Eric began his career in financial services in 2014. After graduating Florida State University with a B.S. in Finance, Eric earned his Series 7, 63, 66, and State of Florida 215 Insurance licenses, as well as the CERTIFIED FINANCIAL PLANNER™ designation. Prior to joining BWA, Eric worked with Fidelity Investments and Charles Schwab.
Providing holistic financial planning advice is Eric's expertise. His passion for wealth management aims to create suitable solutions to the clients' overall goals, needs, and objectives. Tailored and customized to their individual and financial household success.
Eric is originally a native of Ocala, Florida, and now resides in Jacksonville, Florida with his wife Lauren, and their beautiful children. Away from the office, Eric enjoys spending time with his family while having a passion for golf & turkey hunting!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
