Stephanie Sheipline
Support Professional
Phone:
(919) 877-2457(919) 877-2457
Jim Ellis
First Vice President,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(919) 877-2481(919) 877-2481
Toll-Free:
(800) 752-7834(800) 752-7834
My Mission Statement
We design strategies and financial solutions to help investors build an income stream that is attractive, predictable and rising.
Welcome
Jim Ellis is a First Vice President , Portfolio Management Director, Financial Advisor and has been with Morgan Stanley since 1989.
After graduating from Elon University majoring in Accounting and Business, a retired family friend suggested ownership of well managed businesses paying attractive dividends may be profitable. After discovering the compounding power that a rising dividend income stream can provide in potentially enriching investors, I decided this may be a successful career choice and created a business model sharing these benefits with others.
We are dedicated to developing a thorough understanding of each investor’s financial situation, as well as their values, objectives and preference for risk. We work collaboratively with our investors building a blueprint to help achieve their life goals. The development of this measurable and predictable wealth plan is unique for each individual and may be considered long lasting for you and your family, for generations.
As a supporter of the community, assistance in church and bible studies have been part of my life for many years.
Disclaimer:
Equity securities may fluctuate in response to news on companies, industries, market conditions and the general economic environment. Companies cannot assure or guarantee a certain rate of return or dividend yield; they can increase, decrease or totally eliminate their dividends without notice.
After graduating from Elon University majoring in Accounting and Business, a retired family friend suggested ownership of well managed businesses paying attractive dividends may be profitable. After discovering the compounding power that a rising dividend income stream can provide in potentially enriching investors, I decided this may be a successful career choice and created a business model sharing these benefits with others.
We are dedicated to developing a thorough understanding of each investor’s financial situation, as well as their values, objectives and preference for risk. We work collaboratively with our investors building a blueprint to help achieve their life goals. The development of this measurable and predictable wealth plan is unique for each individual and may be considered long lasting for you and your family, for generations.
As a supporter of the community, assistance in church and bible studies have been part of my life for many years.
Disclaimer:
Equity securities may fluctuate in response to news on companies, industries, market conditions and the general economic environment. Companies cannot assure or guarantee a certain rate of return or dividend yield; they can increase, decrease or totally eliminate their dividends without notice.
Securities Agent: MN, SC, CO, TX, CT, OK, NY, FL, NE, DC, VA, PA, NC; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
As you dedicated wealth management team, our role is to tailor a personalized financial strategy which fits your needs. In our experience working with clients, we have developed a step-by-step approach to service:
Discovery Process
We take the time to fully understand you and your family- whether you’re planning for retirement, purchasing a home, or living out your golden years- we consider all of your challenges, goals, and aspirations when building your financial picture.
Forming Your Strategy
Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to achieving your success.
Implementing Your Plan
We apply extensive research and analysis, and also utilize Morgan Stanley’s full suite of resources, to ensure swift decisive action in all market scenarios.
Measuring Your Success
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
The Morgan Stanley Wealth Management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass various elements of your financial life- your investments and your cash management needs- making sure they align with your goals and wealth management plan.
The sophisticated suite of tools and the extensive list of resources that Morgan Stanley offers, allows us to implement the Morgan Stanley wealth management process and help translate your goals into reality.
Whatever your financial goal- whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
The sophisticated suite of tools and the extensive list of resources that Morgan Stanley offers, allows us to implement the Morgan Stanley wealth management process and help translate your goals into reality.
Whatever your financial goal- whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
1. Personal
Highly individualized and committed to helping you achieve financial success.
2. Flexible
Responsive to changes in your life and in your priorities over time.
3. Comprehensive
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us.
Digital Tools
Our comprehensive suite of digital tools are designed to help enhance various aspects of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Seamlessly and securely manage your investments and everyday finances in one place with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security Center
LifeView
LifeView is a suite of planning tools that includes goal-specific analysis that Financial Advisors can use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual’s financial life, including investments and cash management needs.
Learn More About LifeView
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Digital Vault
Digital Vault lets you easily manage and share your important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings. All files are scanned for viruses and malware and are encrypted while transferred and stored. Access is limited to you and anyone you designate.
