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Eliot M. Shatzman
Eliot M. Shatzman
Senior Vice President - Wealth Management
Senior Portfolio Manager
Portfolio Management Director
6701 Democracy Blvd.
Suite 400
Bethesda , MD 20817
tel: 301-897-4164
fax: 301-530-5970
Email Me
Welcome Experience Associations Services
Welcome

Eliot Shatzman focuses on simplifying the financial life of his clients while guiding them towards or helping them maintain financial security. His approach is proactive and comprehensive, working on powerful ways to build, protect and distribute wealth in the most tax advantageous ways at every stage of your financial life.

Invest a few minutes browsing Mr. Shatzman’s website and gain valuable insight into how he and his services can help you simplify your financial life. With your assets professionally managed, you can focus your time on things most important to you.

Business Experience
  • 1992 - Present: Morgan Stanley Smith Barney, Bethesda, MD
  • 1985 - 1992: BT Brokerage Corporation (Bankers Trust Company), Institutional Equity Trader, New York, NY
  • 1984 - 1985: Moore & Schley, Cameron & Co., Stockbroker, New York, NY
Associations
  • American Heart Association
    Past Member - Board of Directors
  • Jewish Social Service Agency
    Past Member - Board of Directors
  • St. Jude Children's Research Hospital
    Past Committee Chairman
Services
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Fixed Income
  • Lending Services
  • Municipal Bonds
  • Endowments and Foundations
  • Corporate Pension Funds
  • Corporate Cash Management
  • Long Term Care Insurance
  • Business Succession Planning
  • Professional Portfolio Management
  • Corporate Retirement Plans
  • 401k Rollovers
  • Insurance Services
  • Annuities
Bulletin Board
  • I have a variety of educational and reference items under brochures. These items should keep you informed and help save you time. Please contact me if you have questions.
  • Family Assist - Helping Surviving Family Members Maintain Financial Independence. Do you need to revise your financial and estate plans to reflect new issues and concerns? Click on Brochures to read this guide.
Eliot M. Shatzman is licensed in the following state(s): CA, CO, DC, DE, FL, GA, HI, IN, MA, MD, MI, MS, MT, NC, NJ, NY, PA, TX, VA, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

2009 Annual Limits: Relating to Financial Planning (pdf)

404(c): Good Offense, Good Defense? (pdf)
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