Eric is a Vice President, Financial Advisor and Senior Portfolio Manager with Morgan Stanley. He works on behalf of a select group of individuals, families, and corporations to help facilitate their wealth management planning objectives. Eric’s primary areas of focus include professional portfolio management, comprehensive financial planning, investment management consulting, retirement planning and estate planning related services. Eric joined Morgan Stanley in 2002 after graduating from The University of Georgia with a BBA in Finance. Eric is a Certified Financial Planner practitioner and Certified Investment Management Investment Analyst. Eric has completed an Executive Educational Program offered through The Wharton School at The University of Pennsylvania, which consisted of extensive studies on asset allocation, manager search and selection, investment policy review and performance measurement. Eric is an Eagle Scout, considered the highest honor in Boy Scouts of America. Over the years, Eric has been a volunteer with the Ronald McDonald House Charities, Chattahoochee River National Recreation Area and Habitat for Humanity. He is a member of the fraternity of Phi Gamma Delta and is a member of The University of Georgia Alumni Association. As a life-long native of Atlanta, Eric enjoys spending time with family and friends, reading, traveling, attending sporting events, exercising, playing golf and classical piano. He and his wife, Lauren, reside in Atlanta with their son, Anders, and cat, Merlin.
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