Eric Mayer,
CFP®, CRPCTM
Managing Director
Eric began his career in the financial services industry with Wells Fargo. In early 2007, he joined AG Edwards as a Financial Advisor and a member of the Meike Wealth Management Group. In the fall of 2008 Eric made the move to Raymond James with Therese and Laura. Eric is a graduate of Purdue University where he earned a Bachelor of Science degree in Financial Planning and Counseling and also holds the CHARTERED RETIREMENT PLANNING COUNSELORSM designation from the College for Financial Planning. As a CERTIFIED FINANCIAL PLANNER™ professional Eric works with clients to determine goals and then develops, implements, and monitors a sound financial plan.
Eric currently resides in Downers Grove with his wife, Rachel, and their three children. When not working he enjoys attending his daughters dance performances, coaching the kids sports teams and traveling. Eric previously served on the board of Dorothy's Family Charity. He is currently on the scholarship board for the Purdue Club of Chicago. Eric previously served the Purdue Club of Chicago has President for two terms and Treasurer for three terms.
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.
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