David Elias
Executive Director, Market Manager
Phone:
(865) 330-0701(865) 330-0701
Morgan Stanley
Knoxville Branch Office
You define success, we help you achieve it
1111 Northshore Dr
Suite N 160
Knoxville, TN 37919
US
Branch:
(865) 558-9000(865) 558-9000
Toll-Free:
(800) 448-0020(800) 448-0020
Branch Manager
David EliasPhone:
(865) 330-0701(865) 330-0701
About Morgan Stanley Knoxville Branch
In the heart of communities spanning Knoxville, Kingsport, Jackson, and Memphis, our team of dedicated Financial Advisors is on a mission to build lasting trust with individuals, families, and institutions. We're not just here to offer services; we're here to understand your dreams and help you achieve them. From vibrant city life to the warm embrace of smaller towns, our commitment is deeply rooted in the unique goals of each client we serve.
With a comprehensive suite of services, our focus is to provide you with the exact resources you need to bring your ambitions to life. Collaborating with us means embarking on a journey of personalized financial planning and investment strategies, backed by a team that genuinely cares about your well-being and success.
We look forward to the opportunity of working together and making your dreams a reality.
With a comprehensive suite of services, our focus is to provide you with the exact resources you need to bring your ambitions to life. Collaborating with us means embarking on a journey of personalized financial planning and investment strategies, backed by a team that genuinely cares about your well-being and success.
We look forward to the opportunity of working together and making your dreams a reality.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Knoxville Branch
Courtenay Selden
Vice President, Risk Officer
Phone:
(865) 330-0728(865) 330-0728
Debra Galbraith
Vice President, Business Service Officer
Phone:
(865) 330-0708(865) 330-0708
About David Elias
David Elias is an Executive Director and Market Manager for Morgan Stanley Wealth Management. With more than 30 years of experience in the financial services industry, David is proud to lead the management teams of Morgan Stanley’s Knoxville, Kingsport, Memphis and Jackson branches, where he works directly with Financial Advisors, providing them with the proven skills, tools and resources to take their business to the next level.
Prior to joining Morgan Stanley in 1993, David spent over 14 years in leadership roles in the technology industry. In 1990, he was promoted to president of an electronics company to grow and sell the business. This unique set of experiences enabled David to quickly establish a strong and growing practice as a Financial Advisor. In 1999, he was asked by senior management to take on the role of assistant manager of the firm’s Memphis branch. Over the next two years, he was asked to help out in a management capacity in the Norfolk, Nashville and Knoxville branches. David became the Branch Manager of the Knoxville office in 2001 and has been there ever since. Under David’s leadership, the branch has undergone exponential growth in size. Despite being in a relatively small market, the Knoxville Market has grown to be one of the largest in the Kentucky, West Virginia, and Tennessee Complex. Over the years, David has been recognized as a top non-producing branch manager in the firm as well as one of the top recruiting managers.
A graduate of Christian Brothers University with an M.B.A. in Finance, David enjoys living in Knoxville with Linda, his wife of 27 years. Their grown daughter, Audrey, lives in David’s hometown of Memphis. When he’s not working directly with Financial Advisors and their clients, you can find David spending quality time with friends and family at Fort Loudon Lake. In his free time, he enjoys boating, running and amateur auto racing.
Prior to joining Morgan Stanley in 1993, David spent over 14 years in leadership roles in the technology industry. In 1990, he was promoted to president of an electronics company to grow and sell the business. This unique set of experiences enabled David to quickly establish a strong and growing practice as a Financial Advisor. In 1999, he was asked by senior management to take on the role of assistant manager of the firm’s Memphis branch. Over the next two years, he was asked to help out in a management capacity in the Norfolk, Nashville and Knoxville branches. David became the Branch Manager of the Knoxville office in 2001 and has been there ever since. Under David’s leadership, the branch has undergone exponential growth in size. Despite being in a relatively small market, the Knoxville Market has grown to be one of the largest in the Kentucky, West Virginia, and Tennessee Complex. Over the years, David has been recognized as a top non-producing branch manager in the firm as well as one of the top recruiting managers.
A graduate of Christian Brothers University with an M.B.A. in Finance, David enjoys living in Knoxville with Linda, his wife of 27 years. Their grown daughter, Audrey, lives in David’s hometown of Memphis. When he’s not working directly with Financial Advisors and their clients, you can find David spending quality time with friends and family at Fort Loudon Lake. In his free time, he enjoys boating, running and amateur auto racing.
Securities Agent: AK, AL, AR, CA, FL, GA, HI, IN, KY, LA, MA, MI, MS, NC, OH, PA, TN, TX, VA, WA, OK; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About Courtenay Selden
Securities Agent: CA, FL, IN, KY, LA, MO, NC, OH, SC, TN, WV; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About Debra Galbraith
Securities Agent: CA, FL, KY, MO, NC, SC, TN, WV; Investment Advisor Representative; BM/Supervisor; General Securities Representative
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Branch Address
1111 Northshore Dr
Suite N 160
Knoxville, TN 37919
US
Branch:
(865) 558-9000(865) 558-9000
Toll-Free:
(800) 448-0020(800) 448-0020
Fax:
(866) 755-9037(866) 755-9037
Details
1111 North Northshore Drive
North Tower Lobby
Knoxville, TN 37922
North Tower Lobby
Knoxville, TN 37922
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024