Gilliland Group at Morgan Stanley

Contact Us
Gilliland Group


We are a distinctive multi-generational family wealth management team inside a global investment organization. Our goal is to 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.

In the Press




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


Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Gilliland Group today.

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: 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.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

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.

CRC 1369093   12/15

Awards Disclosures