Gilliland Group at Morgan Stanley

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Gilliland Group

OUR MISSION STATEMENT

We are a distinctive multi-generational family wealth management business inside a global investment organization. We help families prosper.

Our Story and Services

Our Story

The Gilliland Group at Morgan Stanley is a multi-generational family team of advisors serving families, small businesses and non-profits by providing customized investment strategies.  As primary advisors to successful families across the country, we have helped families for more than 50 years.     

Services Include

  • Professional Portfolio Management
  • Retirement Planning
  • Estate Planning Strategies
  • Financial Planning
  • 401(k) Rollovers
  • 529 Plans
  • Corporate Retirement Plans
  • Corporate Cash Management
  • Executive Benefit Services
  • Trust Services*
  • Endowments and Foundations


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

Experience

Experience

The Gilliland Group at Morgan Stanley is a distinctive multi-generational family business inside a global investment organization.

Since Senior Portfolio Manager and Financial Advisor Marvin D. Gilliland started in business in 1966, the team has served as primary advisors to high net worth families across the country.  

For our clients most interested in capital appreciation, we provide a distinctive investment approach designed to help produce optimal portfolio performance with transparency, focus and accountability. We also can help deliver strategies for income, capital preservation, retirement planning, estate planning, succession planning, college funding, corporate retirement plans and philanthropy.

We welcome the opportunity to spend time with you to explore whether our “family business” is the right team to help you manage your “family business”.

Working With You

Working With You

Talking about your family's finances is personal.  You need and deserve confidentiality and confidence in your team.   We will take the time necessary for your family to determine if our family is the "right fit" for you.  

Meet Gilliland Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Ready to start a conversation? Contact Gilliland Group today.

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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.

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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.

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