Blake C. Ellison - Morgan Stanley Financial Advisor - WESTBOROUGH, MA
Morgan Stanley
Blake C. Ellison
Vice President
Financial Advisor
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
  • 401k 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
    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 April On the Markets from the Global Investment Committee featuring

    • "Seventh Inning Stretch" We expect US equities to continue to rise in line with earnings growth, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. That means returns could be closer to 7% or 8% rather than the 20%-plus average of the past five years.

    • "Still Prefer Developing to Emerging Markets" Morgan Stanley & Co. equity strategists say the best opportunities this year are in the developed markets, especially Europe and Japan. They expect the emerging markets to continue to underperform.

    • "ContagEM: Could It Be Worse Than in the 1990s?" The emerging markets went through two sizeable economic shocks in the 1990s, with little noticeable impact on the developed markets. Because the emerging markets now make up a larger share of the global economy, an EM economic shock today could hit the developed markets much harder.

    Plus, look for more on economics, equities and fixed income investments.

Blake C. Ellison holds the following registrations:
Securities Agent: AZ, CA, CO, CT, FL, MA, MD, NC, NH, NJ, 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

Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
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.
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