Eric F. Parker

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

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Eric F. Parker

MY MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

My Story and Services

Wealth Planning with Eric Parker

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.

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.

Working With You

Working With You

We work comprehensively with a select group of families to help coordinate their overall wealth management plans. We do this utilizing a process that seeks to address the key wealth management areas that we'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. 

By leveraging the vast resources of our firm, we 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. 

We 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.

About Me

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


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.


Location

Location

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


    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.

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