Drawing from over 20 years of industry experience, Eric delivers in-depth, holistic client service rooted in attention to detail, integrity and proactivity. In addition, Eric’s conviction and decisiveness help instill a sense of confidence in his clients as they create a tailored plan for all of life’s adventures as well as the detours that arise along the way.
Aside from serving a select clientele that includes business owners and corporate executives, Eric applies his financial expertise to provide strategic leadership to his team of advisors. Helping them address everything from financial planning and investment management to marketing and beyond, Eric is continuously inspired by his commitment to foster a quality business.
Eric spent two decades at Ameriprise Financial Services, rising through the ranks as a financial advisor and later as a district manager, private wealth advisor and managing director. In 2021, he continued his upward trajectory by accepting the role of private wealth advisor and managing director at Raymond James, a firm he admires for its spirit of independence, client-centric service and people-first values.
A graduate of St. Bonaventure University, Eric holds a Bachelor of Science in finance. He is also a Chartered Retirement Planning Counselor℠, Chartered Financial Consultant®, Accredited Portfolio Management Advisor℠ and Certified Financial Planner™ professional. Along with his extensive industry credentials, Eric was successful with Ameriprise for 20 years as both a district manager and advisor, and helped lead the firm’s Long Beach, California and Boca Raton, FL offices.
An active member of his community, Eric has served as a board member for First Tee in Broward, which is part of an international youth development program that helps introduce golf and its inherent values to new generations. He also served as a board member and treasurer for the Lake Osborne Estates Civic Association and as a board member and coach of the Palm Beach Gardens Youth Athletic Association.
Originally from Rochester, New York, Eric makes his home in Palm Beach Gardens with his wife, Alana, and their children, JT, Alexa and Ryan. Aside from relishing time spent with his beautiful family, Eric enjoys CrossFit, writing, reading and coaching.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
