For more than two decades Eric has worked as a wealth management executive for the finest and most well respected investment firms in the nation. He helps clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Eric has dedicated his career to delivering the personalized investment planning services his clients deserve.
Eric began his career as a Financial Advisor with Morgan Stanley Dean Witter in Los Angeles, where he developed his fundamental investment knowledge. He moved to Citi Smith Barney in 1999 where he successfully grew his practice by delivering customized financial advice to high net worth individuals and families. Prior to his departure from Citi Smith Barney, Eric attained the title of Vice President and was selected to the President’s Advisory Council. Eric was approached with an opportunity to join Wachovia Securities, in 2008. The choice to join Wachovia as a Senior Financial Advisor (Vice President) was driven by his desire to take a team approach in providing customized financial advice to his clients.
Eric developed his passion for business from his father. Over his career, Eric’s father excelled as an executive at the largest health insurance company in New Jersey (Blue Cross) where he headed divisions in Marketing, Human Resources, and Sales. Eric’s desire to follow his father into the world of business stemmed from his admiration of a full page magazine ad featuring his father that was prominently hung on a wall in his family home as a child.
Making a profound impact in peoples lives has always been a driving force for Eric. In recent years, he’s found great satisfaction in providing advice and guidance on business development for healthcare based companies. Being a founding member of ELEVATE Wellness Center provides the opportunity to help others achieve the heartfelt growth needed to to live their best lives.