Eric P. Hewitt
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 2006
Areas of focus:
- Business planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
Further information about Eric P. Hewitt:
Eric Hewitt is a Financial Advisor Associate in Morgan Stanley's Global Wealth Management Group. Mr. Hewitt's responsibilities include helping private and institutional investors preserve and manage their investment assets, arrange asset-based personal and business credit under the most favorable terms, and protect wealth from unnecessary income, capital gain and estate taxes.
Mr. Hewitt's financial career began in New York City at the European investment banking firm Rothschild, where Eric performed financial statement analysis on companies in the firm's merger and acquisition division. Mr. Hewitt was then hired by the United States Treasury Department's CFO to assist in special projects in the Treasury's Office of Financial Management where Eric was instrumental in identifying business processes improvements to reduce government liabilities. Upon completion of his project, he was recognized by Secretary Paulson for his work. Before being hired by Morgan Stanley, Mr. Hewitt worked as a Tier-1 rated analyst in the investment management firm BlackRock, which currently manages over $1.357 trillion in assets.
Mr. Hewitt also served for five years as a Non-Commissioned Officer in the United States Marine Corps Reserve. He was activated under operations Enduring and Iraqi Freedom and deployed overseas to Iraq. He was awarded numerous times for his service in Iraq, including the Combat Action Ribbon and a Presidential Unit Citation.
Mr. Hewitt is a Lehigh Valley, PA native. He attended Georgetown University's McDonough School of Business, where he graduated with distinction and majors in both finance and management. Eric was one of two in the nation to receive the Financial Executives International scholarship for excellence in finance. At convocation, Mr. Hewitt was recognized by Georgetown for his achievement of a 4.0 GPA in a major.
Eric enjoys shooting, working out and is an avid chess player.
Compensation and Fee Structures:
Fee Based 1-2%
Licenses, Certifications & Affiliations:
Currently Eric is a member of the Lehigh Valley Chamber of Commerce, the Treasurer for the Lehigh Valley Association for Young Professionals and a Master Mason.
Eric is a registered Financial Advisor who holds his Series 7, 66, 31 licenses as well as life, health and accident insurance licenses.
In addition, he is a "Rule 144 Specialist" relating to the sale of restricted securities and private placements.
BSBA, Georgetown University
MSB - Finance & Management
Will provide references upon request?
Further information about Morgan Stanley:
(Size of firm: Over 100 advisors)
Morgan Stanley is one of the strongest firms on Wall Street, for more than 70 years Morgan Stanley has had one mission: to offer our clients the finest in financial thinking, products and execution. We focus our firm's resources on shaping the right solutions to help our clients build, manage and preserve their wealth.
It takes insight to unlock opportunity. Morgan Stanley is widely respected for the quality of thinking across all its businesses; our integrated global research team ranks among the top providers of investment analysis.
Contact Information for Eric P. Hewitt
Phone: (610) 398-5400
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Fax: (610) 398-6057
Address for Eric P. Hewitt:
1550 Pond Road
Allentown, PA, 18104
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