Mr. Ernst has worked at Morgan Stanley Smith Barney since 2008 and has been in the financial services industry since 1997. In addition to providing personal wealth management services, he provides advice specifically tailored to the unique needs of business owners utilizing a systematic approach specifically designed for business owners called the Business Owner Standard. Mr. Ernst will analyze a clients complete wealth picture, mindful that decisions made in one piece of the wealth puzzle can enhance or diminish the value of another. This includes conducting a review of cash management and capital needs, reviewing the benefits a business offers to their employees, helping to protect against potential risks that may exist and, when the time comes, helping to educate clients on the various strategies available to exit the business, whether through business sale, succession or merger.
The Morgan Stanley Smith Barney Business Owner Executive Council is an invitation-only program reserved for the top 2% of Financial Advisors that focus their practice on helping small and middle-market business owners connect the pieces of their financial life with an overall strategy that considers both their business and personal wealth management plans.
Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services. For more information, please visit http://www.fa.smithbarney.com/theernstgroup or call 856-222-4505 or toll free 800-293-1646.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 42 countries. For further information about Morgan Stanley, please visit http://www.morganstanley.com.
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