Eric Wynn
,
Financial Advisor
1 Cowboys Way
Frisco, TX 75034
469.294.7983
Learn more about an advisor's background on
Striving to enrich clients' lives by offering sophisticated financial strategies that optimize wealth growth, mitigate risks, and ensure a legacy of financial security for their families and businesses.
Profile

With a comprehensive background spanning financial planning, consumer banking, liability management, and brokerage services, I offer a wealth of knowledge to my clients. My mission includes guiding clients to understand the purpose of their wealth and help accomplish their goals for their family, organization, and charity.   I love working with families and business owners, assisting them in navigating their financial journey and educating their children on financial literacy. It's essential to empower the next generation with the knowledge and skills to make sound financial decisions. I am dedicated to helping you achieve a secure and prosperous retirement. We can identify your retirement goals, analyze your current financial situation, and implement sophisticated strategies to optimize your retirement income, minimize tax liabilities, and preserve and grow your wealth for future generations.   Additionally, I specialize in providing guidance on solutions in both the public and private equity space for accredited investors. Whether you're looking to diversify your portfolio or explore new investment opportunities, I can help tailor strategies that align with your financial objectives.   I began my financial services career with Fidelity Investment in Westlake, TX in 2012 while attending University of Texas at Dallas in the evening. I later served in various roles in oil & gas and insurance compliance before joining Merrill Lynch Wealth Management in 2017. There, I served clients across the North Dallas area. In addition to my client-focused role, I serve on the leadership board of Bank of America’s ALN network and am an active committee member of the bank’s Asian Business Council.   Beyond my professional pursuits, I find joy in playing the guitar and delving into world history. I reside in McKinney, Texas with my wife Jia and son Ian, and my wish is to take my family to visit all 63 U.S. national parks.   Please do not hesitate to contact me if you require any assistance or have any questions. I am here to provide personalized financial guidance and support to help you achieve your goals.

*Banking Services are through Bank of America, N.A. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

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.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph Michael Cuff
Structured Credit Executive
Osvaldo Luna
Wealth Management Banking Specialist
Austin Bertrand
Wealth Strategies Advisor
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Eric Wynn is registered to do business in AL, AR, CA, CO, FL, GA, HI, LA, MA, NC, NM, NY, OH, OK, OR, TN, TX, WA.