Erin Fox, CDFA®
Vice President,
Financial Advisor,
Insurance Planning Director,
Certified Divorce Financial Analyst
Direct:
(703) 394-1973(703) 394-1973
Direct:
(703) 394-1973(703) 394-1973
Toll-Free:
(800) 336-0156(800) 336-0156
My Mission Statement
My mission is to help my clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. My personalized client experience seeks to provide added value to you and your family by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.
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.
My objective is to provide clients with informed decisions about retirement planning and estate preservation. I work with clients to form lasting relationships built on trust, integrity, and a high level of service. I am especially passionate about working with people with their pre and post-divorce needs, and have earned the designation of Certified Divorce Financial Analyst.
Prior to joining Morgan Stanley in 2015, I began my career in the financial industry in 2001 at Wachovia Securities where I handled legal inquiries for the home office and the branches and later represented the Firm in an array of SEC, FINRA, and state-agency examinations and investigations. While at Wachovia, I obtained the Series 7 and Supervisory Principal licenses. Additionally, I've completed a Securities Regulation and Compliance Certification from the University of Richmond.
I graduated from Old Dominion University in Norfolk, Virginia with a Bachelor of Science Degree and a Minor in Sociology. A native to northern Virginia, I enjoy spending time in the nation's capital. I am also an outdoor enthusiast, enjoying boating, jet-skiing, a good run and a long bike ride. I am a certified scuba diver and am passionate about traveling, especially with my two children.
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.
My objective is to provide clients with informed decisions about retirement planning and estate preservation. I work with clients to form lasting relationships built on trust, integrity, and a high level of service. I am especially passionate about working with people with their pre and post-divorce needs, and have earned the designation of Certified Divorce Financial Analyst.
Prior to joining Morgan Stanley in 2015, I began my career in the financial industry in 2001 at Wachovia Securities where I handled legal inquiries for the home office and the branches and later represented the Firm in an array of SEC, FINRA, and state-agency examinations and investigations. While at Wachovia, I obtained the Series 7 and Supervisory Principal licenses. Additionally, I've completed a Securities Regulation and Compliance Certification from the University of Richmond.
I graduated from Old Dominion University in Norfolk, Virginia with a Bachelor of Science Degree and a Minor in Sociology. A native to northern Virginia, I enjoy spending time in the nation's capital. I am also an outdoor enthusiast, enjoying boating, jet-skiing, a good run and a long bike ride. I am a certified scuba diver and am passionate about traveling, especially with my two children.
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.
Securities Agent: FL, CO, RI, NY, MN, IL, DC, AZ, VA, TX, NC, MI, AR, SC, ND, ME, CT, SD, PA, NV, WA, UT, NJ, GA, WI, VT, TN, OR, OH, MO, OK, MD, MA, IN, CA, WV, HI, DE, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 1490588
NMLS#: 1490588
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
LIFE NAVIGATOR
One of my goals is to help my clients navigate various events and stages as they progress through life. Here, you will find a wide range of content and materials covering major milestones you might face in life.
Birth
Welcoming a child into the family is a joyous occasion for everyone. It is critical to plan and prepare for the financial components that a new child introduces into their lives—everything from planning for the costs associated with birth, adoption or surrogacy; anticipating unexpected medical expenses; understanding gifting requirements; preparing for child care and planning for educational expenses.
Learn More
Caregiving
The aging process can be challenging whether you are looking to develop a plan for themselves, or trying to figure out the best way to support their parents. Elder care may be a complicated, emotional process but being informed and having a plan, appropriate care, and insurance can help you navigate this demanding responsibility and consider the implications for your financial life especially as healthcare costs rise.
Learn MoreWomen in Transition
The end of a marriage is a tumultuous time. However, for women, divorce and widowhood can raise a unique set of challenges. Women take on many roles and often navigate complex lives. A solid financial foundation can help women manage their financial future and simplify their financial life. The articles below can be used as a resource to help you through this often difficult transition
Planning For a New Beginning
Dealing with the impact of divorce on your financial life can make an emotionally difficult time even more challenging. Although divorce is seldom easy, you can prepare for it- and being prepared will help you feel more in control and better equipped to make informed, confident decisions about your financial future.
