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 January On the Markets from the Global Investment Committee featuring

    • "2015: The Great Rebalancing Act" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees a global rebalancing this year that should lead to broader economic and earnings growth, including an acceleration in Europe, Japan and several emerging markets. He is still bullish on US equities, but even more so on stock markets in Europe and Japan.

    • "The US Economy: Are We There Yet?" The US is in the midst of a tepid cyclical pickup in aggregate demand, writes Vincent Reinhart, chief US economist for Morgan Stanley & Co. Lower energy costs should help boost economic activity in the near term, and fiscal policy is becoming a bit more supportive of growth.

    • "Volatility … It’s Back!" The Federal Reserve’s unconventional Quantitative Easing (QE) policy of the past five years kept market volatility in check. Now that QE is over, volatility is picking up. Here are some ideas for investors on how to deal with market swings.

    • Plus, look for more on US and global equities, fixed income investments, commodities and real estate.

Lee Hardin Gillock holds the following registrations:
Securities Agent: AL, CA, FL, GA, KY, MO, MS, MT, 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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