The Fisher McGlothin Group at Morgan Stanley

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The Fisher McGlothin Group

OUR MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

Our Story and Services

Our Story

Helping you achieve financial success is our first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

Morgan Stanley serves many of the world’s most sophisticated and demanding institutional and individual investors.  Our global presence and expertise allow us to provide our clients with financial advice, integrated solutions and intelligence across all the world’s major markets. As we strive for excellence in advising clients and helping them manage their wealth, no responsibility is more important to us than making certain our clients’ assets are safe, secure and available when needed.

Services Include

  • Sustainable Investing
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning Strategies
  • Financial Planning
  • Professional Portfolio Management
  • 401(k) Rollovers
  • 529 Plans
  • Retirement Planning
  • Wealth Management
  • Planning for Education Funding
  • Structured Products


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

Working With You

Working With You

“Someone is sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett

With over 30 years of experience in the financial services industry, The Fisher McGlothin Group at Morgan Stanley can assist in directing you through any financial situation or responsibility. Our trusted wealth management advice and security is held to the highest standard and has one focus: our clients. Employing thoughtful evaluation and planning, our team will guide you through the investment process with sound decision making that meet your objectives and needs for the future.



Events

Events

The Fisher McGlothin Group periodically hosts events for clients and guests to provide educational opportunities and to facilitate an enjoyable atmosphere where clients engage in meaningful conversations. Some of the events include:

  • Knoxville Symphony Show House Reception
    This client appreciation event supports the Knoxville Symphony Orchestra and provides an enjoyable environment for local clients to engage and network over cocktails and hors d’ oeuvres.

  • Defending Your Portfolio – A Self-Defense Workshop for Women
    This event included a discussion of various investing techniques to mitigate risk in portfolios. A self-defense workshop followed, led by two female police officers.

  • Charlotte Dinner
    This dinner hosted for our local Charlotte clients included a Q&A session with Kevin Kisner, a golf pro, who shared stories about life as a PGA Tour Golfer. There were also presentations from representatives with Blackstone, J.P. Morgan, and Legg Mason discussing ways to lower risk with alternative strategies.
     

     

Community Involvement

Community Involvement

The Fisher McGlothin Group is proud to support many nonprofit organizations that create a positive impact on communities in our area. Contributing to these organizations is a way our team shows appreciation for the long-term benefits they deliver. Nonprofit organizations and programs that our team supports include:

Boys and Girls Clubs of the Tennessee Valley

Emerald Youth Foundation

Big Brothers Big Sisters

Second Harvest Food Bank

Knoxville Fellows Program

Childhelp USA

Hope Resource Center

Knoxville Symphony Orchestra

Knox Area Rescue Ministries 

Greater Knoxville YMCA

Joni and Friends Knoxville

Senior Citizens Home Assistant Service

Rotary International

Executive Women International


Location

Location

  • 1111 Northshore Dr, Suite N 160
  • Knoxville, TN 37919


    Meet The Fisher McGlothin 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

    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

    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

    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

    Ready to start a conversation? Contact The Fisher McGlothin Group today.

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