Eric N. Brook, CPWA®
Senior Vice President, Financial Advisor
Phone:
(305) 533-0211(305) 533-0211
Eric B. Brook
Financial Advisor,
Financial Planning Specialist
Direct:
(305) 347-6217(305) 347-6217
My Mission Statement
Your financial plan should fit your life — not the other way around.
Welcome
Eric B. Brook is a Financial Advisor at Morgan Stanley in Miami. He works alongside Senior Financial Advisor Eric N. Brook, bringing over 30 years of combined wealth management experience to every client relationship — deep expertise paired with a fresh perspective.
Eric graduated cum laude from the University of Florida with a Bachelor's Degree in Business Administration and a Certificate in Sport Management. That background — combined with two Morgan Stanley internships focused on portfolio construction, market research, and investment solutions — shaped a practical, client-first approach to financial planning.
Fluent in Portuguese and proficient in Spanish, Eric works comfortably with clients across diverse backgrounds. In a city as international as Miami, that matters. He knows this market, the people in it, and the relationships he builds here are built to last.
Outside the office, Eric is an avid athlete — basketball, golf, tennis, and strength training are part of his routine. His ties to Miami's sports and business communities are genuine, and they inform how he builds relationships and serves his clients.
Eric graduated cum laude from the University of Florida with a Bachelor's Degree in Business Administration and a Certificate in Sport Management. That background — combined with two Morgan Stanley internships focused on portfolio construction, market research, and investment solutions — shaped a practical, client-first approach to financial planning.
Fluent in Portuguese and proficient in Spanish, Eric works comfortably with clients across diverse backgrounds. In a city as international as Miami, that matters. He knows this market, the people in it, and the relationships he builds here are built to last.
Outside the office, Eric is an avid athlete — basketball, golf, tennis, and strength training are part of his routine. His ties to Miami's sports and business communities are genuine, and they inform how he builds relationships and serves his clients.
Securities Agent: AZ, FL, NY, VA, NJ, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 2828011
NMLS#: 2828011
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A Different Kind of Advisor
Most financial advisors will tell you experience is everything. They are not wrong. That is why every client relationship I bring includes 30+ years of combined wealth management experience through my partnership with Senior Financial Advisor Eric N. Brook.
But experience alone is not enough in today's financial landscape. Here is what I bring to the table:
A long runway. I am building a career, not winding one down. The relationships I start today are ones I intend to maintain for decades.
Modern perspective. I grew up alongside the tools, platforms, and technologies reshaping personal finance. I do not just know how to use them — I understand how they fit into a broader financial strategy.
No legacy habits. I approach every client relationship without the assumptions or shortcuts that can develop over a long career. Every plan starts fresh.
Real roots in Miami. I am not passing through. I was raised here, I work here, and I understand this market from the inside.
Being young is not a limitation. In the right hands, it is an advantage. I intend to prove that through every client relationship I build.
Building Wealth From The Ground Up
Most financial advisor websites are built for people who already have wealth. This one is also built for people who are building it.
Whether you just signed your first real contract, landed your first significant job, or are finally making enough to think seriously about your financial future — this is the right time to start. Not later. Now.
Here is what getting started looks like:
Understanding where you are. Before building anything we need a clear picture — income, expenses, debt, savings, and goals. Most people are surprised by what they find when they actually look.
Building the foundation. Emergency fund, debt strategy, retirement contributions, and a basic investment framework. Simple, intentional, and built around your actual life.
Planning for what is coming. Whether that is buying a home, growing a business, managing a contract year, or preparing for a career transition — your financial plan should be ahead of your life, not reacting to it.
You do not need to have it all figured out to get started. You just need to start.
Location
200 S Biscayne Blvd
Ste 1100
Miami, FL 33131
US
Direct:
(305) 347-6217(305) 347-6217
Meet My Team
Monica Americano
Portfolio Associate
Phone:
(305) 533-0212(305) 533-0212
About Eric N. Brook
Eric N. Brook is a Senior Vice President, Financial Advisor, and International Client Advisor at Morgan Stanley with more than 30 years of experience serving high-net-worth individuals and families in South Florida and Brazil. He holds the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute, in collaboration with the University of Chicago Booth School of Business, and a Bachelor’s degree from Boston University.
Eric began his career in banking at Citibank International in New York and later in Miami, before joining American Express’s International Private Bank. He served as the country representative in São Paulo and later as Brazil Market Manager upon returning to Miami. In 2007, he transitioned to a Financial Advisor role with UBS International, and in 2016 he moved his practice to Morgan Stanley, where he found the right platform to serve his clients.
