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
  • Boy Scouts and Girl Scouts
  • 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
  • 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

    “Spring Awakening” Market prognosticators and investors who remain gloomy in the face of a strong stock market rally are missing signs of a rebirth in the industrial and manufacturing side of the economy, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that recent policy actions by global central banks will nurture the revival.

    “Lower Growth, Higher Risks” Elga Bartsch, Morgan Stanley & Co.’s co-head of global economics, explains why just three months into the year, the firm’s economists are lowering 2016 GDP forecasts. While recession risk has gone up, she says the probability of a global recession is still low. 

    “Lowered Expectations Could Lead to Upside Surprises” Wall Street analysts have been lowering their first-quarter earnings estimates for months. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, says they might have cut too much. 

    • Plus, look for more on equities, bonds and an interview about presidential politics with Michael Stein, Morgan Stanley* & Co.’s global head of government relations.

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.
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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*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. 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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