Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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, unsurpassed resources of Merrill Lynch, 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®
Earning the designation of Chartered Retirement Planning CounselorSM, Eric’s 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/Bank of America 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.
Our team is involved with local communities, assisting charitable organizations such as The University of Tampa Board of Fellows. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
English & Spanish
University of Tampa
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Associate Insurance Specialist
Wealth Management Lending Officer, NMLS #107227
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.