Jeffrey A English
Senior Vice President,
Financial Advisor,
Certified Exit Planning Advisor™ (CEPA)
Direct:
(205) 969-7079(205) 969-7079
Toll-Free:
(800) 223-3758(800) 223-3758
My Mission Statement
Our team helps families navigate the difficulty of planning for retirement, generating income in retirement and transferring wealth. We do this through a thoughtful process of getting to know you, creating a customized plan and monitoring the risk to help reach your goals
My Story
Jeff English, a Financial Advisor and Senior Vice President at Morgan Stanley, works diligently to assess his clients’ goals, investment risk and building plans customized to their unique requirements. His hands-on approach emphasizes face-to-face meetings and helping clients understand the strategy behind his investment management process.
For 2022, Jeff was named by Forbes as a Best-In-State Wealth Advisor. Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.
For Jeff, retirement planning means more than providing his clients with investment advice-it means helping them seek to maintain the financial independence they’ve worked their whole lives to achieve. His consultative process begins with an in-depth discussion of clients’ current finances and future objectives. He addresses issues clients might have overlooked and determines how he can help them adjust their investment strategy to accommodate changing conditions and navigate any unforeseen expenses and income demands that may arise during retirement.
Jeff, a graduate of the University of Kentucky, he began his investment career in 1994 with Hilliard Lyons in Louisville. Jeff has worked at Morgan Stanley (formerly Smith Barney) since 2000 and has attained the firms’ Senior Investment Management Consultant designation.
Jeff is active in his community and faith. He currently serves as a deacon at First Baptist Church of Tuscaloosa, teaches Sunday school and Bible studies, and currently serves on the steering committee for Young Life Tuscaloosa. He was formerly an Elder at Adventure Christian Church in Louisville and was a board member for Kentuckiana Fellowship of Christian Athletes. He and his wife of 24 years, Beth, have three children Ally, Jack and Hannah.
Securities Agent: VA, NJ, MA, WA, KY, NC, MO, PA, SC, TX, TN, AZ, CO, CA, GA, HI, FL, IL, IN, NY, MS, MI, MD, LA, ID, CT, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1470296
2022 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
For 2022, Jeff was named by Forbes as a Best-In-State Wealth Advisor. Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.
For Jeff, retirement planning means more than providing his clients with investment advice-it means helping them seek to maintain the financial independence they’ve worked their whole lives to achieve. His consultative process begins with an in-depth discussion of clients’ current finances and future objectives. He addresses issues clients might have overlooked and determines how he can help them adjust their investment strategy to accommodate changing conditions and navigate any unforeseen expenses and income demands that may arise during retirement.
Jeff, a graduate of the University of Kentucky, he began his investment career in 1994 with Hilliard Lyons in Louisville. Jeff has worked at Morgan Stanley (formerly Smith Barney) since 2000 and has attained the firms’ Senior Investment Management Consultant designation.
Jeff is active in his community and faith. He currently serves as a deacon at First Baptist Church of Tuscaloosa, teaches Sunday school and Bible studies, and currently serves on the steering committee for Young Life Tuscaloosa. He was formerly an Elder at Adventure Christian Church in Louisville and was a board member for Kentuckiana Fellowship of Christian Athletes. He and his wife of 24 years, Beth, have three children Ally, Jack and Hannah.
Securities Agent: VA, NJ, MA, WA, KY, NC, MO, PA, SC, TX, TN, AZ, CO, CA, GA, HI, FL, IL, IN, NY, MS, MI, MD, LA, ID, CT, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1470296
2022 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
Securities Agent: OH, CT, KY, NJ, WA, SC, MI, WY, WV, WI, VA, TX, TN, PA, NY, NM, NC, MS, MO, MD, MA, LA, IN, IL, ID, HI, GA, FL, DE, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1470296
NMLS#: 1470296
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Financial Quarterback
As your financial advisor, I take a comprehensive, big-picture approach to designing portfolios for clients.
And much like a good quarterback knows where his team is headed and creates a plan to help get them there; a good financial advisor does the same thing to help clients meet their financial goals.
Think about it: Your financial life extends beyond the scope of your financial advisor. There is likely overlap between your financial planning, tax planning, and estate planning strategies. In accordance, I believe there should be an ongoing dialogue between your financial advisor and your CPA, your estate planning attorney, mortgage broker, and even insurance specialist in order to provide a truly holistic planning experience.
As a financial advisor, I collaborate with my clients’ entire advisory team to help simplify and streamline every aspect of their financial lives and circumstances. And much like a quarterback, I help focus on the big picture, striving to ensure everyone is on the same page and working together as a team to help clients seek to meet their goals and needs.
And much like a good quarterback knows where his team is headed and creates a plan to help get them there; a good financial advisor does the same thing to help clients meet their financial goals.
Think about it: Your financial life extends beyond the scope of your financial advisor. There is likely overlap between your financial planning, tax planning, and estate planning strategies. In accordance, I believe there should be an ongoing dialogue between your financial advisor and your CPA, your estate planning attorney, mortgage broker, and even insurance specialist in order to provide a truly holistic planning experience.
As a financial advisor, I collaborate with my clients’ entire advisory team to help simplify and streamline every aspect of their financial lives and circumstances. And much like a quarterback, I help focus on the big picture, striving to ensure everyone is on the same page and working together as a team to help clients seek to meet their goals and needs.
The Spring Group at Morgan Stanley named a 2025 Forbes Best-In-State Wealth Management Team
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24. Awards Disclosures : https://www.morganstanley.com/disclosures/awards-disclosure/
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24. Awards Disclosures : https://www.morganstanley.com/disclosures/awards-disclosure/
Location
3500 Colonnade Parkway
Suite 200
Birmingham, AL 35243
US
Direct:
(205) 969-7079(205) 969-7079
Toll-Free:
(800) 223-3758(800) 223-3758
Fax:
(205) 969-7001(205) 969-7001
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
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.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Jeffrey A English today.
1When 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4Morgan 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.
5Morgan 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.
6Morgan 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.
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
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4Morgan 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.
5Morgan 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.
6Morgan 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.
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)
