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Eric M
Series 63, Series 65
Stamford, CT
Equitable Advisors
Eric Morson is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as AXA Advisors. Outside of his advisory work, Morson is involved in local government and community organizations, serving on the Stamford Democratic City Committee, running for city representative, participating on the Stamford Emergency Medical Services Board of Directors, and holding a leadership role with the University of Connecticut Alumni Band Association. Equitable Advisors serves a broad client base, including individual, institutional, and charitable clients, offering financial planning, retirement consulting, and asset management programs through a national network of advisors. The firm’s approach emphasizes risk assessment and model matching, utilizing both proprietary and third-party investment programs and providing ERISA fiduciary services for qualified plans.
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