Eric E. Otten began his financial services career in 2011. As a Financial Advisor, Eric can assist you by helping you build a wealth management strategy to address your individual needs. Eric focuses on delivering a comprehensive approach to managing wealth, beginning by listening and helping you make informed decisions as you develop your strategy. Eric is also qualified as a Portfolio Manager who can trade client's accounts on their behalf with their permission. Community involvement is an integral part of how Eric interacts with clients and communities. Eric is enthusiastically involved with volunteering and fundraising for organizations such as the Cystic Fibrosis Foundation. Let him show you how his professionalism and dedicated client service could benefit you and your family. Contact him at your earliest convenience.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. Jeff will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.
Click here to register.
Please join us to hear from Bank of America's Global Information Security team. The following topics will be covered:
- The Current Threat Landscape
- Password Management and Multifactor Authentication
- Mobile Best Practices
- Staying Safe While Traveling
- Protecting Your Home Network
- Internet of Things
- Common Scams
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.
