Eric F. Parker

CFP, CWS, Executive Director, Wealth Management, Wealth Advisor

Contact Me
Eric F. Parker

MY MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

My Story and Services

Story

Eric F. Parker is an Executive Director and Wealth Advisor in the Charlottesville office of Morgan Stanley. Eric works with a select group of families to help coordinate their overall wealth management plans. His disciplined, five-step process seeks to address the key wealth management areas that are of greatest importance to his clients relating to the accumulation, protection/preservation, and distribution of wealth.

Eric began his career working in the financial and businesses consulting world.  He joined Morgan Stanley in 2002 in the Denver, CO office to consult with individuals and families on their wealth management needs.  In 2004, he relocated with Morgan Stanley to the Charlottesville, VA office to be closer to family and put roots down in the town where he and his wife went to school.  

A highly regarded professional, Eric has earned the title of Wealth Advisor.  This designation recognizes his commitment and sophisticated approach to helping clients meet complex wealth management requirements. He is also a CERTIFIED FINANCIAL PLANNER™, a highly recognized designation in the financial services industry, awarded to those who have met the rigorous experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. Eric’s education and experience provide a strong platform for a comprehensive approach to wealth management.

Access to Private Banking >

Services Include

  • UGMA/UTMA
  • Wealth Consulting
  • Wealth Management
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Succession Planning
  • Cash Management
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Sustainable Investing
  • Structured Products
  • Trust Accounts
  • Trust Services*

Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, LA, MD, NC, NY, OH, OR, SC, TN, UT, VA, VT; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1261954


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

My Family

My Family

Eric and his wife, Kristina, live with their two children, Amber and Justin in Charlottesville.  When Eric is not working with clients, spending time with family, or participating in community service, he enjoys his other passions of tennis, biking, hiking, and the great outdoors.

Education
B.S. University Of Virginia
M.S. Pennsylvania State University
M.B.A. Regis University

Community Service
Blue Ridge Mountains Rotary Club (2003-present) - current board member
Boys and Girls Clubs of Central Virginia (2005-2014 board member); Chair of Planned Giving committee
Central Virginia Estate Planning Council
Charlottesville Area Association of Realtors (2015 Affiliate of the Year)

Personal Interests
Tennis
Biking
Community Service
Rotary Club
Volleyball
Pickelball, paddle tennis, and other racquet sports
Spending time with family
Hiking and the great outdoors

Working With You

Working With You

I work comprehensively with a select group of families to help coordinate their overall wealth management plans. I do this utilizing a process that seeks to address the key wealth management areas that I've found to be of most importance to our clients.  This covers areas such as the accumulation of wealth and preservation of wealth, and the distribution of wealth.

I look to leverage the vast resources of our firm and give our clients access to some of the best minds in the business.  This entails areas such as our due diligence process, our investment experience, our trust and estate specialist, and many other areas.

I provide this high level of service here in Charlottesville in a very customized and personalized way, serving sounding board, proactively sharing relevant ideas, and being accessible for any questions or issues that may arise on this long-term journey we take together.

What are your hopes and dreams?

Our approach to wealth planning focuses on what is most meaningful to you.
Whether meeting with you for the first time or reviewing your progress and life goals, this is our priority.

Leveraging our vast resources—including intellectual capital, experience and dedicated personal service—we can work with you to create a personalized wealth strategy.


WM process.pngDISCOVER

Our relationship begins with a thorough understanding of you – your needs, your lifestyle and family, and your goals for the future.

CREATE

I work with you to develop a roadmap to help you achieve and protect the outcomes you envision.

ACT

Next, I can help you implement investment, retirement, trust services, lending, cash management and insurance solutions suited to your needs.

ADJUST

Achieving your goals requires vigilance and flexibility. I’ll help you monitor your progress and make adjustments as life evolves, markets and tax laws shift, and priorities change.

Location

Location

  • 401 E. Market St Ste 100
  • Charlottesville, VA 22902


    Our Clients

    Clients

    Reserved Living and Giving


    Sharing What Matters Most

    Reserved Living & Giving is a complimentary loyalty program for eligible and enrolled Morgan Stanley clients* designed to enhance your lifestyle and go beyond traditional wealth management services.  The program provides access to exclusive offers and discounts from luxury brands and curated content. 

    Enjoy Reserved Living & Giving Partner Offers and Experiences

    Enrolled Reserved clients and their families can take advantage of a wide range of discounts and offers such as preferred pricing on a selection of luxury vehicles, best-in-class providers of travel planning and hotels, boutique wine sourcing, hard-to-get tickets, art advisory, gifts, personal insurance, and health and wellness services You will find exciting offers from premium brands as well as select emerging brands we think you will enjoy.  Some of our exceptional partners include Mercedes-Benz, Lexus, Tourneau, Hotel Engine, Red Door Spa and Godiva.

    Learn More>

    Explore Insights & Inspirations

    The Lifestyle section on Reserved Living & Giving contains exclusive insights from Morgan Stanley thought leaders and our distinguished Reserved partners with curated articles on topics such as family, healthy aging, travel, and philanthropic inspiration. 

    Learn More>


    *Reserved clients also get complimentary access to a Reserved Client Service Center representative available 24/7 and a comprehensive set of fees waived .

    Experience

    Experience

    Financial Planning with Eric Parker


    Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized.

    Using our suite of tools — our Asset Aggregation; platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions. 

    Asset Aggregation and Morgan Stanley Online helps us:
        • Analyze your current investments, and financial situation
        • Review and prioritize your goals with you, such as Retirement
        • Education funding
        • Major purchases and philanthropic goals
        • Develop wealth transfer strategies


    Click the links below to access the Asset Aggregation Client Guide and Morgan Stanley Online Client Introduction:

    Asset Aggregation Client Guide

    Morgan Stanley Online Client Introduction

    Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you.  Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

    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

    Insights and Outcomes

    Thought Leadership from Morgan Stanley Family Office Resources for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the leading FOR specialists.

    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

    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

    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

    More From Morgan Stanley

    Ready to start a conversation? Contact Eric F. Parker today.

    Dow    52.40

    24886.81
    4:45PM

    Nasdaq    47.50

    7425.96
    5:15PM

    S&P 500    8.85

    2733.29
    4:45PM
    Market Information Delayed 20 Minutes

    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 reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    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 .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures