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.
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
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