Fluent in English, Portuguese, and Spanish, Eric offers a deep understanding of American and Brazilian cultures, which allows him to craft tailored investment, estate planning, and tax strategies. Leveraging Morgan Stanley’s intellectual capital and research, he focuses on disciplined, strategic asset allocation to help clients navigate market cycles while avoiding the pitfalls of market timing.
Eric is committed to building generational trust and maintaining lasting client relationships. Based in Miami, he spends his free time with his son, daughter, granddaughter, and fiancée. A passionate outdoorsman, Eric is also a part-owner of his family’s cattle ranch in Brazil, a legacy since 1936, where he remains closely connected to his roots and enjoys horseback riding, cattle work, and time in nature.
Eric began his career in banking at Citibank International in New York and later in Miami, before joining American Express’s International Private Bank. He served as the country representative in São Paulo and later as Brazil Market Manager upon returning to Miami. In 2007, he transitioned to a Financial Advisor role with UBS International, and in 2016 he moved his practice to Morgan Stanley, where he found the right platform to serve his clients.
Fluent in English, Portuguese, and Spanish, Eric offers a deep understanding of American and Brazilian cultures, which allows him to craft tailored investment, estate planning, and tax strategies. Leveraging Morgan Stanley’s intellectual capital and research, he focuses on disciplined, strategic asset allocation to help clients navigate market cycles while avoiding the pitfalls of market timing.
Eric is committed to building generational trust and maintaining lasting client relationships. Based in Miami, he spends his free time with his son, daughter, granddaughter, and fiancée. A passionate outdoorsman, Eric is also a part-owner of his family’s cattle ranch in Brazil, a legacy since 1936, where he remains closely connected to his roots and enjoys horseback riding, cattle work, and time in nature.
Securities Agent: NY, VA, AZ, MA, NJ, FL; General Securities Representative; Investment Advisor Representative
About Monica Americano
Monica Americano is a Portfolio Associate at Morgan Stanley Wealth Management, where she has been supporting her International Client Advisor since 2017. In her role, she helps manage client portfolios, prepares detailed performance reports, conducts investment research, and participates in client meetings to ensure a seamless and personalized client experience. She also contributes to the team’s marketing and business development initiatives, providing feedback on firm tools and platforms to enhance service delivery.
Monica’s career spans more than two decades in client service, sales, and financial management. Before joining Morgan Stanley, she was a Personal Banker at Wells Fargo, building strong community relationships and advising clients on tailored financial solutions. Earlier in her career, she held leadership positions at BR-111 Exotic Hardwood Flooring as Distribution Channel Manager and Customer Care Director, and at AT&T Latin America as Customer Care and Operations Manager, where she developed regional procedures and customer loyalty programs across multiple countries.
Fluent in English, Portuguese, and Spanish, Monica brings a global perspective to client service and relationship management. She earned her Bachelor’s degree in Psychology from Ashford University and an Executive Certificate in Project Management from Florida Atlantic University. She also holds her Series 6, 7, 63, and 66 licenses, as well as a Florida Insurance License.
Based in Miami, Florida, Monica is recognized for her professionalism, attention to detail, and commitment to client care. Outside of work, she finds balance through reading, meditation, and her love of music, while treasuring time with her family—especially her daughter and mother.
Monica’s career spans more than two decades in client service, sales, and financial management. Before joining Morgan Stanley, she was a Personal Banker at Wells Fargo, building strong community relationships and advising clients on tailored financial solutions. Earlier in her career, she held leadership positions at BR-111 Exotic Hardwood Flooring as Distribution Channel Manager and Customer Care Director, and at AT&T Latin America as Customer Care and Operations Manager, where she developed regional procedures and customer loyalty programs across multiple countries.
Fluent in English, Portuguese, and Spanish, Monica brings a global perspective to client service and relationship management. She earned her Bachelor’s degree in Psychology from Ashford University and an Executive Certificate in Project Management from Florida Atlantic University. She also holds her Series 6, 7, 63, and 66 licenses, as well as a Florida Insurance License.
Based in Miami, Florida, Monica is recognized for her professionalism, attention to detail, and commitment to client care. Outside of work, she finds balance through reading, meditation, and her love of music, while treasuring time with her family—especially her daughter and mother.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
Article Image
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
Article Image
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
Article Image
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Eric B. Brook today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The 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.
Awards Disclosures | Morgan Stanley
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The 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.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
