Jeffrey W Elliott
Senior Vice President, Wealth Management,
Financial Advisor,
Chartered Retirement Plans Specialist,
Senior Investment Management Consultant
Direct:
(713) 965-5024(713) 965-5024
Toll-Free:
(800) 231-0060(800) 231-0060
My Mission Statement
Working with you to help preserve and grow wealth for your long-term goals
Welcome
Jeff Elliott is a Senior Vice President and Financial Advisor. He has four decades of experience in wealth management and has been with Morgan Stanley since 2009.
Jeff spent the first seven years of his career as a Financial Consultant at Merrill Lynch. Following his time at Merrill Lynch Jeff joined Kidder Peabody and Co. and through the mergers of Payne Webber and UBS continued practicing a holistic approach to Wealth Management. Jeff has spent a large part of his time in the industry in a fiduciary role, having helped small businesses with their retirement plans and clients planning for retirement.
Over the years, Jeff has developed a passion for portfolio management. He is dedicated to thoroughly understanding each client’s financial position, long and short-term goals, and risk tolerance in order to produce consistent investment returns while minimizing portfolio risk. With a focus on client’s investment objectives Jeff draws upon Morgan Stanley’s intellectual capital, wealth management analytics and risk management resources to construct a comprehensive portfolio solution.
Jeff is a graduate of the Indiana University School of Business, and has been active in community organizations, such as The Harrisburg Rotary Club. As a member of the rotary club, Jeff contributed to numerous community service projects. Outside of work Jeff isn’t afraid of getting his hands and knees dirty. He enjoys gardening when he’s not out golfing. On Memorial Day you will most likely find Jeff in Indianapolis, Indiana attending “The Greatest Spectacle in Racing”, The Indianapolis 500. A lifetime attendee, it takes a global pandemic to keep Jeff from attending this historic sports event.
Jeff spent the first seven years of his career as a Financial Consultant at Merrill Lynch. Following his time at Merrill Lynch Jeff joined Kidder Peabody and Co. and through the mergers of Payne Webber and UBS continued practicing a holistic approach to Wealth Management. Jeff has spent a large part of his time in the industry in a fiduciary role, having helped small businesses with their retirement plans and clients planning for retirement.
Over the years, Jeff has developed a passion for portfolio management. He is dedicated to thoroughly understanding each client’s financial position, long and short-term goals, and risk tolerance in order to produce consistent investment returns while minimizing portfolio risk. With a focus on client’s investment objectives Jeff draws upon Morgan Stanley’s intellectual capital, wealth management analytics and risk management resources to construct a comprehensive portfolio solution.
Jeff is a graduate of the Indiana University School of Business, and has been active in community organizations, such as The Harrisburg Rotary Club. As a member of the rotary club, Jeff contributed to numerous community service projects. Outside of work Jeff isn’t afraid of getting his hands and knees dirty. He enjoys gardening when he’s not out golfing. On Memorial Day you will most likely find Jeff in Indianapolis, Indiana attending “The Greatest Spectacle in Racing”, The Indianapolis 500. A lifetime attendee, it takes a global pandemic to keep Jeff from attending this historic sports event.
Services Include
- Wealth ManagementFootnote1
- Corporate Retirement PlansFootnote2
- 401(k) Rollovers
- Corporate Trust Services
- Asset Management
- Alternative InvestmentsFootnote3
- AnnuitiesFootnote4
- Professional Portfolio ManagementFootnote5
- Estate Planning StrategiesFootnote6
- Life InsuranceFootnote7
- Long Term Care InsuranceFootnote8
- Municipal BondsFootnote9
Securities Agent: OK, CT, MN, WA, UT, CO, CA, NM, NE, NC, MD, IN, WI, NY, AZ, AR, FL, GA, MI, TX, IL, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279597
NMLS#: 1279597
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Are You Prepared For All Aspects of Retirement?
I have been helping clients to not only achieve the retirement of their dreams but also maintain their desired lifestyle and purpose, throughout their entire retirement. There is no better feeling than watching clients maintain or even improve their lifestyle after retiring, many people have the notion that all their work is done once they reach the destination of retirement. My goal is to help plan, prepare, and execute your financial plan for retirement and all of the wonderful years that follow. Below are important questions and concerns that everyone should be aware of when planning for retirement. Please reach out with any questions.
Retirement Mistakes to Avoid
How you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations.
Post-Retirement Success
Challenges of Retirement
Overcoming key obstacles such as inflation and volatility throughout your retirement are essential to maintaining your desired lifestyle.
Five Challenges to Overcome
Planning For The Rising Costs of Healthcare
Health care costs are rising—especially for retirees, and many will need long-term care. Learn the moves you can make to help prepare yourself.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Preparing For Higher CostsLife insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Retirement and Your Portfolio
Retirement is an exciting part of your life. This article explains why having a strategy for retirement is essential. I am focused on helping you be financially equipped for retirement and guiding you throughout this stage of life.
Is Your Portfolio Ready for Retirement?
Why Your Home Can be a Retirement Asset
If you’re willing to consider drawing down home equity—either by selling your home or borrowing against its value—it can dramatically change your retirement outlook.
Post-Retirement Success
Multigenerational Views on Retirement
It is important to know the multigeneration Views on Retirement and the Impact of Secure 2.0
Your Retirement Plan In a Changing Political Landscape
Marriage and Financial Planning
By understanding expectations, setting common goals, and mapping out life as a couple, there are a lot of ways you can build a healthy financial foundation for the future, together. Marriage is a special milestone, and our team is here to help adjust your plans to fit this new beginning.
Tying the Knot to Half and to Whole
Saving For College
While education costs continue to rise, saving early can help your family prepare. Read why starting to save while children are young can be so beneficial.
Planning Ahead
Death of a Loved One
Losing a family member is very difficult. Our team can assist you and your family make financial decisions during this challenging time. This article details steps to take and how our team is able to help.
Family Assist
Planning for a Liquidity Event
The company in which you hold an equity stake
is considering going public. The business you’ve
built painstakingly over the years has attracted the
interest of a potential buyer. These potential liquidity
events may represent a significant magnification of
wealth for you in the months to come.
Protecting and Planning For New Wealthis considering going public. The business you’ve
built painstakingly over the years has attracted the
interest of a potential buyer. These potential liquidity
events may represent a significant magnification of
wealth for you in the months to come.
Here at Morgan Stanley, we strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. Jeff is a firm believer of giving his clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
Investment Management
Head of Emerging Markets and Chief Global Strategist Ruchir Sharma discusses how fallout from the pandemic could radically reshape the roster of winners and losers in global markets.
Top 10 Trends of 2021Thoughts on the Market Podcast
Which sectors could benefit from an era of rising inflation and higher interest rates? Chief Investment Officer Mike Wilson shares the outlook for investors.
Thoughts on the Market: Positioning for Higher Interest RatesRising Rates and Sector Rotation May Signal Significant Market Shifts Ahead
Rising interest rates and sector rotation towards cyclical industries may be just the start of significant market shifts ahead. This audiocast explains the implications for portfolio construction.
Rising Rates and Sector Rotation AudiocastLocation
2800 Post Oak Blvd
18th Fl
Houston, TX 77056
US
Direct:
(713) 965-5024(713) 965-5024
Toll-Free:
(800) 231-0060(800) 231-0060
Fax:
(713) 965-5050(713) 965-5050
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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Jeffrey W Elliott today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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 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)
