ERIC MONAGHAN
Eric has worked in the financial services industry for 15 years. He graduated from the University of Florida with a Bachelor of Science degree in Finance and completed the Certified Private Wealth Advisor® designation issued by the Investments & Wealth Institute™, in partnership with the Yale School of Management. While Eric is passionate about financial and capital markets, helping families to pursue their financial goals is his primary focus. With a keen attention to detail, and cutting edge resources Eric takes the time to develop a plan to pursue client goals.
Eric is a native of the Stuart, Florida area, and he lives in Jensen Beach with his wife, Kelly, and three children, Jackson, Mason, and Brooklyn. They enjoy camping, golfing, surfing, fishing and exploring state parks. As an avid sports fan, Eric has helped coach his children's baseball and soccer teams wherein he strongly believes in the character and social development sports can impart upon children. Eric and family are active members of Treasure Coast community church and Jensen Beach community.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
