Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, Eric can help create a strategy as flexible as today’s changing market conditions, and Eric can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Eric will work to help you pursue your goals through personalized wealth management strategies.
Eric Geyer's mission, first and foremost, is to understand you and what matters most to you. Armed with that information he can ask thoughtful questions—listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. Eric can help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping to manage investment risk. Eric's approach is to focus on potential solutions that can help turn goals into reality.
Eric Geyer is a Financial Advisor with Merrill Lynch Wealth Management in Windermere, Florida. Serving the entire Central Florida and Orlando area, as well as, many states across the county, Eric began his career with Bank of America in 2015 and joined Merrill in 2018. Drawing on his years of experience, he helps busy and successful people, including business owners and their families, navigate life's transitions. Eric's goal is to take care of all their financial tasks and keep them well-informed so they can concentrate on their business and personal interests.
Regardless of what stage of life you find yourself in, Eric can look at the big picture and recommend wealth management strategies to help you with generational planning and prepare for the impact of major milestones, triumphs, and transitions. He takes great satisfaction in his ability to help you resolve problems, enhance clarity, simplify complexity, and identify needs you may not realize you have. Eric's belief in client service and proactive communication helps him better understand your expectations and aspirations in the pursuit of your financial goals.
One of the most important functions he undertakes as a CRPC™ designee is to address the intricacies that can accompany significant wealth and to help you prepare for "what's next." Long before Eric formulates any specific strategies, he spends considerable time asking questions and listening to what's most important to you and your family. The better he understands your motivations, the better equipped he will be to create thoughtful strategies to help manage your wealth and pursue your goals.
Eric earned his Bachelor's degree in Hotel/Restaurant Management from Northern Arizona University, as well as, a background in real estate with a Florida Real Estate Broker's License (kept active, but not practicing), and holds the Chartered Retirement Planning Counselor™ CRPC™ designation. Eric and his wife, Gina, reside in Winter Garden, Florida with their two children. He is an active member of many local Run Clubs. In his time away from the office, Eric's hobbies center around anything active and athletic he can do with his family and friends including running 5ks, Obstacle Course Races, traveling, cooking, and spending quality time with friends and family.
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.
