Eric Olson
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Eric Olson Email & Phone Number

Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management at Morgan Stanley
Location: Greater Phoenix Area, United States 4 work roles 1 school
1 work email found @morganstanley.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Morgan Stanley
Role
Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management
Location
Greater Phoenix Area, United States
Company size
78669 employees

Who is Eric Olson? Overview

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Quick answer

Eric Olson is listed as Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management at Morgan Stanley, a with 78669 employees, based in Greater Phoenix Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Eric Olson.

Eric Olson previously worked as Managing Director, Private Wealth Advisor at Morgan Stanley and Investment Specialist at J.P. Morgan. Eric Olson holds Bachelor Of Business Administration (B.B.A.), Finance from Brigham Young University.

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Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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Profile bio

About Eric Olson

As a Managing Director and Private Wealth Advisor at Morgan Stanley, I lead a team that focus in serving founders and closely held business owners. With over 13 years of experience in the financial services industry, I have developed deep experience in financial planning, strategic capital transactions, private equity/debt, and capital raises.My mission is to help my clients achieve their financial goals and optimize their wealth creation and preservation strategies. I am proud to be recognized as one of the Barron's Top 100 Private Wealth Management Teams in 2023, thanks to the trust and satisfaction of my clients and the collaboration and support of my team and partners.Barron's Top 100 Private Wealth Management Teams​Source: Barron's.com (Awarded April 2023) Data compiled by Barron's based on time period from Dec 2021 - Dec 2022.Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html

Listed skills include Bloomberg Terminal, Investments, Bloomberg, Fixed Income, and 6 others.

Current workplace

Eric Olson's current company

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Morgan Stanley
Morgan Stanley
Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management
new york, new york, united states
Website
morganstanley.com
Employees
78669
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4 roles

Eric Olson work experience

A career timeline built from the work history available for this profile.

Managing Director, Private Wealth Advisor

Current
Morgan Stanley

Scottsdale, Arizona

© 2022 Morgan Stanley Private Wealth Management, a division of 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.htmlNMLS#: 1090331

Feb 2015 - Present

Investment Specialist

J.P. Morgan
Jul 2013 - Jan 2015

Analyst

Jp Morgan Chase
Jan 2010 - Jun 2013
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →

DD Daniel Diaz Daniel Diaz Colleague at Morgan StanleyNew York City Metropolitan Area, United States View → KK Kanta Kagawa Kanta Kagawa Colleague at Morgan StanleyGreater Tokyo Area, Japan View → XN Xan Netter Xan Netter Colleague at Morgan StanleyNew York, United States View → FW Frederick Wong, Cfa, Frm, Caia Frederick Wong, Cfa, Frm, Caia Colleague at Morgan StanleyHong Kong Sar, Hong Kong View → SW Sandoval Wood Sandoval Wood Colleague at Morgan StanleyNew York, United States View → SB Sean B. Sean B. Colleague at Morgan StanleyBrooklyn, New York, United States View → AK Ariana Kwekel Ariana Kwekel Colleague at Morgan StanleyGrand Rapids, Michigan, United States View → BB Brenda Brown Brenda Brown Colleague at Morgan StanleyCharleston-Huntington Area, United States View → ET Ellen(Mengyue) Teng Ellen(Mengyue) Teng Colleague at Morgan StanleyNew York City Metropolitan Area, United States View → AH Andrew Hill Andrew Hill Colleague at Morgan StanleyHouston, Texas, United States View →
1 education record

Eric Olson education

  • Brigham Young University
    Brigham Young University
    Finance
FAQ

Frequently asked questions about Eric Olson

Quick answers generated from the profile data available on this page.

What company does Eric Olson work for?

Eric Olson works for Morgan Stanley.

What is Eric Olson's role at Morgan Stanley?

Eric Olson is listed as Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management at Morgan Stanley.

What is Eric Olson's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Eric Olson at Morgan Stanley.

Where is Eric Olson based?

Eric Olson is based in Greater Phoenix Area, United States while working with Morgan Stanley.

What companies has Eric Olson worked for?

Eric Olson has worked for Morgan Stanley, J.P. Morgan, and Jp Morgan Chase.

Who are Eric Olson's colleagues at Morgan Stanley?

Eric Olson's colleagues at Morgan Stanley include Daniel Diaz, Kanta Kagawa, Xan Netter, Frederick Wong, Cfa, Frm, Caia, and Sandoval Wood.

How can I contact Eric Olson?

You can use AeroLeads to view verified contact signals for Eric Olson at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Eric Olson attend?

Eric Olson holds Bachelor Of Business Administration (B.B.A.), Finance from Brigham Young University.

What skills is Eric Olson known for?

Eric Olson is listed with skills including Bloomberg Terminal, Investments, Bloomberg, Fixed Income, Asset Allocation, Financial Analysis, Capital Iq, and Series 7.

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