Erik Hanson

CFP, Senior Vice President, Financial Advisor

Contact Me
Erik Hanson

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

Welcome

Whether you are planning for retirement, saving for a child’s education, managing a small business, furthering a career, or directing a nonprofit—you need a wealth management plan. That’s why we get to know you as both a person and an investor so that we have a 360-degree understanding of your financial situation. Then we help create a truly personalized investment strategy based on your unique objectives.  

In terms of our client relationships, we live and work locally, so we are able to offer you the personal attention of a neighborhood firm coupled with the global resources of a major financial institution. As Morgan Stanley Financial Advisors, we have access to some of the most up-to-date research and analysis, a wide spectrum of investment choices and some of the best trading platforms in the industry. Our aim is to put these resources to work for you as we devise a financial strategy for you and your family. We believe in partnering with our clients, and we are honored by the faith they place in us.

Securities Agent: AZ, CA, FL, GA, HI, MN, NJ, NV, NY, OR, PA, SC, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1272764


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

We pride ourselves in providing excellent customer service, and work diligently every day to perform at the high standards we set for our team.  Obviously we don’t work with everyone, which is why the ‘boutique’ nature of our team at Morgan Stanley has been and will be successful in the future.  We remain in touch with our clients through regular face to face meetings, seasonal hard copy letters, regular events and educational seminars, and individualized calls and emails during times of personal or market volatility.

Hopefully we’ll present an opportunity and structure that you find appealing – not only with regards to investment selection, monitoring, and performance, but also with our team’s service and consistent communication.  We look forward to the opportunity to work together, in whole or in part, whether it be now or in the near future. 

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Erik Hanson today.

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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.

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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

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