Eric Philippart, CFP ® is a Senior Portfolio Management Director and Senior Vice President at Morgan Stanley, where they have dedicated over 15 years to financial advising since joining in 2007. With a background as Director of Business Operations and Marketing at C.S. Heaton Appraisals, Inc. from 1992 to 2007, Eric focuses on retirement, income, investment, estate planning strategies, and insurance planning. They hold a degree from Arizona State University, where their passion for finance and helping clients financially began. Outside of work, Eric enjoys mountain biking and surfing with clients and friends while spending quality time with their spouse and two daughters.
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