Eric Wynn
Eric Wynn is a Financial Advisor and Senior Portfolio Advisor with Tarver & Campbell Wealth Partners at Merrill, where he helps oversee approximately $7.2 billion in client assets and liabilities as of December 2025. He advises high‑net‑worth individuals, family offices, and business owners across domestic and international markets, delivering purpose‑driven wealth strategies aligned with clients’ family, business, and philanthropic goals.
Eric brings a broad and technical background spanning wealth planning, portfolio construction, liability management, and risk oversight, with particular focus in derivatives‑based strategies, including options, structured solutions, and hedging techniques.
Eric began his career at Fidelity Investments in 2012 while attending the University of Texas at Dallas in the evening, later working in oil & gas and insurance compliance before joining Merrill Wealth Management in 2017.
He serves on the leadership board of Bank of America’s Asian Leadership Network and as a board member of the Dallas Market Asian Business Council. Outside of work, Eric is a guitarist, a runner, and a student of world history. He lives in McKinney, Texas, with his wife Jia and their son Ian.
My mission is to empower individuals, families, and business owners with the strategies and knowledge needed to make informed financial decisions, grow their wealth, and build a lasting legacy. I am dedicated to fostering resilience and clarity at every stage, guiding clients in retirement planning, wealth growth, and financial literacy for the next generation—helping to ensure their goals are met today and for years to come.
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.
