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
  • 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 June On the Markets from the Global Investment Committee featuring

    "Just Peachy"  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the kick-off to summer is often a time when investors ask, “How we doin’?” The answer: just peachy. Global equities and bonds so far have earned what would be heady returns for a whole year.

    “(Tech)nical Floor for Profit Margins”  S&P 500 profit margins are at a peak and, given that they tend to be cyclical, might be expected to decline. Even so, Daniel Skelly, senior equity strategist for Morgan Stanley Wealth Management, says big tech stocks with plump margins may keep the S&P’s margins higher than in past cycles. 

    “How Shrinking the Fed’s Balance Sheet Could Play Out”  In October, the Federal Reserve is expected to start shrinking its balance sheet by halting reinvestment of both Treasury bonds and mortgage-backed securities. Adam Richmond, Matthew Hornbach and Jay Bacow, fixed income strategists for Morgan Stanley & Co., examine the ripple effects this policy may have on fixed income markets. 

    • Plus, look for more on economics and investment strategy, and a Q&A featuring Jesper Kolls, chief investment officer of WisdomTree Japan.

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

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

NMLS#: 1418898

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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

pp:6909 mp: 2281