Erik Tappin

Morgan Stanley

Erik Tappin lg

Erik K. Tappin is a Corporate Retirement Director and part of Morgan Stanley’s elite Graystone Consulting division in the Carlsbad, California office.  Less than 2% of all Morgan Stanley advisors hold the Corporate Retirement Director title.  He has spent over 25 years with Morgan Stanley in the Carlsbad office and previously served as the Co-Chair of the firm’s Retirement Plans Advisory Board.  Mr. Tappin has been named top 401 advisors by Financial Times in 2015, 2016, 2017, 2018, 2019 and 2020.  In 2012, 2013, 2018, 2019 and 2020 he was named as ‘Top 100 Retirement Plan Advisors’ in the country by Plan Advisor Magazine.  Mr. Tappin spends most of his time providing consulting to Mid-Large market organizations.  He prides himself on providing a high level of service as the cornerstone of his work.  He is also CEP-Level 1 certified.

Mr. Tappin graduated from Cal State University, San Marcos with a Bachelor’s degree in Business Management with a minor in Finance.  He and his wife, Nicole, reside in Carlsbad with their two children.  He enjoys surfing and spending time with his family.

Important disclosures
(760) 602-3534
Carlsbad, CA
Client Plans: 50
Participants: 30,000



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