MY MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy
Comprehensive wealth planning strategies for your life and legacy
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.
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
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.
B.S. University Of Virginia
M.S. Pennsylvania State University
M.B.A. Regis University
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)
Pickelball, paddle tennis, and other racquet sports
Spending time with family
Hiking and the great outdoors
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.
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.
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.
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.
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.
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.
*Reserved clients also get complimentary access to a Reserved Client Service Center representative available 24/7 and a comprehensive set of fees waived .
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.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
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.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Discover a more rewarding way to manage your everyday finances. Access benefits, savings, and enhanced services from your Morgan Stanley Financial Advisor.
Cash management solutions at Morgan Stanley can be an attractive option to a traditional bank.
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