Eric J. Werner
- Role
- Vice President Financial Advisor with the Werner Group at Morgan Stanley
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Eric J. Werner
A comprehensive financial strategy from an experienced team and company may be more…
Experience
Vice President Financial Advisor with the Werner Group
Jun 2019 — Present
Trusted financial advice from an experienced Team and Company is more important than ever. We listen and ask questions so we can learn and understand to better serve our clients. We take a holistic comprehensive approach to pursue your financial goals and objectives most effectively. We work with you to design a flexible wealth management plan that is appropriate for you and your family. We coordinate together before we propose and execute a detailed comprehensive plan to address your changing needs and objectives to help achieve your goals while managing risk. We keep in touch with you as we realize that adjustments will be needed as there are changes in your life and family within the overall economic and financial landscape. We will be your hands-on advisor, committed to a relationship that’s relevant to your life and focused on your long-term financial success. ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives. Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates. NMLS#: 821490
Skills
- Networking
- Fixed Income
- Series 66
- Long Term Care Insurance
- Contract Negotiation
- Strategic Financial Planning
- Investment Strategies
- Litigation
- Financial Planning
- Strategic Planning
- Legal Writing
- Health Insurance
- Series 63
- Insurance
- Financial Services
- Corporate Law
- Securities
- Asset Allocation and Account Management
- Asset Management
- Series 7
- Disability Insurance
- Business Planning
- Commercial Litigation
- Investment Management
- Life Insurance
- Term Life Insurance
- Equities
- Negotiation
- Wealth Management
- Fixed Annuities
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