Our Story

The Gilliland Group at Morgan Stanley is a multi-generational family team of advisors serving families, small businesses and non-profits by providing customized investment strategies.  As primary advisors to successful families across the country, we have helped families for more than 50 years.
Services Include
  • Professional Portfolio Management1
  • Retirement Planning2
  • Estate Planning Strategies3
  • Financial Planning4
  • 401(k) Rollovers
  • 529 Plans5
  • Corporate Retirement Plans6
  • Corporate Cash Management
  • Executive Benefit Services7
  • Trust Services*
  • Endowments and Foundations8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Don't Let Chime Affect Your Time

    Experience

    The Gilliland Group at Morgan Stanley is a distinctive multi-generational family business inside a global investment organization.

    Since Senior Portfolio Manager and Financial Advisor Marvin D. Gilliland started in business in 1966, the team has served as primary advisors to high net worth families across the country.  

    For our clients most interested in capital appreciation, we provide a distinctive investment approach designed to help produce optimal portfolio performance with transparency, focus and accountability. We also can help deliver strategies for income, capital preservation, retirement planning, estate planning, succession planning, college funding, corporate retirement plans and philanthropy.

    We welcome the opportunity to spend time with you to explore whether our “family business” is the right team to help you manage your “family business”.

      Working With You

      Talking about your family's finances is personal.  You need and deserve confidentiality and confidence in your team.   We will take the time necessary for your family to determine if our family is the "right fit" for you.

        Location

        801 Grand Ave
        Suite 3800
        Des Moines, IA 50309
        US
        Direct:
        (515) 283-7035(515) 283-7035
        Toll-Free:
        (800) 388-6555(800) 388-6555

        Meet Gilliland Group

        About Me

        John is an advocate for our clients.   He finds solutions to specific needs and zealously helps pursue our clients’ investment objectives.  He was recognized as a member of the firm’s 2018 Pacesetters Club.  Prior to joining Morgan Stanley, John served as senior vice president at the Iowa Association of Business and Industry and as an attorney with Bradshaw, Fowler Proctor & Fairgrave P.C.  He also served as Iowa Deputy Secretary of State.

        John earned his law degree from Creighton University and a bachelor’s degree from Cornell College.  He serves as Class Agent at Cornell and is past member of the college’s Alumni Board of Directors.  John is past president of the Prevent Child Abuse Iowa Board of Directors and a member of the Iowa Association of Business and Industry, Associated General Contractors of Iowa, Master Builders of Iowa, and the Iowa Bar Association.   John is a member of the Van Meter Community School Board.  He and his wife Holly have four school-age children (including twins).  Together, they volunteer in a number of church, school and sports activities.
        Securities Agent: TX, IA, WI, WA, VA, OR, OK, OH, NY, NE, MT, MO, MN, MI, MA, LA, KY, KS, FL, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
        NMLS#: 1288399

        About Me

        As a Senior Portfolio Manager at Morgan Stanley, Marvin’s career spans more than 50 years in the investment business and has sought to create a culture of client loyalty with many high net worth families across the country.  In his many years with Morgan Stanley and its predecessor firms, Marvin is the recipient of a number of company awards and recognitions, most recently, Chairman’s Club.  Marvin has extensive knowledge of the equity and fixed income markets.  As First Vice President and Financial Advisor, he manages assets on both a discretionary and non-discretionary basis. 

        Marvin attended Drake University.  A native of Knoxville, he and his wife Virginia live in Des Moines and celebrated 50 years of marriage in 2013.  They enjoy the performing arts and their eight grandchildren.   Marvin is also a certified master gardener.
        Securities Agent: IA, WI, WA, VA, TX, OR, OK, OH, NY, NE, MT, MO, MN, MI, MA, LA, KY, KS, FL, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
        NMLS#: 1290615

        About Me

        The team's Portfolio Associate is Penny L. Smith, an experienced professional with 30 plus years in the financial services industry.  Penny provides our clients with assistance at every stage of the relationship and plays a key role in developing and maintaining long-term relationships with the team's clients.  Penny is a Chartered Retirement Plan SpecialistSM and holds both a Series 7 and Series 63 licenses.

        Penny lives in Ankeny has a daughter and three grandchildren and is an avid reader and baker.
        From Our Team

        Rational Investing in an Age of Uncertainty


        Investment and Market Perspectives

        On Retirement Quarterly Video

        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
        Do You Know Where All Your Retirement Savings Are?

        Do You Know Where All Your Retirement Savings Are?

        As your retirement accounts multiply, it can be difficult to keep track of how much you have saved. Consider consolidating your accounts.

        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
        Investing in Artificial Intelligence and Automation

        Investing in Artificial Intelligence and Automation

        AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

        Mosaic

        Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
        Wander Woman

        Wander Woman

        Uncover a new world through the lens of National Geographic photojournalist Ami Vitale.

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        Morgan Stanley and Justin Rose: A Winning Team

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        Sign Up for eDelivery

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        Reserved | Living & Giving

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        Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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        Your Financial World. On the Go.

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        Access Morgan Stanley Online

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        Ready to start a conversation? Contact Gilliland Group today.
        1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

        2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

        3Morgan 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 and other legal matters.

        4Morgan 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.

        5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

        6Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

        7Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

        8Morgan 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.

        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 suitable 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”) 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.


        CRC 2019752 10/2018