Eric Smith

Eric Smith is the Executive Director at Morgan Stanley, where they develop and manage relationships with individuals and institutions throughout Utah and Idaho. With a focus on comprehensive wealth management, Eric and their team provide tailored strategies for investment management, banking, and philanthropy. Eric holds a B.S. in Management with an emphasis in Finance from Brigham Young University and is a certified CFP® professional, earning their certification in 2015. Previously, they gained valuable experience at J.P. Morgan in various roles, including Analyst and Vice President. A resident of Utah, Eric enjoys outdoor activities such as skiing, golfing, and biking.