Eric Winkler

Eric joined Merrill Lynch Wealth Management as a Financial Advisor in 2017. As a member of The Winkler Group, his main purpose is to help the team's clients by integrating the goals-based wealth management approach. As a result, the client's objectives, rather than the market, are at the center of the wealth management process.

Eric graduated from Western Michigan University with a B.S. in Accounting and a minor in Finance. He also received his M.S. in Accounting from Western and was a member of the Lee Honors College. Shortly after graduating, Eric received the uniform Certified Public Accountant license and worked in public accounting for almost two years. Although he does not provide tax or legal advice in his role at Merrill, his CPA background enables him to work closely with clients' CPAs and attorneys. Additionally, Eric is a CERTIFIED FINANCIAL PLANNER^™, CFP^® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Finally, he earned his Series 7 and 66 FINRA registrations.

Named to the 2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list.
   Published on August 8, 2023. Rankings based on data as of March 31, 2023.*

Named to the 2024 Forbes “Best-in-State Wealth Advisors” list
   Published on April 3, 2024. Rankings based on data as of June 30, 2023.**
*2023 Forbes “America’s Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK^® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

**2024 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK^® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.