Sarah Conn
Client Service Associate
Phone:
(614) 532-4083(614) 532-4083
Erik Zwilling, CFP®
Vice President,
Financial Advisor,
Senior Portfolio Manager
Direct:
(614) 798-3240(614) 798-3240
My Mission Statement
Our team helps a limited number of clients align their finances with their goals, allowing them to optimize their lifestyles & support their families through personalized wealth management strategies and ongoing reviews.
My Story and Services
Erik has been serving clients in the financial services industry for over 20 years.
As a Veteran of the 101st Airborne Division of the US Army, Erik understand what it means to lead and complete a mission. Along with his team, Erik develops and integrates a Financial Planning process that helps his clients achieve the goals that they wish to pursue with their finances and their lives.
Erik is a graduate of The Ohio State University with a B.S. in Education and earned his MBA from Otterbein University. He is a Certified Financial Planner™ professional with a focus on retirement income planning for his clients.
Erik is committed to giving back. Since completing his assignment in the US Army, he has volunteered in various positions for many local charities such as “Corner Captain” for Charity Newsies, the Knights of Columbus, RCIA Leader at St. Paul’s, the Academy for Autistic Children, as well as serving as a former board member of RELA and Bridgeway.
When Erik is not serving his clients he can be found spending time with friends and family touring craft breweries, boating on Indian Lake, and traveling to see their favorite bands. Erik and his wife Shellie live in Hilliard, OH with their three sons.
As a Veteran of the 101st Airborne Division of the US Army, Erik understand what it means to lead and complete a mission. Along with his team, Erik develops and integrates a Financial Planning process that helps his clients achieve the goals that they wish to pursue with their finances and their lives.
Erik is a graduate of The Ohio State University with a B.S. in Education and earned his MBA from Otterbein University. He is a Certified Financial Planner™ professional with a focus on retirement income planning for his clients.
Erik is committed to giving back. Since completing his assignment in the US Army, he has volunteered in various positions for many local charities such as “Corner Captain” for Charity Newsies, the Knights of Columbus, RCIA Leader at St. Paul’s, the Academy for Autistic Children, as well as serving as a former board member of RELA and Bridgeway.
When Erik is not serving his clients he can be found spending time with friends and family touring craft breweries, boating on Indian Lake, and traveling to see their favorite bands. Erik and his wife Shellie live in Hilliard, OH with their three sons.
Securities Agent: IL, WV, GA, FL, MA, IN, NH, DE, OH, ME, WI, NC, KY, TN, SC, NY, AZ; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
Our wealth management approach covers the full spectrum of customized solutions. As your “personal chief financial officer,” we not only focus on helping you articulate your needs and aspirations, but also on reviewing all aspects of your financial life so we may create a comprehensive road map that ensures financial success over multiple generations. Committed to helping you protect and grow your assets, we strive to be your primary financial advisory team. We are focused on providing timely, unbiased advice and earning your confidence every day to make a real difference in your life.
Step 1: Introductions
We begin with an informal conversation. This is your opportunity to learn about us, as we get to know you. We’ll then schedule a more in-depth discussion in your home or our offices – whichever you prefer – and ask you to bring important financial documents.
Step 2: Discovery
We continue the dialogue by fostering an in-depth conversation where we learn about the values that shape your decisions, review the information you’ve prepared and define your priorities.
Step 3: Analysis
Next, we review your current and future financial situation, identify any potential shortfalls and discuss the impact of unexpected life events. In this step, we may also reach out to your CPA and estate attorney to understand any existing strategies, so we can coordinate our efforts into one cohesive plan.
Step 4: Plan Development
Here, we prepare a comprehensive financial plan that addresses your specific needs and goals. We utilize a number of financial planning tools to develop your plan, which will include investment recommendations, as well as appropriate wealth management strategies to consider.
As a pioneer and innovator in the industry, Morgan Stanley offers eligible investors access to an unmatched platform of alternative investments, built on our Firm’s expertise, unique network and unwavering commitment to our clients.
As a pioneer and innovator in the industry, Morgan Stanley offers eligible investors access to an unmatched platform of alternative investments, built on our Firm’s expertise, unique network and unwavering commitment to our clients.
