Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 and overall investment goals. Eric draws upon the breadth and depth of Merrill Lynch 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 Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Great Neck South Senior
New York University - Stern School of Business
University of Massachusetts-Amherst
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Supported by the global resources of Merrill Lynch, 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 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.