Eric Jefferson

Background

About Eric Jefferson

Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading managers of personal wealth. Working together to preserve and grow wealth, I provide clients access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices. My consultative process begins with an in-depth discussion of your current finances and future objectives. I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables me to work with clients to craft a solution that helps to meet their individual financial needs. Areas of focus: Personal Retirement Planning, Estate Planning Strategies, Personal Trust, Investments, Access to Credit and Lending Services as well as Corporate and Business Solutions 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 a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences.