Welcome

When you sponsor a qualified retirement plan, you are providing your employees with an opportunity to save for a secure retirement. You are also enhancing your ability to retain your current employees and making your company more attractive to prospective ones. However, if you’re like many plan sponsors, the prospect of overseeing a plan and the responsibilities that come along with it may seem overwhelming.  As a Corporate Retirement Director, we have the resources to help address your concerns in a way that makes managing your 401(k) plan easier—so that you can focus on running your business
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Location

300 Linden Oaks
Suite 200
Rochester, NY 14625
US
Direct:
(585) 264-4507(585) 264-4507
Toll-Free:
(800) 877-4697(800) 877-4697

Meet The E.W.S. Group

About Me

Eric Smith is a Financial Advisor and fully licensed investment professional with over 15 years of experience in corporate retirement plan consulting. Eric holds the title of Corporate Retirement Director at Morgan Stanley based on his commitment and dedication to helping plan sponsors navigate the complexities of offering retirement plan programs to their employees. He also holds the designation of Chartered Retirement Plan SpecialistSM (CRPS®) and Accredited Investment Fiduciary (AIF).Eric serves on several corporate retirement plan industry committees that collaborate and discuss specific governmental and retirement plan industry issues that can affect plan sponsors. In 2013, he was recognized by PLANSPONSOR magazine as one of the Top 100 Retirement Plan Advisers in the industry, and in May of 2015, Eric was recognized by Financial Times as a top 401 Retirement Plan Advisor. Eric is also a frequent speaker at industry related conferences. 

Eric earned his Bachelor of Science degree from Cortland State University and his Master of Business Administration degree from Rochester Institute of Technology.
Securities Agent: TX, VA, PA, NY, NJ, MN, MA, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1406582

About Me

Josh Ciolek is a Financial Advisor who assists plan sponsors in the selection and implementation of suitable investment strategies for their retirement plans. Josh also works closely with plan participants to provide an education on these investment strategies, enabling participants to select an appropriate allocation for their individual long-term planning needs. Prior to joining The E. W. S. Group at Morgan Stanley in 2014, Josh served as a member of the marketing team at Angelo, Gordon & Co., a registered investment adviser in New York City that specializes in alternative investments. Josh has also worked in various client-relationship roles at the Summit Federal Credit Union in Rochester, N.Y.

As a graduate of St. Lawrence University, Josh holds a B.A. in economics and is a member of the international economics honor society, Omicron Delta Epsilon. He holds NYS Life, Accident, & Health Insurance Licenses, and is FINRA 7 and 66 licensed.
Securities Agent: NJ, VA, TX, SC, PA, OH, NY, NV, NC, MN, MD, MA, LA, GA, FL, CT, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1409328

About Me

With more than 20 years in the financial services industry, David brings a wealth of experience to the EWS team at Morgan Stanley.  He has worked in the retail banking world and has over 17 years as a Financial Advisor.   David’s current focus is on business development for Corporate Retirement Plans and getting in front of decision makers to show our process and how we can make a difference.  David is looking to show our well-defined, dedicated process that helps protect the companies we work with.  We also focus on helping our clients increase participation levels through group settings, one on one meeting and being there to answer questions on an agreed upon basis.  With all the DOL changes and fiduciary governance becoming more and more relevant we are finding that it is important to align your plan with an advisor that focuses solely on 401k’s

David became licensed with FINRA in 2000 when he decided to shift his focus from banking and more toward Financial Planning.  He holds NYS Life Accident & Health Insurance licenses and is FINRA & and 66 Licensed.  He graduated from Elmira College with a BS in Business Marketing,  

When David is not working he enjoys traveling, spending time with his wife Susan and their 5 boys as well as golfing at Cobblestone Creek Country Club where he is a member.

Securities Agent: CA, CO, CT, FL, GA, LA, MA, NJ, NY, PA, TX, VA; General Securities Representative; Investment Advisor Representative

NMLS#: 1628975
Securities Agent: TX, CT, VA, PA, OH, NY, NJ, NC, MD, MA, LA, GA, FL, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1628975

About Me

Lauren Wojciechowski is a Registered Associate that is responsible for facilitating day to day operations and helping to ensure the best possible experience for our clients.  She is responsible for making sure our client needs are satisfied with the utmost care and attention to detail. 

Lauren has over 10 years of working experience in the financial services industry. Before joining the E.W.S. Group at Morgan Stanley, Lauren served as an analyst and registered client associate working with high net worth individuals, families and institutional clients with Citi Intuitional Consulting/Smith Barney, Convergent Wealth Advisors and Merrill Lynch. Her strong client relationship experience and analytical skills are a valued asset to our team.

Lauren earned her Bachelors of Science from SUNY Geneseo and is FINRA 7, 63 and 65 licensed.
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  • Retirement Plan Participants
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