Eric joined Merrill Lynch Wealth Management in November of 2008. With over 20 years of experience in the financial services industry, he works closely with affluent families, high net worth individuals, and closely-held businesses. Through personal consultations, Eric works with each client to set quantifiable goals, and helps prioritize their needs. He then develops and implements a customized strategy using a wide variety of financial instruments. Eric works with each client's tax advisor and estate planning attorneys to help insure the client’s financial life is in order
Eric received a Bachelor of Arts Degree in Business Administration from Lafayette College and is a member of the Investments & Wealth Institute™. He is actively involved in his community organizing fundraisers for Hearing Loss Association of America.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
