The Elrod & Runyan Group at Morgan Stanley

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The Elrod & Runyan Group

OUR MISSION STATEMENT

Experienced wealth planning services for your life and legacy goals

Our Story and Services

Our Story

The Elrod & Runyan Group at Morgan Stanley takes a personalized approach to discover your long term goals , what is important to you, and your personal and appropriate risk level.  Once we learn who you are, we propose a portfolio construction that will help you reach your goals while minimizing your risk.  This process is wrapped with a very high level of personalized service and regular contact with you.  Bob and Tom have each been in the financial services industry for over 28 years and focus on personalized financial and retirement planning and comprehensive wealth management.  Our investment philosophy is to be objective, tax conscious, risk mitigating, and cost effective. Bob is married to Natalie and has four children.  Tom and his wife Jodie have three children, four granddaughters and one grandson.

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Corporate Bonds
  • Financial Planning
  • Lending Products
  • Municipal Bonds
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Sustainable Investing
  • Alternative Investments
  • Asset Management
  • Divorce Financial Analysis
  • Estate Planning Strategies


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

Experience

Experience

Bob and Tom both started in the financial services industry in 1990 after completing their Bachelor's Degrees, Bob in Economics, Tom in Business Administration.  They have been with Morgan Stanley or its predecessor firms since late 1993. As of March 31, 2018 Bob and Tom co-manage approximately $355,000,000 for private investors.  The Elrod & Runyan Group specializes in family wealth advising, retirement and financial planning, portfolio construction, privately managed portfolios and municipal securities.

Working With You

Working With You

Every individual or families situation is unique.  We believe that your life's goals and finances deserve far more than an eight question survey and a choice of five investment models.  Before any investment plan is proposed, we take the time to learn about who you are.  We care about more than what your balance sheet says.  We want to know what your dreams are.  Money is not the objective, it is the tool to help you reach your goals and attain your dreams.  What do you want to accomplish in life?  What legacy do you want to leave?  Learning this about you allows us to develop a very personalized long term financial and investment plan to help you reach those goals without taking unneccesary risk.  We discover your dreams, propose the approach, implement the plan and monitor the results in light of your dreams.

Community Involvement

Community Involvement

Bob and Tom believe that giving back to the community is a priority.  Both are very involved in their respective churches through regular attendance and involvement in leadership.  Bob is a regular sponsor and contributor to the Youth for Christ organization.  Tom is the board president of IFM/Feed Modesto which is an emergency food pantry and clothes closet serving the poorest families in Stanislaus County.

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Meet The Elrod & Runyan Group

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

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

Philanthropy

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

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Ready to start a conversation? Contact The Elrod & Runyan Group today.

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