Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Eric has been at Merrill Lynch Wealth Management since 2003. He has been focused on helping high net worth individuals, families and business owners achieve their financial objectives. Eric helps guide proper asset allocation, counsel on liability management and assist in estate and tax planning issues - a total wealth management strategy. Eric also focuses on all interest rate sensitive products including cash management and fixed income instruments. He works with public and private organizations in managing their retirement plans, cash management, business banking and corporate lending. His team functions as the quarterback in helping clients with every aspect of their financial lives by establishing objectives, developing an appropriate strategy and recommending solutions based upon the clients risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Eric draws upon the breadth and depth of Merrill Lynch Wealth Management and its strategic partners to connect all the pieces of your financial life.
Eric holds the Chartered Retirement Planning CounselorSM (CRPC®) and the Certified Plan Fiduciary Advisor (CPFA) designations and he has an MBA in Finance from the Stern School of Business at New York University. Eric holds current Series 7, 66 and 31 FINRA registrations.
Eric and his wife Nancy and their children Jordan, Allie and Ben live on Long Island, NY.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Massachusetts-Amherst
New York University - Stern School of Business
Great Neck South Senior
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.