Lee Hardin Gillock - Morgan Stanley Financial Advisor - Nashville, TN
Morgan Stanley
Lee Hardin Gillock
Senior Vice President
Financial Advisor
3102 West End Avenue
Suite 200
Nashville, TN 37203
tel: (615) 298-6541
toll-free: (800) 228-8517 

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
  • Board member and President of Brentwood Country Club
  • Board Member and President of Princeton Hills Home Owners Association
  • Board Member and President of Morning Star Sanctuary Domestic Violence Program
Services
  • 401(k) Rollovers
  • 529 Plans
  • Annuities
  • Asset Management
  • Cash Management
  • Certificates of Deposit
  • Corporate Cash Management
  • Education Planning
  • Financial Planning
  • Fixed Income
  • Investment Policy Statements
  • Municipal Bonds
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Wealth Management
Education and Licensing
  • Bachelor's Degree University of Memphis
  • Dr of Jurisprudence Nashville School of Law
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
Business Experience
  • 1983 - to present: Morgan Stanley*
    Began Career w/ Dean Witter Reynolds, at E F Hutton (1986-1988) and returned to Dean Witter in May 1988.

Bulletin Board
  • See October On the Markets from the Global Investment Committee featuring

    • "Retest and Rebalance" The equity market sell-off of the past few weeks is a retest of the August correction, not a judgment that the global economic recovery is faltering, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that central bankers’ efforts to rebalance the uneven global recovery will succeed.

    • "Global Growth: Lower for Longer" The upside of a tepid and uneven global recovery is a long economic expansion, writes Joachim Fels, chief global economist of Morgan Stanley & Co.

    • "All About That Base (Case)" Adam Parker, chief US equity strategist for Morgan Stanley & Co., lays out his base case 12-month stock market forecast—2,125 on the S&P 500, up more than 7% from the Sept. 30 close.

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

Lee Hardin Gillock holds the following registrations:
Securities Agent: AL, CA, FL, GA, KY, MO, MS, MT, NC, SD, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

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.
Awards Disclosures

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