Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Eric Miller joined Merrill Lynch in 2016 and has 6 years of experience in the financial services and asset management industries. He focuses on serving the unique wealth management needs of business owners and executives — a dynamic group that often faces sophisticated and competing financial demands as they balance professional and personal commitments and goals. In order to serve clients, Eric leverages the investment insights of Merrill Lynch and the banking convenience of Bank of America to provide a breadth of financial services. His focus is on developing tailored strategies for clients, their families and their businesses to help them pursue short- and long-term financial goals. Passionate about delivering excellent service, Eric works to help business owners and executives save time, make more informed financial decisions and drive progress.
Eric earned an MBA from the George Washington University School of Business and is an active alumnus, serving as an officer on the junior board of the GW Program on Applied Research and Investing or GW PARI. GW PARI is a global leader in applied research and investment education with its combination of world-class instruction, industry outreach, and networking. GW PARI provides students with critical real-world investment experience and invaluable professional networking opportunities with major corporate talent. The foundation of the program is GW’s Student Investment Fund, which provides students with the opportunity to manage real capital, interact with real practitioners into the classroom, and to connect with investment industry leaders.
Prior to joining Merrill Lynch, Eric has been on the founding team of three successful companies, including most recently his own, and has worked in corporate strategy and development, corporate finance, and venture capital/private equity. He currently resides in the Logan Circle neighborhood of Washington, DC with his wife, Natalie, whom he met at GW School of Business on their first day of orientation and has been with ever since.
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as The George Washington University and other volunteer work.
English & Spanish
George Washington University
University of Pittsburgh
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.