Erin Weidner Email & Phone Number

Rancho Santa Fe

Erin brings particular focus to women’s finance, as her life experience adds an understanding for clients who find themselves as Newly Head of Household—whether from a divorce, widowhood, generational wealth transfer or other life event. Her perspective affords these clients a comfortable place to open up, share their individual circumstances and get clear answers to help address their financial questions and concerns.Erin understands first-hand the financial upheaval that results from… Show more Erin brings particular focus to women’s finance, as her life experience adds an understanding for clients who find themselves as Newly Head of Household—whether from a divorce, widowhood, generational wealth transfer or other life event. Her perspective affords these clients a comfortable place to open up, share their individual circumstances and get clear answers to help address their financial questions and concerns.Erin understands first-hand the financial upheaval that results from a divorce, or family loss, and uses her experience to empower clients with education, appropriate planning, and utilizing portfolio strategies tailored to their particular needs. Her daily objective is to help a woman be able to answer, for themselves, the age-old question of, “Will I be okay?”As a fierce advocate for women’s financial fluency, Erin is passionate about bringing the language of finance to women. She regularly facilitates financial conversations with women’s groups, large and small and present presents to organizations such as the Sharp Hospital Women’s Conference, Rady Children’s Women’s Financial Symposium and panel discussions.Raised in Rancho Santa Fe, Erin studied Economics at Brigham Young University. She raised her three children Maggie, Shannon and Ricky in Park City, Utah before returning to San Diego. While Erin was an accomplished residential land developer in her own right—taking raw dirt from zoning to finished home sites—she was also the first female licensed general contractor (1988) in Utah, and ran her own real estate brokerage.Erin serves as a trustee for the Rancho Santa Fe Golf Club’s Future Legends scholarship and mentoring program and is an advocate for T1D. She imports Italian cashmere, enjoys traveling, takes ‘board meetings’ on her ocean standup paddle board and just competed in her first triathlon. Show less

Rancho Santa Fe

Erin and her partners, Financial Advisors: Jason Mubarak, Steve Finley, Brant Rustich and Jon Schmauss of The Rancho Santa Fe Group at Morgan Stanley, manage client portfolios. Disclosures: © 2020 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… Show more Erin and her partners, Financial Advisors: Jason Mubarak, Steve Finley, Brant Rustich and Jon Schmauss of The Rancho Santa Fe Group at Morgan Stanley, manage client portfolios. Disclosures: © 2020 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.htmlThe 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. NMLS#: 1406613CA Insurance License #: OI21657 Show less

Rancho Santa Fe, Ca

Salt Lake City & Park City Ut

Residential Land Developer. Condominium conversions. Private Client Real Estate.

Park City, Ut

Wine auction benefitting the National Ability Center, and adaptive sport and recreation center based in Park City Utah.