Eric V. Goodson

Background

About Eric V. Goodson

Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who clients are and the financial forces at work in their life. It means helping clients understand and respond effectively to these forces. And it means helping to invest assets in a way that reflects the realities of a client's life and the uniqueness of their goals. Since Eric has been committed to understanding the specific circumstances of the people and businesses with whom he works; thereby being able to help establish objectives, develop appropriate strategies, recommend products, and review the progress made toward reaching those goals and objectives. He provides clients with financial and investment strategies, cash management, customized investment portfolios, education planning, wealth preservation and transfer, and concentrated stock strategies. As a member of The Alexandria Group at Morgan Stanley, Eric has access to the experience of his team and the ability to offer access to a platform of world class solutions to help clients secure their financial future. Areas of focus- Comprehensive Financial & Retirement Planning - Multi-generational Trust & Estate Planning Strategies - Investment Allocation & Risk Management - Cash Management and Lending Solutions - Corporate Retirement Plan Management & Consulting - Alternative Investments (Hedge Funds, Private Equity, Managed Futures, Exchange Funds) NMLS #1411230