Learn More About Digital Vault
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen to Thoughts On The Market PodcastInvest in What Lasts
A legacy plan can ensure continuity of not just your wealth, but also serves to help preserve and grow the things money can’t buy: values, ideals, integrity.
What can you give to your family and future generations that is truly lasting? Although end-of-life issues can be difficult to think about, legacy planning is an essential part of your family’s wealth management resources. A legacy plan can ensure continuity of not just your wealth, but also serves to help preserve and grow the things money can’t buy: values, ideals, integrity.
Many people think that legacy planning boils down to drawing up an estate plan. But an estate plan is just one component of legacy planning. An estate plan sets up structures to deal with the transfer of property to your beneficiaries, such as wills, trusts or other vehicles. These documents will help dispose of your property effectively and efficiently, and may minimize the burden of estate taxes on your heirs.
However, traditional estate planning doesn’t typically tackle the “big picture”— for example, how you’d like to be remembered, or your hopes for what your children will accomplish. A legacy plan addresses these larger issues, creating an opportunity to communicate your values and potentially protect against things that can get in their way.
A legacy plan may cover many areas of your life: retirement, goals for furthering education, strategic family philanthropy and creating a shared family mission, or addressing important issues of a family business. It begins with a conversation—sitting down and talking frankly about what wealth stands for beyond the number on a balance sheet. For example, if you value philanthropic giving, you could get your loved ones involved in the charities you support. Or maybe you’re interested in setting up a fund to cover education costs for younger family members. Or you may need to create a succession plan for your business.
This initial conversation is crucial, but most people don’t have a lot of practice talking together as a family about either wealth or values—let alone how the former can put the latter into action. Broaching the subject can be daunting.
Disclaimer:
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
What can you give to your family and future generations that is truly lasting? Although end-of-life issues can be difficult to think about, legacy planning is an essential part of your family’s wealth management resources. A legacy plan can ensure continuity of not just your wealth, but also serves to help preserve and grow the things money can’t buy: values, ideals, integrity.
Many people think that legacy planning boils down to drawing up an estate plan. But an estate plan is just one component of legacy planning. An estate plan sets up structures to deal with the transfer of property to your beneficiaries, such as wills, trusts or other vehicles. These documents will help dispose of your property effectively and efficiently, and may minimize the burden of estate taxes on your heirs.
However, traditional estate planning doesn’t typically tackle the “big picture”— for example, how you’d like to be remembered, or your hopes for what your children will accomplish. A legacy plan addresses these larger issues, creating an opportunity to communicate your values and potentially protect against things that can get in their way.
A legacy plan may cover many areas of your life: retirement, goals for furthering education, strategic family philanthropy and creating a shared family mission, or addressing important issues of a family business. It begins with a conversation—sitting down and talking frankly about what wealth stands for beyond the number on a balance sheet. For example, if you value philanthropic giving, you could get your loved ones involved in the charities you support. Or maybe you’re interested in setting up a fund to cover education costs for younger family members. Or you may need to create a succession plan for your business.
This initial conversation is crucial, but most people don’t have a lot of practice talking together as a family about either wealth or values—let alone how the former can put the latter into action. Broaching the subject can be daunting.
Disclaimer:
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
Location
3800 Glenwood Ave
Ste 500
Raleigh, NC 27612
US
Direct:
(919) 877-2481(919) 877-2481
Toll-Free:
(800) 752-7834(800) 752-7834
Fax:
(919) 881-8325(919) 881-8325
Meet My Team
About Stephanie Sheipline
Stephanie has been in the Financial Industry for 6 years. She has a Bachelor of Science in Accounting as well as a CPA license. Stephanie’s Financial Industry experience consists of serving as a Financial Advisor and Registered Client Service Associate at an Indiana Morgan Stanley branch before moving to the greater Raleigh area.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Jim Ellis today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When 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.
4Morgan 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.
5Morgan 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
6Alternative 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.
7Annuities 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.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When 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.
4Morgan 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.
5Morgan 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
6Alternative 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.
7Annuities 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.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)