Eric Turner Pressman, CRPS®
Senior Vice President, Financial Advisor, Portfolio Management Director, Corporate Retirement Director
Phone:
(973) 467-6316(973) 467-6316
The Pressman Hansen Team at Morgan Stanley
Short Hills:
(973) 467-6316(973) 467-6316
Santa Ana:
(714) 648-3470(714) 648-3470
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we 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 we can help you to preserve and grow your wealth. You’ll 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.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
150 Jfk Parkway 2nd
Fl
Short Hills, NJ 07078
US
Direct:
(973) 467-6316(973) 467-6316
2677 North Main Street 10th
2nd Floor
Santa Ana, CA 92705
US
Direct:
(714) 648-3470(714) 648-3470
Meet The Pressman Hansen Team
Paul Hansen, CAP®, CFP®, ChFC®, CLU®
Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(714) 648-3470(714) 648-3470
About Eric Turner Pressman
Eric T. Pressman, CRPS® Senior Vice President – Corporate Retirement Director - Portfolio Management Director| Financial Advisor
Eric has been providing financial guidance to high net worth individuals and businesses for the last 15 years. Eric holds the position of Vice President, Financial Advisor at Morgan Stanley. He began his career at Merrill Lynch in 2005 after graduating from Lafayette College with a B.A. in Government and Law. Eric spent 10 years with Merrill Lynch providing advice and guidance to local business owners and entrepreneurs, eventually founding Pressman & Associates, a group with $75mm under management within Merrill Lynch.
Eric is ranked as a Top Next-Gen Wealth Advisor by Forbes for 2018 and 2019. He holds the Certified Retirement Plans Specialist designation through the College of Financial Planning. Eric holds series 7, 66, 31, Life and Health Insurance Licenses.
On a personal basis, Eric and his wife Allison live in Basking Ridge, NJ with their daughters Brooke, Jordana and Harper. Eric is active in his community and is a member of Raritan Valley Country Club and plays on the Stingrays Men's Ice Hockey Team.
Awards:
Forbes Best in State Next Gen Wealth Advisor 2019
Top Next-Gen Wealth Advisor by Forbes for 2018
Five Star Wealth Manager 2013, 2014, 2015
2018, 2019 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com
(Awarded 2018, 2019).
Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. 2013, 2014, 2015 Five Star Wealth Manager Award Source: fivestarprofessional.com (Awarded 2013, 2014, 2015) 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.
Services Include:
Divorce Financial Analysis
Asset Management
Business Succession Planning
Cash Management
Corporate Bonds
Corporate Retirement Plans
Corporate Trust Services
Defined Contribution Plans
Endowments and Foundations
Estate Planning Strategies
Financial Planning
LGBT Planning Services
Life Insurance
Long Term Care Insurance
Planning for Individuals with Special Needs
Eric has been providing financial guidance to high net worth individuals and businesses for the last 15 years. Eric holds the position of Vice President, Financial Advisor at Morgan Stanley. He began his career at Merrill Lynch in 2005 after graduating from Lafayette College with a B.A. in Government and Law. Eric spent 10 years with Merrill Lynch providing advice and guidance to local business owners and entrepreneurs, eventually founding Pressman & Associates, a group with $75mm under management within Merrill Lynch.
Eric is ranked as a Top Next-Gen Wealth Advisor by Forbes for 2018 and 2019. He holds the Certified Retirement Plans Specialist designation through the College of Financial Planning. Eric holds series 7, 66, 31, Life and Health Insurance Licenses.
On a personal basis, Eric and his wife Allison live in Basking Ridge, NJ with their daughters Brooke, Jordana and Harper. Eric is active in his community and is a member of Raritan Valley Country Club and plays on the Stingrays Men's Ice Hockey Team.
Awards:
Forbes Best in State Next Gen Wealth Advisor 2019
Top Next-Gen Wealth Advisor by Forbes for 2018
Five Star Wealth Manager 2013, 2014, 2015
2018, 2019 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com
(Awarded 2018, 2019).
Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. 2013, 2014, 2015 Five Star Wealth Manager Award Source: fivestarprofessional.com (Awarded 2013, 2014, 2015) 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.
