The Ernie Garcia Group at Morgan Stanley

Contact Us
The Ernie Garcia Group

OUR MISSION STATEMENT

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.









Events

Events

LOCC Market Update.JPG

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

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 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.

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

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

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

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

Dow    -166.97

24797.78
4:34PM

Nasdaq    -16.08

7218.23
5:15PM

S&P 500    -14.93

2701.33
4:34PM
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