisors with their clients' and prospects' financial planning needs.
Emilio began his career in financial services in 2010 and joined Morgan Stanley in 2020. Prior to his current position, he worked at Fidelity Investments.
Emilio graduated from The College of Saint Rose and holds his CERTIFIED FINANCIAL PLANNER™ designation. He lives in Saratoga Springs, New York.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
Emilio began his career in financial services in 2010 and joined Morgan Stanley in 2020. Prior to his current position, he worked at Fidelity Investments.
Emilio graduated from The College of Saint Rose and holds his CERTIFIED FINANCIAL PLANNER™ designation. He lives in Saratoga Springs, New York.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Eldon Harris today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
