Jeffrey E Gillis - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Wealth Accumulation

About

Jeffrey E Gillis is a financial advisor based in Wayzata, Minnesota, providing financial planning and investment guidance to local clients. He specializes in a range of financial services including retirement planning, investment management, and wealth accumulation strategies. As part of the Morgan Stanley network, Jeffrey offers personalized advice tailored to the unique needs of individuals and families. His practice focuses on helping clients achieve their financial goals through comprehensive planning and informed investment decisions.

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