Eric Lankin, RICP®, CFP®
Managing Director, Wealth Management, Financial Advisor
Phone:
(215) 230-2947(215) 230-2947
The Amethyst Group at Morgan Stanley
Our Mission Statement
Eric Lankin formed The Amethyst Group at Morgan Stanley to provide customized planning, risk management and investment advisory services to families, individuals, and corporate clients.
Services
The Amethyst Group’s services include, but are not limited to:
Families & Individuals:
• Wealth Management
• Alternative Investments
• Estate Planning Strategies
• Financial and Retirement Planning
• Family Office Resources
• Business Planning
• Business Succession Planning
• Access to Private Banking and Lending solutions
• Insurance Advisory
• Philanthropic Management
Businesses & Corporations:
• Corporate Retirement Plans
• Defined Contribution Plans
• Corporate Pension Funds
• Stock Plan Services
• Corporate Investment Solutions
• Cash Management and Lending solutions
Families & Individuals:
• Wealth Management
• Alternative Investments
• Estate Planning Strategies
• Financial and Retirement Planning
• Family Office Resources
• Business Planning
• Business Succession Planning
• Access to Private Banking and Lending solutions
• Insurance Advisory
• Philanthropic Management
Businesses & Corporations:
• Corporate Retirement Plans
• Defined Contribution Plans
• Corporate Pension Funds
• Stock Plan Services
• Corporate Investment Solutions
• Cash Management and Lending solutions
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Forbes
Best-in-State 2023
"Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22. "
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22. "
Best-in -State 2024
"Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23. "
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23. "
Morgan Stanley At Work Solutions For your Business
Utilizing the powerful Morgan Stanley at Work platform, The Amethyst Group at Morgan Stanley is able to help build financial confidence through insightful advice, thoughtful education, and cutting-edge technology across a suite of modern workplace solutions which include Retirement Solutions, Financial Wellness, and Equity Solutions.
Retirement Plan Solutions
Take care of tomorrow, so your employees can take charge of today. Our Retirement Solutions help your company and employees maximize their benefits and make informed decisions about the future.
Prepare your employees for tomorrow
Corporate Retirement Services
• Improving participation rates & preparing employees for retirement
• Ongoing support in managing and shifting fiduciary responsibility
• Selecting and ongoing monitoring of plan investments
• Evaluating and choosing a record keeper/provider
• Understanding plan fees and expenses
• Analyzing and maximizing plan design
We can help you gain confidence and efficiency in your plan management with a strong team, comprehensive services, and fiduciary support. Our goal is to design and help you administer a retirement plan that helps:
• Reduce costs
• Provide employees the opportunity to generate income in retirement
• Manage your risk as a plan fiduciary
How we help Plan Sponsors• Ongoing support in managing and shifting fiduciary responsibility
• Selecting and ongoing monitoring of plan investments
• Evaluating and choosing a record keeper/provider
• Understanding plan fees and expenses
• Analyzing and maximizing plan design
We can help you gain confidence and efficiency in your plan management with a strong team, comprehensive services, and fiduciary support. Our goal is to design and help you administer a retirement plan that helps:
• Reduce costs
• Provide employees the opportunity to generate income in retirement
• Manage your risk as a plan fiduciary
Comprehensive Services Made Simple
We offer the tools, advice and support you need to manage your retirement program with confidence from every angle.
1. Plan Evaluation: We provide a needs assessment, perform benchmarking and run provider searches to help you ensure your plan is set up to achieve its goals.
2. Investment Management: We produce investment policy statements, lead investment selection and perform investment monitoring to give your employees access to money management resources.
3. Plan Management: Through lead issue resolution, fiduciary audit and fee analysis, we help streamline administration and make sure your plan stays in compliance.
4. Plan Participation: We provide content, seminars, and strategic planning resources to educate, engage and excite your employees about preparing for retirement.
Solutions-oriented retirement plans1. Plan Evaluation: We provide a needs assessment, perform benchmarking and run provider searches to help you ensure your plan is set up to achieve its goals.
2. Investment Management: We produce investment policy statements, lead investment selection and perform investment monitoring to give your employees access to money management resources.
3. Plan Management: Through lead issue resolution, fiduciary audit and fee analysis, we help streamline administration and make sure your plan stays in compliance.
4. Plan Participation: We provide content, seminars, and strategic planning resources to educate, engage and excite your employees about preparing for retirement.
Participant Engagement
Inspire your employees to achieve their goals, wherever they are on their journey. Our participant engagement offering helps your employees reduce financial stress and build resiliency, so they can be more confident at work and in life.
Build financial confidence
Dedicated Support and Guidance, Backed by Experience
More services. Lighter administrative load. We offer plan sponsors solutions to help reduce their fiduciary burden and simplify management.
• Plan Competitiveness and Fiduciary Risk Management
• Investment Selection and Monitoring
• Employee Retirement Readiness
The value of a Financial Advisor to a 401k• Plan Competitiveness and Fiduciary Risk Management
• Investment Selection and Monitoring
• Employee Retirement Readiness
Valuable Tools and Resources
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. (Additionally, if including the research reports, add the following:) We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Morgan Stanley Online
Morgan Stanley Online allows you to manage your investments and everyday finances seamlessly and securely in one place.
Register for Morgan Stanley Online Today
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll Today
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance you own online security.
Visit Our Security Center
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 about Total Wealth View
Financial Planning
A variety of planning-related tools—including our award-winning Goals Planning System (GPS) and LifeView—which enable us to provide a single, comprehensive snapshot of your finances and adapt a wealth plan to your ever-changing life demands and modify goals as needed.
