Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
- 401(k) Rollovers
- 529 Plans
- Alternative Investments
- Asset Management
- Cash Management
- Certificates of Deposit
- Corporate Retirement Plans
- Defined Contribution Plans
- Education Planning
- Estate Planning Strategies
- Exchange Traded Funds
- Financial Planning
- Fixed Income
- Foreign Exchange
- Insurance Services
- Access to Lending Services
- Life Insurance
- Long Term Care Insurance
- Municipal Bonds
- Planning for Special Needs Individuals
- Precious Metals
- Professional Portfolio Management
- Qualified Plans
- Qualified Retirement Plans
- Retirement Planning
- Socially Responsible Investing
- Structured Products
- Trust Services and Accounting
- Wealth Management
- Bachelor of Arts in Economics and Business
- Present: Morgan Stanley*
As a CERTIFIED FINANCIAL PLANNER practitioner, I will review your whole financial picture to educate you on the best decisions for you and your family to help achieve your goals within your risk tolerance while providing a high quality of service. To learn more, email me.
Erik I Hanson holds the following registrations:
Securities Agent: AZ, CA, FL, HI, NV, NY, OR, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .Awards Disclosures
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