About Erik Pulley
After earning his degree at the University of Arizona, Erik began his career in finance with The Pulley Group at Morgan Stanley in 1997. For over two decades, Erik’s practice has focused exclusively on individuals and families with significant wealth, with the majority being former Chevron employees. His experience managing retirement assets through tumultuous market cycles has given him a vast knowledge of retirement income strategies. His extensive understanding of qualified plan distribution options, executive plans, and deferred compensation makes him well positioned to guide clients through all stages of the retirement planning process.
Erik’s responsibilities include investment management and research, comprehensive wealth planning, and marketing efforts for The Pulley Group. By leveraging the research capabilities of Morgan Stanley’s Global Investment Committee, Erik is able to deliver a comprehensive, repeatable investment process that is uniquely tailored to each individual client’s needs. In recognition of his accomplishments, Erik has been appointed to Morgan Stanley’s President’s Council for Financial Advisors.
Erik currently resides in Hillsborough with his three children, Taylor, Trevor, and Chase. In his spare time, he enjoys fly fishing, snowboarding, hiking, traveling, and spending time with his children.
Securities Agent: MN, TX, CA, UT, PA, MS, IN, WY, CT, AZ, SC, OH, NV, NH, FL, WA, NY, MI, HI, AL, OR, MD, DE, CO, NC, MA, AK, AR, TN, LA, KY, ID, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1297826
CA Insurance License #: 0C43633