Eric began his career in the financial services industry in 1991 after graduating from Babson College with a degree in Finance & Investments. He joined Merrill in 1994 and works with many of the same clients to this day. With over 30 years in the role, Eric brings a long tenure of knowledge and industry experience to his clients.Eric works closely with clients to understand their ever-evolving personal and financial goals. He uses these goals to create a customized financial plan that is further used to guide his investment recommendations. Each client receives a personalized experience that is founded in concierge level service and contact.Eric and his team strive to be a resource for all matters big and small in a client's life. The team provides collaborative assistance ranging from banking to complex estate plan execution. He also provides Fiduciary Advisory Services for a number of retirement plans.He holds the Chartered Retirement Planning Counselor ™ designation and the Certified Plan Fiduciary Advisory (CPFA®) credential. Eric resides in Marblehead, MA with his wife and two daughters. He is an avid skier and competitive sailor through the Eastern Yacht Club.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
