Eric Gonzalez

Financial Advisor
6000 Fairview Rd
Charlotte NC 28210
(704) 705.3280
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Profile

As a CERTIFIED FINANCIAL PLANNER® professional and Financial Advisor with Merrill Lynch Wealth Management, I help individuals and families across the Carolinas build, preserve, and transfer wealth with confidence. My focus is on delivering personalized advice in areas such as retirement planning, legacy objectives, investment management, tax-efficient strategies, and estate planning.

By combining thoughtful planning with the resources of Merrill and Bank of America, I help clients navigate important financial decisions and stay focused on what matters most to them.

About Merrill

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.

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Eric Gonzalez is registered to do business in CA, CT, FL, GA, KY, MA, MD, MI, MO, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.