Eric F. Parker

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

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Eric F. Parker


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

  • 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, PA, SC, TN, TX, 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

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
Community Service
Rotary Club
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.



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


    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 for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.


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

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


    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


    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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    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: 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.

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