Erik is a managing partner with Private Wealth Consultants and wealth manager with Raymond James Financial Services. His focus is on investment evaluation, asset allocation and portfolio management. Erik works with clients in evaluating appropriate investment plans to help meet specific goals and income requirements.
Erik began his investment career while still in college and has spent his 30-year professional career in the financial industry. Originally from Canton, Ohio, Erik graduated with a BA from Kent State University and has completed the nationally recognized certification program and earned the designation of Certified Financial Planner® practitioner. He holds the FINRA Series 7, 9, 10, 30, 31, 63 and 65 registrations as a registered representative of Raymond James Financial Services. Erik is also a licensed insurance representative in life, health, long-term care and variable/fixed annuities.
In 2010, Leo and Erik sponsored and funded the Private Wealth Consultants, LLC, Athletics Scholarship Endowed Fund through the Florida Gulf Coast University Foundation, providing educational scholarships to student athletes based on need. They continue to nurture and grow the endowment.
Erik and his wife, Paula, reside in Fort Myers, Florida, and have two sons, Peyton and Preston. Peyton lives in Nashville, Tennessee, and is in the music industry with RiverHouse Artists. Preston is a senior at Belmont University in Nashville, studying music business and is a catcher on the Belmont University baseball team.
Raymond James is not affiliated with any of the companies mentioned.
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.