Elliott Dutro
Vice President,
Financial Advisor
Direct:
(530) 879-3267(530) 879-3267
My Story and Services
Born in Chico, Elliott grew up working on the family farm alongside his father and grandfather. He discovered his passion for financial services after starting in the lending industry in 2005. In 2009, Elliott began his financial planning career with J.P. Morgan and in 2014 moved his practice to Morgan Stanley. He focuses on complete financial planning, advising clients on how to save for college, how to generate income in retirement, estate planning strategies and everything in between. Elliott has a particular talent for making complex financial topics simple and easy to understand.
“The goal of financial planning is not just to make money, it’s so that the existence of the plan is to help provide confidence and freedom to focus on the things in life more important than money. Poor money management can cause stress, health problems, strain marriages and business relationships. Good money management can help unlock a new clarity and confidence for a person to be the best version of themselves.”
Elliott feels a strong responsibility to his community, volunteering to serve on the 2016/2017 Butte County Grand Jury and actively serves on the governing board of the Boys and Girls Club of the North Valley. He married his wife Jenn in 2010 and together they have 3 children, Scarlet, Oliver and Piper. In his spare time, Elliott enjoys fishing, restoring Ford Mustangs, gardening/farming, smoking meats and wine tasting.
“The goal of financial planning is not just to make money, it’s so that the existence of the plan is to help provide confidence and freedom to focus on the things in life more important than money. Poor money management can cause stress, health problems, strain marriages and business relationships. Good money management can help unlock a new clarity and confidence for a person to be the best version of themselves.”
Elliott feels a strong responsibility to his community, volunteering to serve on the 2016/2017 Butte County Grand Jury and actively serves on the governing board of the Boys and Girls Club of the North Valley. He married his wife Jenn in 2010 and together they have 3 children, Scarlet, Oliver and Piper. In his spare time, Elliott enjoys fishing, restoring Ford Mustangs, gardening/farming, smoking meats and wine tasting.
Securities Agent: HI, SC, KS, IL, GA, SD, OH, MD, WA, VA, RI, ID, UT, DC, WY, VT, OR, NV, NC, MA, WV, MO, MT, CT, WI, PA, OK, NY, KY, FL, DE, CO, AZ, AR, TX, TN, NM, MN, CA, AL, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1520217
CA Insurance License #: 0G89027
NMLS#: 1520217
CA Insurance License #: 0G89027
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
555 Main Street
Suite 100
Chico, CA 95928
US
Direct:
(530) 879-3267(530) 879-3267
Fax:
(530) 879-3266(530) 879-3266
Wealth Management
Global Investment Office
Portfolio Insights
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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 Elliott Dutro 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:
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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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