Step 5: Presentation and Implementation
In this step, we present your plan and explain why we recommend each strategy. Once approved by you, we begin to implement the strategies. We believe in full transparency and will keep you involved each step of the way.
Step 6: Ongoing Service
We oversee your progress and regularly review the performance of your plan through ongoing calls and meetings. We may recommend adjustments over time, due to changing market conditions or changes in your personal circumstances, to help keep you on track towards achieving your goals.
Team Newsletters
In this tab, you can access all the newsletters that we have sent to our clients in the past, as well as the latest one for the current month. These newsletters contain valuable and important information regarding the markets, as well as any team updates we may have. We hope you find this information insightful and enjoy reading our team newsletters.
February & March 2025 Newsletter
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January 2025 Newsletter
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December 2024 Newlsetter
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November 2024 Newsletter
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October 2024 Newsletter
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September 2024 Newsletter
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August 2024 Newsletter
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July 2024 Newsletter
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May & June 2024 Newsletter
Click Here to ReadDigital Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More
Morgan Stanley CashPlus
Easily access your cash with the Morgan Stanley CashPlus account. Along with ATM fee rebates, identity protection, the CashPlus accounts allows you to easily manage your account online.
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Digital Vault
Easily and conveniently manage and share life’s most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings. Digital Vault allows for easy document sharing, convenient access, and encrypted files.
Learn More
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts and timely insights to support them at home and beyond.
Learn MoreA Financial Plan Made For You
Our wealth management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.
Start Planning Now
Aladdin - Intelligent Risk Management
The Portfolio Risk Platform integrates the leading risk analytics engine into Morgan Stanley Wealth Management's platform to improve the quality, transparency, and efficiency of the end to end risk management processes for the Firm and our Clients.
Spending and Budgeting Tool
One way to manage savings is by using Morgan Stanley’s Spending and Budgeting tool. These tools help advisors monitor client cash flows across both internal and external accounts. It also tracks spending patterns and produces an income and expense analysis to help clients achieve their goals by adjusting their spending behavior when necessary.
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LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual’s financial life, including investments and cash management needs.
Learn More
GIC On The Markets
The Global Investment Committee's Michael Wilson provides insightful commentary on the markets while covering key areas to help investors with the financial landscape.
Learn More
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn MoreLocation
545 Metro Place South
Suite 300
Dublin, OH 43017
US
Direct:
(614) 798-3240(614) 798-3240
Meet My Team
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Kimberly Emerson
Private Banker
Edward Rogowski
Planning Associate
About Kimberly Emerson
Kimberly Emerson is a Private Banker serving Morgan Stanley Wealth Management offices in Ohio.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kimberly began her career in financial services in 2001, and joined Morgan Stanley in 2015. Prior to joining the firm, she was a Private Banking Relationship Manager at FC Bank. Kimberly has also been a Wealth Management Banker at Merrill Lynch, as well as a Private Banking Relationship Manager at Fifth Third and KeyBank.
Kimberly is a graduate of Ohio Dominican University where she received a Bachelor of Arts in Business Administration. She and her family reside in Blacklick, Ohio. Outside of the office, Kimberly enjoys sporting events, concerts, and spending time with her family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kimberly began her career in financial services in 2001, and joined Morgan Stanley in 2015. Prior to joining the firm, she was a Private Banking Relationship Manager at FC Bank. Kimberly has also been a Wealth Management Banker at Merrill Lynch, as well as a Private Banking Relationship Manager at Fifth Third and KeyBank.
Kimberly is a graduate of Ohio Dominican University where she received a Bachelor of Arts in Business Administration. She and her family reside in Blacklick, Ohio. Outside of the office, Kimberly enjoys sporting events, concerts, and spending time with her family.
NMLS#: 767178
About Edward Rogowski
Ed Rogowski is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Ed provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from Lafayette College and received the Financial Planning Specialist® designation from the College for Financial Planning. Ed is originally from Cleveland, OH and currently resides in Hoboken, NJ.
He earned his undergraduate degree from Lafayette College and received the Financial Planning Specialist® designation from the College for Financial Planning. Ed is originally from Cleveland, OH and currently resides in Hoboken, NJ.
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
Are You Prepared for Tax Day?
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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
Article Image
Ready to start a conversation? Contact Erik Zwilling today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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
CRC 6491812 (04/2024)
