Jeffrey Frankel - Morgan Stanley Financial Advisor - Middleton, MA
Morgan Stanley
Jeffrey Frankel
Vice President
Financial Advisor
Wealth Advisor
35 Village Road Suite 601
Ferncroft Corporate Center
Middleton, MA 01949
tel: (978) 739-3950
toll-free: (800) 343-1291 ext. 3950
fax: (978) 739-9650
Email Me

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
  • Citizens' Scholarship Foundation
    of Marblehead, Inc.
    Board of Directors
    Marblehead, MA
  • Member,FINRA Dispute Resolution Board of Arbitrators
  • Retail Futures Advisory Group- Morgan Stanley
  • New England Commodity Club- Past President
Services
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Futures
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
Education and Licensing
  • B.A., 1976
    Economics
    Boston University
    Boston, MA
  • Series 3 - Commodity Futures Registration, 1978
  • Series 7 - NYSE/NASD Securities Registration, 1978
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent, 1992
Honors and Recognition
  • Item One
  • Item Two
  • Item Three
Business Experience
  • 1978 - Present: Morgan Stanley*

    Vice President
    Danvers, MA

Bulletin Board

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  • See Investing & Market Insights for the May On the Markets from the Global Investment Committee featuring

    • "Equities Show Resilience, but ..." Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the firm’s Global Investment Committee, says equity markets appear to be looking beyond the soft patch in the economic data, but they may not be forgiving for long.

    • "Positioning Portfolios for (Slightly) Higher Rates" We expect interest rates to trend higher through the year, which is why we are recommending investors shorten the duration in their bond portfolios.

    • "Our Favored Overseas Plays" We find opportunities in Japanese automakers, European industrial restructurings, overseas tech champions and companies that sell to emerging market consumers.

    Plus, look for more on economics, real estate investment trusts, energy, gold and asset allocation.

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Jeffrey Frankel is licensed in the following state(s): CA, CT, DE, FL, IL, KY, LA, MA, ME, MI, NC, NH, NJ, NV, NY, OH, RI, TX, VA, VT, WA, WV

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.
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 .
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FEATURED NEWSLETTERS

Weekly Insights - May 20, 2013

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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley 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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