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

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Associations
  • Coaching Youth Sports
  • Metrowest Car Clubs
Services
  • Business Planning
  • Family Consulting
  • Precious Metals
  • Exchange Traded Funds
  • Executive Financial Services
  • Insurance Services
  • Access to 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 Strategies
  • 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, 2011, 2014 and 2015 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
  • You can access your investment accounts by clicking on Log In To your portfolio.

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

    “Be Thankful” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says we are still “firmly entrenched” in a classic late-cycle economy and bull market, but the high returns we experienced this year are unlikely to be repeated in 2018. 

    Ringing in Year 10 of the US Economic Expansion Midway through next year, the US will celebrate its 10th year of economic expansion, notes Ellen Zentner, chief US economist for Morgan Stanley & Co. Though unemployment is low and interest rates are rising, a lack of overheating in critical sectors such as housing suggests the economy has room to run. 

    • Global Equities Move Into Thin Air New 12-month forecasts for global equity markets imply only modest single-digits gains, according to Morgan Stanley & Co. equity strategists. That’s because earnings growth is likely to slow and price/earnings ratios will probably undergo compression.

    • Plus, look for more on the economy, equities and bonds. 

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Blake C. Ellison holds the following registrations:
Securities Agent: AZ, CA, CT, FL, MA, MD, NC, NH, NJ, NM, NY, PA, RI, UT, 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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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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