Eric Gonzalez

My name is Eric Gonzalez, and I’m a Financial Advisor. As a first generation Cuban American and Financial Advisor at Merrill Lynch Wealth Management, I serve families in the Carolinas. I engage with clients as a CERTIFIED FINANCIAL PLANNER^® Practitioner to empower families with comprehensive Wealth Management strategies. With a focus on personalized planning and a commitment to excellence, I work closely to understand your unique aspirations and challenges.
I have a bachelor’s degree in financial planning from Winthrop University, my focus centers around financial education, transparency, tax optimization strategies, retirement planning, investment planning and estate planning service to deliver value in guidelines to the best interest of my clients.
I leverage the resources of Bank of America & Merrill to provide insights that align with my clients’ priorities such as specialists for banking, credit, home financing and small business solutions.
Driven by a passion for helping others, I stay current on market trends and financial regulations to provide sound advice and appropriate solutions. I believe the foundation in building long-term relationships is based on trust and empowering others to make informed financial decisions for their future.
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NMLS ID 2420976}