Erik W. Hoppin - Financial Advisor at Morgan Stanley

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Erik W. Hoppin - Financial Advisor at Morgan Stanley Senior Vice President, Workplace Advisor - Equity Compensation, Alternative Investment Director, Portfolio Management Director NMLS #: 579643

We are driven by the strongly held belief that our purposeful effort - matched with our individual and collective skills - can help clients seek to improve the quality of their lives.

©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/erik.hoppin. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.

Buying a home. Planning for children. Saving toward shared goals.Many couples spend years building a life together befor...
11/03/2026

Buying a home. Planning for children. Saving toward shared goals.

Many couples spend years building a life together before discussing how ownership, financial decisions or inheritance would actually work if circumstances change.

A strong financial plan isn't just about managing money. It's about helping ensure your intentions, responsibilities and long-term goals are aligned before important decisions need to be made.

Explore three questions that can help couples identify potential blind spots and plan for the future with greater confidence.
https://livesocial.seismic.com/ajVR0s

10/22/2026

A question I'm getting more frequently from clients: "What could the midterm elections mean for my investments?"

The answer is more nuanced than the headlines suggest, and that's where trusted advice matters.

Our Morgan Stanley Wealth Management perspective cuts through the election noise to identify the signals investors should be watching, the potential implications for key sectors, and the market forces likely to matter more than politics alone.
https://livesocial.seismic.com/zkW6U

10/13/2026

Most investors get that AI is changing software. But what happens when AI starts interacting with the physical world?

Morgan Stanley Research estimates AI robotics could become a $25 trillion annual revenue opportunity by 2050.

That's the focus of The Robot Almanac, a multi-part video series exploring the technologies, adoption trends, and opportunities shaping the next phase of AI growth.

Follow along as our Chief Robot Strategist, Adam Jonas, examines where this shift may be headed and what investors should be watching.
https://livesocial.seismic.com/2GzaE

10/01/2026

I don't share things like this very often, but I'm really proud of this one.

Earlier this year, I had the opportunity to tell the story of why I do what I do, and, more importantly, to include some of the people who have made that story possible.

My family. My team. The relationships built along the way. And the experiences that have shaped me over the years.

Life doesn't always go according to plan.

I've learned a lot from the good chapters, and probably even more from the difficult ones. All of it has influenced the husband, dad, friend, and financial advisor I try to be today.

This is a 30-second glimpse of that story.

If you'd like to see the full video, you can find it here:
https://advisor.morganstanley.com/the-oaktide-group

Very grateful for the people who have been part of the journey.

One of the greatest privileges of building a team is getting to celebrate life's biggest milestones together.This weeken...
08/03/2026

One of the greatest privileges of building a team is getting to celebrate life's biggest milestones together.
This weekend, we had the joy of celebrating our very own Margaret Dunning and her husband, Nick, as they began this exciting new chapter. It was a beautiful wedding, and we were grateful to be there alongside our Oaktide team.

Congratulations, Margaret & Nick! Wishing you both a lifetime of love, laughter, and happiness.

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may...
07/20/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://livesocial.seismic.com/aQF9-V

While AI's infrastructure buildout is reshaping local economies, resource constraints and community acceptance may deter...
07/13/2026

While AI's infrastructure buildout is reshaping local economies, resource constraints and community acceptance may determine the pace of adoption.

brightcove.net

06/29/2026

The infrastructure that powers the modern economy – now including the energy, networks and data centers behind AI – is drawing more private capital and investor attention.

Watch this conversation featuring Brian Holzer, Head of Alternative Investments Distribution, and Connor Teskey, Chief Executive Officer of Brookfield Asset Management, on what's driving infrastructure's expansion and its role in long-term portfolios.

For more insights:
https://livesocial.seismic.com/SkEay

Housing affordability is becoming a structural constraint, reshaping wealth building and first-time buyer access.
06/22/2026

Housing affordability is becoming a structural constraint, reshaping wealth building and first-time buyer access.

brightcove.net

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300 Linden Oaks; Suite 200
Rochester, NY
14625

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