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Eric’s career in the Financial Services industry started as an intern while attending the University of Central Florida. As a member of the Burnett Honors College, he graduated with a B.S.B.A in Finance.
Throughout his career Eric has obtained multiple professional licenses, including the Series 7, Series 66, & 2-15 license. He has also earned the Accredited Investment Fiduciary® designation, and is a member the 501(c)(3) nonprofit organization COFE (Council of Financial Educators).
Although Eric calls Florida home, he is also licensed in Alabama, Arkansas, California, Georgia, Maine, Massachusetts, Michigan, North Carolina, New Jersey, Pennsylvania, Tennessee, & Texas.
A core focus of Eric’s practice has been providing clients with the education and direction they need to achieve their financial goals with confidence and precision. “Success is when the client makes the right decision for them.”
When Eric isn’t in the office, he enjoys attending rock concerts, caring for his collection of over 200 plants, and visiting Universal Studios with his family.
Address
1300 Bedford Drive, Suite 101
Melbourne, FL, 32940
Phone
(321) 684-9652
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