Erik joined the Leesburg office of Raymond James as a Financial Advisor in March 2021. Erik began his career in 2014 with Merrill Lynch with a focus on personal financial planning. There he also provided training on retirement planning software, analysis and effective client communications. Later at Mass Mutual he was elevated to Director of Financial Planning and became an Associate Financial Advisor at New York Life. Erik is a CERTIFIED FINANCIAL PLANNER™ which holds him to a high ethical standard to ensure all recommendations are in the client’s best interest. Erik also has his Series 7, Series 66 and Life & Health Insurance licenses through the state of Virginia. Each of these certifications and licenses involved rigorous testing and experience requirements.
Erik earned his bachelor’s degree in Finance with a minor in Economics from the Indiana University of Pennsylvania. Originally from the Philadelphia area, Erik lives with his girlfriend in Sterling, VA and in his free time he enjoys playing ice hockey, reading and spending time with his friends and family. Given his relocation to the area in 2017, Erik is still actively exploring and learning everything that Virginia has to offer.
Erik believes that the key to successful financial planning is to assess client investment goals and retirement goals together when formulating a strategy.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.