About Eric A. DiNapoli
Eric is an Executive Director, Financial Advisor, and Senior Portfolio Management Director at The Igel Group at Morgan Stanley.
Eric and his team serve a diverse client base consisting of individual investor, families, corporations, and charitable foundations. Eric takes a holistic; goal-based planning approach to each client relationship. He recognizes that every client, whether an individual investor, family, corporation, or foundation, comes with a unique set of goals and investment objectives. Eric collaborates with his clients to formulate a comprehensive and customized investment plan to help position the client to reach those goals and makes recommendations necessary to adjust the plan over time in a constantly changing economic, market, and geo-political environment.
Eric is an admitted attorney in both New York and New Jersey. While he currently does not actively practice law, he utilizes his experience and legal training to facilitate conversations with his client’s legal and tax advisors to help ensure each client’s legacy plan and current financial plan work in a complementary manner.
Additionally, his experience working in the legal profession has helped him form an appreciation of the challenges faced by busy, successful professionals in high stress/high reward occupations. Eric often draws on this experience when selecting and introducing financial planning and investment strategies and concepts to clients.
Eric received his Bachelor of Science in Finance at St. John’s University, and his Juris Doctor at Seton Hall University School of Law, and holds the CRPS (Chartered Retirement Plans Specialist) professional designation. Eric has also achieved the internal Morgan Stanley designation of Senior Portfolio Management Director, which is awarded to financial advisors who manage significant assets on a discretionary basis on behalf of clients.
Eric enjoys skiing, golf, pickle ball, weight training and spending time with family and friends.
Securities Agent: NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV, WY, OK, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KS, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1316526