The Ernie Garcia Group at Morgan Stanley

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The Ernie Garcia Group


Dedicated to making life
and wealth work together.
Global Firm - Local Team!

Our Story and Services

Our Story

The Ernie Garcia Group at Morgan Stanley provides highly personalized, comprehensive wealth management strategies that are customized to help our clients grow, preserve and effectively transfer their wealth. Working together with our clients and their families, we help them achieve their life goals while providing a superior service experience.

Services Include

  • Financial Planning
  • Wealth Management
  • Municipal Bonds
  • Retirement Planning
  • Estate Planning Strategies
  • 401(k) Rollovers
  • Annuities
  • Alternative Investments
  • Lending Products
  • Endowments and Foundations

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

Community Involvement

Community Involvement

Ernie believes strongly in giving back to the community, and is passionate about philanthropy.  Ernie gives back to the community in so many ways - as a volunteer, event sponsor, and helping to promote local fundraising.  He is very supportive of the Special Olympics, the V Foundation for Cancer Research, Wounded Warriors, Habitat for Humanity, Suncoast Charities for Children, Rob's Rescue, and many other local and national charities.



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How We Take Care of You

Today more than ever, investors need a dedicated financial team to guide them through complex global markets and countless investment choices. The Ernie Garcia Group at Morgan Stanley serves many affluent investors, and our firm is one of the nation’s leaders in wealth management. As your Financial Advisor, my team has the experience with the unique challenges, styles and strategies that distinguish wealthy investors. We will work with you to develop a financial plan that will help you preserve and grow your wealth, relying on the insights of experienced professionals and a world class investment platform with a full spectrum of customized tactical strategies.

Meet The Ernie Garcia Group


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 our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.


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


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

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


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

Ready to start a conversation? Contact The Ernie Garcia Group today.

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