Read "Divorce: Planning For a New Beginning"
Life After Divorce
Divorce is almost never easy. The more you know and the better you understand your options, the more prepared you will be to make sound decisions. This will help you take control of your financial life and prepare the way for greater confidence and flexibility in the future.
Read "Life After Divorce: Planning Your New Future"
Making the Most of Your Sudden Wealth
Most financial gains are inheritances, but they can also stem from a variety of other sources such as legal settlements. Suddenly inheriting wealth can propel you to financial security or serve as a source of future regret, if not managed wisely. This fact sheet will help you identify the issues involved in managing, preserving and maximizing your new wealth.
Read "Making the Most of Your Sudden Wealth"
A Woman's Guide to Life & Money
How do you fulfill your caregiving duties without sacrificing your own self care? How does a major life transition like divorce or retirement impact your financial future? If you’re wrestling with some of these questions, the Playbook: A Woman’s Guide to Life & Money may have the answers you’re looking for.
Read "A Woman's Guide to Life & Money"
Navigating Divorce
It is important to evaluate the impact divorce can have on both your personal and financial matters. The better you understand your options, the more likely you are to make sound financial decisions. This article will help you learn how to build a solid financial strategy that may help you provide you with greater confidence and flexibility in the future.
Read "Planning For the New Beginning"
The Psychology of Money
Wealth is a complex concept, and your perceptions, biases and emotions about money can affect the financial decisions you make. Understanding this dynamic and developing strategies for making objective decisions about money can help you manage your wealth more wisely.
Banking and Lending
As a valued Morgan Stanley client, you are eligible to take advantage of our comprehensive and competitive suite of cash management and lending solutions. Whether you're seeking to simplify your cash management solutions, or even to finance buying a home, we've got a solution for you.
Home Loans
Whether you're buying or refinancing a home, purchasing a vacation or investment property, or helping a family member realize their home ownership goals, let me help you find the best financing solution to meet your needs.
Liquidity Access Line
If you are looking to expand your business, fund real estate needs, pay taxes or cover other expenses, Liquidity Access Line is a securities-based loan that offers a convenient way to access funds.
A $695 Annual Engagement Bonus
For eligible Platinum CashPlus brokerage account clients with The Platinum Card® from American Express, exclusively for Morgan Stanley. Certain Morgan Stanley Debit Cardholders may also qualify. Terms apply.
Click Here to Learn More
Morgan Stanley Blue Cash Preferred® American Express Card
A very welcoming offer. Earn a $250 statement credit with the Morgan Stanley Blue Cash Preferred® American Express Card. Terms apply.
Learn More
Cash Management and Lending Brochure
For more information on our full suite of cash management and lending capabilities, check out this brochure.
Learn MoreMY SERVICES AND PROCESS
Services I Provide
FINANCIAL PLANNING: Goals Analysis, Retirement Income, Debt Analysis, Special Circumstances
INVESTMENT PLANNING: Security Recommendations, Economics, Asset Allocation, Tax Efficient Investing
WEALTH PLANNING: Wills & Legal Documents, Legacy Planning/Gifting, Family Governance, Charitable Planning
BUSINESS OWNER PLANNING: Risk Management, Cash Management, Retirement Benefits, Succession Planning
EXECUTIVE PLANNING: Incentive Compensation, Stock Options, Concentrated Positions, Stock Monetization
My Process
1. Discovery: Listen, learn, and identify what is important to you and your legacy
2. Develop Strategies: Determine risk and gather data to analyze current investments and create a financial plan
3. Onboarding Meeting: Present and discuss the plan
4. Deployment of Solutions: Move assets and assign responsibilities
5. Orientation Meeting: Meet and understand the team and "who to contact"
6. Wealth Team Integration: Develop and understand your network, liquidity needs, and secondary plans
7. Strategy/Tactical Meetings: Monitor, discuss, and adjust future transitions
Location
1650 Tysons Blvd
Suite 1000
McLean, VA 22102
US
Direct:
(703) 394-1973(703) 394-1973
Toll-Free:
(800) 336-0156(800) 336-0156
Fax:
(703) 356-6492(703) 356-6492
1650 Tysons Blvd
Suite 1000
McLean, VA 22102
US
Direct:
(703) 394-1973(703) 394-1973
Wealth Management
From My Desk
6 Financially Smart Ways to Start 2025
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Erin Fox 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
