Charles McFadden Ellison

Charles M. Ellison has been a Financial Advisor with Morgan Stanley and its predecessor firm since 2005 assisting clients and their families with wealth analysis, financial planning, asset allocation, and the financial education of current and future generations. He began his career with a focus on asset allocation and risk management and has since expanded this focus to include the research and development of multi-generational wealth management strategies tailored to the needs of wealthy
families.

Charles’ experience in working with wealthy families along with the ability to access Morgan Stanley’s vast resources provides an interesting vantage point from which to mentor entrepreneurs. Charles has seen all sides of the entrepreneur’s journey as the families he works with may have generated their wealth from a great idea brought to fruition. Additionally, these families have/are investing in other entrepreneur’s great ideas both today and in the future to capture innovation, support communities, and build wealth.