Eric, Vice President and Senior Financial Advisor, began his career with Merrill Lynch Wealth Management in 2007. Eric earned a bachelor degree from the accredited College of Personal Financial Planning at Texas Tech University, where he focused on business practices and family wealth management. Eric focuses on personal and corporate retirement strategies, estate planning services and insurance strategies. In addition to his collegiate education, Eric holds professional designations of Chartered Retirement Planning Counselor℠(CRPC®) and Chartered Retirement Plans Specialist℠(CRPS®). He has also achieved his credentials as a Retirement Benefits Consultant and he holds the Certified Plan Fiduciary Advisor® designation.
Eric particularly enjoys building relationships with his clients and aims to understand their needs and goals on an individual level. He excels in creating customized wealth management strategies and takes pride in providing high quality products that cater to the needs of each client. Because of his personal experience in the industry, Eric is able to offer in-depth financial advice and an exceptional service experience to his clients.
Eric’s involvement in the Lubbock community is driven by the intrinsic Merrill tradition of giving back to the communities we serve. Eric currently sits on the Board of Advisors for the University Medical Center Foundation and enjoys spending time volunteering with the American Cancer Society and Hope Lodge – Lubbock, a non-profit organization that provides free housing, meals and care to cancer patients and their families.
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.
