Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Eric and his team are proud to offer personalized family wealth management services to an exclusive clientele of affluent individuals and families. Among those that have turned to the team over the past decade – and remain with them today – are physicians, attorneys, entrepreneurs, corporate executives, retirees and small business owners.
The group’s client-centric philosophy drives its high degree of personal service. In fact, they bring each client focused attention, the most appropriate best-of-breed strategies, along with regular follow up that measures performance, accounts for new circumstances and allows for timely adjustments.
With access to the vast resources of Merrill, the group crafts strategies that are supported by specialists in dozens of areas and an exceptional selection of products. Eric and the team are ardent believers in fully understanding the big picture surrounding each client’s financial life. Accordingly, they are happy to collaborate with their clients’ attorneys and accountants in developing advice-focused plans that directly answer short-and long-term client needs. In every case, Eric strives to minimize risk, preserve capital and preserve each client’s wealth during periods of market volatility.
As an example of the diverse areas in which the team work, they provide many of their small business owner clients with: asset and liability management, income and asset preservation, generational transfers to help clients achieve their goals of creating and growing wealth, as well as planning and managing the transfer of wealth to establish lasting legacies in the most tax-efficient manner.
Eric is dedicated to the foundation upon which long-term relationships are built: honesty and integrity. By consistently delivering helpful advice and constructive plans with the utmost objectivity, they’ve become trusted contributors to their clients’ achievements – through market cycles and generation
|Eric S. Sidor, CRPC®
Senior Financial Advisor
Eric has earned the designation of Chartered Retirement Planning Counselor. His extensive knowledge enables him to concentrate on providing estate and retirement income planning strategies. Adhering to a planning-based approach for individuals and families facing issues beyond investments, he coordinates with their tax and legal advisors to provide a integrated and consolidated wealth management plan. Eric is fully credentialed and licensed in life, health and long-term care insurance.
After six years spent at another firm, Eric joined Merrill Lynch Wealth Management as a Financial Advisor in 2004. He earned a B.S. in Finance and International Business from The University of Tampa. Eric is a member of the University of Tampa's Board of Fellows and an avid fisherman who lives in St. Petersburg with his wife, Natalie, daughter, Vivianna, and son, Sebastian.
English & Spanish
University of Tampa
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Insurance Associate Specialist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.