Erez Avidan
My Mission Statement
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
About Erez Avidan
Erez Avidan is a First Vice President and Financial Advisor with The Hanes Haber Group at Morgan Stanley. With deep experience, absolute integrity, and a comprehensive skillset –– he helps high-net-worth clients preserve and grow their wealth across generations.
Erez attended SUNY Albany and first entered the wealth management industry in 2009 working on Wall Street for six years. He then went on to become a Financial Advisor with Capital One in 2015. He went on to join Citibank as a Vice President, Wealth Management in 2016. There, he joined The Hanes Haber Group and came on board with Morgan Stanley in 2021.
With The Hanes Haber Group, Erez provides comprehensive wealth management solutions to help his clients protect their futures and their families for decades and generations to come. His approach is founded on a set of unwavering values: Transparency. Commitment. Diligence. Service. Those values are his promise to his clients. Each and every day, he strives to go above and beyond in pursuit of their best interests, helping them across a wide-range of needs from wealth preservation and tax mitigation, to asset allocation and charitable giving strategies. Overall, his goal is to provide clients with the comprehensive and creative guidance needed to help empower their family's futures, for generations to come.
Outside the office, Erez lives in Tenafly, NJ with his wife and two young sons. Born in Israel and raised in New York since age 5, he is a bilingual (Hebrew native) speaker. In his free time, he enjoys playing basketball, golf, poker, catching up on world events, and traveling with his family.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
NMLS#: 1814461
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
The 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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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures
