Eric Werner Email Address

Vice President, Financial Advisor

Morgan Stanley is an American multinational investment bank that is into the financial services industry, deals with institutional securities, wealth management and investment management.

Eric has close to twenty years of industry experience advising non-profit’s, families and individuals on issues related to financial planning, investment and investment management. Eric works with The Legacy Group at Morgan Stanley. His concentration is with non-profit clients in the areas of endowment investment management, and planned giving consulting, and he assists boards and trustees with their fiduciary obligations. Eric works closely with institutions to facilitate investment policy and spending policy discussions. Previously, he worked for Merrill Lynch in Philadelphia and Smith Barney where he worked as an Investment Management Consultant with the Smith Barney Consulting Group division. Eric has worked extensively with non-profits and has served on boards and committees throughout his professional career. He graduated from the Peddie School and the University of Vermont.Areas of focus:CORE SERVICES FOR NON-PROFIT CLIENTS Endowment Investment Management, Index and/or Active Strategies Investment Policy and Spending Policy Development Endowment and Legacy Gift Program Training and Development Retirement 403(b) and 401(k) Plans for Staff Financial Planning and Wealth Transfer Strategies for Donors Trust Structures, Administration and Planning for Donors Estate and Charitable Gift Planning strategies for Donors Annuities, Life Insurance, Charitable Trusts and Gift Vehicle Strategies Legacy and Endowment program audits and training Board and Staff Education and TrainingCORE SERVICES FOR INDIVIDUALS AND FAMILIES Financial and Retirement Planning Trust and Estate Services Stock and Bond Brokerage Municipal 'tax Free' bonds Managed Accounts Index Fund and Exchange Traded Funds – ETF’s Mutual Funds, Non-Proprietary AnnuitiesNMLS# 1498256