The Macelli Thomas Group at Morgan Stanley

Building investment confidence and guiding families through the ups and downs of market volatility are the cornerstones on which Jeff has built his practice. He enjoys working with individuals, families and business owners as he provides personalized advice through a disciplined planning process. Jeff’s diverse background coupled with his passion for finance enables him to help clients understand the intricate details of their wealth. He focuses on what is most important to each client, so he can develop a customized plan to help achieve their personal and professional goals.

A California native, Jeff has always had an interest in the financial markets and a drive for establishing goals and setting a course to achieve them. After graduating with a Bachelor’s from San Diego State University in 1984, Jeff began his career in the commercial real estate industry (title insurance). For the next 10 years, he guided clients through a spectacular bull market followed by a long and painful downturn. This experience shaped his beliefs and understanding of how to help others navigate both good and bad markets. When he joined Smith Barney (now Morgan Stanley) in 1995, he made a life-changing decision to pursue his original passion of finance to help families avoid the mistakes most investors make, especially during bear markets.

Today, Jeff draws upon his vast life experiences to provide clients with tailored advice and strategies. His goals-based process begins with asking the right questions and listening intently. This information then serves as the foundation for the development of a detailed plan that reflects each client’s goals, values and personal circumstances. He takes pride in his ability to put complex investment strategies into action and effectively communicate these strategies to clients.

Jeff’s desire to help others is equaled only by his dedication to his community and his family. Over the years, he has been active with many organizations, including Pedal the Cause, a nonprofit that raises funds for cancer research at the four major cancer research centers in San Diego. As team captain for Team Beaumont’s Cancer Crushes, he has helped raise more than $675,000 towards lifesaving cancer research. Jeff is also a former President and Board Member of the Foundation of La Jolla High School.

Jeff believes balance is vital to a happy life. Outside of the office, he is fitness fanatic and enjoys cycling, swimming, paddle boarding, surfing and training in the gym. He was a competitive triathlete and has participated in numerous events from open ocean races to marathons and triathlons. His life is anchored by his commitment to his family. He and his wife, Sherry, have been married for 27 years and have two grown sons, Brock and Tristan.

An experienced Certified Financial PlannerTM (CFP^®) and Portfolio Management Director, Greg has dedicated his career to serving the specialized needs of successful professionals, business leaders and families living in the greater San Diego area and around the country. He enjoys educating clients on how to create and implement an effective financial plan and helping them make smart and tax-efficient decisions about their wealth. For Greg, professional success is measured in terms of client well-being and goal achievement.

Growing up in Santa Cruz, Greg was drawn to the economic world. After attending San Diego State University where he earned his B.S. degree in Finance, his parents were faced with a large financial decision. This experience inspired him to pursue a career in financial services where he could help others solve their specific financial challenges. In 1991, Greg joined Smith Barney as a Financial Advisor. It is here where he first met Jeff Macelli, who would later become his business partner. In 2007, Greg joined Morgan Stanley and three years later, he created a formal partnership with Jeff, bringing their unique skills and areas of focus together for the mutual benefit of their clients.

Greg enjoys working with like-minded clients who value and appreciate the level of skill and service he delivers. His goals-based process begins with asking the right questions and actively listening. This information then serves as the foundation for the construction of a comprehensive and customized plan and investment portfolio. Greg receives great satisfaction knowing he is making a significant impact on the quality of his clients’ lives and often becomes one of the most important relationships to their families.

Over the course of his career, Greg has achieved several important and prestigious credentials, including Certified Financial Planner™ (CFP^®) from the Certified Financial Planner Board of Standards and Portfolio Management Director at Morgan Stanley. These designations demonstrate Greg’s ongoing commitment to a world-class client experience.
Greg currently lives in Granite Bay with his wife, Bekkah, and their 10-year old son, Rawly. Away from the office, he enjoys all kinds of outdoor activities, including skiing and tennis. He is fascinated with how lifestyle choices – specifically what we eat, how we exercise, and how we breathe – can affect your metabolic and emotional health. As a result, he chooses to maintain a healthy and active lifestyle to stay fit physically and mentally.

*Disclaimer: This role cannot solicit or provide investment advice