Eric Geyer
Managing significant wealth requires more than investment advice—it demands a clear vision, strategic flexibility, and a trusted partner who understands your entire financial picture.
Drawing on Merrill’s world-class investment insights and the banking and lending solutions of Bank of America, I help successful individuals, families, and business owners create personalized strategies that adapt to today’s dynamic markets while staying aligned with what matters most to you.
Understanding You Is Where It All Begins
My mission is simple: to deeply understand what matters most to you—your goals, your values, and your vision for the future. From there, I ask thoughtful questions, listen intently, and gain a clear picture of where your wealth stands today and where you want it to be tomorrow.
With that insight, I design and implement personalized strategies that help you pursue your financial goals while managing risk and simplifying complexity. My approach is consultative and proactive, focused on turning aspirations into actionable plans that create clarity and confidence.
As a Wealth Management Advisor with Merrill Lynch Wealth Management, I serve successful individuals, families, and business owners across Central Florida and nationwide. Since beginning my career with Bank of America in 2015 and joining Merrill in 2018, I've specialized in helping clients navigate life's most significant transitions—whether it's selling a business, planning for retirement, or preparing for generational wealth transfer.
What sets my approach apart?
- A commitment to listening first, then crafting strategies tailored to your unique needs.
- Expertise in addressing the complexities of significant wealth, including tax efficiency, estate planning strategies, and liquidity events.
- A focus on proactive communication and exceptional service, so you always feel informed and confident.
As a Chartered Retirement Planning Counselor™ CRPC™ designee, I take pride in helping clients prepare for "what's next." Before recommending any strategy, I invest time in understanding your motivations—because the better I know what drives you, the better I can help you achieve your goals.
Designations, Credentials & Background
- CPWA® | CRPC™ | Florida Real Estate Broker (Active, Non-Practicing)
- Bachelor's Degree, Northern Arizona University
- Active in local run clubs and passionate about fitness, travel, and family life.
Outside the office, I enjoy running 5Ks, obstacle course races, cooking, and spending quality time with my wife, Gina, and our two children in Winter Garden, Florida.
Your wealth deserves more than management—it deserves a strategy built for your life and legacy.
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.
