• Erik W. Weiss, CFP®, WMS

    Senior Vice President, Investments

    Senior Vice President, Investments Wealth Management Specialist

Erik prides himself on developing close-knit client relationships founded on mutual trust and respect. “My highest priority is guiding clients as they confidently pursue their financial dreams,” he says. To do so, he provides them with customized strategies designed for their unique lives. Additionally, Erik diligently stays up to date on the latest financial trends, informing clients of any changes that may impact their financial plans, performing continuous reviews, and working with them to address their evolving needs. Erik also makes it a point to remain available to his clients, promptly returning any calls or emails from them and thoughtfully answering any questions they may have.

Erik began his financial services career at Charles Schwab after earning a Bachelor’s degree in Finance and Economics from Indiana University-Purdue University. He later joined JPMorgan as a financial advisor and senior vice president. In 2019, Erik continued expanding his financial career by joining Raymond James, a firm he admires for its client-first culture and breadth of resources. In addition to his 15-plus years of industry experience, Erik has specialized knowledge in retirement planning, business succession and wealth transfer, and holds his CERTIFIED FINANCIAL PLANNER™ certification. As a CFP® professional, Erik has showcased his dedication to practicing with higher ethical standards and fulfilling the CFP Board’s continuing education requirements.

Originally from Elkhart, Indiana, Erik makes his home in Indianapolis with his wife, Brittany. The adventurous couple enjoys traveling as much as possible and has explored countless countries and cultures in both Europe and the U.S. When he’s not giving in to his wanderlust, you can find Erik relaxing by playing golf, reading and boating.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.