LEARN MORE ABOUT ERIC
Eric uses his more than 20 years of industry experience to help clients manage and preserve wealth and pursue the goals they are passionate about. He specializes in working with business owners, executives and retirees who appreciate his skill in simplifying complex financial situations.
He strives to provide highly personalized service to clients, getting to know family dynamics and how each client defines financial well-being, making sure to address both familial and financial concerns. He and his team pride themselves on being responsive to client needs, meeting people where they are at and helping them plan for making the most of their money and what they want for the next generation.
The financial services industry was a natural fit for Eric, who sees financial planning as a complex equation that can be solved in several different ways. He earned a bachelor’s degree from the University of Rochester, began his career at Signator Investors and has since worked at firms including Morgan Stanley and Merrill Lynch, where he served clients the last 15 years. He joined Raymond James in 2020, drawn by its emphasis on client-first service.
Eric believes in serving the community and gives back as a volunteer for youth sports and Boy Scouts of America. He has been a cub master for Cub Scouts Pack 31 in Marlborough for the past 10 years, and an assistant scoutmaster for Troop 2 Marlborough for the last four years. He is a board member for Marlborough Youth Baseball, where he heads the all star and instructional divisions and has coached multiple town baseball teams for the past decade. He is also currently head coach for his sons’ flex and tackle football teams.
He lives in Marlborough with his wife, Jennifer; their five children, Patrick, Ella, John, Ethan and Noah; and their newest addition, Kaiser, a 7-month-old German shepherd/hound dog rescue. When he’s away from the office, he enjoys hiking, camping, target and skeet shooting, traveling, reading and strategy games.
Raymond James is not affiliated with the above organizations and/or charitable causes.