With over 20 years of industry experience, Eric applies his knowledge and skill in providing concierge wealth management for high-net-worth and ultra-high-net-worth families in the U.S. and abroad. He builds strong and enduring relationships with clients, helping them navigate the financial world with their distinct needs and goals in mind.
As one of the leaders of Alianza Wealth Management Group alongside his mentor and partner, Ernesto Angueira, Eric helps ensure an exceptional client experience that includes responsive service, deep and technical market knowledge all with a personalized approach. The focused nature of the practice allows for highly collaborative consultations and holistic strategies for all facets of life.
Eric joined Raymond James in 2020, drawn by the firm’s dedication and deep-rooted culture of putting clients first. Prior to this, he was a Senior Vice President serving clients at UBS. He earned a B.S. in Finance from Florida State University and an MBA from Florida International University.
Giving back to the community is important to Eric. He is Treasurer of the Crockett Foundation, which provides educational opportunities to underserved youth in South Florida, and serves on the Board of Governors of the Florida State University College of Business. He has also served on the board of the Florida State Alumni Association and served as President of the Miami Seminole Club.
When he’s not serving clients, Eric enjoys coaching his children’s sports teams, traveling, playing basketball, attending sporting events and exercising his culinary palate.
Raymond James is not affiliated with the above organizations and/or charitable causes.