Eric Epstein
Financial Advisor at Morgan Stanley
Based in Los Angeles, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
Los Angeles
Industry
Financial Services
Company size
100K
Contact information
Reveal Eric's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
e•••••••@morganstanley.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Eric Epstein
With more than 30 years of experience, Eric strives to provide customized advice through a comprehensive wealth management strategy to affluent individuals, multigenerational families, and small-business owners. He listens carefully to his clients’ goals, values, and concerns, and through his close relationships with clients, seeks to make a difference in their lives by delivering comprehensive wealth management strategies with passion and integrity. As a Morgan Stanley Family Wealth Director, Eric is among a select group of about 5% of Morgan Stanley Financial Advisors (as of December 2023) with access to the firm’s vast resources for seeking to help manage generational wealth, and he focuses on developing financial strategies that aim to meet clients’ specific needs. Eric is a Senior Portfolio Manager and his areas of focus include asset allocation, investment management, cash management and lending solutions, as well as education and retirement planning strategies.
Decision-makers
Other people at Morgan Stanley
- SBStaff
Spencer Biancucci
Financial Advisor · Finance & Accounting
- SBStaff
Sadie Brahim
Equity Derivatives Sales · Finance & Accounting
- SSStaff
Saif Sayed
Associate - Software Engineer Ii · Information Technology
- SZStaff
Samantha Zecopoulos
Wealth Management Associate · Finance & Accounting
- ECManager
Emily Crawford
Participant Relationship Manager · Customer/Client Service
Build a list of verified contacts at Morgan Stanley
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Eric
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime