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The Ernie Garcia Group at Morgan Stanley
Sarasota, Florida, US

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Financial Advising

2 N Tamiami Trail 1100  Sarasota , Florida, 34236

(941) 364-7405

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About Us

At The Ernie Garcia Group, we are a tightly knit team of wealth management professionals who combine our talents to deliver an exceptional level of service to affluent families and individuals. By adding our insight and experience to the vast resources of Morgan Stanley, we help families like yours address every aspect of their financial lives. Providing access to sophisticated capabilities, we work to help you define and reach clear goals -- Protecting the wealth you worked a lifetime to create, educating your children and grandchildren, sustaining your lifestyle through retirement and transferring wealth efficiently to the people and organizations that have added meaning to your life. We look forward to learning more about you, your family and your goals, and discussing how we can help you live the life you want to live.
Services Include
Financial PlanningFootnote1
Wealth ManagementFootnote2
Municipal BondsFootnote3
Retirement PlanningFootnote4
Estate Planning StrategiesFootnote5
Sustainable InvestingFootnote6
401(k) Rollovers
AnnuitiesFootnote7
Alternative InvestmentsFootnote8
Lending Products
Endowments and FoundationsFootnote9
Divorce Financial AnalysisFootnote10
Life InsuranceFootnote11
Trust AccountsFootnote12
Structured ProductsFootnote13

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