Eric Weisgerber
Financial Advisor,
Insurance Planning Director
Direct:
(248) 740-7156(248) 740-7156
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
While attending Michigan State University I was enrolled in multiple
finance courses and spent the summer of 2015 as a retirement planning
Intern for Morgan Stanley. This experience exposed me to the process of
implementing comprehensive investment strategies and provided insight into
the daily activities of a Financial Advisor. Knowing the passion each advisor
had for their profession, I began to take light of the possibility of one day
becoming a Financial Advisor.
After graduating from Michigan State with a B.S in Kinesiology in 2017,
I pursued a carrier in the financial services industry and accepted a position
with Prudential Annuities Sales in Philadelphia, PA. Being ingrained with a
strong work ethic, I was presented with the 2018 Sales Associate of the year.
After a year with Prudential I transitioned to Morgan Stanley in April of 2019.
Shortly after joining Morgan Stanley and The WL Group, I have transitioned into the role of reviewing the needs of insurance for our clients’ portfolio. The experience with Prudential Insurance has allowed me to comprehend how insurance plays a role for our clients. Most importantly I have been
focusing on client relationship management. Fostering the established relationships within our business has been a goal for this past year. Since, I have created a core relationship with a handful of families who have been a pleasure to work for.
As a passion within my line of work, I enjoy educating clients and prospects on the importance of specific topics such as social security, Medicare and retirement planning. In the past year The WL Group and I have hosted multiple educational seminars to better our clients’ knowledge of the importance of these financial topics.
My time away from the office mostly consists of spending time with friends and family as well as being outside as much as possible, whether that be trying new golf courses to being by a camp fire during the summer nights. I also enjoy spoiling my 3 year old Australian Shepard/Mix dog, Lucy, anytime I can get with her. On college game days, I am cheering on the Michigan State Spartans in any sport and I am also active within my church community.
finance courses and spent the summer of 2015 as a retirement planning
Intern for Morgan Stanley. This experience exposed me to the process of
implementing comprehensive investment strategies and provided insight into
the daily activities of a Financial Advisor. Knowing the passion each advisor
had for their profession, I began to take light of the possibility of one day
becoming a Financial Advisor.
After graduating from Michigan State with a B.S in Kinesiology in 2017,
I pursued a carrier in the financial services industry and accepted a position
with Prudential Annuities Sales in Philadelphia, PA. Being ingrained with a
strong work ethic, I was presented with the 2018 Sales Associate of the year.
After a year with Prudential I transitioned to Morgan Stanley in April of 2019.
Shortly after joining Morgan Stanley and The WL Group, I have transitioned into the role of reviewing the needs of insurance for our clients’ portfolio. The experience with Prudential Insurance has allowed me to comprehend how insurance plays a role for our clients. Most importantly I have been
focusing on client relationship management. Fostering the established relationships within our business has been a goal for this past year. Since, I have created a core relationship with a handful of families who have been a pleasure to work for.
As a passion within my line of work, I enjoy educating clients and prospects on the importance of specific topics such as social security, Medicare and retirement planning. In the past year The WL Group and I have hosted multiple educational seminars to better our clients’ knowledge of the importance of these financial topics.
My time away from the office mostly consists of spending time with friends and family as well as being outside as much as possible, whether that be trying new golf courses to being by a camp fire during the summer nights. I also enjoy spoiling my 3 year old Australian Shepard/Mix dog, Lucy, anytime I can get with her. On college game days, I am cheering on the Michigan State Spartans in any sport and I am also active within my church community.
Securities Agent: AZ, OR, CT, AL, TX, PR, CO, TN, SC, NV, NJ, MD, MS, MN, PA, NC, MO, LA, CA, AR, VT, KY, OK, FL, MA, WI, VA, OH, MI, IN, NY, IL, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1908681
CA Insurance License #: 4012303
NMLS#: 1908681
CA Insurance License #: 4012303
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
101 W Big Beaver Rd
Suite 1200
Troy, MI 48084
US
Direct:
(248) 740-7156(248) 740-7156
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
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
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
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
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Eric Weisgerber 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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
