Ernie Garcia Receives Family Wealth Director Designation

January 26, 2022 – Sarasota

Morgan Stanley announced today that Ernie Garcia, a Financial Advisor in the Firm’s Wealth Management office in Sarasota, has earned Morgan Stanley’s Family Wealth Director (FWD) designation. 

“This is an exceptional achievement for Ernie Garcia and an attestation of his commitment to today’s high net worth families. Ernie has demonstrated a sophisticated approach to the management of significant wealth that helps to set him apart from others within the industry,” said Gio Renteria, Branch Manager.

Designated Family Wealth Directors must demonstrate professional knowledge and experience in a range of wealth management solutions including estate planning strategies, alternative investments, control and restricted securities, lending, hedging and monetization, and business succession planning. 

The FWD designation also entitles Ernie to specialized access to a variety of family advisory services including, family governance and wealth education , philanthropy management and lifestyle advisory. 

Ernie has been a member of the financial services industry for 37 years. As a Financial Advisor with Morgan Stanley, he offers a full suite of financial planning and investment services to individual clients, institutions, foundations and endowments

In addition to earning the Family Wealth Director designation, Ernie was recently named Forbes Best-In-State Wealth Advisor, and promoted to Managing Director, Wealth Management at Morgan Stanley. This truly significant achievement recognizes Ernie for his exceptional commitment to his clients, as well as his ongoing contributions to the success of Morgan Stanley.

Introduction to the Ernie Garcia Group – Video