Eric Hersh Email & Phone Number

The financial world has become very complex, with a multitude of investment products and services available. Deciding how and what to invest in, how to properly allocate and diversify your assets, and how to preserve capital are all critical factors in achieving your financial goals. The professional wealth management services that our group provides can help you at every step along the way.The EM Hersh Group at Morgan Stanley is a multigenerational group with over 30 years of combined experience in financial services.* Our group focuses on estate planning strategies, implementation of trusts, and family wealth planning. We offer tax-free municipal bonds, cash management and lending, and separately managed equity accounts, as well as alternative investments where appropriate. We utilize insurance and annuity products when appropriate, and have access to the full range of financial services and world class resources available through Morgan Stanley. Leading up to, and during, a client’s retirement years, we provide cash flow planning, multi-generational gifting, and endowment strategies to help secure clients desired legacy and ensure they never outlive their wealth.Our comprehensive wealth management process begins with an in-depth discussion of your current situation and future goals to develop an understanding of who you are and what is important to you. Using this information, we will create a detailed financial plan and investment strategy specific to you and your situation, whether you are saving for retirement, a major purchase, or education funding for your children or grandchildren. Once implemented, we will continuously monitor your plan and work with you through the various stages of life to reflect your changing needs and priorities. A clearly defined and current financial plan can help you feel more confident and informed when making decisions about your family and your finances.Our group is built around customer service, integrity, and accountability. Helping to preserve our clients’ assets through risk management and diversification is among our highest priorities. We welcome the opportunity to discuss with you how we can help you meet your financial goals.

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  Senior Vice President, Financial Advisor With The Em Hersh Group At Morgan Stanley

  Morgan Stanley

  Jan 2008 - Present - New York, Ny, Us

  NMLS#: 1252943©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMorgan 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.The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.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.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Diversification does not guarantee a profit or protect against loss in a declining financial market. *Please see the team website, https://advisor.morganstanley.com/the-em-hersh-group, for details about the members, their functional titles and their individual years of experience.