Goals-Based Panning
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership, timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Latest Report
On the Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read the Latest Report
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check out the Latest Episode
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology, and beyond.
Check Out the Latest EpisodeLocation
4259 West Swamp Rd
Ste 400
Doylestown, PA 18902
US
1787 Sentry Parkway West
Building 18, Suite 440
Blue Bell, PA 19422
US
Direct:
(215) 274-2561(215) 274-2561
2 North Tamiami Trail
Sarasota, FL 34236
US
Direct:
(941) 364-7438(941) 364-7438
Meet The Amethyst Group
Phone:
(215) 230-6906(215) 230-6906
Rose Binstead
Phone:
(215) 230-2944(215) 230-2944
Cindy Kinkaid
Phone:
(215) 230-2943(215) 230-2943
Rob Lankin
Phone:
(215) 230-2945(215) 230-2945
Lucinda Barron
Phone:
(215) 230-2928(215) 230-2928
About Eric Lankin
Eric leads the team’s wealth, estate, and legacy planning services. Over more than 20 years, Eric has developed the group’s unique approach to wealth management which is built upon adjusting the lens through which families view their finances. Eric’s financial and life planning process empowers individuals and families to enjoy life while maximizing the impact they have on their families and the initiatives or organizations that matter most to them.
Prior to joining Morgan Stanley, Eric was a Managing Director at Wells Fargo and has been named as a top Wealth Manager both nationally and locally by publications such as Five Star Wealth Managers and Philadelphia magazine.
He holds both the Certified Financial Planner (CFP™) and Retirement Income Certified Professional (RICP™) designations. Eric received his B.S. in Business Administration from the Pennsylvania State University.
2015, 2016, 2019-2021 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2015, 2016, 2019-2021) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Prior to joining Morgan Stanley, Eric was a Managing Director at Wells Fargo and has been named as a top Wealth Manager both nationally and locally by publications such as Five Star Wealth Managers and Philadelphia magazine.
He holds both the Certified Financial Planner (CFP™) and Retirement Income Certified Professional (RICP™) designations. Eric received his B.S. in Business Administration from the Pennsylvania State University.
2015, 2016, 2019-2021 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2015, 2016, 2019-2021) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: AL, WA, NH, KS, WY, RI, NE, FL, SC, PA, NJ, MT, ME, MA, CO, AZ, IL, IA, CT, NY, CA, WV, MD, GA, TN, OR, DC, WI, TX, OH, NV, VT, VA, SD, OK, MI, NM, NC, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2007259
NMLS#: 2007259
About Me
As a CERTIFIED FINANCIAL PLANNER™, Phil utilizes his deep understanding of investment, tax, retirement and estate planning strategies to help orchestrate financial success for each clients’ unique goals. Clients entrust Phil with their financial well-being, knowing that he places their interests at the forefront of every decision. He believes that trust, loyalty, professionalism and integrity are paramount to building long-term relationships with his clients. Phil also collaborates with his client’s tax and legal professionals as a synergistic approach to helping achieve their financial needs.
Outside of the office Phil spends most of his time with his wife, Abigail, his daughter, Lily, and his two dogs. During his leisure time, Phil enjoys playing golf, cooking, traveling and being outdoors.
Outside of the office Phil spends most of his time with his wife, Abigail, his daughter, Lily, and his two dogs. During his leisure time, Phil enjoys playing golf, cooking, traveling and being outdoors.
Securities Agent: NE, MA, SD, MT, MN, IL, FL, DE, CT, CA, AZ, GA, WV, WA, TX, OR, NV, NJ, MI, RI, NY, NH, MD, ID, VA, TN, ME, KS, IN, DC, AL, NM, VT, CO, WI, OK, LA, IA, WY, PA, NC, SC, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 2599174
NMLS#: 2599174
About Rose Binstead
Rose, Cindy and Kristen are responsible for both wealth administration, cash flow management and client experience. She has over 20 years of experience in wealth management and joined the team in 2006.
Rose spent time at both Wells Fargo and PNC Investments and has an A.D. from Marymount University
Rose spent time at both Wells Fargo and PNC Investments and has an A.D. from Marymount University
About Cindy Kinkaid
Cindy, Rose and Kristen are responsible for both wealth administration, cash flow management and client experience. She started her career in banking over 40 years ago and joined the team in 2007.
Cindy spent time at both Wachovia and Wells Fargo and received a B.S. in Accounting from The Wharton School at the University of Pennsylvania.
Cindy spent time at both Wachovia and Wells Fargo and received a B.S. in Accounting from The Wharton School at the University of Pennsylvania.
About Rob Lankin
Rob joined the team in 2019 to assist Eric in running the team’s wealth, estate, and legacy planning services. For the past 20 years, he has held various roles in the financial services industry, with a planning focus on asset protection and retirement planning strategies.
Rob received a B.A. in Education with a minor in Business Administration from the Pennsylvania State University.
Rob received a B.A. in Education with a minor in Business Administration from the Pennsylvania State University.
About Lucinda Barron
We are so thankful to have Lucinda as the newest member of the team. She has over 20 years of experience in client services and is the resident expert on all things Morgan Stanley. Lucinda was instrumental in helping our group transition to Morgan Stanley in 2020 and continues to be an invaluable asset to clients and the team.
Lucinda graduated from the Bradford Business School with an associate’s degree in Administrative Assistance.
Lucinda graduated from the Bradford Business School with an associate’s degree in Administrative Assistance.
Contact Eric Lankin
Contact Philip Fiore
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
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Amethyst Group 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.
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
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)
