Eric Weider
Market Manager, Executive Director
Phone:
(425) 202-0622(425) 202-0622
Morgan Stanley
Kirkland Branch Office
You define success, we help you achieve it
4000 Carillon Point
Ste 600
Kirkland, WA 98033
US
Branch:
(425) 455-8000(425) 455-8000
Toll-Free:
(800) 733-6650(800) 733-6650
Branch Manager
Eric J. WeiderPhone:
(425) 202-0622(425) 202-0622
About Morgan Stanley Kirkland Branch
The core tenet of the Kirkland office of Morgan Stanley is the belief that success is all about growth. We see that growth in the advisors we serve, the clients they serve and the communities we all cohabitate. Our team is committed to connecting the resources of the firm to every advisor in the branch so that they in turn can leverage the strength of those resources to enhance the lives of their clients and communities.
We are proud to serve an exceptionally diverse and gifted group of over 40 advisors and their teams. These dedicated professionals work every day to bring the deep capabilities of Morgan Stanley to life for their clients and prospects.
This year the Kirkland office participated and volunteered for the Snoqualmie Valley Food Bank. We value SVFB’s dedication to serving its clients and we are glad we were able to contribute to the 6,000 food items that will be delivered.
We are proud to serve an exceptionally diverse and gifted group of over 40 advisors and their teams. These dedicated professionals work every day to bring the deep capabilities of Morgan Stanley to life for their clients and prospects.
This year the Kirkland office participated and volunteered for the Snoqualmie Valley Food Bank. We value SVFB’s dedication to serving its clients and we are glad we were able to contribute to the 6,000 food items that will be delivered.
Services Provided
- Alternative InvestmentsFootnote1
- Cash Management SolutionsFootnote2
- Family Mission Statements
- Insurance ServicesFootnote3
- International Investing
- Investing with ImpactFootnote4
- Legacy PlanningFootnote5
- Lending SolutionsFootnote6
- Long-term Care InsuranceFootnote7
- Maintaining Cash Flow
- Next Generation EducationFootnote8
- Philanthropic GoalsFootnote9
- Portfolio Management
- Retirement PlanningFootnote10
- Saving for CollegeFootnote11
- Succession PlanningFootnote12
- Traditional Investments
Our Team at Morgan Stanley Kirkland Branch
Julia Gerbino
Assistant Vice President, Business Service Officer
Phone:
(425) 202-9971(425) 202-9971
Ray Sich
First Vice President, Risk Officer
Phone:
(425) 202-0625(425) 202-0625
Natasha Schaefer
Branch Administrator
Phone:
(425) 467-3119(425) 467-3119
About Eric Weider
Eric is an Executive Director and Market Manager for the Kirkland office with the Washington Market.
He is a graduate of the University of Cincinnati with a B.S. in Finance and International Business. While in college, Eric started his trading career in 1997 in Cincinnati and continued after graduation as an arbitrage trader in Chicago. In 2004 he joined Bank of America Investments as a Financial Advisor for Premier Banking and Investments. After building a successful practice, he was named Sales Manager of the Palm Beach Market in 2006.
Prior to joining Morgan Stanley, he spent a decade at Bank of America/Merrill Lynch before joining UBS in 2012 where he worked as a Financial Advisor, Regional Sales Manager, Assistant Market Head and Branch Manager.
Eric is passionate about community involvement and volunteering. He serves as a mentor for military veterans with American Corporate Partners and is a supporter of the Bellevue Chamber of Commerce. Eric is married with three children, one daughter and two sons. He enjoys running, hiking, mountain biking, skiing, fishing, and travel.
He is a graduate of the University of Cincinnati with a B.S. in Finance and International Business. While in college, Eric started his trading career in 1997 in Cincinnati and continued after graduation as an arbitrage trader in Chicago. In 2004 he joined Bank of America Investments as a Financial Advisor for Premier Banking and Investments. After building a successful practice, he was named Sales Manager of the Palm Beach Market in 2006.
Prior to joining Morgan Stanley, he spent a decade at Bank of America/Merrill Lynch before joining UBS in 2012 where he worked as a Financial Advisor, Regional Sales Manager, Assistant Market Head and Branch Manager.
Eric is passionate about community involvement and volunteering. He serves as a mentor for military veterans with American Corporate Partners and is a supporter of the Bellevue Chamber of Commerce. Eric is married with three children, one daughter and two sons. He enjoys running, hiking, mountain biking, skiing, fishing, and travel.
About Julia Gerbino
Julia Gerbino, Business Service Officer (BSO), started with Smith Barney in 2008. She has navigated the changes at the firm from Smith Barney to MSSB to Morgan Stanley over the past 15+ years.
Julia worked as a CSA for 10 years prior to taking the BSO role with the Complex in 2021. She is a graduate of the University of Washington in Seattle where she received a dual BA in Math & Dance (GO Huskies!).
In her spare time, Julia enjoys hiking, paddle boarding, country dancing, cooking, and traveling.
Julia worked as a CSA for 10 years prior to taking the BSO role with the Complex in 2021. She is a graduate of the University of Washington in Seattle where she received a dual BA in Math & Dance (GO Huskies!).
In her spare time, Julia enjoys hiking, paddle boarding, country dancing, cooking, and traveling.
Branch Address
4000 Carillon Point
Ste 600
Kirkland, WA 98033
US
Branch:
(425) 455-8000(425) 455-8000
Toll-Free:
(800) 733-6650(800) 733-6650
1Alternative 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.
2Morgan 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
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
6Morgan 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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
10When 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.
11Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Morgan 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
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
6Morgan 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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
10When 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.
11Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024