Welcome to my website. Invest a few minutes of your time and gain valuable insight into how my services can help you simplify your financial life.
My practice is focused on one theme: Simplifying the financial life of my clients. I accomplish this through my comprehensive approach to understanding my clients’ needs and providing powerful solutions. Whether it is helping my clients accumulate wealth during their working years or establishing lifetime income plans at retirement, I work with my clients to solve their needs through each stage of their financial life.
- American Heart Association
Past Member - Board of Directors - Jewish Social Service Agency
Past Member - Board of Directors - St. Jude Children's Research Hospital
Past Committee Chairman
- Professional Portfolio Management
- Estate Planning
- Financial Planning
- Retirement Planning
- Corporate Pension Funds
- Corporate Retirement Plans
- Annuities
- Fixed Income
- Municipal Bonds
- 401k Rollovers
- Life Insurance
- Insurance Services
- 1992
- Present: Morgan Stanley*
Senior Vice President
Senior Portfolio Manager
Bethesda, MD - 1985
- 1992: BT Brokerage Corporation (Bankers Trust Company)
Assistant Vice President
Institutional Equity Trader
New York, NY - 1984
- 1985: Moore & Schley, Cameron & Co.
Stockbroker
New York, NY
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To learn more about us, our process, business and investment philosophy, please click on Working Together.
Estate Planning is essential in seeing that your assets are passed on according to your wishes. To learn more, call or send an email. Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.
Eliot M. Shatzman is licensed in the following state(s):
CA, CO, DC, FL, GA, IN, MA, MD, MI, MS, NC, NJ, NY, OH, TX, VA
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. 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards DisclosuresMorgan Stanley Smith Barney
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