Warner Center Wealth Management at Morgan Stanley

With more than 30 years of experience, Eric provides highly customized advice, investment solutions and wealth management services to affluent individuals, multigenerational families, and small-business owners. He listens carefully to his clients’ goals, values, and concerns and, through his close and deep relationships with clients, seeks to make a difference in their lives by delivering comprehensive financial planning services with passion and integrity. As a Morgan Stanley Family Wealth Director, Eric is among a select group of fewer than 2% of Morgan Stanley Financial Advisors with access to the firm’s advanced resources for managing significant generational wealth, and he focuses on developing financial strategies that are well suited to meeting clients’ specific needs. In addition, Eric is a Senior Portfolio Manager has offers specialized skills in asset allocation, investment management, banking and lending strategies, as well as college funding and retirement planning.

Eric joined Morgan Stanley in 2000 and has held several roles in branch management in addition to being a Financial Advisor. This collective experience has provided him with a diverse set of capabilities and knowledge to help him guide his clients toward their personal and professional financial goals. For his dedication to excellence, he has received many accolades from the firm over the years, including membership into Morgan Stanley’s Master Club consecutively from 2017-2023. Eric began his career in financial services in 1985 with Smith Barney in Los Angeles, after graduating with honors from the University of Maryland.

A native of California, Eric grew up in West Los Angeles and attended Fairfax High School. Today, he lives in Hidden Hills, California, with his wife, Jill, and has three children and three dogs. Eric currently serves as president of the University of Maryland’s Alumni Association of Los Angeles and is Vice President of the Board of Directors, Executive Committee for Hidden Hills. Outside the office, Eric is an avid sports fan, enjoys fostering dogs and spending time at his vacation home in Lake Arrowhead.

A seasoned wealth management professional and successful entrepreneur, David focuses on helping individuals, families and small-business owners preserve, manage, and grow their wealth. He uses a comprehensive financial planning process to address retirement and transition planning, risk management, estate planning strategies, and credit and liquidity solutions. David’s designation as a Morgan Stanley Family Wealth Director places him among a select group of fewer than 2% of Morgan Stanley Financial Advisors and gives him access to the firm’s advanced resources for managing significant generational wealth. In addition, he is a Senior Portfolio Manager at the firm, which qualifies him to directly manage client assets, and he works closely with clients to align their investments with their personal and professional goals.

Prior to joining Morgan Stanley in 2002, David was the president and owner of a small chain of natural and specialty food stores in the Midwest for more than 18 years before selling his business to Wild Oats Markets in 1998. As a result of this entrepreneurial experience, David is keenly aware of the unique opportunities, rewards and financial management challenges of today’s business owners, as well as specialized strategies to address them.

Throughout his financial services career, David has been committed to advanced learning. He has earned the CERTIFIED FINANCIAL PLANNINGTM designation, a recognized standard of excellence for personal financial planning, from the Certified Financial Planner Board of Standards, as well as a Financial Management Certificate from Cornell University. David graduated with departmental distinction from California Lutheran University with a B.S. in organization leadership.

Originally from Plainview, Long Island, David and his wife, Deborah, currently reside in Malibu. They have one son, Joel, who lives in Hollywood and is an aspiring writer. In his free time, David enjoys golf and travel.

Zach provides a wide range of services for the team’s high-net-worth clients. As a CERTIFIED FINANCIAL PLANNERTM, Zach drives the team’s financial planning process by helping clients identify and articulate their specific financial goals, developing comprehensive financial plans that incorporate all aspects and objectives of their unique situation. He then utilizes that foundation to construct individualized portfolios to meet those objectives. He enjoys delivering analytical solutions to clients and focuses on providing the highest level of advice.

Zach joined Morgan Stanley as a member of the firm’s financial advisor training program in 2009. Upon its completion, he joined Warner Center Wealth Management as a Wealth Management Associate and later became a Financial Advisor, drawing from the vast experience of the team’s senior leaders to develop his skills over his years on the team. Zach has earned the CERTIFIED FINANCIAL PLANNERTM designation, a standard of excellence in the financial planning industry, to supplement his knowledge. He also holds the life, accident and health, and variable life and annuity licenses, as well as the Series 6, 7, 31, 63 and 65 registrations. He attended the Isenberg School of Business at the University of Massachusetts, where he graduated with honors with a B.S. degree in finance, concentrated in investments.

Born in Virginia, Zach grew up in Leyden, Massachusetts, and moved to the west coast to begin his financial services career in 2009. He and his wife, Cori, live in Thousand Oaks with their son, Evan, and a variety of pets. They enjoy backpacking and traveling in their spare time.

Christine leads all aspects of the team’s business management activities through focused relationship-building and communication with clients, partnering closely with the advisors on client relationships and portfolios. She contributes to portfolio construction and analysis for the team, particularly in socially responsible investing (SRI) and alternative investments. Through deep client relationships Christine helps integrate key client information into the comprehensive wealth management plans that have become the hallmark of the team's successful consultative process.

Christine began her career in financial services as a Morgan Stanley intern while completing her B.S. in business management at California State University, Northridge. Upon graduation, she joined the team full time and has been a vital member of the team ever since. While in college, Christine studied abroad through a program offered by the University of Virginia, in which she traveled to 13 countries as part of an international finance program that focused on economics and geography. To further her industry knowledge, she has earned the Series 7 and 66 securities licenses. Christine was exposed to this career at a young age as her late father was a long time Financial Advisor at Morgan Stanley/Dean Witter.

Christine lives in Thousand Oaks with her partner, dog and cat, and in her free time enjoys hiking, camping and wine tasting with family and friends.

Sogol joined the Warner Center Wealth Management team in 2022 as a Senior Client Service Associate. She leads the team’s client service model and contributes to the team’s deep client relationships and high level of client service. Her responsibilities include client account servicing and communication, money movement, security transactions, and coordinating tax documents. Having spent the last two decades working in customer service, she fully understands the value of providing careful, efficient, and personal service to our clients.

Sogol joined Morgan Stanley in 2020 and brings a wealth of experience from her time at Merrill Lynch prior where she worked from 2016. She attended California State University Northridge for her undergrad degree in Psychology, and attended the University of Southern California graduating with a Masters in health management.

She lives in Woodland Hills with her husband and 3 kids and enjoys going to soccer games, dance recitals, travelling, and spending quality time with family. She is Bilingual and speaks fluent Farsi.