OUR MISSION STATEMENT
Experienced wealth planning services for your life and legacy goals
Experienced wealth planning services for your life and legacy goals
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.
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.
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.
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.
In addition to being a financial advisor, Bob is also the branch manager of the Modesto office of Morgan Stanley. Bob has been in the financial services industry since 1990 and has been with Morgan Stanley and its predecessor firms since September 1993. Bob is your main contact for separately managed accounts and municipal bonds. Bob was born and raised and still resides in the Turlock/ Denair area. He and his wife Natalie have four children, Bobby, Madeline, Tessa, and Joe. Bob's hobbies include snow skiing, scuba diving, cycling and hunting. Bob and his family are members of Lighthouse Family Church in Denair. Bob is also a supporter of Youth for Christ.
BM/Supervisor; Securities Agent: AZ, CA, CO, DE, FL, GA, HI, IA, ID, MA, MN, MO, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VT, WA, WY; General Securities Representative; Investment Advisor Representative
Tom has been in the financial services industry since 1990 and has been with Morgan Stanley and its predecessor firms since October 1993. Tom is your main contact for individual retirement and financial planning. Born in Sacramento, raised in Santa Cruz and making the central valley his home since 1990, Tom currently lives in Modesto with his wife Jodie and Tink, their Welsh Terrier. Tom & Jodie have three children, Tommy and his wife Juliann, Tyler, and Tiffanie and her husband Josh. Tom & Jodie have four granddaughters proudly parented by Tommy & Juliann; Quinnlee, Isla Kate and twins Hattie Jo & Sutton Jul. Tiffanie & Josh have provided them with one grandson, Daxon Grant. Tom & Jodie are huge San Francisco Giants fans. Tom also enjoys skiing in the winter and scuba diving year round. He is a member of One Church in Ripon as well as being the board president of IFM, an emergency food pantry and clothes closet serving Stanislaus County.
Securities Agent: AZ, CA, CO, DE, FL, GA, IA, ID, MA, MI, MN, MO, MT, NC, NM, NV, NY, OH, OR, SC, TN, TX, UT, WA, WY; General Securities Representative; Investment Advisor Representative
Hilda is a highly valued and vital team member and has been part of the Elrod and Runyan group since 1999. She is a Senior Client Service Associate and has worked at Morgan Stanley and its predecessor firms since 1998. She has lived in Modesto her entire life and has two younger sisters. Hilda's pride & joy is her son, Isaiah who is loving his first year of preschool. Hilda is also bi-lingual, being fluent in English and Spanish.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
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