Jeffrey Machiele
Associate Vice President,
Financial Advisor
Direct:
(508) 790-9613(508) 790-9613
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Jeff is a financial advisor with the Terzioglu Group at Morgan Stanley where he helps craft personalized and innovative solutions tailored to help people meet their financial goals. On his first day in the industry, Jeff received this bit of wisdom: “If we can help our clients achieve their goals, it will come back to us a thousand times over.” This sequential framework has remained among the core tenets of Jeff’s investment philosophy for over 30 years. Coupled with his steadfast belief in the value of integrity, accessibility, and transparency, Jeff’s client-centered focus continues to define his role as a financial advisor.
After graduating with honors from SUNY Buffalo with a B.A. in economics, Jeff began his financial career with Merrill Lynch in 1988. His 21 year tenure at Merrill Lynch evolved from equity trading and research coverage to business development and client relationship management. Subsequently, Jeff served as a Client Relationship Manager at Federated Clover Investment Advisors for 4 ½ years. Joining Morgan Stanley and the Terzioglu Group in 2015, Jeff has found a firm with a wide range of products and services that allow him to best cater to the intrinsic diversity of each portfolio and to help clients achieve their life goals. Additionally, the group is a part of the Equity and Fixed Income Middle Markets Group at Morgan Stanley which helps him leverage the robust strength of Morgan Stanley’s institutional platform to help clients make informed decisions about their financial future. He holds his Series 7, 63, and 66 registrations.
Jeff resides in Cape Cod, MA with his wife Dr. Elizabeth Machiele. He has two adult daughters, who reside in North Carolina. Jeff is a soccer fanatic and counts music, theater, and physical fitness among his myriad of interests.
After graduating with honors from SUNY Buffalo with a B.A. in economics, Jeff began his financial career with Merrill Lynch in 1988. His 21 year tenure at Merrill Lynch evolved from equity trading and research coverage to business development and client relationship management. Subsequently, Jeff served as a Client Relationship Manager at Federated Clover Investment Advisors for 4 ½ years. Joining Morgan Stanley and the Terzioglu Group in 2015, Jeff has found a firm with a wide range of products and services that allow him to best cater to the intrinsic diversity of each portfolio and to help clients achieve their life goals. Additionally, the group is a part of the Equity and Fixed Income Middle Markets Group at Morgan Stanley which helps him leverage the robust strength of Morgan Stanley’s institutional platform to help clients make informed decisions about their financial future. He holds his Series 7, 63, and 66 registrations.
Jeff resides in Cape Cod, MA with his wife Dr. Elizabeth Machiele. He has two adult daughters, who reside in North Carolina. Jeff is a soccer fanatic and counts music, theater, and physical fitness among his myriad of interests.
Securities Agent: MO, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, HI, UT, VA, VI, VT, WA, WI, MN, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1475819
NMLS#: 1475819
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
45 North Street
Hyannis, MA 02601
US
Direct:
(508) 790-9613(508) 790-9613
Fax:
(585) 645-0962(585) 645-0962
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Jeffrey Machiele 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 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)
