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Gregory P. Erwin
Gregory P. Erwin
Consulting Group
Senior Vice President - Wealth Management
Senior Investment Management Consultant
975 Oak Street
Suite 300
Eugene, OR 97401
tel: 541-341-3411
toll free: 800-345-5501
fax: 541-342-2291
Email Me
Welcome Education Associations Honors Services Experience
Welcome

The financial services industry is becoming more and more complex. So, too, are the financial choices available to each individual investor. In today''s world, it is a competitive advantage to have a team of financial advisors for sound financial advice and thoughtful, comprehensive investment planning.

The Erwin Martin Rexius Group at Morgan Stanley Smith Barney serves investors willing to commit to a team approach of systematically matching ones goals and objectives to a comprehensive, customized strategy delivered on a discretionary fee based platform.

Education and Licensing
  • Bachelor of Arts - Business Finance, 1983
    University of Oregon
    Eugene, OR
  • Bachelor of Science - Business Management, 1983
    University of Oregon
    Eugene, OR
  • Portfolio Management Program - Smith Barney
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Variable Annuity Insurance Licensed
Associations
  • Association of Professional Investment Consultants (APIC)
  • Order of the O - University of Oregon
    Athletic Alumni Association
  • Emerald KidSports
  • United Way - Volunteer
  • Eugene Executive Association
    Past Board Member
  • Oregon Track Club
    Past President
  • 2008 Olympic Team Trials Track & Field
    Co-Chairman
Honors and Recognitions
  • Chairman's Council - Smith Barney
Services
  • Asset Management
  • Lending Services
  • Philanthropic Services
  • Trust Services and Accounting
  • Estate Planning
  • Family Consulting
  • Wealth Management
  • Endowments and Foundations
  • Corporations
Business Experience
  • 1984 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Senior Investment Management Consultant
    Eugene, OR
Bulletin Board
  • Employing asset allocation within your investment portfolio is key to producing desired long-term returns and reducing undesired volatility.
Gregory P. Erwin is licensed in the following state(s): AZ, CA, CO, FL, HI, IL, KS, MA, MD, MI, MO, ND, NM, NV, NY, OR, PA, TX, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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