Services Include:
Divorce Financial Analysis
Asset Management
Business Succession Planning
Cash Management
Corporate Bonds
Corporate Retirement Plans
Corporate Trust Services
Defined Contribution Plans
Endowments and Foundations
Estate Planning Strategies
Financial Planning
LGBT Planning Services
Life Insurance
Long Term Care Insurance
Planning for Individuals with Special Needs
Securities Agent: GA, DE, WI, ID, CT, NH, CA, MN, TX, SC, NY, NC, KY, TN, MA, AL, PA, FL, CO, WA, VA, OH, NJ, AZ, DC, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 536510
NMLS#: 536510
About Paul Hansen
As a Financial Advisor with Morgan Stanley, Paul has over 40 years experience. He received his MBA from Rutgers University prior to earning certificates including: CERTIFIED FINANCIAL PLANNERTM, (CFP®), Charter Financial Consultant®, (ChFC®), Chartered Advisor in Philanthropy®, (CAP®), and Chartered Life Underwriter®, (CLU®), Qualified Plan Financial Consultant, (QPFC).
Paul has a diverse background in financial and estate planning. Starting his career as an advisor at Lutheran Brotherhood, now Thrivent Financial, he moved onto Shearson Lehman, and then to Fidelity Investments. During his time at Fidelity Investments, he held sales positions in the wealth management, life insurance and trust companies. Subsequently, at Merrill Lynch Trust Company he was a Senior Philanthropic Consultant assisting Financial Advisors designing charitable strategies for their clients. Coming to Smith Barney in 2000, prior to the merger with Morgan Stanley, Paul was a Regional Life Insurance Specialist before transitioning to a Financial Advisor in 2004. Additionally, he spent 12 years as host and co-producer, for a cable show he created, You and Your Money, which was broadcast throughout New Jersey on CTN, Cable Television of New Jersey.
Paul is the past President of the New York City Society of Financial Service Professionals. He has been an Associate Trustee of the Sigma Pi Educational Foundation, a board member of the Gift Planning Council of New Jersey, a member of the Estate Planning Council of New York City, the New Jersey Association of Fundraising Professionals, the New York State Society of CPAs, the American Cancer Society’s National Gift Planning Advisory Council, and the International Steering Committee of the Philanthropy Advisors Group of the Society of Trust and Estate Practitioner.
Paul has his BS, Civil Engineering, from Valparaiso University, and MBA from Rutgers University.
Paul has a diverse background in financial and estate planning. Starting his career as an advisor at Lutheran Brotherhood, now Thrivent Financial, he moved onto Shearson Lehman, and then to Fidelity Investments. During his time at Fidelity Investments, he held sales positions in the wealth management, life insurance and trust companies. Subsequently, at Merrill Lynch Trust Company he was a Senior Philanthropic Consultant assisting Financial Advisors designing charitable strategies for their clients. Coming to Smith Barney in 2000, prior to the merger with Morgan Stanley, Paul was a Regional Life Insurance Specialist before transitioning to a Financial Advisor in 2004. Additionally, he spent 12 years as host and co-producer, for a cable show he created, You and Your Money, which was broadcast throughout New Jersey on CTN, Cable Television of New Jersey.
Paul is the past President of the New York City Society of Financial Service Professionals. He has been an Associate Trustee of the Sigma Pi Educational Foundation, a board member of the Gift Planning Council of New Jersey, a member of the Estate Planning Council of New York City, the New Jersey Association of Fundraising Professionals, the New York State Society of CPAs, the American Cancer Society’s National Gift Planning Advisory Council, and the International Steering Committee of the Philanthropy Advisors Group of the Society of Trust and Estate Practitioner.
Paul has his BS, Civil Engineering, from Valparaiso University, and MBA from Rutgers University.
Securities Agent: CT, IL, WA, DE, OH, MA, FL, CA, MN, ID, GA, CO, WI, NH, PA, NY, NJ, NC, AZ, TX, TN, VA, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1475794
CA Insurance License #: 0D81305
NMLS#: 1475794
CA Insurance License #: 0D81305
Contact Eric Turner Pressman
Contact Paul Hansen
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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Ready to start a conversation? Contact The Pressman Hansen Team 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)
