Jeff Li

Financial Advisor

Contact Me
Jeff Li

MY MISSION STATEMENT

Exceptional intellectual capital, investment knowledge, skills, experience and dedicated personal service to help you achieve life goals

My Story and Services

Welcome

As your Financial Advisor, with my intellectual capital, education, investment knowledge, skills, and experience,  I can help you define your financial objectives and devise a comprehensive plan to achieve them by delivering a vast array of resources and services to you. Working together I can help you preserve and grow your wealth, and help alleviate your financial stress. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices (including equity, fixed income, structured investments and alternatives).

I believe in holistic wealth management and a consultative investment approach for my clients. With Morgan Stanley's leading capabilities, I offer a broad range of advisory services including retirement planning, financial planning, estate planning strategies, insurance, annuities and international wealth management.

Please click on “Education” and “Experience” to learn more about me. I look forward to meeting you.

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Services Include

  • Wealth Management
  • Structured Products
  • Financial Planning
  • 401(k) Rollovers
  • Retirement Planning
  • Life Insurance
  • Annuities
  • Estate Planning Strategies
  • Trust Accounts
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Lending Products
  • 529 Plans
  • Business Planning
  • Wealth Consulting
  • Executive Financial Services
  • Alternative Investments

Securities Agent: CA, IL, IN, MA, MI, MO, NY, OR, SC, TX, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1648250


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

Education

Education

  • Wayne State University, MBA Finance, 1995
  • Wayne State University, Ph.D Study, Electrical Engineering, 1990-1992
  • Wayne State University, M.S. Computer Engineering, 1990
  • Wuhan University, B.S. Physics, 1985

Experience

Experience

Jeff's focus is on helping people to achieve their financial goals by utilizing his knowledge, skills and experience together with Morgan Stanley's leading capabilities.

Jeff graduated from one of the top universities in China with a B.S. in physics at the age of 19.  He came to the United States in 1988, and also earned his M.B.A. in finance from Wayne State University in Detroit, Michigan.  Jeff rose quickly and had a successful career in engineering and management before he followed his heart to full time investing.

Jeff began investing personally in 1993 and with his strong math skills, investing became his passion.  Jeff has broad knowledge of economics, industry development, securities research, and risk analysis.   Jeff believes in holistic wealth management and a consultative investment approach for his clients, leveraging Morgan Stanley’s leading capabilities and partnering up with experts from Morgan Stanley when necessary.

Jeff greatly appreciates the value of hard work and is a strong advocate of giving back to the community. He realized that one’s value is not measured by how much one makes, but by how much one gives and how big one’s heart is. He strongly believes that he could help people with his skills and knowledge in wealth management. Jeff participates in numerous charitable foundations and community organizations.

Jeff loves playing bridge, tennis, badminton, golf and other sports.  He likes to write and enjoys traveling with family. He is an avid photographer, enjoys reading history and music.  Jeff and his wife have three children.

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

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

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

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 Jeff Li today.

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