Eric began his career at Merrill in 1994. He focuses on wealth management, asset allocation*, manager search and selection, performance measurement, and implementation of creative investment strategies for ultra-high-net-worth individuals, families, endowments and foundations. Additionally, Eric is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Eric holds the Certified Investment Management Analyst (CIMA®) designation sponsored by the Investments & Wealth Institute™ at the Wharton School.** From 2010-2013, Barron's magazine recognized Eric as one of the Top 1,000 Financial Advisors in the United States. From 2014-2020, he was again recognized as one of the Barron's Top 1,200 Financial Advisors in the United States.*** Recently, Eric was also recognized on Forbes "Best-in-state Wealth Advisors" 2019 list** and again in 2020.****
Eric received a B.S. in Business Administration from the University of Tennessee-Knoxville.
Outside of the office, Eric enjoys golf, tennis, coaching his children's athletic teams and is involved in the support of Vanderbilt Children's Hospital, United Way of Middle Tennessee and St. Jude's Hospital.
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*Asset allocation does not ensure a profit or protect against loss in declining markets.
**Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
***Source: The Barron's "Top 1,200 Financial Advisors" list, March 13, 2020. For more information about the selection criteria, go to http://details-he.re/kpyVu9. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.Years prior to 2014, this Barron's list consisted of 1,000 advisors.
****Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
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