Elliott Gruber
Vice President,
Financial Advisor
Direct:
(615) 764-4491(615) 764-4491
My Mission Statement
Customized and comprehensive wealth planning strategies for your life and legacy.
My Story and Services
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.
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.
Securities Agent: AZ, WI, WA, TN, NC, MN, RI, NJ, ME, FL, CO, NY, MO, CT, OR, MA, SC, PA, OH, DE, NH, KY, GA, AL, MT, VA, IL, UT, MI, TX, MD, IN, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 622561
CA Insurance License #: 0K52982
NMLS#: 622561
CA Insurance License #: 0K52982
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Andrew Grad - Registered Client Service Associate
Phone:
(615) 764-4403(615) 764-4403
Email:Andy.Grad@morganstanley.com
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 help 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 confidence 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.
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 help 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 confidence 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.
Location
2000 Meridian Blvd
Suite 290
Franklin, TN 37067
US
Direct:
(615) 764-4491(615) 764-4491
Wealth Management
From My Desk
4 Financially Smart Ways to Take Money Out of Retirement Accounts
Wealth Management
Global Investment Office
Portfolio Insights
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
Rational Investing in an Age of Uncertainty
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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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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 Gruber 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
