OUR MISSION STATEMENT
Dedicated to making life
and wealth work together.
Global Firm - Local Team!
Dedicated to making life
and wealth work together.
Global Firm - Local Team!
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.
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.
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.
Ernie has celebrated more than 32 years in the financial industry, 30 of which have been at Morgan Stanley. Ernie's financial career began while completing his degree at Florida State University, as an intern with Smith Barney. Ernie was born and raised in the Tampa area, and he and his family have made Sarasota their home for the past 30 years. Ernie takes great pleasure in getting to know his clients and working with them to make their best invesment choices.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, VA, VT, WI, WV, WY; General Securities Representative; Investment Advisor Representative
Christopher and his fiancé Reagan are both lifetime residents of the Sarasota community. He earned his Bachelor of Science degree in Business Administration and Business Management from the University of Central Florida. He began his career with Morgan Stanley in Tampa in 2013 before joining The Ernie Garcia Group in 2014. Christopher cares deeply about his clients and works tirelessly to help them achieve their financial goals.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
Karen began her career in the financial service industry over 40 years ago. She transitioned to Smith Barney (Morgan Stanley) in 1986 where she holds both her Series 7 and and Series 63 licenses, as well as, her Commodities Futures Trading Commission License. Karen is responsible for overseeing daily client service efforts and providing operational support to the team.
Michelle has been in the financial service industry for over 15 years. She earned her Bachelor of Arts from Beloit College. She holds her Series 7, 31, and 66 licenses. Michelle is also insurance and annuity licensed. She is responsible for assisting clients with their financial planning needs as well as assisting in the daily client service efforts.
Joseph Carretta is an Annuity Planning Specialist serving Morgan Stanley since 2014. He began his career in financial services in 2008. Prior to joining Morgan Stanley in 2014, Joseph was a Regional Vice President for Sun America. He graduated from St. Bonaventure University with a Bachelor of Science degree in Economics.
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 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.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
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.
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