Blake C. Ellison - Morgan Stanley Financial Advisor - WESTBOROUGH, MA
Morgan Stanley
Blake C. Ellison
Vice President
Financial Advisor
Senior Portfolio Manager
1 TECHNOLOGY DRIVE
WESTBOROUGH, MA 01581
tel: (508) 870-7011
toll-free: (888) 827-2901 
fax: (508) 870-7050

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations
  • Coaching Youth Sports
  • Boy Scouts and Girl Scouts
  • Metrowest Car Clubs
Services
  • Business Planning
  • Family Consulting
  • Precious Metals
  • Exchange Traded Funds
  • Executive Financial Services
  • Insurance Services
  • Lending Services
  • Financial Planning
  • Fixed Income
  • Professional Portfolio Management
  • Retirement Planning
  • 401(k) Rollovers
  • Alternative Investments
  • Life Insurance
  • Wealth Management
  • Annuities
  • Education Planning
  • Estate Planning
  • Long Term Care Insurance
  • Business Succession Planning
Education and Licensing
  • Bachelor of Science in Finance
    Bentley University
  • Series 7
  • Series 8
  • Series 63
  • Annuity, Life and Long-Term Care Insurance Licensed
Honors and Recognition
  • Selected 2010 and 2011 Five Star Best in Overall Client Satisfaction Wealth Manager - Boston Magazine
Business Experience
  • 2007 - Present: Morgan Stanley Wealth Management
    Senior Portfolio Manager - Financial Advisor - Vice President
    Westborough, MA
  • 1997 - 2007: UBS Wealth Management
    Financial Advisor - Retirement Consultant - Vice President
    Boston, MA
  • 1993 - 1997: Olde Investments
    Financial Advisor - Vice President
    Wellesley, MA and Detroit, MI

Bulletin Board
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.

  • You can access your investment accounts by clicking on Log In To your portfolio.

  • See September On the Markets from the Global Investment Committee featuring

    • "Don’t Blink" If you blinked, you would have likely missed last month’s sharp sell-off in global equity and credit markets—and the equally sharp rebound. Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, says this was just the latest in a series of rolling corrections as markets adjust to tapering and anticipate the Federal Reserve’s first interest rate increase.

    • "No Signs of Hubris and Debt" Is the US stock market making a top? Not likely, says Adam Parker, chief US equity strategist for Morgan Stanley & Co., because companies are acting with restraint, not hubris. Parker says capital spending, inventories, staffing and debt are not excessive.

    • "Bonds Unbound" Nontraditional fixed income strategies may help investors withstand a rising interest rate environment. We explore how these strategies work.

    Plus, look for more on equities, fixed income investments and master limited partnerships.

Blake C. Ellison holds the following registrations:
Securities Agent: AZ, CA, CO, CT, FL, MA, MD, NC, NH, NJ, NM, NY, PA, RI, VA, VT, WV; General Securities Representative; Investment Advisor Representative;

This 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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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