Jeffrey MacElli
Senior Vice President | Portfolio Management Director | Financial Advisor at Morgan Stanley
- Role
- Senior Vice President, Financial Advisor, Portfolio Management Director at Morgan Stanley
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Jeffrey MacElli
What I love most about being a Financial Advisor is helping clients navigate the ups and…
Experience
Senior Vice President, Financial Advisor, Portfolio Management Director
Jul 1995 — Present
I enjoy advising individuals and their families on how to better understand and manage their comprehensive financial picture. As a Financial Advisor for more than 25 years, I believe managing wealth should be based on a strategy that is easy to understand and easy to implement. I utilize a goals-based process, working carefully to help provide each client with clarity and confidence about their finances.I look forward to getting to know you and your family and sharing details on how my partner Greg Thomas, Financial Advisor, and I can help you reach your financial goals for today and for the generations that follow. ©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-macelli-thomas-group. The information or content is for US residents only and subject to the following disclosures: 12•••85CA Insurance License #: 0B70036
Education
San Diego State University-California State University
Bachelors, Economics & Spanish
1984
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