Phone:
(206) 344-3589(206) 344-3589
The Elliott Bay Group at Morgan Stanley
Direct:
(206) 344-3541(206) 344-3541
Toll-Free:
(800) 426-7837(800) 426-7837
Our Mission Statement
We strive to be your go-to resource, in your financial life and beyond, so you can focus on living it.
Welcome message
In today’s complex environment, there are often many reasons to seek financial guidance. With nearly 150 years of combined industry experience, we, The Elliott Bay Group at Morgan Stanley, are a full-service advisory team providing financial planning, investment, risk management and lending solutions. As a premier investment advisory group, we focus on delivering sound advice, coupled with exceptional service and support. We encourage you to contact us, to schedule a complimentary meeting to explore any of our services, at 206.344.3541. Thank you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
601 Union Street
Suite 5200
Seattle, WA 98101
US
Direct:
(206) 344-3541(206) 344-3541
Toll-Free:
(800) 426-7837(800) 426-7837
Meet The Elliott Bay Group
Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
Phone:
(206) 628-4444(206) 628-4444
Financial Advisor, Vice President, Family Wealth Advisor, Financial Planning Specialist, Senior Portfolio Manager
Phone:
(206) 344-2460(206) 344-2460
Nathan Underwood
Financial Advisor
Phone:
(206) 344-3506(206) 344-3506
Taylor Odom
Registered Client Service Associate
Phone:
(206) 628-4439(206) 628-4439
About John E Jacobs
John Jacobs is a Senior Vice President / Senior Portfolio Manager for Morgan Stanley in Seattle, Washington. John began his career as an intern in the research department for the local investment firm of Foster and Marshall in the late 70’s while still in college. John graduated from Washington State University with a BA in Accounting and Finance with grand plans to be a CPA. John rejoined Foster and Marshall in 1984; Foster and Marshall was once owned by American Express, which morphed into Shearson American Express, Shearson Lehman Brothers, and Shearson Lehman Hutton and so on until becoming part of Smith Barney. Smith Barney was eventually sold to Morgan Stanley where John remains today with an archive of multiple business cards but with the same phone number for over 37 years!
John has been married most of those 37 years to wife Kristie and has two daughters; daughter Amy is a physical therapy assistant/personal trainer in Vancouver, Washington. Daughter Hannah is a Doctor of Occupational Therapy and lives in Phoenix, Arizona.
John has always enjoyed and taken advantage of the many education opportunities available to Financial Advisors. John got involved with the Investments & Wealth Institute® several years ago and pursued a graduate certificate as a Certified Private Wealth Advisor (CPWA®); following the CPWA® designation John has completed graduate certificates in both Retirement Planning and Portfolio Management. John earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning and is a Master Planner of Advanced Studies (MPAS®) designee.
John has been married most of those 37 years to wife Kristie and has two daughters; daughter Amy is a physical therapy assistant/personal trainer in Vancouver, Washington. Daughter Hannah is a Doctor of Occupational Therapy and lives in Phoenix, Arizona.
John has always enjoyed and taken advantage of the many education opportunities available to Financial Advisors. John got involved with the Investments & Wealth Institute® several years ago and pursued a graduate certificate as a Certified Private Wealth Advisor (CPWA®); following the CPWA® designation John has completed graduate certificates in both Retirement Planning and Portfolio Management. John earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning and is a Master Planner of Advanced Studies (MPAS®) designee.
Securities Agent: WI, WA, PA, NC, CO, AL, VA, ID, DE, CA, AZ, WY, OH, NV, MN, MA, IN, IL, OR, NM, HI, NE, MT, GA, ME, IA, MD, TX, TN, NY, NJ, FL, DC, AK; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1279321
NMLS#: 1279321
About David Gardner
David is a true Seattle native born in Bellevue, WA. He and his wife, Megan have three children, James, Holly and Brooke, and reside in Kirkland, WA. David joined Morgan Stanley in 2000 after starting his financial services career in 1995. Growing up on the Eastside, David was raised with a strong work ethic with his father and uncle at Gardner Distributing (1989-1995). David holds a bachelor’s degree in business from Washington State University and completed his CFP® designation in 2003.
David is an active member in the Kirkland community. He is currently serving on the Lake Washington High School Gridiron Board, and has previously served on the Kirkland American Little League Board for 4 years. He has coached football, basketball and is now coaching youth softball. David and his family enjoy traveling, going to Seahawks and Mariner games, and are members of the Mariners RBI Club.
David is an active member in the Kirkland community. He is currently serving on the Lake Washington High School Gridiron Board, and has previously served on the Kirkland American Little League Board for 4 years. He has coached football, basketball and is now coaching youth softball. David and his family enjoy traveling, going to Seahawks and Mariner games, and are members of the Mariners RBI Club.
Securities Agent: DE, CO, WI, CA, PA, NE, MA, FL, WA, IN, ID, IA, DC, AK, NJ, MN, AZ, WY, OH, NM, NC, ME, AL, TX, RI, HI, GA, TN, NV, MD, IL, VA, OR, NY, MT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1398702
NMLS#: 1398702
About Michelle D Czech
Michelle began her career as a financial advisor at Morgan Stanley* in 2005. She focuses on new and existing client development. In addition, she spends her time working with current clients to help implement their financial planning strategies. Michelle graduated from Gonzaga University with a B.A. in Communications. She is a native Washingtonian, and enjoys all the state has to offer, even the rain! She enjoys spending her free time traveling, mentoring Gonzaga students, and volunteering for non-profit organizations. She’s a member of Washington Women’s Foundation.
Securities Agent: NV, AL, ID, DE, DC, VA, NE, IA, CA, MD, MT, IN, AZ, MN, HI, AK, TN, NC, ME, MA, FL, WA, OR, CO, WY, WI, TX, NM, OH, IL, PA, NY, NJ, GA, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
About Nathan Underwood
Securities Agent: NC, MD, AK, TN, WA, VA, NE, MT, WY, NV, FL, TX, OR, IN, GA, AZ, PA, ME, CO, AR, AL, NY, IA, DC, MN, MA, WI, ID, HI, DE, OH, NJ, IL, CA, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1461680
NMLS#: 1461680
About Taylor Odom
Taylor grew up in Bellevue Washington where she attended Forest Ridge School of the Sacred Heart. Taylor then attended Santa Clara University on an athletic scholarship where she studied Economics and played Division 1 volleyball. Taylor loves to watch basketball, formula 1, and football (Go Hawks!). In her free time she enjoys painting and spending time with her family.
Contact John E Jacobs
Contact David Gardner
Contact Michelle D Czech
Contact Nathan Underwood
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
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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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.
Ready to start a conversation? Contact The Elliott Bay Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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.
3Morgan 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.
4When 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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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.
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.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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.
3Morgan 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.
4When 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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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.
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.
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)
