Erik Burger is a Financial Advisor at Morgan Stanley who joined Morgan Stanley in 2014 as an Institutional Consulting Analyst for Graystone Consulting, a business of Morgan Stanley. He received his Bachelor of Arts in Hospitality Business Management from Michigan State University and a Master of Science in Finance degree from Walsh College. His licenses include the Series 7 and 66. Erik’s primary responsibilities include helping individuals, families and small businesses prepare and stay organized in order to achieve their financial goals and position themselves for a successful future. His primary areas of focus are in retirement, estate planning strategies, college and long-term care planning, budgeting, debt management and portfolio construction. Erik also has a strong background providing advice and support for over 30 institutional clients inclusive of various defined benefit plans, defined contribution plans, endowments and foundations. His primary responsibilities with his institutional clients include: investment performance measurement, analysis, monitoring, reporting, and performance attribution; Asset Allocation Studies; Manager Style Analyses; Manager Searches; Fund Selection; Investment Policy Statements review; along with other statistical analyses and research projects. Erik resides in Macomb Township, Michigan with his wife and dog. In his free time Erik enjoys spending time with his wife (Katlynn), dog (Bailey), friends and family and is an avid hockey player and golfer. Erik and Katlynn enjoy traveling, boating and trying new restaurants.https://www.morganstanleyfa.com/erik.burger/