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 August On the Markets from the Global Investment Committee featuring

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

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.
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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.
Awards Disclosures

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