Morgan Stanley serves many of the world’s most sophisticated investors and significant corporations, and the Carlsbad office has one of the nation’s leading advisors to Defined Contribution plans. Erik Tappin is Senior Vice President-Wealth Management specializing in retirement plans. With 20 years of experience working with both public and private companies and the people who run them, Erik has an acute understanding of client needs—both at the institutional and individual levels. As a Director within Morgan Stanley Smith Barney’s Corporate Client Group (less than 1% of all Morgan Stanley Smith Barney advisors hold the Corporate Client Group Director title), he serves as the Co-Chair of Morgan Stanley’s internal Corporate Retirement Director Advisory Board. In 2015, he was named ‘Top 401 Advisors’ by Financial Times; in 2012 and 2013, he was named as ‘Top 100 Retirement Plan Advisors’ by Plan Advisor Magazine.
Client Plans: 50