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Credentials
Series 63, Series 65, Series 66
Experience Industry experience
37 years
Location
Greer, AZ
Morgan Stanley
Institution
Eric Boos is a financial advisor with Morgan Stanley in Greer, AZ, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he has involvement in real estate ownership in Tucson, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and offers services that include structured planning processes supported by firm-approved tools and modeling techniques.
Based on Morgan Stanley
Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan
Greer, AZ
Greer AZ
Advisors at this office
1
Arizona · Texas
37 years of industry experience
Morgan Stanley Private Bank, National Association
2015 - Present • 11 years
New York, NY
Morgan Stanley Smith Barney
2009 - Present • 17 years
Tucson, AZ
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Lawyer
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Real estate agent
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