Elliott Gruber
First 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
As your Financial Advisor, my mission is to help you clearly define your goals and build a strategic path to reach them. By working closely together, we will focus on preserving and growing your wealth using a personalized approach that fits your unique situation. You will benefit from a comprehensive spectrum of investment choices, be backed by a premier trading platform, and have access to the collective wisdom of some of the industry’s most premier financial minds.
Securities Agent: MD, CA, AZ, VA, IL, WI, WA, TN, NC, MN, RI, NJ, ME, FL, CO, NY, MO, CT, IN, OR, MA, SC, PA, OH, DE, NH, KY, GA, AL, UT, MI, TX; 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.*
ABOUT ELLIOTT GRUBER
Elliott began his career in financial services in the Private Banking sector, where he served as a trusted advisor to clients with sophisticated financial structures. Working with families who had complex and specialized financial needs taught him how true wealth management requires looking beyond the surface to understand how every piece of a client’s financial life connects. Leveraging this background in managing affluent family financial needs, Elliott transitioned into full-service financial advisory in 2012 to offer clients a more holistic, personalized approach to growing and preserving their wealth.
Elliott is a graduate of the University of Illinois, where he majored in Economics and was a Chick-Evans Scholarship recipient. He also earned his Accounting Professional education certificate from the University of California.
Elliott and his wife Wendy live in Nolensville, Tennessee with their two children. They enjoy exploring the outdoors across the Southern United States, while also taking advantage of all the excitement that Nashville has to offer.
Elliott is a graduate of the University of Illinois, where he majored in Economics and was a Chick-Evans Scholarship recipient. He also earned his Accounting Professional education certificate from the University of California.
Elliott and his wife Wendy live in Nolensville, Tennessee with their two children. They enjoy exploring the outdoors across the Southern United States, while also taking advantage of all the excitement that Nashville has to offer.
TOOLS & RESOURCES
Our comprehensive suite of tools are designed to help enhance every aspect of your financial life. Utilize the links below to explore a selection of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
Learn More
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
Cash Management and Lending Solutions
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
Explore the Full Suite of OfferingsPRIVATE MARKETS
The investment landscape is shifting. While public markets get most of the attention, 81% of companies generating over $100 million in revenue are actually private. Because there are now 64 times more private companies relative to public markets than there were two decades ago, institutions like family offices and endowments have heavily prioritized alternative assets. Our team shares this institutional mindset, managing your capital with the same patient, long-term discipline.
Through Morgan Stanley’s Alternative Investments platform—a pioneer in the space since 1977—we connect qualified investors to exclusive private market opportunities. By combining proprietary and third-party managers with a rigorous, multi-layered due diligence process, we help you leverage the flexibility of alternatives to target enhanced returns, diversification, and tax-aware income.
Through Morgan Stanley’s Alternative Investments platform—a pioneer in the space since 1977—we connect qualified investors to exclusive private market opportunities. By combining proprietary and third-party managers with a rigorous, multi-layered due diligence process, we help you leverage the flexibility of alternatives to target enhanced returns, diversification, and tax-aware income.
Private Markets
Many of today’s companies stay private longer, with more of their valuation being created before they become publicly traded. Morgan Stanley Private Markets connects a broad network of potential private investors in an accessible ecosystem, allowing eligible clients to buy and sell securities of private companies.
Morgan Stanley Private Markets
Structured Investments
Customized investment strategies —such as yield enhancement strategies and risk mitigation strategies —that serve as powerful allocation tools in modern portfolios.
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income. From simplified vehicles available more broadly to institutional strategies, the platform supports a goals-based approach for asset allocation tailored to investor needs.
Morgan Stanley Alternative Investments
Capital Markets
An integrated organization across fixed income, equities, and structured investments leveraging the thought leadership of Morgan Stanley Research and dedicated product specialists to identify key investment opportunities to help enhance the growth potential of diversified portfolios.
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 recent 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 recent 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
5 Steps to Create a Budget
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
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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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.
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)
