Scott Geller
My Mission Statement
My Story and Services
Before joining Morgan Stanley in 2026, Scott spent 18 years dedicated to wealth management following earlier roles across the financial sector. He earned a B.S. in Business Management from San Diego State University and holds both a securities brokerage and California life-insurance license.
Scott is deeply committed to giving back donating his time to education and cancer support initiatives.
YOUR RETIREMENT JOURNEY
Retirement planning is more than making the right investments. It is important to align your financial goals to your lifestyle, today and all the days that follow. Entering retirement can be a big transition, it's time to shift your focus from building your savings, to generating income and planning your spending.
A key area of focus is helping you prepare for and thrive in retirement. From IRAs to RMDs, I can help manage the complexities of your comprehensive retirement plan assets, helping you easily transition to the next phase of your life with security and confidence.
Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy.
For many Americans, Social Security is a critical source of income in retirement—offering guaranteed, inflation-adjusted monthly income for life. However, the age at which you decide to claim those benefits can make a difference in how far they go to support your retirement income goals.
When and how you withdraw assets can have a lasting impact on your financial future. Tax aware withdrawal strategies help minimize liabilities, preserve wealth, and optimize your portfolio for long-term growth and stability.
Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like.
How do you weather volatile markets? A study of nearly 120,000 investors reveals the value of having a sound financial plan to help keep you on track.
SUPPORTING YOUR GOALS
Managing your finances is about more than managing your investments. I can support you in many aspects of your financial life – including retirement, legacy and other aspirations you may have for you and your family.
At Morgan Stanley, we take the time to understand what matters most to you. Together, we create a customized plan that helps you pursue your goals with clarity and confidence.
I can work with you to explore factors that are relevant to existing or future estate structures. We will discuss different tax and estate planning strategies and collaborate with your external tax and legal advisors to create a plan that reflects your desires during and after your lifetime.
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks, helping to protect you when the unexpected occurs.
WEALTH MANAGEMENT BUILT ON A FOUNDATION OF TRUST
For nearly a century, Morgan Stanley has been a global leader in financial services. At Morgan Stanley Wealth Management, exclusive access to vast resources, combined with our unique capabilities, gives me the means to support my client's goals at every stage in their lives.
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platform.
Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do. The Firm is actively supporting a multitude of layers of security.
Morgan Stanley Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve after-tax returns.
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
Financial literacy means being equipped with the knowledge to help make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.
For 90 years, Morgan Stanley has clients at the center of all that we do. We harness the capabilities and insights of our integrated team to help clients raise, manage and allocate capital, and we continuously evolve to create a better future in the communities where we live and work.
RESEARCH AND DIGITAL TOOLS
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Our clients benefit from access to the intellectual capital of our Global Investment Committee, a group of leading market thinkers uniquely dedicated to providing high-quality, industry-leading investment ideas to Wealth Management clients.
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, as well as a complete view of your assets and liabilities whether they are held at Morgan Stanley or elsewhere.
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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3Morgan 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.
4Morgan 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.
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. 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.
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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
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