About
A comprehensive financial strategy from an experienced team and company may be more…
Activity
-
As the 2024 U.S. election nears, potential tax-policy changes could affect your portfolio and finances. Here are key questions answered. Eric J…
As the 2024 U.S. election nears, potential tax-policy changes could affect your portfolio and finances. Here are key questions answered. Eric J…
Shared by Eric J. Werner
-
Critical to the soft-landing thesis is a resilient labor market. While there's reason to be optimistic about jobs, investors should stay cautious…
Critical to the soft-landing thesis is a resilient labor market. While there's reason to be optimistic about jobs, investors should stay cautious…
Shared by Eric J. Werner
-
Our next 2024 Election Insights event on Thursday, September 12 will feature exclusive perspectives from Morgan Stanley thought leaders on the…
Our next 2024 Election Insights event on Thursday, September 12 will feature exclusive perspectives from Morgan Stanley thought leaders on the…
Shared by Eric J. Werner
Experience
-
-
-
-
-
-
-
-
-
-
-
Education
-
Boston University School of Law
-
Activities and Societies: Internship @ Heafitz & Hopwood
Focused on Contracts, Business/Corporate, IP, Securities, Estate Planning & Tax
(Non-Practicing at Morgan Stanley) -
-
Activities and Societies: Society of Manufacturing Engineers (SME)
Worked in on-campus Industrial Engineering Foundry & Society of Manufacturing Engineers
Licenses & Certifications
-
NMLS#
Nationwide Mortgage Licensing System
IssuedCredential ID 821490 -
CA, FL, GA, ID, KY, MA, NC, NY, OH, PA, TN, TX, VA & WV
FINRA
Issued -
FA Registered States
CA, FL, GA, ID, KY, MA, NC, NY, OH, PA, TN, TX, VA & WV
Issued -
Admitted to Practice Law in MA, PA, U.S. Court of Appeals 1st Circuit, U.S. Tax Court & U.S. Supreme Court (currently not practicing at Morgan Stanley)
MA, PA Bar, U.S. Court of Appeals 1st Circuit, U.S. Tax Court & U.S. Supreme Court (currently not practicing at Morgan Stanley)
Issued -
Series 7, 63 & 66; PA Resident Producer Individual Insurance License #770887 (Accident & Health, Fixed & Variable Life & Annuities)
FINRA, Series 7, 63 & 66; PA Resident Producer Individual Insurance License #770887 (Accident & Health, Fixed & Variable Life & Annuities)
Credential ID FINRA CRD# 5973952 & PA Resident Producer Individual Insurance License #770887
Languages
-
English
-
Organizations
-
Best Robotics, Inc.
Board Member
-BEST (Boosting Engineering Science and Technology): A non-profit volunteer organization whose mission is to inspire students to pursue careers in engineering, science, technology, and math through participation in a sports-like science- and engineering-based robotics competition. The BEST Robotics program is implemented through 50 BEST hubs (licensed competition sites) in 19 US states. We serve over 13,000 middle and high school students annually, requiring no participation fee or cost for…
BEST (Boosting Engineering Science and Technology): A non-profit volunteer organization whose mission is to inspire students to pursue careers in engineering, science, technology, and math through participation in a sports-like science- and engineering-based robotics competition. The BEST Robotics program is implemented through 50 BEST hubs (licensed competition sites) in 19 US states. We serve over 13,000 middle and high school students annually, requiring no participation fee or cost for robotics kit materials. BEST is less about building robots and more about teaching students how to analyze and solve problems.
More activity by Eric J.
-
The S&P 500 rallied after Fed Chair Powell's speech helped solidify September rate cut expectations. Read more in the 1% Move report.
The S&P 500 rallied after Fed Chair Powell's speech helped solidify September rate cut expectations. Read more in the 1% Move report.
Shared by Eric J. Werner
-
Back-to-school season is a great opportunity to give back to students in your community. Here's how you can help.
Back-to-school season is a great opportunity to give back to students in your community. Here's how you can help.
Shared by Eric J. Werner
-
How can your investments make a positive impact? It starts with aligning your portfolio with your values. Learn how I can help.
How can your investments make a positive impact? It starts with aligning your portfolio with your values. Learn how I can help.
Shared by Eric J. Werner
-
Recent data suggest the U.S. economy is still moving toward a "soft landing," but investors should stay cautious as cracks appear in the labor…
Recent data suggest the U.S. economy is still moving toward a "soft landing," but investors should stay cautious as cracks appear in the labor…
Shared by Eric J. Werner
-
The economy appears on track for slower, steady growth, but cracks may be emerging in the labor market. What could that mean for your portfolio?…
The economy appears on track for slower, steady growth, but cracks may be emerging in the labor market. What could that mean for your portfolio?…
Shared by Eric J. Werner
-
Eric J. Werner Vice President, Alternative Investments Director & Financial Advisor NMLS ID: 821490 The Werner Group Mid-America Region Morgan…
Eric J. Werner Vice President, Alternative Investments Director & Financial Advisor NMLS ID: 821490 The Werner Group Mid-America Region Morgan…
Shared by Eric J. Werner
-
Our Global Chief Economist explains what stricter immigration policy in key markets around the world could mean for economic growth and…
Our Global Chief Economist explains what stricter immigration policy in key markets around the world could mean for economic growth and…
Shared by Eric J. Werner
-
In the wake of recent market turmoil, Japanese equities may be an attractive investment opportunity. Here's why.
In the wake of recent market turmoil, Japanese equities may be an attractive investment opportunity. Here's why.
Shared by Eric J. Werner
-
Paying down student debt while saving for your child's education can be challenging, but you have options. Let's explore them together.
Paying down student debt while saving for your child's education can be challenging, but you have options. Let's explore them together.
Shared by Eric J. Werner
-
Is the S&P 500 the right benchmark for your portfolio? When it comes to investing, it's crucial to measure what matters: progress toward your…
Is the S&P 500 the right benchmark for your portfolio? When it comes to investing, it's crucial to measure what matters: progress toward your…
Shared by Eric J. Werner
-
Are you saving or investing? Understanding the difference can significantly impact your financial future. Let's discuss how to balance both for your…
Are you saving or investing? Understanding the difference can significantly impact your financial future. Let's discuss how to balance both for your…
Shared by Eric J. Werner
Other similar profiles
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More